Experience

Retired

• Machinery Manufacturing
• 700 & Above Employee

• Community Organization Contributor (Retired)

  • Mar 2021 - Present

  Active member of local service organization and public service committee. • Treasurer – The Exchange Club of Needham: Responsible for overseeing the finances and ensuring all income and expenses are accounted for accurately. Also maintain an accurate record of all funds, including investments. • 4th of July Tri-Chair – The Exchange Club of Needham: Plan and help run the 4th of July Celebration for the Town of Needham. • MWRA Advisory Board: Representative from the Town of Needham. • Water and Sewer Rate Structure Committee, Town of Needham: Town appointee to Committee. Show less



Bank of America

• United States
• Banking
• 700 & Above Employee

• Senior Technology Manager SVP

  • 2019 - Mar 2021

  Technology application development and improvement roadmap manager for technology infrastructure cost allocations, capital prioritization and project management application tools.• Managed compliance to Bank of America information security standards for third-party vendor application hosting on public cloud.• Managed Agile process for ongoing enhancements of technology capital prioritization and project management application tools.

• Technology Finance SVP

  • 2014 - 2019

  Finance process management for the Chief Technology Organization Non-Personnel Expense (NPE) / Vendor Expense Forecast and tool development.• Management lead for extended / virtual non-personnel expense analyst team• Managed development and deployment of Vendor expense actual and forecasting tracking and analysis tool• Finance liaison for Chief Technology Organization Simplify-And-Improve (SIM) initiatives

• Technology Finance Controller SVP – Technology Infrastructure / Global Information Security

  • 2011 - 2014

  Controller for Technology Infrastructure / Global Information Security• Reporting and analysis of Technology financials through the coordination of planning, forecasting, and month end cycles to summarize expense and resource data and commentaryTeam leader for eLedger / Financial Systems Roadmap finance employee engagement• Subject-Matter-Expert on eLedger (SAP) tools and transition, including cross ledger validation processes and issue resolution

• Technology Finance Controller SVP – Global Technology and Operations Financial Planning and Analysis

  • 2010 - 2011

  Subject matter expert for allocation and reporting processes

• Technology Finance Controller VP - Global Banking and Markets and Wealth Management Technology and O

  • 2007 - 2010

  Controller for technology cost allocations, technology development and merger integration.

• Technology Finance – Controller / Business Support Financial Manager, VP

  • 2005 - 2007

  Financial planning and analysis for Global Wealth and Investment Management (GWIM) Technology. Financial process leadership in planning, forecasting, reporting and cost allocations.

• Principal Investing Finance - Business Support Financial Manager, VP

  • 2002 - 2005

  Financial analysis and planning supporting a $1 billion private equity direct investment porfolio. Implemented the transition of finance support for the FleetBoston private equity direct investment portfolio to the Bank of America operating model.

• Finance Manager - Finance and Treasury Support

  • 1997 - 2002

  Financial controller responsible for budgeting, forecasting and operating result analysis. Areas of responsibility included the Finance Division, Fleet Specialist, the internal Funds Transfer Pricing Unit, the Executive Department, and General Corporate Overhead.



MWRA

• United States
• Utilities
• 1 - 100 Employee

• Financial Analyst - Finance Division

  • 1994 - 1997

  Implemented and maintained cost-of-service models used to allocate annual charges for wholesale water and sewer service totaling over $300 million to 61 cities and towns in eastern Massachusetts. Worked with community representatives to disseminate information about municipal water and sewer services. Implemented and maintained cost-of-service models used to allocate annual charges for wholesale water and sewer service totaling over $300 million to 61 cities and towns in eastern Massachusetts. Worked with community representatives to disseminate information about municipal water and sewer services.



Peace Corps

• United States
• International Affairs
• 700 & Above Employee

• Zaire: In-land Fisheries Extension Agent

  • 1985 - 1989

  Provided fishpond construction and management support to rural farmers in sub-Saharan Africa. Provided fishpond construction and management support to rural farmers in sub-Saharan Africa.