Hi, I’m
Erica Carter
Milwaukee,WI
Summary
Passionate and results-oriented program analyst with a proven ability to implement and lead initiatives that drive sustainable growth and empower underserved communities. Expertise in stakeholder engagement, program management, and resource development. Skilled in leveraging data-driven strategies, securing resources, and facilitating impactful programs to support long-term community success.
Overview
8
years of professional experience
Work History
UW-Madison ExtensionMilwaukee, USA
PROGRAM ANALYST – ECONOMIC DEVELOPMENT
01.2023 - Current
Job overview
- Design and delivered customized training programs to address organizational and economic development goals, using needs assessments to tailor learning objectives
- Develop interactive curricula and educational materials leveraging digital tools and blended learning strategies
- Facilitate high-impact workshops using engaging instructional methods, improving participant knowledge application by 98%
- Partner with key stakeholders and leadership teams to align training initiatives with broader organizational objectives
- Utilize data analysis and performance metrics to refine learning programs and maximize impact
BMO Bank, N. A.Milwaukee, USA
SENIOR FINANCIAL ANALYST, FP&A
07.2021 - 01.2023
Job overview
- Developed financial models and reporting tools to support strategic decision-making and resource allocation
- Conducted data-driven analysis to optimize financial forecasting, performance tracking, and business impact assessments
- Collaborated cross-functionally with internal and external stakeholders to ensure financial strategies aligned with organizational goals
- Automated and streamlined processes to improve efficiency and reduce reporting turnaround time
U.S. BancorpMilwaukee, USA
MUTUAL FUND ACCOUNTANT II
09.2016 - 07.2021
Job overview
- Managed financial reporting, reconciliations, and expense analysis for a diverse portfolio of mutual funds
- Partnered with internal and external teams to ensure compliance with SEC regulations and best practices
- Implemented data-driven insights to improve accounting accuracy and risk management
Education
Concordia UniversityMequon, WI
Master’s Degree from Business Administration
05.2019
Tennessee State UniversityNashville, TN
Bachelor’s Degree from Economics and Finance
05.2015
University of Wisconsin - Madison
Certification from Professional Fundraising
Digital Learning Institute
Certification from Instructional Design
Skills
- Program Design and Implementation
- Change Leader
- Training Program Development
- Facilitation and coaching
- Fundraising and budget oversight
- Stakeholder and Executive Alignment
- Performance Measurement and Analytics
- Sales Coaching and Training
- Digital Learning Tools and AI Integration
Memberships And Associations
- Member and Contributor: National Association for Community College Entrepreneurship
- Member and Contributor: AABERG, UW Madison Extension
- Member: National Association of Community Development Extension Professionals
- Member: Wisconsin’s Joint Council of Extension Professionals, WEECDA
Timeline
PROGRAM ANALYST – ECONOMIC DEVELOPMENT
UW-Madison Extension
01.2023 - Current
SENIOR FINANCIAL ANALYST, FP&A
BMO Bank, N. A.
07.2021 - 01.2023
MUTUAL FUND ACCOUNTANT II
U.S. Bancorp
09.2016 - 07.2021
Concordia University
Master’s Degree from Business Administration
Tennessee State University
Bachelor’s Degree from Economics and Finance
University of Wisconsin - Madison
Certification from Professional Fundraising
Digital Learning Institute
Certification from Instructional Design
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