Customer Service Management
Resume:
LISA MESNER
Brandon, South Dakota 57005
********@***********.***
SENIOR FINANCIAL ANALYST
Analytic problem-solver and financial analyst, with clear strengths in
translating data into meaningful information for executive-decision making.
Broad experience in cross-functional collaborations and developing
productive B2B relationships. Rapidly produce ad hoc reports in response to
client and corporate needs. Significant skills in using computer modeling
and analytic skills to formulate strategies and monitor risk. Generate
revenue growth while delivering quality financial support to create
competitive corporate advantage. Abilities to communicate complex concepts
clearly with engaging presentations.
AREAS OF EXPERTISE
Technical Skills: QuickBooks, MS Excel, MS PowerPoint Presentations,
Report Preparation
Management: Cross-Functional Teams, Productive B2B Relationships, Quality
Assurance
Analysis: Data, Business, Financial Modeling, Risk Management, Cost
Savings/Allocation, Expense Analysis
PROFESSIONAL SYNOPSIS
GREAT WESTERN BANK, Sioux Falls, South Dakota . 2010(Contract Position)
A FDIC insured bank with $6.6B in Assets with regional branches stretching
across the SW & upper MW of the US.
Executive Assistant: Performed various administrative duties for 5 Bank
Executives. Prepared numerous loan, legal, and operational reports for
executive review. Coordinated travel & meeting arrangements and other
necessary duties to fully support the executives in their position.
ATM Reconciliation Specialist: Performed daily reconciliations of the150+
ATMs across 5 different regions. Inputted correcting journal entries for
reconciliation purposes in the Jack Henry General Ledger. Managed
numerous balance sheet g/l accounts for reconciliation purposes.
WELLS FARGO EDUCATION FINANCIAL SERVICES (EFS), Sioux Falls, South Dakota
( 2009-2010
A division of Wells Fargo Bank that is a leading provider of college
student loans.(Contract Position)
Financial Analyst: Collect all EFS financial/operating expense data and
maintain routine financial reporting systems to perform routine analysis
of findings/trends; summarize and present findings. Extensive analysis of
PCard, Out of Pocket and Operating Loan Loss general ledger activities.
. Gained knowledge of IrisWeb, Hyperion Essbase, Oracle software for
Financial Reporting and Analysis of the EFS
General ledger activity.
METAPAYMENT SYSTEMS, Sioux Falls, South Dakota ( 2008-2009
A leading prepaid card issuer, with annual revenue of $88M, providing
numerous financial solutions to their customers.(Company downsized.)
Financial Analyst: Conducted financial modeling on existing/new credit
products using MS Excel, ranging from monthly financial performance
reports to Executive Board Departmental Reports. Prepared and administered
Business Unit Annual Budget, including ad hoc cost justifications for new
product initiatives. Put in place all financial reporting/analysis for all
credit product performance. Collaborated with cross-functional staff and
clients to monitor quality and accuracy of processing credit products and
programs for month end closing process. Mentored Accounting staff on each
credit program. Projected cost savings and expense analysis. Audited G/L
accuracy and data files for all the credit programs. Provided business
recommendations for purchasing appropriate Budget Reporting software.
. Innovated stress testing techniques based on operational and financial
assumptions related to profitability.
. Created asset allocation reports for executive use in ensuring proper
analysis of reserves in relation to risk weighted capital.
LISA MESNER / Page 2
. Consulted with VPs to provide data for informed decision-making
including ad hoc analyses via webexcel queries such as Projected 5-year
Balance Sheet Funding Plans for all the credit products and programs.
. Developed recommendations for Controller to improve financial reporting
processes and purchasing new general ledger software for all products
and programs.
TINGLE DEVELOPMENT, Sioux Falls, South Dakota ( 1999-2007
Regional leader in real estate development, building $7+M in senior condos
and assisted living homes in 2 states.
Chief Finance Officer: Directed overall financial, operational, project
management, and auditing tasks related to development of 3 assisted living
homes and 34 Senior Condo's in Iowa and South Dakota. Prepared business
case analysis for investment capital, budgets for staffing, and
operational/ financial processes for healthcare reporting. Drove
procurement of all capital purchases for the projects. Managed multiple
entities for budgeting, cash reserve, and reconciliation purposes.
. Obtained State certification necessary to place homes on Iowa-state
funded waiver program. Developed productive B2B relationships with
bankers, investors, local businesses, and clients, contributing to
seamless project management and on-time delivery.
. Healthcare accounting with waiver funding utilizing QuickBooks Pro as
general ledger.
. Conducted market rate analysis to price tenant fees and developed a
marketing brochure.
. Managed 45 to 55 exempt out of state employees with direct supervision
of 3 house managers and 1 administrator.
ADDITIONAL EXPERIENCE
MCI Conference Calling Division, Cedar Rapids, Iowa
Finance Manager, Operations:
. Contributed to doubling monthly revenues from $4M to $8M, based on
skilled financial, operational, sales and customer service data
analysis, applying data to continuous process improvement for all areas
of the conference call center business.
. Created and presented quantitative and qualitative management reporting
tools for upper senior management.
. Drove product to rank at most profitable throughout the entire company.
. Created and initiated all financial, operational ($55M), and capital
budgets ($40M) used in fiscal planning, analysis, and forecasting for 2
operational call centers with 350 staff.
. Recognized and awarded the MCI Service Excellence and VP Choice Award
for exceptional senior management reporting tools and for strong
leadership skills.
FDIC, Cedar Rapids, Iowa
Bank Examiner:
. Examined the bank's general ledger accounts for audit purposes
. Prepared and presented the interest rate risk analyses to bank
officials
. Audited Bank Officer accounts for accountability
. Reviewed the banks stocks and bonds for valuation purposes
. Loan Review and Analyses
. Bank Examining School in Washington D.C.
EDUCATION
Bachelor of Business Administration in Accounting & Marketing
Graduated with Honors(3.60 GPA)
Mount Mercy College, Cedar Rapids, Iowa
PROFESSIONAL DEVELOPMENT
Principle-Centered Leadership
Continuous Process Improvement: "The Goal"
President of Business Club at Mount Mercy College
COMPUTER & SOFTWARE SKILLS
Advanced Excel User, Advanced PowerPoint
MS Office Suite, QuickBooks Pro, Hyperion Essbase, irisWeb
Oracle, Jack Henry, Great Plains
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