L M. Email & Phone Number
EVP, Chief Financial Officer @ Insight Credit Union
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L M. Location
- Winter Garden, FL, US
L M. Work
- 2017 -now EVP, Chief Financial Officer @
- 2017 -2019 Seasonal Credentialed Tax Expert @
- 2016 -2017 SVP, Chief Financial Officer @
- 2014 -2016 SVP, Chief Financial Officer @
- 2005 -2014 AVP, Accounting Manager @
L M. Education
- Rollins College - Crummer Graduate School of Business
(Master of Business Administration (M.B.A.), Accounting and Finance)
- University of Pittsburgh
(Bachelor of Arts (B.A.), Anthropology, Minor in French)
L M. Skills
- Financial Management and Modeling
- Capital Allocation Strategies
- Budgeting & Forecasting
- PROFITstar ALM/Budgeting Software
- Internal Controls
- Financial Analysis
- Banking
- Accounting
- Financial Reporting
- Finance
- Credit
- Cash Management
- Financial Accounting
- Cash Flow
- Sarbanes-Oxley
- AML
- Accruals
- Account Reconciliation
- Variance Analysis
- Microsoft Office Applications
- FASB Accounting Standards Codification
- Rivet (XBRL Taxonomy Software)
- BNA Fixed Assets DesktopPro
- Jack Henry Operating System
- Commercial Banking
- CPA
- Credit Risk
- Loans
- Portfolio Management
L M. Summary
- L M., based in Winter Garden, FL, US, is currently a EVP, Chief Financial Officer at Insight Financial Credit Union. L M. brings experience from previous roles at Intuit, Axiom Bank, Insight Credit Union and Republic Bank - Philadelphia & South Jersey. L M. holds a Rollins College - Crummer Graduate School of Business. With a robust skill set that includes Financial Management and Modeling, Capital Allocation Strategies, Budgeting & Forecasting, PROFITstar ALM/Budgeting Software, Internal Controls and more. L M. has 3 emails on RocketReach.
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