Experience

• 

  Midtown Consulting Group

  • Principal

• 

  Midtown Consulting Group

  • Principal

    • Feb 2013 - Present

    Advisory Services: Governance and Compliance; Regulatory and Risk Management

• 

  Bank of America

  • Sr. Finance Manager

    • 1974 - Sep 2012

    Managed the regulatory reporting process and was responsible for the overall integrity of the reports. Was responsible for the design and implementation of an automated reporting solution including the integration of data from over 90 systems of record into the platform to support over 38 different reports submitted to the U.S. banking regulators.Managed the Regulatory Capital Reporting teams responsible for the calculation and reporting of regulatory capital using the Basel I regulations as well as the corporate readiness for the capital calculation and reporting associated with the expansion of banking capital regulations to BASEL II and III. As the CFO and controller for a large banking institution, was responsible for the development of quarterly financial results and presentation to the company’s Board of Directors and for managing teams for the regulatory and SEC reporting functions for integration into the consolidated holding company financial results. As the lead financial executive for a large mortgage banking institution, was responsible for redesigning and implementing the accounting and reporting processes for the company as well as managing the financial teams that performed due diligence, financial analysis, and consolidation of acquisition targets to grow the company. Directed teams for the finance functions of the International Lending, Consumer Real Estate, Student Banking, Commercial Real Estate, Community Development Banking and the Technology and Automation business groups. These functions included management accounting, accounting for tax credits, operational/general ledger accounting, planning and forecasting, product profitability analyses, and conversion of an international accounting system.As a financial analyst held various roles in Corporate SEC reporting, debt issuance, corporate planning and forecasting, mergers and acquisitions, consolidation accounting, and transfer pricing.