Sales Management
Resume:
Traci L. Frase, CPA
**** ******* ***** • West Bend, WI 53090 • 262-***-****
Cell: 414-***-**** • abm154@r.postjobfree.com
Career Focus
Accounting/Finance position, capitalizing on expertise in audits, financial/profitability
reporting, technology implementation, budgeting, business intelligence, and staff development.
Professional Profile
1 Increase household / business unit / product profitability, market share, and reporting
efficiencies through computerization, procedural streamlining, and internal / external audits.
2 Experience training staff accountants in operational procedures, Oracle, BancWare, and
corporate accounting requirements.
3 Proficient with the following: Oracle, PeachTree, Profitstar, MarketTrax, Call Reporter,
ITI Software, Cognos Impromptu report writing, Access among others.
Key Results
1 Participated in strategic initiative using Balance Scorecard Process; involved in SWOT
analysis, building themes, and determining accompanying objectives for HSA Bank.
2 Saved $1 million in postage and statement rendering costs by reducing statement
frequency 67%, from 12 months to quarterly, as part of management’s cost savings analysis.
• Teamed with database administrator to create a Microsoft Analysis Services business
intelligence cube that easily identified transactional behavior of varied HSA accounts.
Process brought prior 3-hour data retrieval to mere seconds. Reports now generated
include production, sales incentive, and commission.
3 Initiated, tested, and managed rollout of MCIF system to inform the bank on household
and product profitability, track marketing campaigns, cross-sell information, customer- or
household-level queries, and profile households for marketing purposes. Calculated cross-sell
ratios for personal bankers and tellers in all branches. Teamed with CFO to create a real-
time reporting system, motivating staff to consistently meet quotas.
Professional Experience
HSA BANK, DIV. OF WEBSTER BANK, Connecticut; 03/2008 - Present
National business unit of Webster Bank, a $17 billion in asset company traded on NYSE. HSA
unit generates annual revenue of $18 million with deposit growth at 24% annually ($650
million) and 80,000 new accounts/year.
Business Financial Officer, Sheboygan, WI
Manage financial statement and present budgets and reports to Webster monthly. Administer
budget, including projections for this unit containing 12 management areas; $18 million in
revenue, $16 million in expenses. Oversee $1.7 million capital budget. Balance banking system
to ledger. Direct project accounting, work-in-process, and contra accounting. Conduct financial
analysis of all business initiatives. Manage financial analyst and staff accountant.
• Created cost centers for all 12 management areas, enabling each manager to create budget
and measure budget to actual.
• Completed corporate training programs in: Expense Allocation, FTP Methods, Oracle
financial software and BancWare financial reporting software.
Traci L. Frase, CPA
Page 2 • Cell: 414-***-**** • abm154@r.postjobfree.com
TIME INVESTMENT COMPANY, West Bend, WI; 3/2007 – 3/2008
Vice President of Finance
Oversaw financial reporting, including write-offs, loans, profitability, key customer, and
reserves. Conducted audits. Managed systems to financials. Used Profitstar to identify branch
profitability, FTP, and dispense allocation methodologies.
• Created company’s first-ever analysis reports including key customers, reserves, etc. earning
recognition by M&I auditors for exceptional reporting systems.
PORT WASHINGTON STATE BANK (PWSB), Port Washington, WI; 07/1997 – 3/2007
Port Washington State Bank is a financial institution offering loan, deposit products, and
financial services to retail and business customers. PWSB holds about $300 million in assets,
with 7 branches located.
Controller (2005 – 2007)
Conducted internal and external audits. Developed sales reporting system and measurements for
sales and service cultures. Initiated CRM project using ITI software; determined protocols,
reporting, and trained all staff. Provided financial reporting to government agencies such as:
FNMA, FDIC, Federal Reserve, and Federal Home Loan Bank. Prepared statement of cash flow
as well as month- and yearend financials for bank, investment subsidiaries, and holding
company. Worked directly with CFO.
1 In conjunction with CFO, created standardized product and branch profitability
measurement tools to show true financials.
Assistant Controller (2003 – 2005)
Managed staff accountant and served as a technical resource to 6 bookkeepers. Assisted external
auditors with yearend compilation and audit. Administered $8 million expense and $2.5 million
non-interest income annual budget for 7 branches, corporate office, and cost-centers within main
branch. Provided financial reporting to board of directors, asset liability committee, and
management. Review loans. Prepared taxes. Performed investor accounting (secondary market
accounting). Maintained MCIF, Cognos Impromptu, Profitstar, and ITI systems.
1 Launched E-Corp product and setup of E-Corp for Ozaukee County’s roughly 40 accounts,
including ACH payroll for 600 employees compliant with NACHA rules.
2 As part of strategic plan, launched Profitability software and created files to supply
management with financial/budget reports for achieving sales and service culture objectives.
3 As part of data processing conversion, rewrote management/financial reporting tools
required by government agencies such as FNMA, FDIC, and Federal Reserve. Earned bonus.
4 Promoted from Staff Accountant (1997 – 2001) and Senior Accountant (2001 – 2003).
5 Chosen to attend annual Profitstar conference in Las Vegas, NV.
Educational Background
UNIVERSITY OF WISCONSIN – MILWAUKEE, Milwaukee WI
Bachelor of Business Administration, Finance; 1997 • GPA: 3.3
Bachelor of Business Administration, Accounting; completed core requirements for CPA.
Training / Seminars: MarketTrax, Profitability Training, Loan Review, School of Banking,
FNMA Investor Accounting, and FDIC Call Report Preparation.
Licensure: CPA, 12/2005 – current.
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