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.
EXPERIENCE INCLUDES
- 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
CONSULTANT OVERVIEW
Education:
- M.B.A., University of St. Thomas
Services:
- 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