Experience

East Boston Savings Bank

• United States
• Banking
• 100 - 200 Employee

• Loan Officer, Commercial Real Estate

  • Dec 2019 - Present



Santander Bank, N.A.

• United States
• Banking
• 700 & Above Employee

• Associate, Asset Based Lending

  • May 2019 - Dec 2019

  Greater Boston Area

• Credit Associate at Santander Bank, N.A

  • Jun 2018 - Dec 2019

  Boston, MA • Selected from over 700 applicants for rigorous formal credit training program focused on credit analysis, accounting, financial statement modeling, and corporate finance. • Perform credit analysis and underwriting for new C&I deals, renewals, maturities and modifications during rotations in Leveraged Finance, Asset-Based Lending, and Mid-Corporate Banking. • Assist in the preparation of valuation and capital structure analysis in conjunction with pitch books for prospecting… Show more • Selected from over 700 applicants for rigorous formal credit training program focused on credit analysis, accounting, financial statement modeling, and corporate finance. • Perform credit analysis and underwriting for new C&I deals, renewals, maturities and modifications during rotations in Leveraged Finance, Asset-Based Lending, and Mid-Corporate Banking. • Assist in the preparation of valuation and capital structure analysis in conjunction with pitch books for prospecting efforts with new and existing clients.



Raytheon

• United States
• Defense and Space Manufacturing
• 700 & Above Employee

• Material Program Manager

  • Jun 2017 - Jun 2018

  Woburn, MA Mission Systems and Sensors (MSS) • Accountable for supply chain and supplier performance on several programs in the Mission Systems and Sensors portfolio, including both development and sustainment programs • Facilitated the development and deployment of the 2018 IDS Supply Chain Strategic Business Plan, an important guiding document used to align both internal and external stakeholder’s interests • Drove a Raytheon Six Sigma Specialist project that led to reduced cost… Show more Mission Systems and Sensors (MSS) • Accountable for supply chain and supplier performance on several programs in the Mission Systems and Sensors portfolio, including both development and sustainment programs • Facilitated the development and deployment of the 2018 IDS Supply Chain Strategic Business Plan, an important guiding document used to align both internal and external stakeholder’s interests • Drove a Raytheon Six Sigma Specialist project that led to reduced cost ($11k) and improved execution time (25%) of the strategic planning workshop and subsequent artifact development • Certifications earned: Material Program Management (MPM) – Phase 4, Raytheon Six Sigma Specialist, Earned Value Management System (EVMS), Program Management – Level 6 (in-process). • Ensured Export/Import compliance for jurisdiction & classification assessment (JCA) by coordinating with JCA engineers to certify compliance with US DoD EX/IM regulations for multiple international programs. • Received Rstars Spot Award for contributions made as part of a team that enabled an unplanned test event to occur in an aggressive time-frame • Supply Chain Management Systems including Prism, PDM Windchill and Raytheon Supplier Insight Show less



360 Huntington Fund

• United States
• Capital Markets
• 1 - 100 Employee

• Sector Manager

  • Sep 2016 - Dec 2016

  Boston



Barings

• United States
• Financial Services
• 700 & Above Employee

• Director, Financial Planning and Analysis

  • Oct 2013 - Aug 2016

  Boston, MA Corporate Finance • Transformed business unit reporting process, improved timeliness by 33%, and increased functional analysis by including key metrics, variance analysis, and customized executive summaries. • Reduced annual overhead expenses by 4%. Partnered with functional support team leaders to optimize the expense allocation process, ensured that activity-based costing methodology was appropriate, services were captured and appropriate drivers were utilized to map expenses… Show more Corporate Finance • Transformed business unit reporting process, improved timeliness by 33%, and increased functional analysis by including key metrics, variance analysis, and customized executive summaries. • Reduced annual overhead expenses by 4%. Partnered with functional support team leaders to optimize the expense allocation process, ensured that activity-based costing methodology was appropriate, services were captured and appropriate drivers were utilized to map expenses. • Developed financial models and presented analyses to senior management in support of proposed strategic initiatives. Utilized by senior management as analytical support in the decision-making process for ad-hoc financial projects including new business opportunities and deep dive analyses into P&L problem areas. • Assisted in the implementation of a new forecasting and budgeting system, Tagetik. Provided support throughout the process from input into the design/methodology, testing, end-user support and training. Administered system post-implementation. • Developed strategy to re-organize finance division to achieve improved efficiency and increased knowledge sharing • Led a team of two analysts and one director to provide direct support for new business initiatives, monthly forecasting and expense management. Show less



State Street

• United States
• Financial Services
• 700 & Above Employee

• Project Manager, Assistant Vice President

  • Dec 2010 - Sep 2013

  Greater Boston Area State Street Investment Analytics (SSIA) • Supported the SSIA Chief Administration Officer in the development and execution of the SSIA multi-year strategy, leading to the expansion of operating margins by 2-3%. • Improved business unit key performance indicators (KPIs) by ~20% by enhancing reporting and conducting root cause analysis. Increased visibility by conducting weekly reporting and analysis to senior management which led to greater accountability. • Co-created… Show more State Street Investment Analytics (SSIA) • Supported the SSIA Chief Administration Officer in the development and execution of the SSIA multi-year strategy, leading to the expansion of operating margins by 2-3%. • Improved business unit key performance indicators (KPIs) by ~20% by enhancing reporting and conducting root cause analysis. Increased visibility by conducting weekly reporting and analysis to senior management which led to greater accountability. • Co-created and administered the SSIA program management function, providing senior management insight into the portfolio of projects ensuring resource allocation was aligned with strategy. • Led the redesign of the Market Data Operations team including the expansion into a low cost operational location (Poland) and the strategic consolidation of data providers, lowering cost and improving quality. • Ad hoc analytical requests including SWOT, Porter’s five forces and developing business unit P&L using VOS methodology. • Streamlined disparate processes across multiple geographies, employed lean tools to analyze existing operating models and generate recommendations

• Financial Analyst, Assistant Vice President

  • Nov 2007 - Dec 2010

  Greater Boston Area Financial Planning & Analysis (FP&A) • Managed the creation and communication of the budget, three-year outlook and monthly forecast. Coordinate with business units to ensure alignment with corporate assumptions, targets and corporate goals. Partnered extensively with multiple business units to analyze variances to plan. • Developed and proposed recommendations for State Street's Executive Operating Group, CFO and Board of Directors by creating and delivering monthly package and… Show more Financial Planning & Analysis (FP&A) • Managed the creation and communication of the budget, three-year outlook and monthly forecast. Coordinate with business units to ensure alignment with corporate assumptions, targets and corporate goals. Partnered extensively with multiple business units to analyze variances to plan. • Developed and proposed recommendations for State Street's Executive Operating Group, CFO and Board of Directors by creating and delivering monthly package and ad hoc financial analyses. Including revenue and expense sensitivity analysis under multiple scenarios. • Enabled effective communication with the investor community by summarizing financial results and briefing investor relations in preparation for quarterly earnings call. • Administered the budget and forecast system, Khalix. • Supported the Demand Management team and Business Performance Measurement (BPM) implementation team • Supervised one analyst



Brown Brothers Harriman

• United States
• Financial Services
• 700 & Above Employee

• Senior Client Service Representative

  • Nov 2005 - Nov 2007

  Greater Boston Area • Maintain customer relationships - I served as the primary point of contact for client inquiries and partnered effectively with internal departments to efficiently resolve issues. • Supervised two client service representatives



Grantham, Mayo, Van Otterloo & Co

• Investment Control Analyst (Contract)

  • Jan 2005 - Nov 2005

  Greater Boston Area • Performed various daily control, analytical, accounting and reporting functions for separately-managed and hedge fund accounts • Partnered effectively with several internal clients to resolve issues and inquiries in a time sensitive environment



Fay Spofford & Thorndike

• United States
• Civil Engineering
• 1 - 100 Employee

• Accounting Assistant (Contract)

  • Jun 2004 - Jan 2005

  Burlington, MA • Coordinated with project managers to keep projects on budget. Prepared financial analyses and various types of invoices for public and commercial clients. • Assisted the controller with month-end closing, including preparing financial statements for the board of directors meetings



Prudential Financial

• United States
• Financial Services
• 700 & Above Employee

• Financial Services Associate

  • Dec 2003 - Apr 2004

  Greater Boston Area • Completed licensing, including NASD Series 7 and Massachusetts life and health insurance exams



State Street

• United States
• Financial Services
• 700 & Above Employee

• Accountant I, Global Financial Accounting & Reporting

  • Jun 2000 - Sep 2003

  Greater Boston Area • Directly supervised the monthly production and analysis of Corporate Earnings Book, including EPS calculation, balance sheet preparation and extensive revenue and expense analysis for Sr. Management. • Prepared and analyzed daily Balance Sheet and Overdraft reports for all levels of management, including effective communication of any key variances and their drivers. • Responsible for daily regulatory reporting to the Federal Reserve Bank of Boston, point of contact for any… Show more • Directly supervised the monthly production and analysis of Corporate Earnings Book, including EPS calculation, balance sheet preparation and extensive revenue and expense analysis for Sr. Management. • Prepared and analyzed daily Balance Sheet and Overdraft reports for all levels of management, including effective communication of any key variances and their drivers. • Responsible for daily regulatory reporting to the Federal Reserve Bank of Boston, point of contact for any discrepancies Show less