Lindsey Brees
Tecumseh ,KS
Summary
Ambitious Strategic Planning Manager with 13 years leading organizational planning functions in support of overall business strategy and goal achievement. Knowledgeable industry veteran with background analyzing report data and forecasting. Innovative with history crafting new strategies for planning process and tactics to reach strategic goals.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Strategic Planning Manager
Federal Home Loan Bank Topeka
2002.12 - Current
- Improved strategic planning processes by conducting thorough market research and analyzing industry trends.
- Developed comprehensive business strategies for long-term growth, leading to increased profitability and market share.
- Managed cross-functional teams to ensure streamlined communication and successful execution of strategic initiatives.
- Enhanced company''s competitive advantage by identifying and capitalizing on emerging market opportunities.
- Collaborated with executive leadership to establish corporate vision, mission, and objectives aligned with overall business goals.
- Conducted risk assessments for proposed strategies, ensuring proper mitigation measures were in place before execution.
- Mentored junior team members in strategic planning methodologies, fostering a culture of continuous learning within the department.
- Fostered strong relationships with internal stakeholders through clear communication and collaboration, promoting buy-in for strategic initiatives across the organization.
- Assessed competitor strengths and weaknesses to inform strategy development, maintaining a competitive edge in the marketplace.
- Presented findings from market analyses to senior leadership, providing valuable insights that informed decision-making processes.
- Streamlined reporting processes by developing automated tools for tracking KPIs, reducing time spent on manual tasks significantly.
- Coordinated with finance teams to develop budgets that aligned with strategic priorities while maximizing available resources efficiently.
- Leveraged data analytics tools to identify trends and areas for improvement within the company''s operations, driving more informed decisionmaking.
- Reviewed and updated strategic plans on a regular basis, adapting to changing market conditions and ensuring continued relevance of objectives.
- Championed a culture of innovation within the organization by encouraging new ideas and supporting continuous improvement initiatives.
- Monitored processes and procedures, making sure company met compliance regulations.
- Collaborated with company leaders to support consistency and best practices.
- Assisted with internal financial planning, analysis and budgeting.
- Created new methodologies to improve planning process and results.
- Assisted in organizing and overseeing assignments to drive operational excellence.
- Defined clear targets and objectives and communicated to other team members.
- Developed detailed plans based on broad guidance and direction.
Enterprise Risk Analyst
Federal Home Loan Bank Topeka
2007.06 - 2010.04
- Identified risk gaps, control weaknesses and key process improvement opportunities for the FHLBank.
- Assisted in developing appropriate risk management strategies for the FHLBank.
- Implemented and maintained the FHLBank's SOx 404 program.
Credit Risk Analyst
Federal Home Loan Bank Topeka
2004.04 - 2007.06
- Reduced credit risk by implementing comprehensive risk assessment strategies.
- Maintained, monitored, analyzed and reported on the FHLBank's unsecured investment portfolio
Financial Analyst
Federal Home Loan Bank Toepka
2011.10 - 2022.12
- Achieved significant cost savings by identifying financial inefficiencies and implementing improved processes.
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
- Enhanced forecasting accuracy through the development of sophisticated financial models and tools.
- Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.
- Supported executive decision-making by providing data-driven insights on revenue trends and cost drivers.
- Trained junior analysts on best practices in financial modeling, contributing to a stronger overall team performance.
- Initiated process improvements that increased the efficiency of budgeting cycles while maintaining accuracy standards.
- Monitored industry trends to proactively identify changes impacting business performance, enabling swift adaptation strategies.
- Played a key role in annual audits by preparing detailed schedules, supporting documentation, and assisting auditors throughout the process.
- Collected data and developed detailed spreadsheets to identify trends and create revenue, profitability, and expense forecasts.
- Used relevant financial technology to generate reports and recommended courses of action to upper management.
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Collected data from other divisions to support quarterly forecasts.
- Developed forecasting tools to analyze revenue variances and capitalize on industry trends.
- Provided strategic planning advice and financial oversight for corporate stakeholders.
- Created and maintained precise and accurate models, charts and reports.
- Assisted in preparation of presentations, data tables and other documents for senior managers, executives and board of directors.
- Developed financial projections and forecasts to guide management decisions.
- Presented oral and written reports on general economic trends, individual corporations and entire industries.
- Coordinated with senior managers and executives to develop long-term strategies.
- Researched macroeconomic, industry and bank-specific data to inform management decisions and strategic direction.
- Monitored market trends and news to identify emerging opportunities.
ERM Program Specialist
Federal Home Loan Bank Of Topeka
2007.06 - 2011.10
- Developed and maintained the FHLBank's vendor management program.
- Developed and maintained the FHLBank's model validation program for validating financial models used by management for daily operations.
- Worked closely with the FHLBank's regulator, senior management and external consultants to ensure compliance with both the FHLBank's model validation and vendor management program.
Senior Auditor
Berberich Trahan & Co
2001.09 - 2004.04
- Enhanced audit efficiency by implementing risk-based audit strategies and streamlining processes.
- Reduced instances of non-compliance by conducting thorough audits and providing clear recommendations for improvement.
- Collaborated with management to develop effective internal controls, resulting in improved financial integrity.
- Increased stakeholder confidence by delivering comprehensive audit reports with key insights and action plans.
- Mentored junior auditors, contributing to their professional development and enhancing team performance.
- Developed strong relationships with clients, fostering trust and enabling open communication during the audit process.
- Managed multiple concurrent audits, effectively prioritizing tasks to meet deadlines without compromising quality.
- Evaluated the accuracy of financial reporting systems, identifying areas for improvement and recommending corrective actions.
- Implemented best practices in auditing procedures through continuous learning and professional development activities.
Education
Bachelor of Science - Accounting And Business Management
University of Kansas
Lawrence, KSMaster of Science - Business Administration And Management
Emporia State University
Emporia, KSSkills
- SWOT Analysis
- Competitive Analysis
- Scenario Planning
- Data Analytics
- Budget Planning
- Strategic Visioning
- Research methods
- Project Management
- Process Improvement
- Adaptability
- Analytical Thinking
- Strategic Planning
- Team building
- Documentation And Reporting
- Problem-solving abilities
- Analytical Skills
Certification
- CPA - Certified Public Accountant
Timeline
Financial Analyst
Federal Home Loan Bank Toepka
2011.10 - 2022.12
Enterprise Risk Analyst
Federal Home Loan Bank Topeka
2007.06 - 2010.04
ERM Program Specialist
Federal Home Loan Bank Of Topeka
2007.06 - 2011.10
Credit Risk Analyst
Federal Home Loan Bank Topeka
2004.04 - 2007.06
Strategic Planning Manager
Federal Home Loan Bank Topeka
2002.12 - Current
Senior Auditor
Berberich Trahan & Co
2001.09 - 2004.04
Bachelor of Science - Accounting And Business Management
University of Kansas
Master of Science - Business Administration And Management
Emporia State University
- CPA - Certified Public Accountant
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