Controller

• Jul 2023 - Present

Mortgage Accounting Senior Manager

• Jan 2022 - Present

Manager of Loan Accounting

• Oct 2021 - Jan 2022

Manager of Loan Accounting

• Oct 2021 - Jan 2022

Global Accounting Manager

• Mar 2021 - Oct 2021

Senior Assistant Controller

• Sep 2018 - Dec 2020

Serve as Senior Assistant Controler, supervising staff of 3 Assistant Controllers directly and 3 other direct reports. Responsibilities include month-end close, annual audit coordination and day to day accounting for several properties. Serve as Senior Assistant Controler, supervising staff of 3 Assistant Controllers directly and 3 other direct reports. Responsibilities include month-end close, annual audit coordination and day to day accounting for several properties.

Consultant/Interim Controller

• May 2018 - Sep 2018

Acted as interim controller for $1.6 billion financial institution. Also consulted on staffing, organizational structure and month-end close efficiencies. Acted as interim controller for $1.6 billion financial institution. Also consulted on staffing, organizational structure and month-end close efficiencies.

Vice-President Loan Accounting

• Jun 2011 - Apr 2018

Provided direction to data governance for regulatory reporting related to loan accounting for $200B financial institution. Served as the data manager for loan accounting's regulatory reporting group including overseeing identification of critical data elements, process maps, and data lineage. Directed and motivated a team of 3-10 employees and contract employees in daily job duties. Analyzed loan losses in accordance with SOP 3-3 and FAS 91 accounting rules. Implemented external consultant software to account for purchased loans. Show less

Director of General Accounting

• Nov 1999 - Jun 2011

Maintained responsibility for overseeing corporate accounting, mortgage accounting, regulatory reporting, and accounts payable areas for $12.5B bank holding company. Supervised, trained, and motivated staff of 8-20 employees through multiple departmental reorganizations with minimal turnover and minimal disruption of functions. Participated in core systems conversion from the Liberty System to the FISERV CBS system. Maintained responsibility for overseeing corporate accounting, mortgage accounting, regulatory reporting, and accounts payable areas for $12.5B bank holding company. Supervised, trained, and motivated staff of 8-20 employees through multiple departmental reorganizations with minimal turnover and minimal disruption of functions. Participated in core systems conversion from the Liberty System to the FISERV CBS system.

Audit Manager

• Sep 1997 - Oct 1999

Directed planning, staffing, and completing of up to 5 major audit engagements and up to 10 medium-sized audit engagements annually. Participated in presentations to audit committees, auditor selection committees, students, and trainees. Directed planning, staffing, and completing of up to 5 major audit engagements and up to 10 medium-sized audit engagements annually. Participated in presentations to audit committees, auditor selection committees, students, and trainees.

Audit Manager

• Jan 1992 - Aug 1997

Audit Manager

• Jan 1990 - Dec 1991

Audit Manager

• Oct 1988 - Dec 1989

Senior Audit Manager

• Jan 1981 - Sep 1988