Candidate Profile #418180

October 14th, 2024

Florida – Tampa Area – Bank Controller

  • Years of Related Experience: 20+
  • Minimum Salary: $135K
  • Work Area:  Tampa, Florida
  • Experience:
    • Controller for the bank growing through organic means and executing 6-10 portfolio acquisitions worth over $10MM-$40MM per year.
    • Generate financial and management reports, manage 4 direct reports, oversee accounting cycle, month-end closing, compliance, internal and annual audits, and collaborate to ensure successful and cost-effective results.
    • Established a systematic process for the preparation of FDIC filings and call report streamlining function resulting in a reduction from a 5-day turnaround to 24 hours.
    • Positioned the bank to implement new GAAP disclosure requirements, accounting standards related to revenue recognition, Current Expected Credit Loss (CECL) modeling and validation, and changes in accounting for leases.
    • Managed bank capitalization standards, and other key ratios with rigorous monitoring, communication, and optimization.
    • Contributed to enhancing funding strategies and positioned the bank favorably resulting in successful audits, and higher rating in compliance oversight by the Office of the Comptroller of Currency (OCC).
    • Conducted new ERP system planning configuration, integration, customization, testing, and implementation.
    • Active member of the (AICPA) American Institute of Certified Public Accountants, (CGMA) Chartered Global Management Association, and an active CPA member in multiple states and services on the ALCO committee.
  • Other Attributes:  Proficient in Jack Henry shop, Sage Intacct, MS Dynamics Navision, Oracle, Summit, Great Plains, QuickBooks, SAP, and Microsoft Office Suite.  Certified Public Accountant (CPA) in Florida and Massachusetts
  • Education:  Holds a Bachelor’s Degree in Accounting (Honors Graduate)
  • Reference #:  418180
  • Send Candidate’s Resume:  Click Here

 

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