Eric Keith Email & Phone Number

St Louis, Missouri, United States

• Implemented a new accounting software system to streamline financial and grant reporting• Revised and implemented a new investment policy to achieve long-term sustainability after receiving $36 million from the State of Missouri• Managed 3 direct reports and reviewed reconciliations and supporting schedules to ensure financials were properly stated• Managed the grant reporting and invoicing process for over 50 grants from various federal, state, local and private… Show more • Implemented a new accounting software system to streamline financial and grant reporting• Revised and implemented a new investment policy to achieve long-term sustainability after receiving $36 million from the State of Missouri• Managed 3 direct reports and reviewed reconciliations and supporting schedules to ensure financials were properly stated• Managed the grant reporting and invoicing process for over 50 grants from various federal, state, local and private funders• Member of the IT Committee and helped manage the relationship with our outsourced IT vendor• Managed RFP process for selection of investment advisors, retirement plan advisors, and outsourced IT vendor• Managed the financial reporting process and presented quarterly reports to the Board and Senior Management• Prepared and reported comparative analysis of other legal aid organizations to the Board annually• Negotiated 5-year lease for the new main office and managed the move for approximately 100 employees Show less

Godfrey, Il

• Implemented a new accounting software system to streamline billing and financial reporting• Managed external audit, tax return, and regulatory reporting processes.• Managed 8 direct reports and reviewed reconciliations and supporting schedules to ensure financials were properly stated.• Prepared and reported monthly financial statements to Board including cash flow projections• Created and chaired the Information Technology Committee to increase communication across all… Show more • Implemented a new accounting software system to streamline billing and financial reporting• Managed external audit, tax return, and regulatory reporting processes.• Managed 8 direct reports and reviewed reconciliations and supporting schedules to ensure financials were properly stated.• Prepared and reported monthly financial statements to Board including cash flow projections• Created and chaired the Information Technology Committee to increase communication across all departments to utilize technology efficiently• Prepared and managed annual budget of $26 million• Converted payroll systems to reduce costs and streamline payroll process saving $50,000 annually• Reviewed and approved insurance policies including health insurance, workers’ compensation, and general liability to reduce risk exposure and save $150,000 annually.• Implemented a reduction-in-force plan eliminating redundant positions in administration to save $300,000 annually• Instrumental in procuring personal protective equipment during the COVID-19 pandemic, including over 100,000 facemasks Show less

Alton, Il

• Prepared and filed Quarterly Call Report and all other regulatory reports.• Managed external audit, internal audit, tax return, IT audit, and regulatory exam processes.• Managed $120 million bond portfolio including pre-purchase analysis, downgrade reviews, and purchase and sales decisions.• Managed 3 direct reports and reviewed reconciliations and supporting schedules to ensure financials were properly stated.• Prepared and reported monthly financial statements to Board… Show more • Prepared and filed Quarterly Call Report and all other regulatory reports.• Managed external audit, internal audit, tax return, IT audit, and regulatory exam processes.• Managed $120 million bond portfolio including pre-purchase analysis, downgrade reviews, and purchase and sales decisions.• Managed 3 direct reports and reviewed reconciliations and supporting schedules to ensure financials were properly stated.• Prepared and reported monthly financial statements to Board including variance analysis and projections.• Member of Compliance, Information Technology (Co-Chair), and ALCO committees.• Prepared annual budget of $10 million• Managed the bank’s insurance policies and reviewed and approved proposals Maintaining adequate and necessary coverage.• Reviewed and approved contracts for significant and critical vendors as part on Vendor Management Team.• Monitored critical contracts and invoices for accuracy saving the bank $20,000 annually• Reviewed and approved loans from $50,000 up to the legal lending limit of the bank as needed. Show less

Alton, Il

Alton, Il

• Prepared 50-100 corporate and individual tax returns each year.• Performed financial statement audits for corporations, banks, governments, and not-for-profit organizations with revenues of $5 – 50 million.• Budgeted staff time for audits ranging from 150 hours to 1000 hours.• Reviewed and trained staff work on audits and tax returns.• Prepared full disclosure financial statements in Excel and Word for private companies, banks, governments, and not-for profit… Show more • Prepared 50-100 corporate and individual tax returns each year.• Performed financial statement audits for corporations, banks, governments, and not-for-profit organizations with revenues of $5 – 50 million.• Budgeted staff time for audits ranging from 150 hours to 1000 hours.• Reviewed and trained staff work on audits and tax returns.• Prepared full disclosure financial statements in Excel and Word for private companies, banks, governments, and not-for profit organizations.• Performed agreed upon procedures for various clients, including Bank Secrecy Act testing, FHLB exams, grant compliance audits, other compliance testing. Show less

Alton, Il

Alton, Il

Alton, Il