Experience

Presidential Bank

• United States
• Banking
• 100 - 200 Employee

• SVP, Chief Accounting Officer

  • May 2021 - Present



John Marshall Bank

• United States
• Banking
• 100 - 200 Employee

• SVP, Chief Accounting Officer

  • May 2017 - May 2021

  •Oversee the finance, accounting, accounts payable, payroll and financial reporting functions •Control the annual budget process •Oversight of corporate taxes •Maintain a comprehensive set of controls and budgets designed to mitigate risk •Ensure accuracy and compliance with generally accepted accounting principles •Perform financial analysis and accounting research, guiding and training staff regarding SEC filings and US GAAP reporting requirements •Prepare the company’s… Show more •Oversee the finance, accounting, accounts payable, payroll and financial reporting functions •Control the annual budget process •Oversight of corporate taxes •Maintain a comprehensive set of controls and budgets designed to mitigate risk •Ensure accuracy and compliance with generally accepted accounting principles •Perform financial analysis and accounting research, guiding and training staff regarding SEC filings and US GAAP reporting requirements •Prepare the company’s earnings release •Oversee tracking and payments of incentive stock plan and incentive compensation plans •Liason for shareholder inquires

• SVP, Director of Finance and Accounting

  • Mar 2015 - May 2017

  • Managed the financial planning and analysis department with responsibility for budgeting and forecasting, comparative analysis, and audit assistance • Developed and maintained company policies and procedures for the finance department • Led successful core conversion for the general ledger to make sure mapping was set-up correctly to interface with the loan and deposit modules • Coordinated deliverables for financial examiners and external auditors • Implemented stock incentive… Show more • Managed the financial planning and analysis department with responsibility for budgeting and forecasting, comparative analysis, and audit assistance • Developed and maintained company policies and procedures for the finance department • Led successful core conversion for the general ledger to make sure mapping was set-up correctly to interface with the loan and deposit modules • Coordinated deliverables for financial examiners and external auditors • Implemented stock incentive plan administration, budgeting software and accounting solution for account payable • Calculated and made estimated tax payments for the company



WashingtonFirst Bank

• United States
• Banking
• 1 - 100 Employee

• SVP, Accounting

  • Feb 2014 - Feb 2015

  • Directed and managed full cycle of accounting operations, including A/P, bank reconciliations and financial reporting • Ensured annual budgeting and capital expenditure budgeting met corporate strategy • Instrumental team member in a FDIC acquisition merger • Worked to implement a number of new processes and systems in order to streamline all accounting functions, implemented all necessary internal controls and improved on accuracy and timing of monthly financial… Show more • Directed and managed full cycle of accounting operations, including A/P, bank reconciliations and financial reporting • Ensured annual budgeting and capital expenditure budgeting met corporate strategy • Instrumental team member in a FDIC acquisition merger • Worked to implement a number of new processes and systems in order to streamline all accounting functions, implemented all necessary internal controls and improved on accuracy and timing of monthly financial information • Successful implementation of policies and procedures to support the growth of the organization including regulations and reporting requirements • Managed the accuracy and productivity of everyday process of accounts payable, money disbursements, fixed assets and necessary tax reporting Show less • Directed and managed full cycle of accounting operations, including A/P, bank reconciliations and financial reporting • Ensured annual budgeting and capital expenditure budgeting met corporate strategy • Instrumental team member in a FDIC acquisition merger • Worked to implement a number of new processes and systems in order to streamline all accounting functions, implemented all necessary internal controls and improved on accuracy and timing of monthly financial… Show more • Directed and managed full cycle of accounting operations, including A/P, bank reconciliations and financial reporting • Ensured annual budgeting and capital expenditure budgeting met corporate strategy • Instrumental team member in a FDIC acquisition merger • Worked to implement a number of new processes and systems in order to streamline all accounting functions, implemented all necessary internal controls and improved on accuracy and timing of monthly financial information • Successful implementation of policies and procedures to support the growth of the organization including regulations and reporting requirements • Managed the accuracy and productivity of everyday process of accounts payable, money disbursements, fixed assets and necessary tax reporting Show less



Sandy Spring Bank

• Banking
• 1 - 100 Employee

• SVP, Controller

  • Jan 2010 - Feb 2014

  •Oversee the finance, accounting, accounts payable and financial reporting functions •Control the annual budget and quarterly forecasting process •Prepare the quarterly asset-liability management package and assist with liquidity requirements •Maintain a comprehensive set of controls and budgets designed to mitigate risk •Active team member responsible for strategic initiatives, including the sale of the company •Ensure accuracy and compliance with generally accepted accounting… Show more •Oversee the finance, accounting, accounts payable and financial reporting functions •Control the annual budget and quarterly forecasting process •Prepare the quarterly asset-liability management package and assist with liquidity requirements •Maintain a comprehensive set of controls and budgets designed to mitigate risk •Active team member responsible for strategic initiatives, including the sale of the company •Ensure accuracy and compliance with generally accepted accounting principles •Oversee the preparation of the consolidated financial statements and all the 10-K, 10Q and Proxy filings for submission to the SEC •Perform financial analysis and accounting research, guiding and training staff regarding SEC filings and US GAAP reporting requirements •Prepare the company’s earnings release •Assist and prepare financial presentations for CEO •Oversee tracking and payments of incentive stock plan and incentive compensation plans

• VP, Finance Manager

  • Jan 2007 - Dec 2009

  •Responsible for the overall management of the financial planning & analysis department with responsibility for budgeting & forecasting, asset-liability management, comparative analysis and audit assistance •Developed and maintained company policies and procedures for the finance department •Responsible for preparing financial statements and related footnotes •Coordinated deliverables for examiners and external auditors •Calculated and made estimated tax payments for the company

• Assistant Treasurer

  • Jun 2005 - Dec 2006

  •Performed detailed financial analysis for senior management comparing budgeted, forecasted and actual results •Performed cost studies which resulted in the expansion of branch network •Reviewed and consolidated monthly, quarterly and annual financial statements to support of the SEC filings •Researched and implemented software program to track all incentive stock grants



Riggs Bank

• Banking
• 1 - 100 Employee

• VP, Retail Planning Manager

  • Mar 2001 - May 2005

  •Coordinated annual business and profit planning process for the entire Branch Network, ATMs, Mortgage Group, Trust, Call Center and Marketing. Analyzed related earnings forecasts and made recommendations to management that resulted in improved earnings •Performed cost studies which resulted in the expansion of branch network and closure of less-profitable branches •Prepared monthly performance analyses of actual financial results for each business unit. Identified trends and compared… Show more •Coordinated annual business and profit planning process for the entire Branch Network, ATMs, Mortgage Group, Trust, Call Center and Marketing. Analyzed related earnings forecasts and made recommendations to management that resulted in improved earnings •Performed cost studies which resulted in the expansion of branch network and closure of less-profitable branches •Prepared monthly performance analyses of actual financial results for each business unit. Identified trends and compared current performance to prior periods as well as the budget

• Sr. Financial Analyst

  • Sep 1998 - Mar 2001

• Senior Purchasing Officer

  • Jun 1993 - Sep 1998