Senior Manager, Financial Planning & Analysis
CUNA Mutual Group
Shannon Carpenter is a senior manager within the Financial Planning & Analysis team at CUNA Mutual Group. In this role, she supports CUNA Mutual Group’s forecasting and planning activities, and prepares financial reports for senior leadership and the board of directors. Shannon also manages the finance department’s early in career development program. She joined CUNA Mutual Group in 2013. At that time, Shannon provided corporate tax compliance and project support. She also spent time leading an implementation team within AdvantEdge Digital, a CUNA Mutual Group company.
Prior to joining CUNA Mutual Group, Shannon spent five years as an accountant at midsized CPA firms in the Madison and Chicago areas, specializing in multi-state corporate tax compliance. She earned a bachelor’s degree in accounting from the University of Wisconsin-Eau Claire and is a licensed CPA. She is currently pursuing a professional Master of Business Administration degree from the University of Wisconsin-Madison.