Dana McQuillan
Fort Irwin
Summary
Results-oriented finance professional with expertise in managing financial operations, optimizing budgets, and ensuring regulatory compliance. Proven skills in financial analysis, risk management, and strategic planning drive departmental success. Focused on fostering team collaboration and adapting to business needs while enhancing accuracy and efficiency.
Overview
10
10
years of professional experience
Work History
Assistant Manager - Finance
Navy Federal Credit Union
Fort Irwin, CA
02.2025 - Current
- Streamlined financial reporting processes to enhance accuracy and efficiency in monthly reports.
- Developed financial forecasts to support strategic planning and informed decision-making for management.
- Streamlined financial reporting processes to enhance accuracy and efficiency in monthly statements.
- Developed financial forecasts to support strategic planning and informed decision-making for leadership.
- Conducted risk assessments to identify potential financial exposures and recommended mitigation strategies while staying proactive.
- Managed budget preparation, monitoring, and forecasting to ensure fiscal responsibility.
- Trained new and existing staff members in various financial procedures to prepare for job requirements.
- Collaborated with cross-functional teams to drive process improvements that enhanced overall operational efficiency.
Universal Experience Representative
Firstlight Federal Credit Union
El Paso
06.2023 - 12.2023
- Served as trusted advisor to members seeking financial growth, guiding them in account openings and utilizing new technology for account access. I opened new accounts, shared certificates, and helped members understand the new technology that the institutions were using to easily access their accounts effectively. Developed strong network within office to obtain accurate information for members, enhancing their experience and support. I was a Universal Experienced Representative (UER), which means I was trained to analyze each individual client scenario, and find the best financial benefits that we could offer.
- Facilitated member account openings and resolved inquiries efficiently.
- Provided exceptional customer service, enhancing member satisfaction and retention.
- Assisted in processing loan applications, ensuring accuracy and compliance with regulations.
Assistant Store Manager
Walmart
Las Cruces
06.2016 - 04.2023
- Contributed to team activities by generating new sales ideas and sourcing target market clients aligned with business goals. Interacted professionally with customers, partners, vendors, and team members.
- I have completed the Walmart Assistant Manager Certification, where I developed greater interpersonal skills, the reporting of profit and loss metrics, personnel management, and inclusive leadership.
- I'm proficient in data entry using Excel, Tableau, and Workday platforms to discover opportunities to provide clear metrics for company operations. My organization and communication skills enable me to clearly report metrics, and how I intend to reach the next company goal.
- My verbal and written communication skills allow me to interact with customers and employees professionally to achieve a shared understanding of company policies and procedures.
- Hired staff to meet business needs and conducted onboarding and training for new employees.
Education
Some college - Business Administration
Eastern Arizona College
Safford03-2015
Skills
- Budgeting
- P&L management
- P&L tracking
- Accounts receivable
- Risk assessment
- Financial reporting
- Data visualization
- Power BI
- Cash flow management
- Financial statement analysis
- Credit analysis
- Budget forecasting
- KPI creation
- Strategic planning
- Leadership
- Staff training
- Performance metrics
Timeline
Assistant Manager - Finance
Navy Federal Credit Union
02.2025 - Current
Universal Experience Representative
Firstlight Federal Credit Union
06.2023 - 12.2023
Assistant Store Manager
Walmart
06.2016 - 04.2023
Some college - Business Administration
Eastern Arizona College
Disclaimer
Fort Irwin, July 8, 2026 Dana McQuillan