TECHNICAL SKILLS:

Computer Skills: Mainframe - Oracle, Colleague, Clarity, MK, Various Bank of America main frame systems (i.e., Insight, INFOPAC, AFS, Hyperion with smart view and MAAP), Solomon, JD Edwards, Scaventry Fixed Assets, Quick-Books Tableau

Software: Pinnacle, Microsoft Office, Acrobat, In-design and Illustrator & Photoshop.

EMPLOYMENT HISTORY:

Consumer Business Controllers, Accounting and Reporting Manager

Confidential, Johnston, RI

Responsibilities:

• Manage CLS Account Reporting team of four colleagues, lead huddles, lead monthly and adhoc Staff meetings, managing colleagues PTO, managing colleagues’ performance, training colleagues, hiring colleagues etc.
• Getting the job done in a timely and efficient manner, Project management, Problem solver, etc.
• Worked with Risk teams to open Compliance issues and conducted meetings with all areas to help set up a plan to resolve the issues.
• Reviewed and recommended Regulatory report format changes to meet regulatory requirements and approval of the reports.
• Reviewed and approved various Regulatory, SEC and adhoc reports prepared by Staff members i.e. country exposure, Charge - offs and Recoveries, Pipeline, RC-L, RCN, RCC, Weekly FR2644, FR2028 etc. Reviewed and approved MTM entries.
• Reviewed and approved loans pledged with the FRB Boston and FHLB Federal agencies. Automated the conversion of excel to Pipe Delimited Text file via macro, which saved numerous hours of tedious manual work.
• Responsible for all internal, external, compliance and SOX audits and received good ratings in all audits.
• Involved with Consumer Securitization project initiated due to Tops initiative to ensure Reporting requirements are met.
• Responsible for breakdown of over hundred tabs worksheet, which consisted of over thirty Regulatory Reporting templates, schedules and their back up.
• The worksheet was interlinked and in various locations hundreds of cells were linked into one cell.
• The updating process of the worksheet can only be handled by one individual at a time and there was only one person trained to handle it, which was open to a single point failure.
• I was not only able to breakdown the worksheet into single process templates with their back up but was also able to automate the templates and reports via macros.
• The automation resulted in a time save of over 40 hours a month in the preparation of Regulatory reports.
• Similarly, I fully automated the analysis process via macros, where one can perform MoM, QoQ, QoPYQ and YoY analysis with a click of a button.
• Previously, the analysis was provided to the Corporate in an email and it was almost impossible to keep track of changes as no one can find previous emails for fluctuation explanations, however, the automation helped streamlined the reporting process and reduced reporting errors thereby resulting in almost no report revisions.
• Due to the automation and breakdown of the Regulatory Reporting 100 tabs file, I was able to provide a saving of one individual by eliminating one open position in my area.

Commercial Loan Operations Accounting and Reporting Manager

Confidential, RI

Responsibilities:

• Manage CLS Account Reporting team of 6 colleagues. Lead daily huddles, lead team meetings, managing colleagues PTOmanage colleagues performance, training colleague, system access, Project management, Hiring of colleagues, Problem solving etc.
• Responsible for automation of reports via macros. The automation has resulted in an overtime save of over 40 hours a month in the preparation of Regulatory reports.
• Also, the automation has helped streamline the reporting process and reduced reporting errors thereby resulting in almost no report revisions.
• Reviewed and recommended report format changes to meet regulatory requirements and approval of the reports.
• Review and approve various reports prepared by Staff members i.e. country exposure, Charge-offs and Recoveries, Pipeline, RC-L, RCN, RCC, Weekly FR2644, FR2028 etc.
• Reviewed and approved unusual income transactions.
• Help create income reporting metrics that is used by Senior Leadership Team on a weekly and monthly basis.
• Developed and created department’s In-process and Delinquency account reporting process.
• Developed and created In-Process and Delinquency Reporting Deck for the review of Executive Management Lead CLO Securitization project initiated due to Tops initiative and Tax Exempt GL and FRB code mismatch project. Prepare and presented CLS Academy Account Presentation
• Help with the system conversion from Shaw to AFS for the bank’s Commercial Loan Portfolio. Reconciliation of Regulatory Reports between old system to the new system and then to GL.
• Working with outside Vendor (AFS) and Bank Staff to ensure completeness and accuracy of all information from old Shaw System to AFS.

Confidential, Boston, Mass

Interim Director of Accounting

Responsibilities:

• Supervised a staff of 7 individuals, reviewed and approved all Journal Entries, reconciliations, other schedules, College’s Fixed Assets, Debt and Investment Portfolios and staff’s PCard and Credit Card limits.
• Lead the preparation of College’s month end Balance Sheet, Statement of Revenues and Expenses and Statement of Changes in Financial Position and also, assisted in college’s interim audit.

Interim Financial Consolidation Manager

Responsibilities:

• Consolidation of company’s 18 local and international subs Reconciliation of intercompany account s, supplemental schedules i.e. sub ledgers with information in general ledger.
• Preparation of journal entries and month end journal entries.
• Monthly, quarterly and yearly variance explanation.
• Help complete cash flows, update management reports and board packages.
• Preparation of intercompany loan schedules and daily sales report for all entities.
• Maintenance of insurance contracts and FX rate schedule. Help update the clarity database i.e. guidance, monthly and quarterly information roll-forward.
• Help facilitate quarterly audits.
• Created an adhoc dashboard report based on macros that enables the senior management to dissect the financial information of all 18 subs individually and/or collectively on any given time of the year, which was not available via clarity web based general ledger system.

Confidential, Providence, RI

Financial Consultant

Responsibilities:

• I performed system conversion from the company’s old system to the new system (AHT).
• Prepare and process month end Journal entries.
• Prepare account analysis and adhoc reports on as needed basis.

Confidential, Providence, RI

Interim Controller

Responsibilities:

• Supervised 9 personnel including Assistant Controller, Accounts Payable Manager and Purchasing Manager.
• Performed review and analysis of Confidential, Reviewed bank and account reconciliations and recommended changes to simplify the process
• Performed audit and financial analysis of Office of Student Life Department an autonomous department within school and Mapping of bank and GL accounts.
• Prepared Flowchart of Confidential student Account process and made recommendations for improving the process.