RLR Management Consulting

Alison Caldwell

Senior Associate Consultant

Alison Caldwell, a Senior Associate Consultant with RLR Management Consulting, has over 30 years of experience in financial institutions.

Her experience in the financial industry includes management of operations for a $1 billion Bank, management of a data center for a $1 billion Bank, and CFO responsibilities for a Credit Union.

A woman with long hair wearing a black jacket.


  • Head of Operations duties included oversight of electronic banking, ACH, wires, daily operations duties, document storage, business continuity planning and testing, and personnel management
  • CFO duties including daily cash management, budget preparation, variance reporting, asset-liability management, liquidity management, expense control, regulatory reporting, and investment management
  • Successful management of projects related to bank wide system conversions, application conversions, implementation of core system products and third-party system products, system selection, workflow analysis and process improvement, and fee revenue enhancement
  • Member of the Information Technology Steering Committee of a large financial institution, with direct management participation in bank wide systems selections and implementations, including bank wide conversions



  • M.B.A., University of St. Thomas
  • Accounting & Finance
  • Project Management
  • Operations Management
  • Operational Efficiency
  • Central Operations & Branch Audit
  • Deposit Compliance
  • Electronic Banking
  • Financial Management
  • Regulatory Reporting
  • Information Technology
  • Investments
  • IRR/Liquidity
  • Asset Liability Management
  • Accounts Payable
  • ACH
  • Cash Management
  • Remote Deposit Capture
  • System Conversions
  • Vendor Management
  • Fiserv Premier Applications
  • Data extracts for ancillary systems