Aneta Lombardi
Ludlow,MA
Summary
Highly motivated Assistant Vice President - Treasury with 9+ years of experience. Skilled in overseeing and managing the annual budget process and performing trend analysis with a proven track record of success in streamlining processes and improving efficiency. Expertise in financial modelling, forecasting, and completing financial reports and statements, with a strong commitment to delivering results and providing financial guidance to senior management.
Overview
11
11
years of professional experience
Work History
Assistant Vice President – Treasury
PeoplesBank
Holyoke, MA
12.2022 - Current
- Responsible for overseeing and managing the annual operational and capital budget process
- Prepares and presents budget reports to Executive Leadership team
- Analyzes financial statements against forecasts to prepare high-level variance analysis
- Monitors the Bank’s liquidity position and prepares liquidity forecasts
- Oversees the Asset Liability modelling for the Bank along with monitoring interest rate risk and liquidity risk
- Trained new and existing staff members in various financial procedures to prepare for job requirements
- Successfully implemented new budgeting and financial reporting software
Finance Officer
PeoplesBank
Holyoke, MA
09.2020 - 12.2022
- Assisted with management of the annual bank budget process
- Performed research and analysis for budget to actual variances
- Prepared data and ran in house Asset Liability software
- Prepared forecasting reports for the Bank, as well as created analytical financial reports for management for appropriate decision making to enhance the Bank performance
- Assisted with investment portfolio management
Financial Analyst
PeoplesBank
Holyoke, MA
04.2016 - 09.2020
- Assisted with management of the annual bank budget process along with performing research and analysis for budget to actual variances
- Utilized data systems to create analytical financial reports for management
- Assisted with asset/liability management including data gathering, analysis and preparation of monthly and quarterly reporting packages
Senior Staff Accountant
PeoplesBank
Holyoke, MA
04.2014 - 04.2016
- Monitored and managed the Bank’s cash position, monitored expected cash flows daily in relation to cash position and liquidity needs
- Prepares various month-end, quarter-end, and year-end accounting entries
- Responsible for compiling monthly balance sheet account reconciliations to ensure all are completed timely and accurately
- Reconciled bank internal accounts and ensured adequate funding of accounts
Associate Business Analyst
Financial Partners
Agawam, MA
05.2013 - 04.2014
- Analyzed business functions in order to develop new or modified processes
- Assisted in project implementation with customers
- Assisted with functional requirements, developed and executed test plans and works with production issues
- Developed effective communication by creating concise, accessible documentation that clearly addressed specified issues
- Collaborated with senior leadership and internal stakeholders providing operational efficiencies, creative solutions and measurable results
Education
M.S. in Accounting -
Western New England University
Springfield, MA01.2014
Bachelor’s degree in finance -
University of Economics
Poznan, Poland01.2003
Skills
- Strong analytical skills
- Excellent verbal and written communication skills
- Excellent interpersonal and organizational skills
- Very detailed-oriented, reliable, and productive
- Knowledge of general financial accounting
- Strong logic and problem-solving skills
- Advanced knowledge of MS Excel and other MS Office programs
- Strong ability to multi-task and prioritize
Timeline
Assistant Vice President – Treasury
PeoplesBank
12.2022 - Current
Finance Officer
PeoplesBank
09.2020 - 12.2022
Financial Analyst
PeoplesBank
04.2016 - 09.2020
Senior Staff Accountant
PeoplesBank
04.2014 - 04.2016
Associate Business Analyst
Financial Partners
05.2013 - 04.2014
M.S. in Accounting -
Western New England University
Bachelor’s degree in finance -
University of Economics
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