LaChandra Eppinger
Brooklyn Park,MN
Summary
Business-minded Finance Manager with over 15 years of extensive experience in financial management, demonstrating exceptional leadership and strategic planning skills. Adept at streamlining financial processes, enhancing budget forecasting accuracy, and implementing cost-saving initiatives, resulting in significant operational efficiencies. Known for fostering cross-functional collaboration and driving organizational growth through innovative financial solutions.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Finance Manager
Parent In Community Action
01.2016 - Current
- Manage Accounts Payable, resolve issues, generate checks, and ensure accurate account allocation
- Develop and maintain financial policies and internal controls
- Provide comprehensive administrative support to the Director of Finance
- Streamline financial reporting processes, resulting in a 20% reduction in month-end closing time
- Coordinate with cross-functional teams to enhance budget forecasting accuracy
- Implement cost-saving initiatives that reduced operational expenses by 10% annually
- Ensure compliance with financial regulations through meticulous auditing practices
- Develop automated financial tracking systems, increasing efficiency and data accuracy
- Enhance financial modeling techniques to improve forecast accuracy and strategic planning
- Lead financial system upgrades, cutting processing time by 50% and boosting overall efficiency
- Introduce automated invoicing solutions, reducing manual errors and processing costs.
Securities Operation Speacialist 3
Wells Fargo Bank
01.2014 - 08.2016
- Executed cash transfers and bookkeeping entries for clients and inter-company transactions
- Researched and reconciled daily position and cash discrepancies, improving financial integrity
- Analyzed and optimized short-term funding projections WFS Legal, improving forecast accuracy
- Investigated and corrected intraday variances, reducing discrepancies and maintaining financial accuracy
- Managed collateral requirements for WFS Triparty repo obligations, ensuring regulatory compliance
- Executed inter-company cash transfers, facilitating seamless financial operations
- Developed reconciliation processes for daily cash breaks, enhancing operational efficiency
- Led the development of advanced reconciliation processes, significantly enhancing daily cash break efficiency and accuracy.
Personal Banker 2 / Loan Officer
Wells Fargo Bank
01.2013 - 01.2014
- Build long-term relationships with high-value clients, driving customer satisfaction and retention
- Analyzed customer portfolios to identify cross-selling opportunities, leading to a 10% increase in sales
- Implemented new community outreach strategies, resulting in a 25% rise in local business engagement
- Ensured compliance with banking regulations, maintaining branch audit scores of 100% minimizing risk
- Analyzed customer financial needs, recommending tailored solutions that boosted client satisfaction scores
- Partnered with financial advisors to develop comprehensive financial plans to increase client's investment portfolios
- Streamlined loan processing workflows, reducing approval times and increasing client acquisition rates.
Financial Advisor
Ameriprise Financial
01.2012 - 01.2013
- Developed personal financial and retirement plans by analyzing cash flow and saving strategies
- Executed security trades through NASDAQ, ensuring optimal performance
- Advised clients on strategic asset allocation, resulting in increased portfolio growth and reduced financial risk
- Worked closely with clients to tailor insurance solutions, enhancing their overall financial security
- Implemented effective trading strategies, achieving significant gains in client investment accounts
- Monitored and managed diverse investment accounts, ensuring precise execution of trades and adherence to client objectives
- Conducted detailed financial market analyses, leading to informed investment recommendations and improved client portfolio performance
- Increased client portfolio value's through strategic asset reallocation and effective risk management.
Education
Master of Business Administration - Accounting
University of St Thomas
Saint Paul07.2024
Bachelor Arts in Finance -
University of St Thomas
12.2014
Skills
- Budget Forecasting
- Financial Budgeting
- Detailed Oriented
- Internal Controls
- Financial Management
- Strategic Planning
- Attention to Detail
- Financial Reporting
- Financial Administration
- Relationship building and management
- Critical Thinking
Certification
- Resident Insurance Producer License — Accident & Health, Variable Life, Variable Annuities, Property & Casualty
- Uniform Securities State Law License – Series 63, Inactive
- General Securities Registered Representative License – Series 7, Inactive
Timeline
Finance Manager
Parent In Community Action
01.2016 - Current
Securities Operation Speacialist 3
Wells Fargo Bank
01.2014 - 08.2016
Personal Banker 2 / Loan Officer
Wells Fargo Bank
01.2013 - 01.2014
Financial Advisor
Ameriprise Financial
01.2012 - 01.2013
Master of Business Administration - Accounting
University of St Thomas
Bachelor Arts in Finance -
University of St Thomas