Mari Anderson, M.B.A. Email & Phone Number

Tulsa, Ok, Us

Manage a team of Finance professionals working collectively to provide analysis and reporting to support the strategic initiatives of the Credit Union; demonstrate proficient use of Syntellis/Axiom EPM software to create a profitability model, rolling forecast, and automate routine financial reports; work with queries and large amounts of data for analytical reporting; proficient use of Microsoft Excel, SQL, and Tableau; manage the preparation of the annual budget, work with assigned cost center owners to develop expense plans; create cost/benefit analysis for various business cases and initiatives of the Credit Union; served as Brand Ambassador and Culture Champion to promote the Credit Union’s culture and brand.

Kansas City, Ks

Deffenbaugh Industries, Inc. and Affiliates is the largest privately owned refuse firm in the Midwest, operating from offices in Kansas, Missouri, Iowa, Arkansas, and Nebraska. Responsible for the preparation of monthly financials, including revenue reporting for more than 20 lines of business and bad debt analysis; worked with queries and large amounts of data for analytical reporting; facilitated weekly meetings with the Senior Executive team; streamlined workflow, documented procedures, and increased productivity through cross training and process improvement; supervised a staff of four direct reports; resolved escalated customer complaints and researched billing discrepancies; managed the billing process, overseeing multiple departments responsible for timely completion of billing preparation.

Lighton Tower

Responsible for the market development, sales, and profitability of a bank branch; hire, develop, and motivate a staff of up to five; oversee the operational functions of the branch; ensure staff is knowledgeable and compliant with all procedures and regulations; perform weekly sales meetings; perform analysis of financial statements for correctness and identify opportunities for growth and cost savings; adhere to a budget; provide sales leadership by meeting personal sales goals.

Sapulpa, Oklahoma

Assist the Branch Manager in the oversight of the sales and operational functions of a bank branch; complete monthly, quarterly, and annual branch audits to ensure compliance with internal and external audit controls and procedures, as well as government regulations; perform monthly operational meetings; maintain a high level of sales performance and client service in the absence of the branch manager; minimize teller errors and outages; order cash supply and maintain the vault; reconcile general ledgers, analyze financial statements, and research discrepancies in financial data; keep inventories current, purchase supplies, and adhere to a budget; coordinate daily staff work flow, monitor performance levels, coach and train staff; provide sales leadership by meeting personal sales goals.

Tulsa

Retain and expand customer relationships and maintain a client portfolio; market bank products and services on-site, by phone, and through out-bound visits to businesses; help create and implement monthly promotions to drive sales and increase customer awareness; recommend bank products and services based on client’s credit, savings, and transactional needs; perform all teller transactions such as receipt, disbursement, and recording of customer monies; perform all banker transactions including opening and maintenance of accounts and loans; handle customer complaints, inquiries, and problems in a friendly, courteous, and diligent manner.

M.B.A.

Completed graduate school while working full-time concurrently.

B.S., Finance; Minor In Management