Experience

Alden Credit Union
• Financial Services
• 1 - 100 Employee
• Senior Vice President Finance

  • May 2015 - Present


United Bank

• United States
• Financial Services
• 700 & Above Employee

• Vice President and Treasurer

  • 2002 - Nov 2014

  • Develop and maintain implementation of Sarbanes Oxley Section 404 internal control environment. • Lead and manage a team of nine professionals, including selection/hiring, objective setting, performance management, coaching/development and training. • Key member of the leadership team, administering all accounting functions for $2.5 billion Bank. • Provide timely explanations of variances between actual results and forecasts/budgets; provide corrective action recommendations to management, where necessary. • Oversee the General Accounting processes of Inter-company, Fixed assets and Accounting and financial reporting of all entities. • Prepare tax schedules and coordinate tax workpapers for tax group. • Ensure completion and review of all balance sheet reconciliations and identify and communicate findings. • Work with internal and external auditors during reviews and audits to ensure full cooperation from accounting staff and compliance with all qualified requests. • Serve on various management teams relating to ERM, Business Continuity, Compliance, CRA, ALCO. Show less



United Cooperative Bank

• United States
• Banking

• • 1999 - 2002

  • Prepare and file all regulatory reports, including quarterly FDIC Call Report.• Compile and present detailed monthly, quarterly reports for Senior Management perusal and act as the focal point in preparing year-end.• Generate all Financial Board Reports. • Responsible for the monthly close as well as maintenance of all accounting ledgers including monthly review of all account reconciliations and journal entries. • Coordinate activities related to Sarbanes-Oxley compliance testing. Show less

• • 1994 - 1999

  • Supervise the daily activities of the origination area of the Residential Lending Department. • Ensure; proper and efficient processing and closing of mortgage loan requests.• Responsible for estimating project cost, managing workload, interacting with customers, developing specifications, designing, analysis, coding and testing enhancements and changes. • Manage satellite loan office in Northampton.