Jolene Bulger, CPA

Experience

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  CliftonLarsonAllen

  Jan 2010 - Nov 2015

  • Managed engagement teams of up to six members on audit and consulting engagements for banks ranging in asset size from $40 million to $7 billion. Primary focus included financial statement audits, co-sourced and outsourced internal audits, and loan file review engagements.• Responsible for preparing engagement budgets, staffing and scheduling, monitoring team progress, client billing, and staff performance reviews.• Presented results to executive management, board of directors, and/or audit committees at the planning and conclusion stages of audits.• Member of CliftonLarsonAllen’s National Financial Institution Assurance Committee, which is charged with leading the national financial institution assurance practice on implementing or applying new auditing standards, firm policies, and accounting standards. • Advised clients approaching $1 billion in assets on FDICIA compliance, including developing risk assessments, control narratives, control matrices, and key control testing documentation. • Experienced with FDIC Call Reports and SEC filings including forms S-1, 10-K, 10-Q, and 11-K.CliftonLarsonAllen is one of the nation's top 10 certified public accounting and consulting firms. Structured to provide clients with highly specialized industry insight, the firm delivers assurance, tax and advisory capabilities. CliftonLarsonAllen offers unprecedented emphasis on serving privately held businesses and their owners, as well as nonprofits and governmental entities. The firm has a staff of more than 3,600 professionals, operating from more than 90 offices across the country. Show less

  • Assurance Manager

    Nov 2014 - Nov 2015

  • Senior Auditor

    Nov 2011 - Nov 2014

  • Staff Auditor

    Jan 2010 - Nov 2011
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  Sunrise Banks

  Dec 2015 - Feb 2017

  Internal Audit Manager

  • Provides supervision for all audit staff and work assignments including work paper review, development of audit findings, and tracking of outstanding audit issues.• Responsible for preparing audit budgets, staffing and scheduling, monitoring team progress, and staff performance reviews.• Acts as a resource to executive team regarding enterprise risk management, regulatory requirements, internal control practices, and accounting policies.• Presents to executive management and the Board Audit Committee on an ongoing basis.The bank has a dynamic social entrepreneur at its helm, leading a team that innovates in the financial services industry and strives for financial inclusion for all. Sunrise Banks is a family owned national chartered bank headquartered in St. Paul, Minnesota and has a long history of serving inner city communities in Minneapolis and St. Paul. The bank's six branches are primarily located in the urban core of Minneapolis and St. Paul. Sunrise’s innovative spirit also launches the bank nationally through various initiatives in its primary business lines:- Commercial Lending & Leasing- Relationship Banking- National Products, including a growing Payments division- Government Lending focused on New Markets Tax Credits and SBA lendingAll of the business lines are not only held to financial sustainability goals, but also demonstrate progress in achieving positive social impact.Sunrise is certified by the U.S. Treasury as a Community Development Financial Institution (CDFI), a designation earned by approximately 100 banks nationwide. Sunrise Banks is also a member of the Global Alliance for Banking on Values and is a certified B Corp for its demonstrated commitment to transparent corporate governance and positive community impact. Show less

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  Värde Partners

  Feb 2017 - May 2022

  • Director

    Jan 2020 - May 2022

  • Associate Director

    Feb 2017 - Jan 2020
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  CLA (CliftonLarsonAllen)

  May 2022 - now

  Director - Fund Administration