Charissa Hartmann, CPA

Chief Financial Officer

Professional Overview
Charissa Hartmann is an accomplished finance executive with over 15 years of experience driving strategic financial management, operational excellence, and organizational growth. As the Chief Financial Officer at Relation Insurance Services, she is responsible for overseeing all financial operations, optimizing financial performance, and providing strategic financial leadership to support the company's ambitious expansion plans.

Experience Summary

Current Role
As the Chief Financial Officer at Relation Insurance Services, Charissa is responsible for leading the company's finance function, including financial planning and analysis, accounting, treasury, and risk management. She works closely with the executive team to develop and execute financial strategies that align with the organization's long-term goals. Under her financial stewardship, Relation Insurance Services has achieved significant improvements in profitability, cash flow management, and operational efficiency.

Career Progression
Prior to her current role, Charissa served as the Chief Accounting Officer at Relation Insurance Services, where she played a pivotal role in enhancing the company's financial reporting processes and internal controls. Before that, she held the position of Vice President of Corporate Controller at AssuredPartners, where she led the successful integration of multiple acquisitions and streamlined financial reporting to support the organization's rapid growth. Earlier in her career, Charissa served as the Director of Internal Audit at Adventist Health System, where she implemented robust risk management strategies and enhanced the organization's financial governance.

Academic Background
Charissa holds a Bachelor of Science degree in Accounting from the University of Central Florida. She is a Certified Public Accountant (CPA) and has a strong background in financial reporting, compliance, and strategic planning.

Areas of Expertise

• Financial planning and analysis

• Operational and financial process optimization

• Mergers and acquisitions integration

• Risk management and internal controls

• Financial reporting and regulatory compliance

• Leadership and team development

Professional Impact
Throughout her career, Charissa has demonstrated a track record of driving financial and operational improvements that have had a significant impact on the organizations she has served. At Relation Insurance Services, she has played a crucial role in streamlining financial processes, enhancing profitability, and supporting the company's ambitious growth initiatives. Charissa's strategic vision, financial acumen, and collaborative leadership have been instrumental in positioning Relation Insurance Services for continued success.

Conclusion
With her extensive experience, financial expertise, and proven track record of success, Charissa Hartmann is a highly respected finance executive who is well-equipped to lead Relation Insurance Services' financial function and contribute to the company's long-term growth and profitability.