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Vice President, Consultant Resume

Boston, MA

SUMMARY

Experienced Vice President of Finance with proven leadership in the financial services industry. Demonstrated proficiency in Financial Analysis, Analytical Skills, Management, Leasing & Tax Advantaged Investments, Mutual Funds, Risk Management, and Corporate Finance. Dynamic finance professional with a B.S. degree focused on Finance and Accounting from the University of Maine, Orono.

COMPUTER SKILLS:

Microsoft Excel, Word, PowerPoint, and Outlook; Oracle; Hyperion Essbase; Longview Khalix; ABC/Warren - Selbert pricing software, and State Street Bank proprietary financial software.

PROFESSIONAL EXPERIENCE:

Confidential, Boston, MA

Vice President, Consultant

Responsibilities:

  • Led the transition of the Newstar Leasing and Loan portfolio sale to Confidential Bank.
  • Responsible for inputting cash and credit reports into Confidential ’s Lending Cloud Credit system to support the Confidential Equipment Finance Team’s transition to Confidential Bank.
  • Established new forecasting and cash reporting models used for Confidential Equipment Finance Team.
  • Oversee integration of Equipment Finance reports into bank - wide portfolio credit reporting.
  • Contribute crucial input to the monthly close and develop new techniques and procedures to streamline the process related to the leasing and loan portfolio.

Confidential, Boston, MA

Vice President

Responsibilities:

  • Supervised daily and monthly activities of 3 direct reports.
  • Ensured timely and analysis of business results and deliverables for the Commercial Business Team for the C&I, CRE, Multifamily, and Leasing and Tax Advantage investment portfolios.
  • Managed all forecasting and budgeting for net interest revenue ( Confidential ) projections for senior management.
  • Responsible for providing new business reports to Audit Committee, SEC, and other required third parties, including the Board of Directors, and Executive Management.
  • Provided monthly and quarterly closing analyses, evaluation of monthly forecasts, budgets, and other related segment and product level reporting with respect to new products, leasing, and loan syndications.
  • Responsible for financial and accounting analysis of new products for Commercial and Retail Banking Teams.
  • Established in identifying and the closing of equipment financing opportunities that met the bank’s credit and profitability requirements.
  • Provide financial analysis, reporting, and credit reporting for Leasing, Solar and Wind Renewable Energy Investments.
  • Ensured appropriate documentation and analysis of accounting pronouncements and principles that constitute the organization’s accounting policies and procedures.

Confidential, Boston, MA

Vice President

Responsibilities:

  • Supervised daily and monthly activities of 3 account administrators.
  • Managed the accuracy and productivity of day-to-day activities of accounts payable, cash disbursements, invoice/billing, payroll, customer credit and collections, and general & entity accounting for leasing division.
  • Developed and delivered complex forecasting and budgeting models in a timely fashion to meet the demands of the Confidential Group and Corporate Tax Department.
  • Managed all forecasting and budgeting for net interest revenue ( Confidential ) projections for senior management in the Leasing, Low Income Housing, and Confidential Group.
  • Provided accounting, reporting and support for the Leasing, Energy Tax Credit, and Low-Income Housing portfolios of the Confidential Group.
  • Analyzed proposals, identified new business, and assisted in the closing of new investments that met the bank’s equipment finance credit and profitability guidelines with respects to leasing and energy tax credit partnership equity investments.
  • Prepared investment models and cash flow analysis to analyze all tax equity investments.
  • Prepared investment models and cash flow analysis to analyze all tax equity investments.
  • Responsible for the writing and implementation of the bank’s policies and procedures for the leasing division.

Assistant Vice President

Confidential

Responsibilities:

  • Supported vice president with special projects for senior management.
  • Delivered complex reports to the Corporate Tax Department to support annual filing of the organization’s tax returns.
  • Supported Confidential implementation for the Leasing Division.
  • Provided complex income projections for senior management.
  • Oversaw inputting of all new leasing transactions for the Leasing Division.
  • Handled all audit requests for Confidential & Young.

Accounting Officer

Confidential

Responsibilities:

  • Developed and delivered forecasting, budgeting, and month-end reports for the division comptroller.
  • Reviewed and prepared closing entries for the Leasing Division.
  • Analyzed complex leveraged lease transactions to determine appropriate input into the lease accounting system.
  • Reviewed and prepared reports required by the Corporate Tax Department.
  • Rebooked Leasing portfolio to reflect tax rate changes.
  • Trained and developed staff.

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