Experience

Newburyport Bank

• United States
• Banking
• 100 - 200 Employee

• Vice President and Director of Accounting

  • Jul 2023 - Present



Boston Private

• United States
• Financial Services
• 200 - 300 Employee

• VP - Financial Systems Analyst

  • Apr 2012 - Jul 2023

  Responsible for the creation and execution of custom reports using various report writing software packages. Administer and support General Ledger accounting software including the creation of custom report templates. Implemented and administer automated reconciliation software. Calculation of deposit incentive commissions for sales officers and office managers. Assist with various footnotes for SEC and FDIC reporting. Also preparation of Net Interest Margin as well as Assets under Management reports. Show less



Danversbank

• United States
• Banking
• 1 - 100 Employee

• Vice President - Finance / MIS

  • Nov 1988 - Nov 2011

  Responsible for the design and execution of custom reports utilizing various report writing software packages. Assisted in the design and implementation of Executive reporting packages. Implemented and administered automated reconciliation software. Designed and prepared reports for both internal and regulatory reporting and well as automation of numerous reporting techniques for SEC, FDIC, FRB, etc. reporting. Responsible for the design and execution of custom reports utilizing various report writing software packages. Assisted in the design and implementation of Executive reporting packages. Implemented and administered automated reconciliation software. Designed and prepared reports for both internal and regulatory reporting and well as automation of numerous reporting techniques for SEC, FDIC, FRB, etc. reporting.