Information Technology Fp A

ROBERT BEERS

608-***-**** **********@*****.*** www.linkedin.com/in/robert-beers-2000348/

C H I E F F I N A N C I A L O F F I C E R

Trusted advisor and proactive executive offering 20+ years in the banking and credit union industry. Develops and manages performance-focused departments that exceed expectations. Empowers personnel in skill-set, relationship management, and knowledge of complex banking regulations to ensure operational compliance. Drives profitability through strategic credit decisions, cost cutting initiatives, and innovative risk mitigation strategies. Leads cross-functional teams to optimize systems, processes, and procedures, increase automations, and upgrade technology. Works with departmental leadership to ensure industry best practices. Innovates/launches new revenue streams, streamlines workflow and communication. Cross Functional Team Leadership Credit Quality Improvement Portfolio Management Due Diligence Senior-Level (C-Suite) Stakeholder Relations Regulator Relations Quantitative & Financial Analysis Risk Mitigation Process Improvement Treasury Management Talent Development FP&A GAAP Capital Markets Fund Raising Investor Relations Debt Financing & Restructuring Tax Planning Financial Projections Public Accounting Executive Presence Interest Rate Modeling Budgeting Board Reporting Regulatory Reporting M&As Servicing Rights Valuation Corporate Finance Financial Markets Financial Reporting Variance Analysis SELECT ACCOMPLISHMENTS

Created an office profitability model that allowed management to compare and evaluate the different offices of the bank, decreasing office overhead costs by 12%, or $225K annually, and developed a product profitability model that boosted overall profitability by 18%, or $385K annually.

Brought in to resolve compliance issues under regulatory supervision. Reengineered BSA policies and procedures. Retrained staff on best practices and state/federal regulations and expectations. Within 12 months, compliance was found to be within satisfactory levels.

Slashed month-end close process from 3 days to 1 day.

Improved net interest margins by ~ 25% via implementation of an Asset/Liability Management program (Plansmith) that integrated with the core accounting processor.

Restored capital levels to board-acceptable levels within a 3-year time period.

Spearheaded a critical conversion to more current accounting software (Acumatica).

Directed continuous improvement initiatives to reduce overhead expenses by 15%. PROFESSIONAL EXPERIENCE

Wisconsin River Bank, Sauk City, Wi 2021 - Present CHIEF FINANCIAL OFFICER

Led a 12-member cross functional team accounting, operations, and customer service departments for a growing community bank. Supported HR processes to hire, train, and manage top talent. Worked with stakeholders to improve staff retention, morale, productivity, and skill-set.

Collaborated with executive leadership and the board of directors to determine overall vision, strategic direction, short/long term goals, policies, and procedures.

Key participant in leadership and board meetings. Provided ongoing analysis of operating results, forecasted short/long term performance, and developed budget process.

Oversaw the bank’s fiscal operating results utilizing Generally Accepted Accounting Principles (GAAP), including cost accounting, budgets, and regulatory reports ensuring the safeguard of the bank’s assets.

Assisted in implementing risk assessments and analysis to improve the Information Technology program to meet regulatory standards.

Brought in more advanced automations. Automated Excel to exportable reports, reducing errors and saving time.

Served on the Information Technology Committee and assisted in developing an Information Technology Strategic Plan.

Prepared the Asset Liability Committee reports used to develop key strategies. Continued…

ROBERT BEERS

608-***-**** **********@*****.*** www.linkedin.com/in/robert-beers-2000348/ Professional Experience, Continued…

World Council of Credit Unions, Madison, WI 2016 - 2021 CONTROLLER

Oversaw a 6 member team. Created a finance field manual for project field accountants to provide a reference guide to ensure transactions are recorded in accordance with GAAP and IFRS.

Collaborated with executive management to improve financial statements that provided more accurate and critical information, used in strategic analysis and projections.

Troubleshot processes and procedures to identify areas to optimize internal controls and more efficient production of month-end financial reports.

Ensured monthly, quarterly, and year-end close processes and accurate financial statements.

Coordinated the annual financial statement audit. Worked with external tax preparers for completion of tax return filings (Forms 990 and 1120).

Developed, researched, and implemented strategies to hedge foreign currency risks.

Oversaw treasury management functions, prepared financial analyses, cash flow projections and the annual budget.

Negotiated Indirect Cost Rate with USAID.

State Bank of Cross Plains, Cross Plains, WI 2002 - 2015 VICE PRESIDENT, CONTROLLER 2008 - 2015

ASSISTANT VICE PRESIDENT / ASSISTANT CASHIER 2004 - 2008 FINANCIAL ANALYST 2002 - 2004

Promoted consistently throughout tenure to areas of increased leadership due to taking on diverse leadership responsibilities, successfully meeting/exceeding expectations, and providing key support in strategic growth through multiple M&As with competitor banks.

Helped in comprehensive valuation analysis, due diligence efforts, and credit review of acquisition targets.

Assisted in preparation of documentation to issue subordinated debenture bonds, increasing bank capital ratios above regulatory minimums.

Coordinated the financial reporting process and oversaw financial statement audits and regulatory exams.

Presented monthly financial statement results to the Board of Directors.

Managed the GL, A/P, and fixed-asset accounting.

Developed and managed external financial relationships (e.g., correspondent banks, insurers, auditors) and consistently sought ways to strengthen overall financial performance.

Prepared financial forecasts incorporating interest rate risk models and acceptable liquidity parameters.

Chaired the Asset Liability Committee, which developed key strategies to manage and run the bank at an optimal financial level.

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Career Note: Additional experience as STAFF AUDITOR, promoted to AUDIT SUPERVISOR at Clifton Gunderson: Prepared financial statements and tax returns for C- and S- corps. Significantly improve internal controls and operational efficiencies via robust audits. Details upon request.

EDUCATION

Bachelor of Science in Accounting

University of Illinois, Urbana, Champaign IL

ADDITIONAL INFORMATION

Memberships: AICPA, WICPA

Certifications: Certified Public Accountant, (License #20525-001, Exp: 12/14/2025) Technical Snapshot: Peachtree, Microsoft Dynamics SL, Fiserv Banking Platform, MS Office Suite, SharePoint, CostPoint, Acumatica, QuickBooks

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