John Compagnone Email & Phone Number

New York, New York, Us

The Senior SEC Financial Reporting Analyst is responsible for the development and preparation of accurate financial statements as we continue our path as a publicly traded company. This includes assisting in the preparation of all quarterly SEC filing, implementing and innovating financial reporting functions, and assisting in annual audits conducted by external auditors. The Senior SEC Financial Reporting Analyst will work closely with our growing Financial Reporting and Technical Accounting team to support Talkspace’s quarterly, annual and long range plans.PRIMARY RESPONSIBILITIES:● Reporting ○ Assist in the preparation and review of all quarterly SEC filings including filings on Forms 10-Q, 10-K, 8-K. ○ Assist in the preparation and development of the financial statements and disclosures included in management’s discussion and analysis and related XBRL documents. ○ Prepare, review and verify the accuracy of financial statements, supporting schedules and source data. ○ Complete quarterly reviews and annual audits conducted by external auditors.● Project Management ○ Implement and innovate processes to continuously improve financial reporting functions. ○ Review workpapers to ensure transparency and compliance with SOX. ○ Review XBRL tagging of Forms 10-Q and 10-K. ○ Research new SEC reporting requirements and technical accounting and assess their impact on the Company’s reporting processes.● Teamwork ○ Collaborate with the various departments in preparation of the Company’s consolidated financial statements ○ Address ad-hoc requests for information from stakeholders.

Fairmont, Wv, Us

Primary focus is to facilitate greater visibility into the Company’s financial performance and to enhance processes & efficiencies for the Company’s internal & external reporting requirements. It will also manage efforts to automate & standardize reporting across the organization, taking internal reporting and automating its conversion to our required external reporting, including reporting requirements for the SEC, FDIC and the Federal Reserve. This position will provide financial consulting and strategic support to senior management, including preparing board presentations, financial presentations, financial analysis, industry/peer group comparisons, new business opportunities, acquisition analysis, and other projects requested by senior management. This position is responsible for providing financial information to internal & external recipients and acts as the analytical engine of the Company to provide insights and support optimal business decision making, as well as the execution of prime strategies for financial performance enhancement.Responsibilities:Produce & analyze internal & external reporting, including SEC reporting, FDIC and Federal Reserve regulatory reporting, FHLB reporting, management reporting, board reporting, and ad hoc reporting. Develop and maintain reports from various systems, including the Prologue GL system, Cognos Business Intelligence, Jack Henry Xperience, and Workiva. Create automated processes for internal & external reporting to drive efficiencies. Manage administration of the Financial Control Committee across all subsidiary GL systems. Support Senior Management & Cost Center Managers with in-depth analysis of financial reports, as well as support the external audit reviews. Serve as the primary point of contact with our Financial Reporting service provider (Workiva), our press release distribution provider (Business Wire), and our Financial Reporting research provider (Intelligize). Supervise Interns and Management Associates.

Fairmont, Wv, Us

To help facilitate greater visibility for the organization’s line of business managers into their internal financial performance and to enhance processes and efficiencies of the institution’s external and internal reporting requirements (SEC, FDIC, Federal Reserve, Board of Directors, etc.). The position is critical in the organization’s efforts to develop our managers’ understanding of how their business unit’s operational performance impacts the organization’s financial performance so that they can be more effective managers, participate more fully in periodic forecasting and budgeting processes in order to maximize visibility into future financial performance, and increase their ability to make mid-stream changes to operations in order to improve financial performance. It will also support efforts to automate and standardize reporting across the organization, taking internal reporting and automating its conversion to our required external reporting including for the SEC, FDIC, and the Federal Reserve.Responsibilities include:-Assist Financial Reporting Manager in the production of all periodic reporting requirements including month-end close, SEC 10-Q and 10-K reporting, FDIC call reports, Federal Reserve FR reports, etc.- Prepare monthly package of internal reporting to all lines of business/department managers of actual financials and appropriate variance comparisons.- Develop automated reporting for as many applications as possible including month-end close, SEC 10-Q and 10-K reporting, FDIC call reports, Federal Reserve FR reports, etc.- To be a primary resource in the development and creation of reports out of the Prologue general ledger system. Must be comfortable extracting and manipulating data from the general ledger system and turn into Excel and Adobe based standardized reporting formats for both internal and external use.- Be the “go-to” resource for the administration of Financial Control Committee across all subsidiary general ledger systems

Fairmont, Wv, Us

To support the retail lending function by maximizing loan production through the performanceof loan related tasks and by assuming responsibility for key components of the Retail Loan Process.Responsibilities include:To process and prepare loan documentation through procedure set by MVB. This mayinclude tasks such as: Order title work and appraisals and check status on them weekly; Handle denials, HMDA, and withdrawals; Complete the LAWS (Loan Approval Worksheet); Package and submit loans to approving officer; Gather conditions and send to approving officer; Prepare closing docs for scheduled closings per lender; Order insurance (hazard & flood); Keep the Retail Loan Database updatedTo review loan packages for errors before processing and closing. To be knowledgeable of compliance requirements related to retail loans. To clear documentation exceptions assigned. To order research documents. To contact and maintain communication with clients and vendors as appropriate or asrequested by lender/s to ensure a high quality of client service. Assist clients throughoutthe loan process and with any servicing issues. Ability to maintain work pace conducive to number of loans in process using strong organization and prioritization skills. Ability to multi-task. Flexibility in work hours in order to meet deadlines such as closings. Ability to analyze and solve problems. Computer literate with proficiency in Microsoft application such as Word, Excel, andAccess. Maintain a favorable working relationship with all other company employees to fosterand promote a cooperative and harmonious working climate that will be conducive to maximum employee morale, productivity and efficiency/effectiveness.

Columbus, Ohio, Us

A Relationship Banker plays a key role in looking out for our consumer and business customers. You are responsible for retaining and growing consumer and business customer relationships by proactively identifying financial goals and needs and recommending appropriate deposit, loan and other banking products and services.Responsibilities include:Providing excellent customer service and effectively resolving customer issues. Proactively identifies opportunities to grow customer relationships through pre-set appointments, Centers of Influence, a disciplined sales process, new customer follow-up program, and sourcing referrals from customers, bank colleagues and partners. Engaging and sourcing non customers in both breezeways and aisles. Educating and referring customers to other areas of the bank to deepen relationships and build strong internal partnerships. Educating customers on how to optimize their use of bank technology (online, mobile, and ATM banking) Maintaining your knowledge of all products, services, technology and policies. Adhering to all operational, security, risk and regulatory policies and procedures.Demonstrating acumen in sales, customer service, relationship management, banking, consumer lending, business banking, business lending, communication and presentation.

Vienna, Virginia, Us

The Sales Associate is responsible for performing daily branch and customer service duties; providing customers with efficient and accurate transaction processing; promoting business by providing quality customer service and handling routine customer inquiries; providing customer referrals for products and services on a daily basis and have the ability and desire to interact in a team environment and be willing to contribute to the team efforts.Responsibilities: Accept deposits, verify cash deposits, endorsements and comply with Regulation CC requirements and bank deposit policies. Accept payments for all loans/lines of credit. Process the redemption of U.S. Savings Bonds. Process night depository, ATM and mail deposits. Provide additional customer services including processing/issuance of official bank checks and credit card cash advances. Balance assigned cash daily and maintains strict adherence to security procedures and sole control of cash drawer and assigned cash limits. Identify customers, by understanding and obtaining proper documentation of identification, obtains and/or verifies endorsements/payees, cash, and checks/withdrawals/transfers and obtains supervisor approval for authorization at bank-established cash limits, including the determination of the availability of sufficient funds, exclusion of stop payments and holds. Comply with all department and company policies, procedures and overall security; Prepare mandatory currency transaction reports and monetary instrument logs in compliance with Bank Secrecy Act regulations, including adhering to KYC, OFAC, and Information Security policies and procedures. Contribute to the responsibility in meeting monthly branch and/or individual scorecard goals on a consistent basis by monitoring self-performance and following action plans. May be responsible for branch opening/closing procedures. As needed, order, receive, verify, and distribute cash in accordance with bank policy.

Us

Collected and posted receivables while managing over 200 accounts. Created bank deposits and reconciled bank statements and GL accounts to prepare for taxes using OMS. Managed the Amazon account inventory, MAP pricing, and monitored all accounts for compliance with the Company’s policies. Provided excellent customer service and collaborated with retailers to resolve issues in a timely and efficient manner.

Bachelor Of Science - Bs, Multi-/Interdisciplinary Studies: Mathematics, Public Relations, And Business Administration

Education record

Education record