Jane M.
Mid-Level Accounting and Finance Professional
Open to offersNew to PlatformAbout
Jane W. is an accomplished accounting and finance professional based in Saint Paul, MN, with a vibrant career focused on financial management primarily in the financial services industry. She possesses significant experience in the intricate areas of financial analysis and risk management. Her role as a Financial Analyst at the Federal Reserve Bank of Minneapolis saw her supporting economic stability through intensive analysis for credit and payment systems. At Generational Wealth Educators, Jane excelled as Finance Director, where she oversaw all financial operations, leveraging her expertise in budgeting and regulatory compliance. Proficient in QuickBooks, she has excelled in bookkeeping for a CPA firm and served at Wells Fargo, where she efficiently managed complex mortgage portfolios. Her educational background includes an MBA with an emphasis in Accounting from the University of St. Thomas, which has augmented her deep-rooted understanding of GAAP and accounting principles.
Experience
Bookkeeping
CPA Firm · 2026 — PresentManage full-charge bookkeeping for a US-based CPA firm utilizing QuickBooks Online. Ensure the accuracy and timely preparation of financial statements while reviewing work to prevent errors and address complex financial issues effectively.Finance Director
Generational Wealth Educators · 2024 — 2025Supervise all facets of financial operations, including budgeting, accounting, and reporting. Formulate and oversee budgets while preparing financial statements and ensuring adherence to accounting standards. Manage cash flow and payroll processes while collaborating with leadership to establish strategic financial objectives.Financial Analyst (Credit, Payment System Risk, and Reserves)
Federal Reserve Bank of Minneapolis · 2021 — 2024Facilitate financial stability within the Ninth District by extending credit to financial institutions. Assess applications for master accounts and monitor account management practices related to the Fed's payments system. Engage in key initiatives such as Covid-19 loan repayment and the Bank Term Funding Program Loans, while performing daily collateral account reconciliations.Financial Analyst (Statistics)
Federal Reserve Bank of Minneapolis · 2016 — 2021Gather, analyze, and process financial data from various institutions to assist the Board of Governors of the Federal Reserve System. Participate in the collection and analysis of Supervisory Reports and Financial Reports, ensuring submission accuracy and compliance with strict reporting timelines.Senior Mortgage Underwriter / Credit Analyst
Wells Fargo Home Mortgage · 2012 — 2016Underwrite a range of mortgage loans for different client profiles, conducting thorough financial analyses of income, assets, and credit histories. Structure and approve tailored loan solutions while evaluating and approving employee mortgage applications in accordance with internal policies. Assess risk and devise loan modifications to prevent foreclosure, ensuring compliance with regulations.Accounting, Reporting and Reconciliation - (Corporate Trust Securities)
Wells Fargo · 2014 — PresentOversee the management and reconciliation of corporate trust accounts including securities and deposit accounts. Utilize Excel and Microsoft Access for accurate transaction recording and prepare financial statements according to client and regulatory standards.Accountant (Teller Cash Balancing)
U.S. Bank · 1999 — 2002Administer cash ledgers across 100 bank branches, ensuring accurate financial reporting. Conduct daily cash reconciliations, resolve discrepancies, and maintain detailed records to support internal audits and regulatory compliance.
Skills & Expertise
Education
- MBA, Emphasis in AccountingUniversity of St. Thomas - Opus College of Business
- BA, Accounting (Minors: Finance, Economics)St. Catherine University (formerly College of St. Catherine)
- Diplomas: General Banking, Consumer Banking, Commercial Lending, Bank OperationsAmerican Institute of Banking
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