Professional business leader prepared for challenges of senior executive role. Combines deep understanding of business operations with commitment to driving team success and achieving significant results. Renowned for adaptability in dynamic environments and collaborative approach to problem-solving, leveraging keen analytical and decision-making skills.
Overview
23
23
years of professional experience
Work History
Senior Manager SEC Financial Reporting
General Electric
01.2017 - 08.2024
Owner of financial statements and footnotes reported within GE Company annual and quarterly SEC filings
Role concentration: consultation with segment finance leaders regarding transaction accounting, review and analysis of consolidated/operating segment reported details, presentation of proposed disclosure and variant analysis to CAO and external auditors, disclosure compliance with SEC reporting rules
Oversee and maintain general ledger accounts associated with reporting areas, ensuring proper account setup and usage
Footnotes: Shareowners’ Equity, Variable Interest Entities, Other Liabilities, Contractual obligations, Share repurchase, Commitments and Guarantees and Leasing/PP&E
Statements: Statement of Comprehensive Income, Statement of Changes in Shareowners’ Equity
Led cross-functional teams to achieve project milestones and deliver high-quality results.
Established strong relationships with clients and stakeholders, ensuring long-term partnerships and consistent results.
Investments Manager
General Electric
01.2016 - 01.2017
Led investments team during GE Capital asset divestiture – team of 5
Role concentration: full trade life-cycle reporting, daily accounting/flash reporting, cash inflow investment strategy, 3rd party vendor relationship management, fair value/impairment review, system implementation/migration, team redeployment and transition
Led cross-functional pricing committee, reviewing portfolio quarterly for fair value changes and impairment
Finance lead for system build-out and migration of investment portfolio to Wall Street (WSS)
Relationship manager with custodian (State Street) and other 3rd party service providers (IDC, credit rating agencies)
Led the restructuring of the team (eliminating/redeploying FTEs) during GE Capital exit plan
Assessed and reported on performance attribution on monthly and quarterly bases.
Improved team productivity by implementing new tools and software for tracking portfolio performance and market research.
Regulatory Reporting Manager
General Electric
01.2014 - 01.2017
Owner of GE Capital consolidated TIC-B filing (post derecognition as SIFI)
Role concentration: Review and analysis of data points included in Treasury submissions related to owned FED filings
Presentation of results to senior leaders; variant analysis and reporting bridge to SEC filings
Reports; FR Y-9C, FFIEC 009 and TIC-B
Served as SME on cross functional team which successfully applied for and granted relief of SIFI designation by FED
Served as SME for audits conducted by FED
Optimized existing reporting processes by identifying areas for improvement and implementing necessary changes.
Managed multiple concurrent projects while maintaining attention to detail and prioritizing tasks effectively under tight deadlines.
Vice President – Financial Reporting and Accounting Advisory
Royal Bank of Scotland
01.2007 - 01.2014
“Leading edge programme” participant – one of twenty five North American employees selected for participation in a cross-functional leadership program for high impact/high potential employees designed to capitalize and enhance proven business and personal skills
Financial Reporting controller of US traded portfolios within RBS PLC entity – team of 3
Role concentration: completion of financial reporting close and communication of portfolio results to senior management, quarterly and annual disclosure packages (US GAAP and IFRS), SOX and regulatory compliance
Monthly close journal entry preparation and review
Transfer pricing and cost plus allocation entries
Coordination of wire settlements with Treasury
Account reconciliation preparation and review
Products: loans, deposits, asset backed securities, mortgage backed securities, derivatives (IR and CCY)
Identified opportunities to improve business process flows and productivity.
Assurance Senior Associate
PricewaterhouseCoopers LLP
01.2002 - 01.2007
Field team leader for the financial statement audit process of privately-held or private equity owned companies in manufacturing, private equity, real estate, hospitality, gaming, and retail industries
Responsible for field team performance of substantive audit procedures, engagement economic performance against budget
Developed strong relationships with clients through consistent communication and excellent service delivery.
Assessed reliability of reported information.
Participated in regular training sessions to maintain knowledge of emerging accounting standards and audit methodologies.
Completed deep analysis of financial statements and accounts.
Education
Masters of Business Administration -
Quinnipiac University
01.2005
Bachelor of Science - Accounting/Management Information Systems
Quinnipiac University
01.2000
Skills
Leadership
Communication
Team Collaboration
Adaptability
Organizational Skills
Time Management
Mentoring
Training Facilitation
Cross-functional collaboration
Cross-functional team coordination
Operations management
Strategic planning
Documentation and reporting
Data analytics
Process improvement
Team leadership
Systems
Microsoft Office Suite (advanced Excel skills (Essbase, vlookups, index match, pivots and macros))
Oracle
Hyperion/HFM/Smartview
Box collaboration tool
Cognos
Wall Street
Summit
Workiva
D365
FloQast
Timeline
Senior Manager SEC Financial Reporting
General Electric
01.2017 - 08.2024
Investments Manager
General Electric
01.2016 - 01.2017
Regulatory Reporting Manager
General Electric
01.2014 - 01.2017
Vice President – Financial Reporting and Accounting Advisory
Royal Bank of Scotland
01.2007 - 01.2014
Assurance Senior Associate
PricewaterhouseCoopers LLP
01.2002 - 01.2007
Bachelor of Science - Accounting/Management Information Systems
Quinnipiac University
Masters of Business Administration -
Quinnipiac University
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