Lisa (Ernster) Marthaler, M.B.A. Email and Phone Number
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.
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ControllerVertech Oct 2024 - PresentPhoenix, Az, Us -
ControllerFoxtrot Marketing Group Jun 2023 - Oct 2024New 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. -
Full-Time ParentingCareer Break Jun 2016 - Jun 2023
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Finance ManagerUnitedhealth Group Aug 2015 - Jun 2016Us• 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. -
Capital Portfolio ManagerUnitedhealth Group Sep 2013 - Aug 2015Us• 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. -
Senior AccountantUnitedhealth Group Jan 2012 - Sep 2013Us• Streamlined two existing roles into one. while delivering 40 account reconciliations monthly, valued over $200M, for external vendor. -
Program ManagerCamp Victory May 2011 - Aug 2011• Managed team of 60 staff and six program budgets. -
Operations ManagerCollege Made Easy Oct 2009 - May 2011• Implemented processes to grow clientele 800%.• Created & maintained front/back office operations and staff. -
AccountantC.H. Robinson Worldwide, Inc. Nov 2007 - Apr 2009Eden Prairie, Minnesota, Us• Utilized forensic accounting to maintain and reconcile $10M+ in Cash, AR, and AP accounts. -
Collateral Analyst/AuditorDeloitte Jul 2005 - Oct 2007Worldwide, 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. -
Audit InternDeloitte Jan 2005 - Jun 2005Worldwide, Oo• Performed detail oriented auditing of various types of mortgages.• Maintained and coordinated the completion and accuracy of marketing materials & deadlines. -
Assistant To State Director And Rural Development Department InternUsda Jun 2004 - Aug 2004Washington, Dc, Us• Performed credit analysis and processed loan/grant applications.• Assisted HR with hiring; maintained records of interdepartmental communications. -
Intern: Advertising, Sales And Promotion DepartmentFox 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
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Bethel UniversityAccounting And Finance -
Azusa Pacific UniversityMaster 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.
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