Director - Accounting Services

• Mar 2021 - Present

Member

• Jan 2023 - Present

Accounting Manager

• Apr 2018 - Mar 2021

Commercial Project Manager

• Apr 2017 - Apr 2018

Consultant- Business Project Management

• Feb 2016 - Apr 2017

Business Lead on Tier 1 Beacon Deposits Transformational Program responsible for bank wide software platform changes. Specifically, focusing on the following: Customer CorrespondenceProcedures/knowledge transferUser Acceptance Testing Knowledge Base Updates

Audit Specialist

• Feb 2015 - Mar 2016

Project Specialist, Officer

• Jul 2014 - Feb 2015

o Responsible for the planning, scheduling, and execution of cross functional projectso Work directly with internal and external resources to facilitate the completion of enterprise wide initiativeso Manage multi million dollar budgets, reconcile invoices to budgeted expenses, and review all contract documentationo Resolved numerous project challenges including resource limitations, scope creep, budget constraints, and divergent business and user needso Report directly to the Director of the Project Management Office, assisting in annual planning, prioritization and review of potential projectso Lead weekly project meetings, forecast all budget and resource requirements while maintaining documentation tracking project triple constraints and project milestones

Financial Analyst II, Officer

• Nov 2013 - Jun 2014

o Evaluated monthly financial statements, analyzing noninterest income and expenses to complete budget variance reportingo Created quarterly earnings release financial tables and narrative to be listed on investor relationso Completed daily and monthly reconcilements of material accounts and related sub ledgers for accurate classificationo Created monthly financial reporting for various lines of business and executive management outlining revenue and expenseso Performed internal controls surrounding the accuracy and appropriate classification of information in quarterly and annual financial reporting, while supporting external audit activities and requests

Financial Auditor- Audit Leadership Program

• Apr 2012 - Nov 2013

- Executed all planning, fieldwork, and reporting audit responsibilities with limited supervision- Assisted in facilitating client meetings to communicate audit findings and discuss remediation- Assisted in completing internal discussions and progress reporting of testing and audit documentation- Responsible for ensuring all regulatory requirements such as ICAP controls, Key Risk Indicators, and SOX requirements were effectively implemented within the control environment - Executed all planning, fieldwork, and reporting audit responsibilities with limited supervision- Assisted in facilitating client meetings to communicate audit findings and discuss remediation- Assisted in completing internal discussions and progress reporting of testing and audit documentation- Responsible for ensuring all regulatory requirements such as ICAP controls, Key Risk Indicators, and SOX requirements were effectively implemented within the control environment