SUMMARY:

Proven professional with ability to manage multiple tasks and staff, develop strategies for improving operations and profitability, and adapt to organizational changes. Also possesses proven skills in managing acquisition integration and working smoothly with other departments within the organization. Over twenty years of professional accounting experience, including Big 4 public accounting working with SEC registrants and over fifteen years in management role at two financial institutions.

PROFESSIONAL EXPERIENCE:

Confidential, Greenville, SC

Vice - President

Responsibilities:

• Responsible for design of task lists and overall organization chart for newly formed department.
• Responsible for transition of numerous duties from Portland, Maine location to Greenville, SC.
• Oversee regulatory reporting and reconciliation areas related to loan accounting for $200 billion financial institution.
• Participate in regulatory automation project.
• Manage staff of between 6-10 employees and contract employees.
• Analyzed loan losses in accordance with SOP 3-3 and FAS 91 accounting rules.
• Assisted in implementing external consultant software to account for purchased loans.

Confidential,

Accounting Manager/Assistant Vice President

Responsibilities:

• Responsible for management of corporate accounting, mortgage accounting, regulatory reporting and accounts payable areas for $12.5 billion bank holding company.
• Implemented mortgage pooling sales method resulting in 50 basis point increase in gain on sale of mortgage loans. Also developed and implemented derivative computations for the pooled mortgage product.
• Developed model to analyze cost/benefit of retaining wholesale mortgage operation obtained through acquisition. Assisted with decision to close operation and worked with management to perform an orderly shutdown. In conjunction with this, analyzed future potential repurchase losses for purchase accounting purposes.
• Prepared detailed analysis of business account service charges to assist in managing product profitability. This analysis resulted in the creation of tiers for earnings credits which increased revenue from these products by an estimated $300,000 per year.
• Responsible for sale of approximate $1 billion mortgage loan servicing portfolio at an approximate $500,000 gain, including finding the buyer, negotiating the sales price and contract and managing the trailing activity.
• Responsible for supporting two bank presidents, five market presidents and a number of line of business partners with management reporting information.
• Reduced the length of the monthly close from six to four days.
• Involved in core systems conversion from the Liberty System to the FISERV CBS system.
• Involved in due diligence and systems integration of four acquired financial institutions (over a five year period) with total assets of approximately $4 billion.
• Managed and coached staff of between 8 and 20 employees through three departmental reorganizations with minimal turnover and with minimal disruption of functions.

Confidential, Greenville, SC

Audit Manager

Responsibilities:

• Responsible for planning, staffing, coordinating and completing between two and five major audit engagements and eight to ten medium-sized audit engagements per year.
• Advised clients on accounting policies, business planning, accounting and tax issues.
• Industries served were financial institutions, real estate, manufacturing, retail and not-for-profit.
• Developed new business opportunities of approximately $150,000 per year.
• Involved in oral presentations in many different situations, including presentations to audit committees, auditor selection committees, students and trainees.

Confidential, Greenville, SC

Audit Manager

Responsibilities:

• Responsible for planning, staffing, coordinating and completing between two and five major audit engagements and eight to ten medium-sized audit engagements per year.
• Advised clients on accounting policies, business planning, accounting and tax issues.
• Acted as a firm Accounting & Auditing technical resource. Responsibilities included day-to-day consulting on technical accounting matters as well as communication of updates to all personnel.
• Acted as lead audit manager on initial public offering of a finance company. Major duties included coordinating SEC filings, responding to SEC comment letters, coordination with investment bankers and company personnel.
• Industries served were financial institutions, real estate, manufacturing and retail. Many of the financial institutions were SEC registrants.
• Involved in oral presentations in many different situations, including presentations to audit committees, auditor selection committees, students and trainees.
• Coordinated audits of international companies, including determining accounting method and reporting differences between US GAAP and the reporting country’s accounting principles.
• Responsible for acquisition audit of machine manufacturer, including coordinating with buyer and seller and international subsidiaries.

Confidential, Washington, DC

Audit Manager

Responsibilities:

• Responsible for the planning and execution of a three billion dollar grocery retailer audit.
• Responsibilities include coordination with internal audit, staffing, planning and scope decisions, SEC reporting, review and approval of workpapers, and tax return preparation oversight.

Confidential, Washington, DC

Senior Audit Manager

Responsibilities:

• Acted as a senior member of an audit team of 50 professionals which completed audits of between 200 and 30 0 rental housing partnerships. During seven years serving this client, managed all major areas of engagement, including technical issues, coordination with other offices, software and facilities.
• Responsible for the design, testing and implementation of a financial statement package for HUD properties.
• Responsible for the planning and completion of complex, medium-sized SEC clients' audits. These audits often involved the research and resolution of complex accounting issues.
• Involved as lead audit manager in the initial public offering process for two financial institutions. Also involved in numerous secondary offerings for other commercial companies.