Primary accountant and financial manager for Lourdes Academy, a private Catholic school system located in Oshkosh, WI. Duties include, but are not limited to the following:1. Preparation, presentation, and management of the Academy's operating budget, with revenues in excess of $8 million for 20242. Primary financial liaison to the Lourdes Academy Board of Trustees and the Lourdes Academy Foundation3. Management of accounts payable/receivable, including the collection of multi-millions in tuition receivable, annually4. Management of banking relationships, including the procurement of large loans related to capital campaigns and other operating needs5. Management of third party vendors and related contracts6. Monthly financial reporting and analysis, including forecasting7. Manage the property and liability insurance processes for the Academy8. Serve as primary liaison for all third party audits, including School Choice and the annual financial statement audit9. Management of the monthly and year-end close accounting activities10. System administrator of the Academy's accounting software (Sage MAS 100)11. Payroll processing management, including year end statements and tax reporting12. Procurement and management of grants and other financial contributions.13. Financial support and management of all fundraising activities, such as fundraising events and drives14. Primary liaison for the oversight of large endowments and other investments managed by third party administrators

Managed a team of 50 individuals, including processors, supervisors, and business analysts. Responsible for managing numerous processes, including the following:• Compliance & Vendor Management:• Interpreted both regulatory and company policy requirements and ensured internal division policies and processes were in sync with those requirements• Designed and successfully implemented processes and structure for the following duties: Flood and hazard insurance monitoring and force placement processes Escrow servicing for the consumer real estate portfolio, including property tax and insurance monitoring, disbursements, and escrow analysis Management of insurance processes for various insurance and debt cancellation products Managed vendor contracts and monitored third party vendors who serviced the loan portfolios in various capacities, holding them accountable for performanceKey Accomplishments: Revamped internal policies, procedures, and controls, and made necessary changes to staff structure and processes that led to greater efficiency and accuracy, and allowed the bank to close several outstanding regulatory violations that were previously issued by the examiners. Processor error ratios dropped from >10% to less than 2% in less than a year, and more than 50 examiner and/or self-identified issues were solved and closed under my leadership.

Managed the Quality Control process for Associated Bank’s Residential Lending division. Duties included:• Management of the vendor responsible for servicing functions, both pre and post-closing to ensure compliance with regulations and that work output was of high quality • Ensured that the bank’s QC process met the pertinent regulatory guidelines and provided detailed results & trend reporting to senior management• Tracked, reported, and coordinated working groups to ensure that all regulatory issues and risks as well as audit findings were successfully resolved in coordination with the affected business line(s) • Provided leadership throughout various projects that affected the division, while identifying potential risks and ensuring mitigation of such in order to achieve successful resultsKey Accomplishments: Successfully transitioned the responsibility for oversight of quality control processes from the business line to my Risk Management team in less than 3 months, which included improving our vendor oversight process and adequately resolving examiner concerns.

Reported directly to the CEO and served as an active member of the senior leadership team. Duties included:• Management of projects involving six figure capital expenditures as well as key compliance projects• Coordination of various aspects of facilities and purchasing management for 23 branches• Development and management of budgets to ensure proper expenditures and tracking• Driving of organizational efficiency & expense reductions through technology & procedural enhancementsKey Accomplishments: reduced expenses for routine services that the credit union utilized, by establishing vendor management processes and broadening the scope of vendors previously used. Increased operating efficiency through the purchase of software products and upgraded hardware that automated processes that were previously manually performed.

The scope of my duties included the following:• Preparation of an annual > $3 million operating expense budget & five-year strategic plan for the company. Both required presentation to and approval from the Board annually• Management of company accounting functions (utilizing QuickBooks), including A/P, billing processes, & A/R collections• Prepared monthly and quarterly financial statements. Summarized and presented them to the Board of Directors, explaining variances, forecasts, etc.• Worked closely with BLG’s third party CPA firm to draft the annual financial audit plan, and worked closely with them to ensure successful annual financial reviews and corporate tax filings • Served as fiduciary for employee retirement and deferred compensation accounts. Managed the plans and the vendors responsible for servicing them• Managed processes for loan origination, lending compliance (including Reg B & HMDA), document processing, collateral management, insurance monitoring including flood, delinquent property tax tracking, document management, loan accounting, SBA loan administration, funding, portfolio reporting• Selected and implemented a new loan accounting platform and converted the commercial loan portfolios from four separate credit unions to one core system• Managed Information Technology, Systems, & Security. Oversaw updates to BLG’s IT strategic plan, Information Security Policy and Disaster Recovery plan, and ensured regular testing was conducted and issues were remediated• Championed facilities management, including building maintenance, security, business liability and property insurance, and fixed asset management• Key Accomplishments: Oversaw the conversion of account portfolios from four separate platforms into one centralized platform, leading to significant efficiency gains and an increased ROI for investors realized through staff reductions and more timely settlement of funds.

Managed teams of up to 75 individuals. Responsible for numerous processes, including the following:• Accounting Management: • General ledger administration and reconciliation, ensuring financial integrity & quality customer service.• Establishment & monitoring of accounting policy for the division• Design and implementation of various points of quality control to ensure processes are effective and policies are consistently followed.• Distribution and settlement of multiple millions of dollars daily to external parties• Sarbanes Oxley (SOX):• Coordinated the gathering and submission of information for exams to the regulators and served as the liaison between CLLO and the OCC as well as other regulators and auditors• Conducted internal audits of the entire CLLO division to ensure all high risk procedures were documented and that adequate controls were put in place in order to mitigate operational risk.• Tax servicing: • Tracking and remittance of personal property tax in numerous states, excess wear and tear charges, & gap insurance premiums – all related to the auto lease portfolio• Legal document preparation:• Products included: 1st & 2nd mortgages, purpose finance, private client/commercial, small business, & indirect consumer loan and lease paper. Administered the document preparation system, Laser Pro• Ensured processes remained in compliance with applicable consumer regulations & policies, including RESPA, Reg’s Z, AA, and B, Flood, FDPA, AML/BSA, and GLBA Key Accomplishments: designed and implemented procedural changes that resulted in a savings for the company of over $1 million annually, through mitigation of risk and associated operational losses. Upgraded technology to automate processes and save staff expense. Won the highest honor in the Consumer Lending Division, known as the World Class award, in 2006 & 2007, and was named Manager of the Year in 2008