Barrett Potter

VP, Information Security & Vendor Risk at Katahdin Trust
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Contact Information
us****@****om
(386) 825-5501
Location
Houlton, Maine, United States, US

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Credentials

  • Certified Internal Auditor (CIA)
    IIA-The Institute of Internal Auditors
  • Certified Public Accountant
    AICPA

Experience

    • United States
    • Banking
    • 1 - 100 Employee
    • VP, Information Security & Vendor Risk
      • Feb 2022 - Present

    • United States
    • Insurance
    • 100 - 200 Employee
    • Senior Accountant
      • Jun 2016 - Jan 2022

      Prepared Quarterly Consolidated GAAP returns and Supporting Workpapers Prepared and File Multiple State Premium Tax Returns Prepared Monthly Tax Provision Assisted in Preparation of Annual Corporate Tax Return Assisted in Preparation of Annual Audited Financial Statements Recorded Fixed Asset Purchases/Disposals and Prepare Related Reports Experienced in Application for and Required Reporting of Pine Tree Development Zone Credit Experienced in Application for FHLB Membership Prepared and Filed all 1099 filings Prepared annual Depreciation Budget Reviewed New GAAP Pronouncements for applicability to Organization Reviewed Investment and Bank Reconciliations Utilized Microsoft Excel, Sage, Adobe Pro Show less

    • United States
    • Banking
    • 1 - 100 Employee
    • Commercial Banking Officer
      • Dec 2006 - Jun 2016

      Responsible for Corporate Lending in Southern Aroostook Area Prepared Loan Packets for Committee and Board Review Prepared SBA Loans Assisted Customers with Deposit Needs Supervised 2 Loan Assistants/Lenders Responsible for Corporate Lending in Southern Aroostook Area Prepared Loan Packets for Committee and Board Review Prepared SBA Loans Assisted Customers with Deposit Needs Supervised 2 Loan Assistants/Lenders

    • United States
    • Hospitals and Health Care
    • 1 - 100 Employee
    • Accounting Controller
      • Sep 2001 - Dec 2006

      Prepared Monthly Financial Statements Assisted in Preparation of Annual Budget Supervised Payroll Supervised Accounts Payable Prepared Monthly Journal Entries Prepared Form 990 for Filing Recorded and Reconciled Fixed Assets Prepared Monthly Financial Statements Assisted in Preparation of Annual Budget Supervised Payroll Supervised Accounts Payable Prepared Monthly Journal Entries Prepared Form 990 for Filing Recorded and Reconciled Fixed Assets

  • Chester M Kearney CPAs
    • Houlton, Maine, United States
    • Manager
      • Dec 1992 - Sep 2001

      Prepared Personal Income Tax Returns Prepared Nonprofit Income Tax Returns Assisted and/or Performed Audits, Reviews, and Compilations Customers included Corporations, Nonprofits, Banks, Credit Unions, and Individuals Prepared Personal Income Tax Returns Prepared Nonprofit Income Tax Returns Assisted and/or Performed Audits, Reviews, and Compilations Customers included Corporations, Nonprofits, Banks, Credit Unions, and Individuals

Education

  • University of Maine
    Master of Business Administration - MBA
    1991 - 1992
  • University of Maine at Presque Isle
    Bachelors, Accounting and Business/Management
    1987 - 1991

Community

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