AVP of Financial Planning and Analysis, Fox Communities Credit Union
Neenah, WI
Sara Peterson is the AVP of Financial Planning and Analysis at Fox Communities Credit Union. With CPA, CMA, and CSCA credentials and degrees in Accounting, Business Administration, and Psychology, she joined Fox Communities Credit Union in 2019 and has since transformed its financial data systems. Her expertise with Power BI, SQL, Oracle, and DAX enabled Fox to build superior budgeting, profitability, and performance reporting systems, doing what third-party solutions have been unable to provide. At the upcoming presentation on Credit Union Profitability and Performance, she will discuss leveraging detailed analytics to drive sustainable growth and member-focused strategies. Her approach exemplifies how innovative data management can redefine financial practices for the better.
