Lisa Herfel Cpa Email & Phone Number | I am a finance and accounting professional with strong technical expertise and leadership competencies. My strengths include building strong relationships with business partners, working cross functionally to deliver superior results and developing and motivating those around me. Throughout my career, I have embraced new and challenging opportunities succeeding along the way. I am accomplished at setting strategic vision and leading teams and organizations through transformation and change events. I have a record of solving complex problems as a value-added partner to cross-functional leaders. I am highly engaged in driving employee growth and development to build top talent pools and am a keen action-planner and driver of process improvements. Strengths & Achievements: • Headed a multi-million-dollar technology and process transformation initiative to increase efficiency and improve compliance, trade execution and data management for 18B+ investment portfolio; managed the RFP/vendor selection, proof of concept coordinating with internal and external parties, and contract negotiation to include 400k in credits. • Led vendor selection, managed relationship, and implemented pipeline management tool for 2B+ private debt portfolio; delivered systematic way to manage potential investments, automated reporting and data analysis, and eliminated duplicative efforts and reliance on spreadsheets. • Captured annual savings of over 800 hours and 50k by executing cost-benefit analysis and presenting insights to senior leaders, influencing transition of middle and back office support for limited partnership investments to a third party; led contracting and implementation efforts. • Ran a project to automate 400+ manual journal entries, standardizing process and improving controls resulting in savings of 3,200 annual labor hours. • Developed and implemented the accounting and reporting for a new variable annuity product; served as the accounting representative on the product launch team. • Managed audits and client relationships with a focus on efficiency, customer satisfaction, and adding value Specialties: Business Acumen Complex Problem Solving Relationship Management Team Development & Training Project Management Change Leadership Continuous Improvement Workflow Prioritization Strategic Planning Forecasting & Budgeting Financial Modeling & Analysis Financial Reporting GAAP Control Environment Audit Procedures

Lisa Herfel Cpa

I am a finance and accounting professional with strong technical expertise and leadership competenci...
Madison, Wisconsin, United States

*50 free lookup(s) per month.

No credit card required.

Lisa Herfel Cpa’s Email lisaherfel@alliantenergy.com

Lisa Herfel Cpa’s Phone Numbers

Get LISA’s Phone Number (For Free)

Social Media

Lisa Herfel Cpa’s Location Madison, Wisconsin, United States

Lisa Herfel Cpa’s Current Industry Alliant Energy

Lisa Herfel Cpa’s Prior Industry Bioferm Energy Systems | Cuna Mutual | Baker Tilly Virchow Krause

Not the Lisa Herfel Cpa you were looking for?

Find accurate emails & phone numbers for over 700M professionals.

Work Experience

Alliant Energy

Accounting Manager

2020-10-01 00:00:00 - Present

Bioferm Energy Systems

Vice President Finance

2020-03-01 00:00:00 - 2020-10-01 00:00:00

Cuna Mutual

Director, Investment Operations & Technology

2018-12-01 00:00:00 - 2020-01-01 00:00:00

Baker Tilly Virchow Krause

Audit Manager

2012-11-01 00:00:00 - 2014-10-01 00:00:00

Skills

No Skills Available

Languages

No Languages Available

FAQ About Lisa Herfel Cpa

Lisa Herfel Cpa is located at
Madison, Wisconsin, United States

Lisa Herfel Cpa is a I am a finance and accounting professional with strong technical expertise and leadership competencies. My strengths include building strong relationships with business partners, working cross functionally to deliver superior results and developing and motivating those around me. Throughout my career, I have embraced new and challenging opportunities succeeding along the way. I am accomplished at setting strategic vision and leading teams and organizations through transformation and change events. I have a record of solving complex problems as a value-added partner to cross-functional leaders. I am highly engaged in driving employee growth and development to build top talent pools and am a keen action-planner and driver of process improvements. Strengths & Achievements: • Headed a multi-million-dollar technology and process transformation initiative to increase efficiency and improve compliance, trade execution and data management for 18B+ investment portfolio; managed the RFP/vendor selection, proof of concept coordinating with internal and external parties, and contract negotiation to include 400k in credits. • Led vendor selection, managed relationship, and implemented pipeline management tool for 2B+ private debt portfolio; delivered systematic way to manage potential investments, automated reporting and data analysis, and eliminated duplicative efforts and reliance on spreadsheets. • Captured annual savings of over 800 hours and 50k by executing cost-benefit analysis and presenting insights to senior leaders, influencing transition of middle and back office support for limited partnership investments to a third party; led contracting and implementation efforts. • Ran a project to automate 400+ manual journal entries, standardizing process and improving controls resulting in savings of 3,200 annual labor hours. • Developed and implemented the accounting and reporting for a new variable annuity product; served as the accounting representative on the product launch team. • Managed audits and client relationships with a focus on efficiency, customer satisfaction, and adding value Specialties: Business Acumen Complex Problem Solving Relationship Management Team Development & Training Project Management Change Leadership Continuous Improvement Workflow Prioritization Strategic Planning Forecasting & Budgeting Financial Modeling & Analysis Financial Reporting GAAP Control Environment Audit Procedures