•Prepare Quarterly and Annual financial statements and budgets for an organization with approximately $350 million in assets.•Oversee monthly reconciliation process.•Responsible for all insurance and third-party service providers.•Lead Accounting, Payroll, and Financial Planning functions.•Advise management on the financial aspects of proposed mergers and acquisitions.•Coordinate shareholder meetings, stock transactions, and shareholder communications.•Evaluate legal and financial risks for proposed business strategies. Provide detailed and summary analysis to executive management and the Board of Directors.

·Created detailed pro forma financial projections for acquisition targets, business combinations, and growth strategy scenarios. ·Prepared monthly, quarterly, and annual financial reports and budgets for management and the Board. ·Lead a team developing consensus-based investor presentation materials and business plans for multiple acquisition targets.·Teamed with investment bankers to present business plans and financial information to private equity funds during capital raise road shows. ·Managed organizational liquidity, directed payroll and accounts payable functions.

•Directed all aspects of enterprise risk management, including internal audit, liaison with external audit, regulatory compliance audits, and SOX compliance.•Partnered with the Chief Financial Officer and Audit Committee of the Board of Directors to identify risks, evaluate risk management strategies, propose new policies to address risks, and to test compliance with those strategies.•Provided hands on direction, management, and training to the internal audit and SOX compliance staff.•Engaged with staff at all levels of operations to understand risks and educate employees on how to mitigate risks in their departments and how to comply with corporate level risk policies.•First line contact and lead investigator for the Company’s whistleblower hotline.

·Primary liaison with external auditors performing quarterly and annual audits of the Bank’s financial statements. ·Supervised a team of professionals performing operational and SOX compliance audits.·Wrote and presented Operational and Regulatory Compliance audit reports to senior management and the Audit Committee.·Led annual Sarbanes Oxley process mapping, key control identification, and internal testing of SOX controls. ·Provided executive management with process improvements, policy revisions, and internal control updates based on industry best practices and regulatory guidance.·Oversaw the planning and testing conducted by Information Security and General Computer Controls.