Erik Willert

Background

About Erik Willert

LEADERSHIP PRINCIPLES Build Relationships | Take Ownership | Continuous Learning | Trust & Empower | Bias for Action | Simplify l Advocate for the Team l Encourage Innovation | Create Solutions I am an analytical leader with over 17 years finance experience from Corporate FP & A to Commercial and Consumer Lending. I take great pride in my ability to simplify processes and utilize data and analysis to identify opportunities and work cross functionally with leadership to create actions plans that drive results. ACCOMPLISHMENTS Successfully lead FP & A team of 8 in creation of lifetime customer profitability model providing justification for leaderships decision to proceed with $50M in negative margin sales. Project required significant cross collaboration efforts across all departments including partnering with leaders throughout the organization. Directed the portfolio management team of 4 responsible for oversight and credit management for a $200M book of business with a 1.58% delinquency rate during COVID-19. Saved commercial lending department 1.5K labor hours and $60K+ in operating expenses annually by creating quarterly watchlist reporting dashboard, streamlining annual review templates, and leading onboarding and management of a third-party site visit vendor. Reduced monthly close process by four hours and eliminated manual entry errors by creating automated company-wide bonus accrual model leveraging company financial reporting software. Oversaw five large-scale expansion and new construction projects valued at over $20M by developing ad hoc financial modeling and presenting feasibility proposals to executive leadership. Decreased forecast variance to less than 5% by overseeing Midwest Construction region activities and leading biannual forecast and business planning processes. CORE COMPETENCIES Critical Thinking | Strategy | Business Planning | Analysis | Problem Solving | Project Management | Process Improvement | Adaptability | Decision Making | Reliability | Communication | Managerial Finance | Credit Risk l Collaboration | Data Analytics | Resiliency | Power BI | Excel | Forecasting | GAAP Accounting l Relationship Development