Candidate Profile #368356

Massachusetts – Boston Area – Bank Chief Financial Officer

• Years of Related Experience: 20
• Minimum Salary: $130K
• Work Area:  Boston, Massachusetts area
• Experience:
  • Managed the bank’s investment portfolio, managed the ALCO committee, and worked well with the regulators.
  • Oversee the financial management team, including the Controller, Operations, IT Managers, BSA Officer, and Collections Manager.
  • Manage all aspects of asset liability management, including financial planning and deposit and loan analytics, while leading special projects, including a core conversion and operations center relocation.
  • Update obsolete software and systems, instituting a corporate culture of teamwork and profitability.
  • Hire, train, and mentor a team of leaders, including the Controller and IT Manager and two SVPs of Lending.
  • Oversee the transition to remote operations during COVID, outfitting a VPN licensing remote workplace software.
  • Directed financial planning and analysis, accounting, tax, treasury, budgeting, and administrative functions.
  • Implemented reforms that improved the membership mix, moved a legacy indirect loans program off the books, and built into the secondary market, which increased revenue and productivity.
  • Oversaw all aspects of financial statement presentation and communicated with independent third parties, audit firms, federal and state regulatory authorities, and legal counsel.
  • Proficient in Word, PowerPoint, Excel, Outlook, Access, Publisher, Oracle, Prologue, Quicken, QuickBooks, and languages including BASIC, FORTRAN, and COBOL.
  • Strong references are available.
• Education:  Master’s Degree in Business Administration
• Reference #:  368356
• Send Candidate’s Resume:  Click Here