Experience

HarborOne Bank

• United States
• Banking
• 200 - 300 Employee

• VP Corporate Controller

  • Jun 2022 - Present

  Brockton, Massachusetts, United States



State Street

• United States
• Financial Services
• 700 & Above Employee

• VP - Controller, Global Credit Finance

  • Oct 2017 - Jun 2022

  Boston, Massachusetts



GE Capital

• Controller, Strategic Co-Invest Programs

  • Apr 2013 - Jun 2017

  Formed and led a reporting center for investor positions on a $6BN loan portfolio. Managed a team of 3 employees & 3 offshore resources while partnering with commercial team to enhance GE Capital’s value proposition as lead Agent bank. • Recognized for commercial expertise, execution and dedication during time of uncertainty in support of the broader GE Capital portfolio sale process. • Compiled several views of historical data to support business development team with the due diligence… Show more Formed and led a reporting center for investor positions on a $6BN loan portfolio. Managed a team of 3 employees & 3 offshore resources while partnering with commercial team to enhance GE Capital’s value proposition as lead Agent bank. • Recognized for commercial expertise, execution and dedication during time of uncertainty in support of the broader GE Capital portfolio sale process. • Compiled several views of historical data to support business development team with the due diligence process under extremely short deadlines. • Implemented simpler and automated repeatable daily/monthly/quarterly processes, thus eliminated opportunity for error and improved accuracy of reporting. • Expanded depth of financial reporting to improve customer ratings, as programs were key to the businesses overall growth strategy. Show less



GE Capital, Sponsor Finance

• Assistant Controller, Accounting COE

  • Dec 2010 - Apr 2013

  Manage the internal review of the monthly and quarterly financial and management reporting packs, review of account reconciliations metrics, coordination of REM Reconciliation and SOX compliance. • Managed GL account mapping project to facilitate greater transparency, reduce cycle time and the amount of manual journal entries • Streamlined process and led evaluation of FAS157 model for CLO instruments totaling $325mm • Developed more granular level of reporting capabilities in… Show more Manage the internal review of the monthly and quarterly financial and management reporting packs, review of account reconciliations metrics, coordination of REM Reconciliation and SOX compliance. • Managed GL account mapping project to facilitate greater transparency, reduce cycle time and the amount of manual journal entries • Streamlined process and led evaluation of FAS157 model for CLO instruments totaling $325mm • Developed more granular level of reporting capabilities in response to Dodd-Frank impact Show less



GE Capital

• United States
• Financial Services
• 700 & Above Employee

• Lead Accountant, Accounting COE

  • May 2009 - Dec 2010

  Responsible for monthly/quarterly closing process; summary and analysis of balance sheet including variance analyses (cash flow, revenue fluctuations, etc.). • Put in place several key controllership metrics within operations dashboards. • Through key findings and revised analysis files, the business realized $4mm of income, while other platforms benefited from $3mm.

• Financial Analyst, Sponsor Finance

  • Oct 2007 - May 2009

  Ensure financial accuracy of GL while interfacing with other functional areas including accounting, risk, operations, etc. on issues related to deal write offs, terminations, restructuring, amendments, etc.. • Managed the purchase price accounting for portfolio acquisitions totaling 1.2BN • Developed FAS91 syndication model template which simplified the preparation and review process, representing annual pretax revenue of $75mm.

• Credit Administrator, Global Client Services

  • May 2006 - Oct 2007

  Own set-up for customer/deal related information including: documentation and communication of commercial loan initial funding, amendments, restructurings, acquisitions/sales and terminations per credit agreements, system parameters, regulatory requirements and ops procedures. • Minimized organizational risk by leveraging operational controls, identifying suspicious/inconsistent activity, notifying appropriate parties and taking appropriate action. • Developed operational procedures… Show more Own set-up for customer/deal related information including: documentation and communication of commercial loan initial funding, amendments, restructurings, acquisitions/sales and terminations per credit agreements, system parameters, regulatory requirements and ops procedures. • Minimized organizational risk by leveraging operational controls, identifying suspicious/inconsistent activity, notifying appropriate parties and taking appropriate action. • Developed operational procedures, policies and key controls to improve data integrity and historical accuracy.

• Commercial Loan Portfolio Analyst

  • Jun 2004 - May 2006

  As part of the Risk Portfolio Operations team, manage and service independently a portfolio of accounts. Handle client’s day to day borrowing needs while processing loan activities per credit agreement requirements. • Led the design and development of customer statements, which went a long way in improving customer ratings • Recognized for exemplary management of all accounts by providing timely, accurate and complete reconciliation (e.g. credit limits, contractual pricing, accruals… Show more As part of the Risk Portfolio Operations team, manage and service independently a portfolio of accounts. Handle client’s day to day borrowing needs while processing loan activities per credit agreement requirements. • Led the design and development of customer statements, which went a long way in improving customer ratings • Recognized for exemplary management of all accounts by providing timely, accurate and complete reconciliation (e.g. credit limits, contractual pricing, accruals, borrowing bases)