Controller and Director of Financial Management for the once largest non-profit in Boston with $500 million in revenue, $1 billion in assets and over $20 billion in private student loan guarantees. Manage accounting policy and operations, tax, treasury, management reporting and analysis, and accounts payable. Responsible for strategic financial planning, production of GAAP financial statements, internal controls, financial and audit requirements of federal and private grants, budget and forecast development, staff management and development, and outside relationships with constituents. •Managed the restructure of TERI from a financial guarantor to a portfolio management company including the retirement of over $600 million in debt. Assisted in the organizational restructuring, reducing staff from 111 to 55 and expenses by 75%. •Manage relationship with outside “Big 4” audit firm, rating agencies, IRS, banks and outside actuaries.•Expert on FAS-133, “Accounting for Derivative Instruments and Hedging Activities, adopted by TERI in 2008. •Converted general ledger system, saving $250,000 annually.•Transitioned tax reporting from external audit firm to internal staff, saving $40,000 annually.•Conducted RFP process and hired new audit firm, saving $160,000 annually.•Developed the first long term strategic financial model employed by company for the next 4 years. •Restructured defined benefit plan to meet Pension Protection Act funding requirements and reduce current cash needs by 90%.•Managed $700 million investment portfolio and structured to meet liquidity needs.•Prepared and participated in presentations to board members, rating agencies and other outside constituents. •Prepared GAAP financial reports required for public offering prospectus.•Designed and implemented client reporting and managed on-going communication. •Completed analysis and gained approval from the Department of Education on federal grant overhead charge back rate.

Vice President, Division Controller 1997-May 2006•Financial Business partner to three major lines of business, Premier Banking, Product Management and Consumer Banking and Distribution. Participated in strategy, plan and forecast development, opportunity optimization and initiative analysis.•Managed merger integration process on three occasions, achieving expense reduction of 40%.•Developed new product financial models resulting in $100 million of new revenue. •Managed cross organization relationships with Consumer Real Estate sales and Strategy and Marketing teams.•Managed and participated in quality and productivity initiatives utilizing Six Sigma processes.•Produced Premier Banking customer analysis to understand growth and profitability trends, resulting in new relationship pricing and 20% increase in profitability.•Introduced Gold Star recognition program as part of Finance Employee Advisory Team member.AVP, Fleet Investment Services 1991-1997Financial Analyst, Trust and Private Banking 1990-1991Assistant Parent Company Controller 1988-1990Budget Analyst 1986-1988