Lisa (Ernster) Marthaler, M.B.A.

Lisa (Ernster) Marthaler, M.B.A. Email and Phone Number

finance focused, relationship builder, lifelong learner @ Vertech
Lisa (Ernster) Marthaler, M.B.A.'s Location
St Paul, Minnesota, United States, United States
About Lisa (Ernster) Marthaler, M.B.A.

Numbers whisperer with 18+ years of financial experience in accounting and finance. I thrive on optimizing financial operations and boosting profitability. As a leader in managing teams while crunching numbers, I also excel in financial planning and analysis, and applying my strategic financial skills to achieving organizational success. Strength Finders: 1 Achiever, 2 Discipline, 3 Harmony, 4 Focus, 5 Learner.

Lisa (Ernster) Marthaler, M.B.A.'s Current Company Details
Vertech

Vertech

View
finance focused, relationship builder, lifelong learner
Lisa (Ernster) Marthaler, M.B.A. Work Experience Details
  • Vertech
    Controller
    Vertech Oct 2024 - Present
    Phoenix, Az, Us
  • Foxtrot Marketing Group
    Controller
    Foxtrot Marketing Group Jun 2023 - Oct 2024
    New Brighton, Minnesota, Us
    • Publish accurate monthly and annual financial statements; created company’s first annual budget forecast process & overhauled existing Chart of Accounts.• Implement cost-saving & revenue-generating initiatives for an e-commerce company while improving cash flow management while partnering with other department leaders.• Oversee all aspects of month end close, accounting and sales tax processes & reporting; migrated financial functions to new ERP.• Reviewed and updated all financial policies, procedures, and internal controls to ensure compliance and accuracy.• Member of the Leadership Team, using EOS (Traction) Methodology to improve communication, goal setting, accountability, and profitability. • Onboarded and lead a team of six remote employees.
  • Career Break
    Full-Time Parenting
    Career Break Jun 2016 - Jun 2023
  • Unitedhealth Group
    Finance Manager
    Unitedhealth Group Aug 2015 - Jun 2016
    Us
    • Responsible for budgeting, forecasting and variance analysis, and KPI oversight of $450M in annual capital investment for 200 strategic capital initiatives.• Supervised and developed a growing team of portfolio managers to ensure capital strategy compliance and success.• Collaborated with cross-functional teams to prepare business case & financial packages for executive leadership approval.• Prepared monthly, quarterly, and annual program reports for segment leadership review.• Continually implemented new procedures for increased accuracy, efficiency, & productivity.
  • Unitedhealth Group
    Capital Portfolio Manager
    Unitedhealth Group Sep 2013 - Aug 2015
    Us
    • Managed $250M in annual capital investment for 75+ IT strategic capital initiatives.• Meet monthly with cross-functional teams to ensure programs' success and completion; creative problem solving solutions to any barriers to completion.• Utilized financial modeling to forecast within 1% accuracy annually.
  • Unitedhealth Group
    Senior Accountant
    Unitedhealth Group Jan 2012 - Sep 2013
    Us
    • Streamlined two existing roles into one. while delivering 40 account reconciliations monthly, valued over $200M, for external vendor.
  • Camp Victory
    Program Manager
    Camp Victory May 2011 - Aug 2011
    • Managed team of 60 staff and six program budgets.
  • College Made Easy
    Operations Manager
    College Made Easy Oct 2009 - May 2011
    • Implemented processes to grow clientele 800%.• Created & maintained front/back office operations and staff.
  • C.H. Robinson Worldwide, Inc.
    Accountant
    C.H. Robinson Worldwide, Inc. Nov 2007 - Apr 2009
    Eden Prairie, Minnesota, Us
    • Utilized forensic accounting to maintain and reconcile $10M+ in Cash, AR, and AP accounts.
  • Deloitte
    Collateral Analyst/Auditor
    Deloitte Jul 2005 - Oct 2007
    Worldwide, Oo
    • Facilitated monthly issuance of Agreed-Upon-Procedures Letters for mortgage client, working with investment banks to confirm accuracy of data to ensure compliance for issuance of $1B securities before purchase.
  • Deloitte
    Audit Intern
    Deloitte Jan 2005 - Jun 2005
    Worldwide, Oo
    • Performed detail oriented auditing of various types of mortgages.• Maintained and coordinated the completion and accuracy of marketing materials & deadlines.
  • Usda
    Assistant To State Director And Rural Development Department Intern
    Usda Jun 2004 - Aug 2004
    Washington, Dc, Us
    • Performed credit analysis and processed loan/grant applications.• Assisted HR with hiring; maintained records of interdepartmental communications.
  • Fox Cable Networks
    Intern: Advertising, Sales And Promotion Department
    Fox Cable Networks Feb 2004 - May 2004
    • Authored articles for current promotions and activity updates to client; assisted PR Manager.• Developed an instruction guide for future interns.

Lisa (Ernster) Marthaler, M.B.A. Education Details

  • Bethel University
    Bethel University
    Accounting And Finance
  • Azusa Pacific University
    Azusa Pacific University
    Master Of Business Administration - Mba

Frequently Asked Questions about Lisa (Ernster) Marthaler, M.B.A.

What company does Lisa (Ernster) Marthaler, M.B.A. work for?

Lisa (Ernster) Marthaler, M.B.A. works for Vertech

What is Lisa (Ernster) Marthaler, M.B.A.'s role at the current company?

Lisa (Ernster) Marthaler, M.B.A.'s current role is finance focused, relationship builder, lifelong learner.

What schools did Lisa (Ernster) Marthaler, M.B.A. attend?

Lisa (Ernster) Marthaler, M.B.A. attended Bethel University, Azusa Pacific University.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.