David McCaskey
Client Service Senior Controller at Charles River CFO, Inc.- Claim this Profile
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Bio
Experience
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Charles River CFO, Inc.
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United States
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Accounting
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1 - 100 Employee
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Client Service Senior Controller
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Apr 2023 - Present
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Project Manager Contract
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Aug 2022 - Mar 2023
Talent recruited for Conversion Project Manager for Bank Acquisition. Assigned to coordinate all Loan Servicing conversion issues into Master Project Plan. Document assigned tasks for complete planning of converting Fiserv Premier/ITI To Jack Henry Silverlake. Utilized Smartsheet Tracking and Planning software for sharing plan with task owners. Much better than Excel. Improved and Developed data validation templates to reduce validation time by testers. Worked with business line to document issues, decisions and tasks for audit testing. Coordinated with Director of Loan Servicing all conversion related meetings and tasks. Worked with Team on Post Conversion clean up and documentation for audit. Show less
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Taunton Federal Credit Union
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United States
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Banking
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1 - 100 Employee
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Conversion Consultant
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Jul 2021 - Jul 2022
Taunton Federal Credit Union Conversion Consultant • Designed and Implemented new Core Products and expanded products line with integration to GL. • Created new reports including management summary and trend reports. • Developed reporting Templates for budgeting and performance management. • Created balancing templates from old system to new Keystone Core. • Extensive use of new systems features synchronized to new G/L set up. Taunton Federal Credit Union Conversion Consultant • Designed and Implemented new Core Products and expanded products line with integration to GL. • Created new reports including management summary and trend reports. • Developed reporting Templates for budgeting and performance management. • Created balancing templates from old system to new Keystone Core. • Extensive use of new systems features synchronized to new G/L set up.
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dbm Enterprises
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India
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Advertising Services
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1 - 100 Employee
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Independent Consultant
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Jan 2018 - Jul 2021
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Stonewood Products
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United States
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Wholesale Building Materials
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1 - 100 Employee
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Controller
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Nov 2020 - Apr 2021
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Cape Cod Maritime Museum
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United States
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Museums, Historical Sites, and Zoos
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1 - 100 Employee
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Interim Executive Director
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Feb 2018 - Aug 2018
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First Citizens' Federal Credit Union
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United States
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Banking
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1 - 100 Employee
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Director / Controller
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2008 - 2017
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Oyster Real Estate
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Real Estate
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1 - 100 Employee
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Broker Realtor
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Jul 2005 - Apr 2008
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West Bay Real Estate
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United States
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Real Estate
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Broker Realtor
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Jun 2003 - Jul 2005
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Director Of Information Systems
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Jul 2000 - Jun 2003
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1997 - 2000
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1995 - 1997
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1992 - 1997
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1989 - 1992
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Education
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Babson College
Bachelor of Science - BS, Business Management, Finance