Experience

Watertown Savings Bank, MA
• United States
• Banking
• 1 - 100 Employee
• Vice President - Finance

  • Aug 2018 - Present


RB International Finance (USA) LLC

• United States
• Banking
• 1 - 100 Employee

• Vice President - Controller and Director of Finance

  • 2015 - Aug 2018

  Directed and oversaw all aspects of finance and accounting for a $3B commercial finance company. Ensured integrity of financial systems, procedures and processes. Managed budget and forecast process that included $37M in revenue and $25M in operating expenses. Led group of financial analysts / accountants while collaborating with management throughout the organization. • Created presentations evaluating actual to budget financial results, concentrating on profitability metrics, successes… Show more Directed and oversaw all aspects of finance and accounting for a $3B commercial finance company. Ensured integrity of financial systems, procedures and processes. Managed budget and forecast process that included $37M in revenue and $25M in operating expenses. Led group of financial analysts / accountants while collaborating with management throughout the organization. • Created presentations evaluating actual to budget financial results, concentrating on profitability metrics, successes and areas of improvement while ensuring decision makers clearly understood profitability drivers. • Designed financial models, projecting capital positions and cash flows, verifying adequate capital levels and liquidity were maintained as financial circumstances changed during the company’s wind-down. • Oversaw wind-down of all Finance and Accounting functions, developing processes that mitigated risk while operating with reduced staff. • Implemented cost savings of 10% by streamlining accounting process and implementing Intuit accounting software for all financial processing and reporting. • Instituted effective and accurate reporting that compiled company’s worldwide data for external tax accountants, preparing IRS tax provisions and returns for US originated loans transferred to Austria. • Established accounting systems, control structure and financial reporting, clearly explaining all trust activities, income and expenses for the “Dissolution Fund” to the parent company.  Show less Directed and oversaw all aspects of finance and accounting for a $3B commercial finance company. Ensured integrity of financial systems, procedures and processes. Managed budget and forecast process that included $37M in revenue and $25M in operating expenses. Led group of financial analysts / accountants while collaborating with management throughout the organization. • Created presentations evaluating actual to budget financial results, concentrating on profitability metrics, successes… Show more Directed and oversaw all aspects of finance and accounting for a $3B commercial finance company. Ensured integrity of financial systems, procedures and processes. Managed budget and forecast process that included $37M in revenue and $25M in operating expenses. Led group of financial analysts / accountants while collaborating with management throughout the organization. • Created presentations evaluating actual to budget financial results, concentrating on profitability metrics, successes and areas of improvement while ensuring decision makers clearly understood profitability drivers. • Designed financial models, projecting capital positions and cash flows, verifying adequate capital levels and liquidity were maintained as financial circumstances changed during the company’s wind-down. • Oversaw wind-down of all Finance and Accounting functions, developing processes that mitigated risk while operating with reduced staff. • Implemented cost savings of 10% by streamlining accounting process and implementing Intuit accounting software for all financial processing and reporting. • Instituted effective and accurate reporting that compiled company’s worldwide data for external tax accountants, preparing IRS tax provisions and returns for US originated loans transferred to Austria. • Established accounting systems, control structure and financial reporting, clearly explaining all trust activities, income and expenses for the “Dissolution Fund” to the parent company.  Show less



People's United Bank

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Senior Vice President, Corporate Finance

  • 2001 - 2011

  Provided strategic consulting and financial support to executive and senior management of a $27B retail and commercial bank. Offered meaningful financial expertise which led to increased areas of responsibility and influence. Expanded team of financial analysts from 3 to 11 as areas of responsibility increased. • Managed budget and forecast process that included $900M in net interest income, $800M in operating expenses and $300M in fee-based revenue. • Directed various expense… Show more Provided strategic consulting and financial support to executive and senior management of a $27B retail and commercial bank. Offered meaningful financial expertise which led to increased areas of responsibility and influence. Expanded team of financial analysts from 3 to 11 as areas of responsibility increased. • Managed budget and forecast process that included $900M in net interest income, $800M in operating expenses and $300M in fee-based revenue. • Directed various expense reduction initiatives that resulted in cost savings of $25M. • Designed and presented to CEO / CFO financial results presentations identifying line of business financial trends and profitability drivers, allowing management to make critical business decisions fully informed of financial and business ramifications. • Served as key contributor in the evaluation and financial integration of the bank’s various acquisitions • Developed financial modeling for new initiatives that clearly outlined expected results as well as business risks and rewards. • Represented lines of business in profitability allocation decisions and implementation of the new Funds Transfer Pricing methodology. PEOPLE’S UNITED BANK, Bridgeport, CT, Vice President Corporate Finance - Manager of Financial Analysis and Accounting Policies Built a trusted financial analysis function that successfully supported the Bank’s strategic growth initiatives through acquisitions and internal business expansion while providing executive management with unbiased analysis of corporate strategies as well as creative solutions to facilitate implementation. Evaluated and implemented all new GAAP pronouncements. PEOPLE’S UNITED BANK, Bridgeport, CT Vice President - Internal Audit Managed audit teams in the completion of both financial and operational audits. Presented audit findings and recommendations to senior and executive management. Audit results relied upon by external auditors. Show less Provided strategic consulting and financial support to executive and senior management of a $27B retail and commercial bank. Offered meaningful financial expertise which led to increased areas of responsibility and influence. Expanded team of financial analysts from 3 to 11 as areas of responsibility increased. • Managed budget and forecast process that included $900M in net interest income, $800M in operating expenses and $300M in fee-based revenue. • Directed various expense… Show more Provided strategic consulting and financial support to executive and senior management of a $27B retail and commercial bank. Offered meaningful financial expertise which led to increased areas of responsibility and influence. Expanded team of financial analysts from 3 to 11 as areas of responsibility increased. • Managed budget and forecast process that included $900M in net interest income, $800M in operating expenses and $300M in fee-based revenue. • Directed various expense reduction initiatives that resulted in cost savings of $25M. • Designed and presented to CEO / CFO financial results presentations identifying line of business financial trends and profitability drivers, allowing management to make critical business decisions fully informed of financial and business ramifications. • Served as key contributor in the evaluation and financial integration of the bank’s various acquisitions • Developed financial modeling for new initiatives that clearly outlined expected results as well as business risks and rewards. • Represented lines of business in profitability allocation decisions and implementation of the new Funds Transfer Pricing methodology. PEOPLE’S UNITED BANK, Bridgeport, CT, Vice President Corporate Finance - Manager of Financial Analysis and Accounting Policies Built a trusted financial analysis function that successfully supported the Bank’s strategic growth initiatives through acquisitions and internal business expansion while providing executive management with unbiased analysis of corporate strategies as well as creative solutions to facilitate implementation. Evaluated and implemented all new GAAP pronouncements. PEOPLE’S UNITED BANK, Bridgeport, CT Vice President - Internal Audit Managed audit teams in the completion of both financial and operational audits. Presented audit findings and recommendations to senior and executive management. Audit results relied upon by external auditors. Show less