Richard Lewis

Experience

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  Milwaukee Electric Tool

  May 2009 - Aug 2009

  Channel Marketing Intern

  •Analyzed competitor pricing strategies by developing competitive landscapes so product positioning was maximized•Worked with the Channel Marketing team to develop a national off-shelf execution for Hackzall™ & Hackzall™ blades which demonstrated the versatility of the tool, and it was used in all of the Home Depot Stores across the United States. •Built a supporting product launch for the Shockwave™ Impact Duty brand that was used by the National Sales Team.

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  TDS Telecommunications Corp.

  May 2010 - Aug 2010

  Product Management Intern

  •Researched and developed business cases for future product development to identify new profitable businesses•Participated on product management team that prepared market segmentation reports to detail performing and non-performing markets across the Midwest Region•Supported management in the analysis and segmentation of products/services adds and subtractions to the market

• 

  North Milwaukee State Bank

  Apr 2011 - Aug 2015

  • Oversaw the day-to-day operations of the Finance, Deposit Operations, and Loan Operations departments. • Oversaw the Asset Liability Management program and reported risk issues to the board of director’s ALCO committee. • Monitored the bank’s cash and liquidity to properly forecast the organizations asset and deposit cash flows. • Prepared the FFIEC call report and other filings for the FDIC and Federal Reserve.• Completed the quarterly analysis for the organization's Allowance for Loan and Lease Losses. • Participated in key decisions as a member of the executive management team.• Ensured that record keeping met the requirements of auditors and government agencies. Show less •Reconciled a $90 million dollar general ledger daily to discover any exceptions or posting errors due to loan transactions and accounting errors.•Completed regulatory filings that are required by the FDIC and the Federal Reserve. •Created technical reports to help analyze the bank’s performance using Viewpoint Business Analytics that were used by the CFO and other senior management.•Prepared monthly financial statements for board reports and budget meetings.•Worked actively with the CFO to prepare for and complete two FDIC audit exams and one internal financial audit.•Managed 100+ vendors that the bank works with and process the accounts payable. •Reconciled checking accounts that relate to Expense checks, Cashier checks, Money orders, and Interest checks to discover any critical errors or fraud. Show less

  • Assistant Vice President-Controller

    Apr 2014 - Aug 2015

  • Senior Analyst

    Apr 2011 - Apr 2014
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  Workday

  Dec 2015 - now

  • Manager, Reporting & Analytics Consulting Services

    Mar 2022 - now

  • Senior Financial Consultant

    May 2021 - Mar 2022

  • Financials Consultant

    Sept 2019 - Apr 2021

  • Sr. Analytics & Reporting Consultant

    Nov 2018 - Sept 2019

  • Financial Reporting Consultant

    Dec 2015 - Nov 2018