Edward Bohnwagner Iii Email and Phone Number
Edward Bohnwagner Iii's Location
Burlington, Connecticut, United States, United States
Edward Bohnwagner Iii's Contact Details
Edward Bohnwagner Iii work email
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Edward Bohnwagner Iii personal email
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Edward Bohnwagner Iii phone numbers
About Edward Bohnwagner Iii
Community banking financial management professional with expertise in strategic planning, financial reporting, cost management, implementing policies and procedures, budgeting, regulatory reporting, financial analysis, FASB implementation, and finance department management. Also experienced in operations, communications, marketing, internal controls, investor relations, mergers and acquisitions, risk management, information systems, investment portfolio management, asset/liability management, human resources, contract negotiation, and compliance.
Edward Bohnwagner Iii's Current Company Details
Edward Bohnwagner Iii Work Experience Details
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Chief Financial OfficerUbi Federal Credit Union
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Chief Financial OfficerUbi Federal Credit Union Jan 2008 - PresentDirecting all finance, accounting and treasury functions for a community based credit union. Responsibilities include financial and regulatory reporting, budgeting, planning and analysis, cash and liquidity management, risk management, strategic planning, collections, compliance, capital budgeting, and investment management. Significant involvement in operations.• Guided total asset growth of 40% ($23 million) over a five year period.• Managed loan growth of 76% while keeping delinquency low.• Increased net income 53% from 2007 as compared to 2012, excluding NCUA expenses, while increasing loss reserves 900%, all in a weak economy.• Recorded increased net income each year over a four year period.• Increased Lines of Credit from $3 million to over $16 million.• UBI Total Assets $86 Million, Total Employees 30.• Reporting to the CEO, directly supervising 3 team members, indirect responsibility for all functional operating areas.• Significant participation in Board of Director Meetings and Strategic Planning Sessions.
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Chief Financial Officer & TreasurerConnecticut Housing Investment Fund, Inc. Sep 2001 - Dec 2007Wallingford, Connecticut, UsLed all financial activities and operating systems of a statewide not for profit community development financial institution providing construction and interim bridge financing. Active member of the senior management team with significant board of director interaction. Responsibilities included loan portfolio, investment portfolio, asset/liability and cash management. Managed benefits administration, insurance, and information technology.• Key member of the team that developed a three-year strategic plan.• Maintained operating expenses at a zero percent growth rate, while increasing revenue and size of the company.• Implemented a profit center based budgeting and reporting process.• Total Assets $10 Million, Loan Servicing portfolio in excess of $100 Million, Total employees 18.• Reporting to the CEO, directly supervising 2 team members, indirect responsibility for all functional operating areas.• Significant participation in Board of Director Meetings and Strategic Planning Sessions. -
Vice President, Manager Of General AccountingWebster Bank Jun 1998 - Aug 2001Stamford, Ct, UsManaged the general accounting function for a financial institution with over $11 billion in assets, including a staff of fifteen. Responsibilities included balance sheet management, expense management, actual to plan variance analysis, management reporting, consolidations, due diligence research, investment accounting, general accounting, and implementing policies, procedures, and internal controls.• Project Leader – Oracle Financials implementation.• Led various Best Practices teams that streamlined processes reducing both processing time and costs.• Active member of various profitability initiative teams.• Tightened internal controls which decreased the number of reconciling items in various reconciliations.• Webster Bank Total Assets $11 Billion, Total Employees over 1,300.• Reporting to the Controller, supervising 15 team members over four functional areas, (General Accounting, Investment Accounting, Reconciliations, and Special Projects).• Participated on presentations for and meetings with CEO and CFO. -
Assistant Director, Accounting Services And Tax ReportingCigna Retirement & Investment Services Oct 1997 - Jun 1998Controlled monthly production of the general ledger for a financial institution with over $50 billion in assets. Managed the tax withholding and reporting function that deposited over $100 million in payments annually. Responsibilities included financial reporting, metrics reporting, budgeting, accounting for various SEC registered products, and implementing policies, procedures, and internal controls.• Increased financial reporting accuracy by developing a comprehensive financial reporting review procedure.• Developed a process to address computer system errors as they occur, reducing research time and increasing operating efficiency.• Redesigned metrics reports providing improved management and product line reporting.• Total Assets $50 Billion, Total Employees 1,200.• Reporting to the Assistant Vice President of Accounting Services, directly supervising 5 team members.
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Vice President & ControllerPeoples Savings Bank & Trust Sep 1989 - Jun 1997Managed all phases of the accounting/finance function required to provide fiscal controls and financial reporting for a $500 million Bank and its Bank holding company, including supervising a staff of accounting and finance professionals. Specific areas of responsibility included SEC reporting, regulatory reporting, financial analysis,external audit liaison, strategic planning, budgeting, portfolio analysis and internal controls.• Responsible for SEC reporting for a $500 million Bank holding company.• Transformed poor regulatory and internal audit performance into excellent performance by planning and supervising a thorough department wide self-audit program.• Streamlined financial reporting and consolidation process, providing increased accuracy in a shorter time-frame.• Established formal corporate wide budgeting process and developed monitoring procedures to identify cost saving opportunities.• Total Assets $500 Million, including Bank Holding Company, Trust subsidiary, and Financial Services subsidiary,Total Employees 135.• Reporting to the CFO, directly supervising 5 team members.• Actively participated with Board of Directors in strategic planning sessions.
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Assistant ControllerCentral Bank Jan 1987 - Sep 1989Supervised all activities of the Accounting department including a staff of four. Assisted in preparation of consolidated financial statements, operational budgets, financial forecasts, and federal and state income tax returns.• Implemented internal control procedures that improved overall financial statement accuracy and enhanced accounting department reliability.• Developed financial reporting procedures that provided consistent, error free internal, external, and regulatory reporting.• Instituted a management reporting system, providing senior management with key information for strategic planning.• Total Assets $650 million, Total Employees 180.• Reporting to the Controller, directly supervising 3 team members.
Edward Bohnwagner Iii Education Details
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University Of ConnecticutAccounting -
Central Connecticut State UniversityFinance
Frequently Asked Questions about Edward Bohnwagner Iii
What company does Edward Bohnwagner Iii work for?
Edward Bohnwagner Iii works for Ubi Federal Credit Union
What is Edward Bohnwagner Iii's role at the current company?
Edward Bohnwagner Iii's current role is Chief Financial Officer at UBI Federal Credit Union.
What is Edward Bohnwagner Iii's email address?
Edward Bohnwagner Iii's email address is e.****@****fcu.com
What is Edward Bohnwagner Iii's direct phone number?
Edward Bohnwagner Iii's direct phone number is +186067*****
What schools did Edward Bohnwagner Iii attend?
Edward Bohnwagner Iii attended University Of Connecticut, Central Connecticut State University.
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