Judy Soules

Judy Soules Email and Phone Number

CFO | Strategic Planning | Enterprise Risk Management - CUERME | ALCO | Corporate Finance | Board Experience @
Judy Soules's Location
Edgartown, Massachusetts, United States, United States
Judy Soules's Contact Details

Judy Soules personal email

n/a
About Judy Soules

I have 30+ yrs’ experience as a creative management and finance professional actively furthering the strategic plans of organizations with a will to succeed. I have a high energy level and an evaluative methodology that I direct mostly toward finance, IT, and HR, though because I keep my company’s strategic vision in the forefront, I have also managed marketing, sales teams, operations, and manufacturing successfully. With degrees in Finance and Math and I have worked in technology 12 yrs, manufacturing 9 yrs, government 2 yrs, and non-profits (volunteer or paid) for over 30 yrs, holding my first CFO position in 2005. My banking career began in 2009, and I graduated from the Graduate School of Banking in Colorado while working for a community bank in Randolph, VT where I lived for 16 yrs and raised 3 children with my husband.I love banking because of the way a local bank can step in to meet the needs of its community, its neighbors. Being a vital part of local success by creating bank policy and strategy is important because volunteerism, entrepreneurship, and small business growth are inextricably tied to creating healthy, flourishing communities. I love giving back and I’ve served on many boards helping the less fortunate, our schools, churches, and the business community, often speaking on behalf of the groups I represent. I love the rich vibrancy of these varied experiences and treasure the long-term relationships forged there. My favorite hobby is as a volunteer tax preparer with the IRS’s VITA and Tax Counseling for the Elderly programs (10 yrs). I presently serve on the boards for CEOMV and the Martha’s Vineyard Chamber and this past year I taught two workshops and a portion of a Mini-MBA program to work with business owners helping them avoid leaving money on the table by understanding their business life cycle and financing needs. I am looking forward to what the coming year will bring!

Judy Soules's Current Company Details
Dukes County

Dukes County

CFO | Strategic Planning | Enterprise Risk Management - CUERME | ALCO | Corporate Finance | Board Experience
Judy Soules Work Experience Details
  • Dukes County
    County Treasurer
    Dukes County Feb 2023 - Present
    Edgartown, Massachusetts, United States
  • Charles River Cfo, Inc.
    Client Service Cfo
    Charles River Cfo, Inc. Sep 2021 - Mar 2023
    Edgartown, Massachusetts, United States
    CRCFO provides part-time and interim CFO, accounting, bookkeeping, tax, and HR services. The CRCFO flexible contract means clients can scale services (up or down) as their business requires, allowing you to control overhead. It’s a great way to have qualified professionals supporting your company’s finances without having to add full time staff. I’d love to talk to you about it!
  • Fall River Municipal Credit Union
    Vice President Of Finance
    Fall River Municipal Credit Union Oct 2020 - Sep 2021
    Fall River, Massachusetts, United States
  • One Credit Union
    Chief Financial Officer
    One Credit Union May 2017 - Oct 2020
    Springfield, Vermont
  • Edgartown National Bank
    Cfo
    Edgartown National Bank Dec 2013 - May 2017
    As CFO I am responsible for all the Bank’s financial plans and policies, directing the functions of Finance, and taking responsibility for regulatory and management reporting, risk management programs and practices. Specifically, Chair the ALCO Committee.Manage the Bank’s investment portfolio. Analyze portfolio, maintain up to date information on the institution’s holdings, and recommends additional purchases, sales or exchanges.Manage the financial reporting and analysis function of the Bank. Manage asset/liability modeling and generates various analyses (IRSA, EVE, Peer). Manage the preparation of management and regulatory reports for the Bank. Oversee the completion of all internal financial reports; Present monthly reports to Bank Senior Management and the Board of DirectorsResponsible for controlling overall expenses; Develop and implement the annual budget process.Assists in lease negotiation and major purchasing decisions.Responsible for annual review, Asset/Liability Mgt Policy and Investment policy, Liquidity & Funding Policy, IRR Mgt Plan, BOLI Investment Policy and others.Responsible for annual renewal process required for Federal Reserve Bank Seasonal line of credit.Introduction of a standardized loan pricing model.
  • Randolph National Bank
    Financial Manager
    Randolph National Bank Apr 2009 - Nov 2013
    Randolph, Vt
    I manage the financial and accounting areas of the bank. I work to ensure our assets are invested for maximum profitability and that our funding for those assets remains stable.
  • Aadco Medical Inc.
    Cfo
    Aadco Medical Inc. Jul 2004 - Apr 2009
    Randolph, Vt
    Radiation protective clothing and devices manufacturer with offices in Randolph, VT, and Hong Kong.

Judy Soules Skills

Financial Analysis Financial Reporting Accounting Banking Budgeting Auditing Excel Forecasting Strategic Planning Access Microsoft Office Portfolio Management Asset Management Due Diligence Tax Profitability Negotiation Cash Management Problem Solving Securities Powerpoint Cash Flow Financial Modeling Financial Management Internal Controls Corporate Finance Investments Analysis Management Risk Management Credit Credit Analysis Commercial Banking Commercial Lending Small Business Lending Budgets Microsoft Excel Managerial Finance Profit Retail Banking Finance Customer Service Executive Management Strategy Internal Audit Loans Enterprise Risk Management Cuerme

Judy Soules Education Details

Frequently Asked Questions about Judy Soules

What company does Judy Soules work for?

Judy Soules works for Dukes County

What is Judy Soules's role at the current company?

Judy Soules's current role is CFO | Strategic Planning | Enterprise Risk Management - CUERME | ALCO | Corporate Finance | Board Experience.

What is Judy Soules's email address?

Judy Soules's email address is js****@****ecu.org

What schools did Judy Soules attend?

Judy Soules attended Graduate School Of Banking At Colorado, Cedarville University.

What are some of Judy Soules's interests?

Judy Soules has interest in Children, Economic Empowerment, Poverty Alleviation, Hiking, Camping, Human Rights, Arts And Culture.

What skills is Judy Soules known for?

Judy Soules has skills like Financial Analysis, Financial Reporting, Accounting, Banking, Budgeting, Auditing, Excel, Forecasting, Strategic Planning, Access, Microsoft Office, Portfolio Management.

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