Lana Nelson
Cottage Grove,WI
Summary
Talented financial professional with over 25 years of experience. Adept in improving internal controls to mitigate risks and developing efficiency and transparency.
Overview
17
17
years of professional experience
Work History
City Treasurer/Deputy Clerk
City of Waterloo
Waterloo, Wisconsin
2021.11 - Current
- Managed city funds, ensuring compliance with financial regulations and policies.
- Prepared comprehensive budget reports for city council review and decision-making.
- Coordinated investment strategies to optimize the city's financial resources.
- Human Resource, manage employee benefits, and custodian of employment records
- Monthly and Annual DOR and IRS filings requirements.
- State Elections
- Property tax settlements and reconciliation with the County
- Collaborated with department heads to align budgeting with departmental needs.
- Maintained accurate records of all financial transactions and fund allocations.
- Facilitated audits by preparing necessary documentation and responding to inquiries.
Business Manager
Reed Sales
Beaver Dam, Wisconsin
2009.10 - 2021.11
- Managed finance department ensure compliance
- Developed and implemented strategic plans to enhance increase profitability
- State audit preparation
- Monthly reconciliation with financial institutions
- Fostered relationships with financial institutions to strengthen partnerships and collaboration.
- Consumer and Commercial Lending experience
Education
Madison West High School
Associate Degree - Business Mid-Management
MATC
Credit Union Executive Program
CCUE
Wisconsin Municipal Treasurers Institute - Government Affairs
University of Wisconsin-GB
Green Bay, WISkills
- Financial management
- Budget preparation
- Compliance reporting
- Developer Agreements/TID
- Union Negotiations
- Customer Service
- Notary
Professional References
- Cameron Sawyer, Asst. Administrator for the Village of Cottage Grove
- Michael Tschanz, Waterloo Utilities Commissioner
- Jeanne Ritter, City Clerk for the City of Waterloo
- Stephanie Reif, VP with RW Baird and Former Finance Director for the City of Waupaca
- Theresa Cain-Bieri, Treasurer for the Town of Gibraltar and County Supervisor
Timeline
City Treasurer/Deputy Clerk
City of Waterloo
2021.11 - Current
Business Manager
Reed Sales
2009.10 - 2021.11
Wisconsin Municipal Treasurers Institute - Government Affairs
University of Wisconsin-GB
Madison West High School
Associate Degree - Business Mid-Management
MATC
Credit Union Executive Program
CCUE