Sara Stenz Email & Phone Number

Neenah, WI, US

• Drive financial strategic direction of the credit union, managing capital stress, liquidity adequacy, and revenue generation/expense management during a strong growth period.
• Develop and introduce profitability methodology around member household and business product line profitability, incorporating results to inform and focus business planning around greatest revenue-producing.
• Lead Treasury and funding management, including effective liquidity management and stress-testing; financial risk management, including interest rate risk strategy and capital management and stress testing methodology.
• Created and lead a team dedicated to business process optimization, helping scale back-office operations during strong asset growth period and improving manual processes of member-facing employees.

• Led financial planning and analytics, financial and regulatory reporting, interest rate risk management, product model forecasting, and expense planning and benchmarking processes for the organization. Oversaw.
• Project sponsor for the following accounting and finance system conversions: Budget & Financial Reporting system, Asset-Liability Management system, and General Ledger system. Finance strategic leader for the core.
• Partnered with business line leaders around new product and strategic initiatives, providing financial insight used to influence decision and direction.

New London, Wisconsin, US

• Managed all accounting, financial & regulatory reporting, budgeting, treasury and interest rate risk management assessments, tax functions, and Bank insurance coverages.
• Led design and oversaw Bank’s completion effort to establish its vendor management and business continuity programs, collaborating with business partners to implement the program across the organization.
• Oversight of internal controls program and audit schedule, including liaison to outsourced internal audit firm.

New York, NY, US

• Supervised financial statement audits of clients primarily in the financial services industry and healthcare industry.
• Performed audit testing over significant management estimates and technical accounting areas and developed productive working relationships with client personnel, serving as a resource regarding new accounting.