Green Bay, Wisconsin Metropolitan Area
An established financial analysis leader in the financial services industry. Focused on data driven analysis, leadership development of colleagues, & influence on strategic direction of a fast-paced organization. Skilled in Financial Planning & Analysis, Budgeting/Forecasting, and Finance Transformation. Finance professional graduated from with an MBA from St. Norbert College and Bachelors in Economics from UW-Madison.
Lead the development and implementation of the financial planning and analysis department. Focus on driver-based planning for predictive budgeting and forecasting. Oversee corporate Treasury functions including liquidity and funding, ALCO (asset and liability committee), and strategic net interest margin planning. Manage day-to-day accounting operations including close processes, control function and development of general ledger.
Led divestiture (operating models, TSAs, transition planning) of FP&A department for sale of super regional bank. Project leader for best practices in driver based planning, cost optimization, total cost of ownership, and profitability as a managed service. Profitability and cost management leading practices, assessments, and target operating models.
Forecast mid-month projections on revenue, expense, and capacity for Van Truckload division. Reinvent how internal management financials are consumed, in order to prove deeper insight and action. System skills: Hyperion Essbase, Oracle BI
Provide guidance and alignment for annual bank wide budget with investor expectations. Lead/develop profitability team (providing guidance for business decisions) and facilities finance team (providing support for 250+ locations). System skills: IBM Cognos Report Writer, SAS Profitability Data Developer
Document Activity-based costing principles in order to educate financial partners how expenses are assigned within the bank. Ensure principles are consistent with industry best practices. Analyze and provide interpretations to product profitability to better inform management of product strategy.
16-month rotation through three disciplines: Strategy, Finance, and Marketing.