Natalie Schaefer
Saukville
Summary
Finance professional with 16+ years of experience in financial management possessing a background in non-profit accounting through both professional and volunteer roles.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Contracted Finance Manager
RegalRexnord
Milwaukee
10.2025 - Current
- Prepared monthly financial sales reports for senior management, enhancing decision-making with accurate insights.
- Consolidated and created reporting deliverables for business line with multiple plants during employee's medical leave, ensuring continuity and clarity.
- Facilitated timely reporting for business line with multiple plants, supporting operational continuity and informed management oversight.
Seasonal Tax Preparer
Client First Tax and Wealth
West Bend
01.2025 - 04.2025
- Prepared and reviewed federal and state individual tax returns, ensuring compliance with tax regulations.
- Utilized Drake tax software to maximize deductions and identify applicable credits.
- Updated knowledge of tax law changes and filing requirements to ensure compliance and accurate filings.
- Facilitated client documentation gathering and resolved tax-related inquiries to enhance client satisfaction.
- Collaborated with team members to streamline workflow and enhance client communication.
Finance Manager - IT and Engineering Services
Johnson Controls International Plc
10.2018 - 11.2020
- Oversaw IT financial results with a $40+ million annual budget, including month-end close and annual planning.
- Consolidated IT and engineering expenditures across multiple business units to enhance accuracy in executive management reporting.
- Directed financial oversight for major IT projects to ensure compliance with GAAP capitalization rules and mitigate financial risk.
- Managed quarterly forecasts and monthly outlooks to support informed strategic decision-making.
Business Line Controller - Global Controls Products
Johnson Controls International Plc
06.2017 - 10.2018
- Managed financial outcomes for North America channel, overseeing portfolio exceeding $300 million in annual sales.
- Collaborated with channel leadership to develop annual Sales & Operations Planning (S&OP) plan, assessing risks and opportunities to align strategies.
- Consolidated monthly reporting packages for Controls Business Unit, enhancing visibility across four global sales regions and three manufacturing facilities.
- Reviewed financial data from three engineering centers, ensuring accurate communication to corporate stakeholders.
Lead Financial Analyst - Global Controls Products
Johnson Controls International Plc
05.2015 - 06.2017
- Managed monthly financial close, annual planning, and variance analysis for multiple engineering cost centers, improving financial accuracy and operational efficiency.
- Monitored product development progress, comparing actual performance to planned outcomes, ensuring project alignment with financial goals.
- Conducted financial assessments for new product development teams, evaluating business opportunities to inform strategic decisions.
Financial Analyst
BMO Harris Bank, N.A. (Cedar Street Advisors)
02.2010 - 05.2015
- Prepared quarterly financial reporting packages for ultra-high-net-worth clients, enhancing investment and tax planning strategies.
- Managed client estimated tax payments and prepared annual income tax returns, ensuring compliance and accuracy.
- Coordinated financial accounting, regulatory filings, and audit processes for charitable foundation, supporting transparency and accountability.
Accountant
BMO Harris Bank, N.A. (formerly M&I Wealth Management)
03.2006 - 02.2010
- Compiled monthly financial analysis reports for executive management, supporting strategic decision-making.
- Analyzed and recorded monthly revenues and expenses, including mutual fund revenue, investment fair market value adjustments, and legal expense accruals, to maintain accurate financial records.
- Evaluated investment fair market value adjustments, ensuring accuracy in financial reporting.
Staff Accountant
Universal Savings Bank
10.2004 - 03.2006
- Managed daily cash forecasts to assess cash position and determine overnight borrowing needs, optimizing liquidity management.
- Prepared comprehensive financial reports, including monthly income statements, balance sheets, and divisional income statements, while ensuring timely completion of monthly and quarterly regulatory filings and business property tax submissions.
Education
Bachelor of Business Administration - Accounting
University of Wisconsin-Madison
05-2004
Skills
- Financial analysis
- Budget oversight
- Financial forecasting
- GAAP compliance
- Non-profit finance
- Strategic planning
- QuickBooks proficiency
Certification
CPA-License, #22726-1, Wisconsin Accounting Examining Board
Volunteerism
- Sugar Maple Nature School - Governance Council Member, Finance Committee Member
- Southeast Wisconsin Land Conservancy - Board Member, Treasurer
Timeline
Contracted Finance Manager
RegalRexnord
10.2025 - Current
Seasonal Tax Preparer
Client First Tax and Wealth
01.2025 - 04.2025
Finance Manager - IT and Engineering Services
Johnson Controls International Plc
10.2018 - 11.2020
Business Line Controller - Global Controls Products
Johnson Controls International Plc
06.2017 - 10.2018
Lead Financial Analyst - Global Controls Products
Johnson Controls International Plc
05.2015 - 06.2017
Financial Analyst
BMO Harris Bank, N.A. (Cedar Street Advisors)
02.2010 - 05.2015
Accountant
BMO Harris Bank, N.A. (formerly M&I Wealth Management)
03.2006 - 02.2010
Staff Accountant
Universal Savings Bank
10.2004 - 03.2006
Bachelor of Business Administration - Accounting
University of Wisconsin-Madison