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Kerwin Beitelshees

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Intro Book
Seasoned finance professional with experience in financial reporting, compliance, and leadership.
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Location
Seminole, Florida, United States, US
Skills
  • Consulting
  • Market
  • Anti Money Laundering
  • Winter
  • Vendors
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Bio

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Kerwin Beitelshees is a seasoned finance professional with a strong background in accounting, finance, and portfolio management. He has extensive experience in financial reporting, compliance, and leadership roles in various banking institutions. Beitelshees holds an MBA and a Bachelor of Science in Finance from the University of South Florida.

Experience

  • na
    • job hunting

  • Pinellas County Schools
    • Largo, Florida
    • Financial Reporting Analyst
      • Aug 2013 - Present
      • Largo, Florida

      Retired 2/3/20

  • metal roofing contractors, inc
    • st. petersburg, fl
    • vice president, general manager
      • Dec 2011 - Feb 2013
      • st. petersburg, fl

      Quick Books, OSHA training administration, customer inquiries, payroll, permits and notices

  • florida traditions bank
    • Vice President/CFO
      • Jun 2009 - Nov 2009

      assisted purchasing bank with accounting and finance responsibilities

  • providence bank
    • Compliance Officer
      • Sep 2007 - Nov 2009

    • Executive Vice President, Chief Financial Officer
      • Sep 2007 - Nov 2009

      ResponsibilitiesAccounting and Finance - Bond portfolio management, prepare Board of Director financial reports, FDIC call report, submit reports to Audit and ALCO Committees

  • Bay Financial Savings Bank
    • cfo
      • Jun 1998 - Sep 2007

    • Portfolio management
      • Jun 1998 - Sep 2007

      managed $80 million, mortgage backed security portfolioSEC reporting - prepared 10-Q's, 10-K's and annual reportPrepared bank's annual budget and quarterly budget variance reportsSupervised accounting department, including presentation of financial reports to Board of DirectorsCoordinated work with external auditors and federal examinersPrepared quarterly interest rate risk analysis reportsImplemented and updated three year business plan

  • Anchor Savings Bank
    • Senior Vice President, Finance
      • Jan 1983 - Jan 1998

  • Franklin Federal, St. Petersburg
    • Vice President, Finance
      • Jan 1972 - Jan 1975

Education

  • 1973 - 1976
    University of South Florida
    mba, finance
  • 1968 - 1972
    University of South Florida
    ba, finance
  • University of South Florida
    Bachelor of Science; Masters, finance; Business Administration

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Banking and Financial Services”

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