Summary
Overview
Work History
Education
Skills
Timeline
Generic

Nick Lundgren

Wausau

Summary

Results-driven Assistant Vice President of Fund Accounting with expertise in financial analysis, compliance regulations, and cross-functional leadership. Proven ability to enhance operational efficiency and generate impactful financial reports to support strategic decision-making.

Overview

14
14
years of professional experience

Work History

Assistant Vice President of Fund Accounting

US Bank NA
Milwaukee
06.2011 - Current
  • Enhanced operational efficiency at US Bank by leading cross-functional teams.
  • Analyzed financial reports to guide strategic decision-making and development.
  • Collaborated with senior management to align departmental goals with organizational objectives.
  • Facilitated training sessions for staff on compliance and regulatory standards.
  • Coordinated interdepartmental communication to streamline workflows and foster collaboration.
  • Generated financial reports essential for annual budget development and goal setting.

Education

BBA - Accounting And Finance

Lubar School of Business, UW-Milwaukee
Milwaukee, WI
05-2011

Skills

  • Fund accounting
  • Financial analysis
  • Compliance regulations
  • Cross-functional leadership
  • Financial management
  • Project management
  • Assignment delegation
  • Team collaboration
  • Problem solving
  • Attention to detail
  • Adaptability
  • Staff training
  • Time management
  • Critical thinking

Timeline

Assistant Vice President of Fund Accounting

US Bank NA
06.2011 - Current

BBA - Accounting And Finance

Lubar School of Business, UW-Milwaukee
Nick Lundgren