JODY M. LUECK, CPA

* ****** *****

920-***-****

Appleton, Wisconsin, 54913

acyds0@r.postjobfree.com

CAREER A business professional with 28 years' experience in both the

for profit and nonprofit business arenas specializing in

SUMMARY strategic planning and execution, internal and external

relationship building, system implementation, and financial

reporting. Demonstrated accomplishments in improving processes,

financial analysis and planning, budgeting and cost reductions,

benefit administration and performance improvement. Strong

personnel management, employee training, supervisory and

communication skills.

EXPERIENCE

Mercy Works Foundation, Inc., Appleton, Wisconsin

A non-profit family foundation providing anonymous funding for

the basic needs of humanity including food, clothing, shelter,

and medical.

President (11/13 - 12/14); Executive Director (11/04-10/13)

Reporting to the Board Chair and Board Directors. The

activities of this position include the following functions:

Governance, Strategic Planning, Relationships/Networking, Grant-

Making and Evaluation, Board Relations/Communications, Next

Generation Philanthropy and Administration.

o Established the Mercy Works Foundation office and business

administrative procedures.

o Facilitated Strategic Planning process to clarify Program

initiatives.

o Executed on Program Initiatives - funded approximately $37M

over a ten-year period through Pooled and Family Advised

Funds.

o Created and responsible for annual budget ranging from $3.5-

$4.0M.

o Networked throughout the United States with both grantees and

other grant makers.

o Participated in Philanthropic Training and Conferences: Donors

Forum of Wisconsin, Association of Small Foundations,

Philanthropy Roundtable, Council on Foundations, National

Center for Family Philanthropy and Board Source

Starboard Media Foundation, Inc. dba Relevant Radio, Green Bay,

Wisconsin

A non-profit regional Radio Network covering the Midwest

providing relevant information to its listeners.

Director of HR and Administration; Assistant Secretary to the

Board of Directors (2/02 - 9/04)

Reporting to the CFO. The activities of this position are

grouped into two major functions: Human Resources and

Administration/Legal. Sets company policy with respect to the

activities under jurisdiction. Directed staff of 13 located in

two offices with $3,000,000 budget; overall Company budget

$50,000,000.

o Established the Human Resource function meeting goal of hiring

75+ staff to achieve mission.

o Implemented IT platform (hardware and software) to meet goal

of Company Expansion Plan .

o Created and Executed Accounting and Finance strategies to meet

strategic goal of Unqualified Auditors opinion and to grow

donor base to $13M.

o Created acquisition template to meet goal of acquiring

additional stations.

Alta Resources, Neenah, Wisconsin

An Inc. 500 fastest-growing privately held company with two

locations and 450 employees providing inbound and outbound

dedicated call center services.

Accounting and Administration Manager (11/00 - 08/01)

Reporting to the Chief Financial Officer. Responsible for

accurate monthly reporting of financial statements, $7 million

in annual payroll, and key contact with Administrative Service

and Financial partners. Directs staff of two professionals and

two clerical positions located in two offices with $300,000

budget.

o Facilitated new Projeca time accounting system within defined

parameters.

o Created Accounting Department Manual detailing procedural

operations and responsibilities.

o Assisted in updating new employee handbook and establishing

human resource procedures.

Schneider National Corporation, Green Bay, Wisconsin

North America's leading provider of premium truckload and

intermodal transportation solution.

Van Profitability Controller (02/00 - 10/00)

Reporting to the Director of Financial Reporting. Responsible

for monthly reporting and analysis of Customer/Segment

Profitability as well as providing support to the divisions.

Acted as Financial Liaison to Sales Leadership Team. Directs

staff of one manager and four professionals and $600,000

operating budget.

o Selected as financial team-member, which created two business

plans - new approach to existing business and one new business

plan.

o Selected as member of Finance Professional Development Team.

o Co-created "Race To Success" competition to decrease DSO,

which provided accountability and enhanced presentation skills

of associates.

o Introduced FISH to Finance and Sales Associates.

o Initiated "brown bag" for 70 associates in the Revenue

Accounting area to build teamwork, enhance customer service

and increase profitability.

Jody M. Lueck, CPA

Page Two

Wausau Insurance Corporation, Wausau, Wisconsin

A national, multi-line property/casualty business insurer

offering a wide range of loss management services, which is a

member of the Liberty Mutual Group, listed 111 on the Fortune

500.

Senior Accountant/Analyst (06/98 - 02/00)

Reporting to the Director of Cost and Budget. Responsible for

yearly expense budget process and month-end expense budget

reporting analysis.

o Promoted to Senior Accountant/Analyst from Accountant/Analyst

August 1999

o Successfully coordinated multi-million-dollar expense budget

process while meeting three-month deadline.

o Selected as member of Corporate Finance Team, which provided

support to Strategic Business Units.

o Acted as expense budget liaison between home office in Boston

and Midwest campus during restructuring.

o Acted as project lead for implementing new budgeting system,

Hyperion Pillar.

o Developed training materials and coordinated training for new

systems.

o Created and conducted corporate-wide training of 150

management level associates in new systems.

o Selected as finance lead for implementing new system

for budget variance reporting.

Wausau Hospital, Wausau, Wisconsin

A Wisconsin Valley Health Network alliance partner whose goal it

is to enhance healthcare through increased access, improved

quality and cost-effective delivery of services.

Accountant (10/97 - 05/98)

Reporting to the Director of Finance. Responsible for

preparation of monthly financial statements, yearly operating

budgets, and audits of four companies, including cash

accounts and fixed assets. Supervises staff of one.

Assisted in installation of new accounting system and

supervised installation of Lawson payroll system.

Upper Iowa University, Wausau, Wisconsin

Adjunct Instructor (01/95 - 10/97)

Responsibilities included writing course syllabus, class

planning, developing exams, evaluating students and teaching the

following: Accounting, Audit, Accounting 3, Advanced

Accounting, and the Audit portion of CPA Review. Team Member in

establishing CPA review for Upper Iowa University.

Northcentral Technical College, Wausau, Wisconsin

Adjunct Instructor - Accounting (01/94 - 05/97)

Technical Assistant to Accounting E-Unit (01/97 - 05/97)

Responsibilities included writing course syllabus, class

planning, developing exams, evaluating students and teaching the

following: Accounting 1, Accounting 3, Accounting 4, Audit,

Payroll, Cost Accounting, and Cost Analysis. Also responsible

for creating handbook and developing training for adjunct

accounting instructors

o Received an ITV 500 Award.

o Incorporated Quickbooks software into existing Accounting

curriculum.

o Reviewed alternatives to self-paced long-distance learning.

o Prepared a five/six year schedule for students entering

evening school.

Roger Stevens Corporation, Milwaukee, Wisconsin

A men's fashion retailer.

Office Manager (0 8/90 - 08/92)

Reporting to the President and CEO. Responsible for automating

Accounting area. Implemented daily procedures, which enhanced

control of inventory.

Arthur Andersen & Company, Milwaukee, Wisconsin

Big 8 international accounting and auditing firm providing

auditing, tax and consulting services.

Audit Semi - Senior, Enterprise Division (08/87 - 07/90)

EDUCATION

Saint Norbert College, De Pere, Wisconsin (08/83 - 05/87)

BBA, major in Accounting, 3.9 GPA in Major

Cum Laude Graduate

AFFILIATION Delta Epsilon Sigma; Board Source, National Center for Family

Philanthropy, Donors Forum of WI and Exponent Philanthropy;

(2006 - November 2014)

BOARD Midway Outreach Community Condominium Association (Board member

2006 - 11/ 2014; Treasurer 2007 - 2012) SERVICE Faith Child Care Board

member/Treasurer (June 2009 - June 2011)

Donors Forum of WI (Board member May 2009 - April 2011) ;

currently Wisconsin Philanthropy Network

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