Marc Stannard Email & Phone Number

Burlington, Vermont, United States

Greater Boston

• Perform analysis of commercial loan requests and annual reviews including financial statement analysis, cash flow analysis, and collateral analysis in order to prepare formal write-ups to be approved by the appropriate level of authority• Accurately assess the level of risk commercial clients present to the Bank’s loan portfolio by assessing cash flow, debt service coverage, collateral value, industry growth, and guarantor strength in accordance with loan policy• Assist with ad-hoc… Show more • Perform analysis of commercial loan requests and annual reviews including financial statement analysis, cash flow analysis, and collateral analysis in order to prepare formal write-ups to be approved by the appropriate level of authority• Accurately assess the level of risk commercial clients present to the Bank’s loan portfolio by assessing cash flow, debt service coverage, collateral value, industry growth, and guarantor strength in accordance with loan policy• Assist with ad-hoc projects such as tracking the collection of financial data from clients and storing this information in the Bank’s database Show less

Greater Boston Area

• Mapped new account categories and updated the organization’s department roll-ups to assist the financial analysts as they developed forecasts for clinic managers • Prepared and distributed monthly profit and loss reports to senior management and reported statistic data for the organization by loading monthly totals into our financial database• Helped to develop automated processes to more efficiently query, manipulate, and load data

Greater Boston Area

• Reconciled income statement data compiled in a variety of databases to ensure consistency and resolve any variances• Prepared, input, and reviewed data loads in order to adjust budget information that accurately reflected actual changes to payroll and general ledger accounts • Maintained FTE budget by analyzing the payroll reports of individual departments and providing specific information used to discuss job posting requests at weekly Workforce Committee meetings

Greater Boston Area

• Monitored overdrafts and uninvested cash of trust accounts in compliance with governing documents• Interpreted the amount and timing of cash and asset movements using bond financing documents and internal control mechanisms • Disbursed funds payable to certificate holders and the Depository Trust Company using trust accounting software• Collaborated with teams within bank to provide meaningful quality measurements and ensured procedures were followed

Greater Boston Area

• Facilitated the client onboarding and servicing for open ended Cayman funds; handling client queries and requests for audits• Managed documentation for the funds across email communication with clients and consultants, and made sure necessary forms were filled out properly and were in good order• Performed various ad hoc projects, including defining the processes performed by the operations team • Developed PowerPoint slides for monthly presentations to internal stakeholders… Show more • Facilitated the client onboarding and servicing for open ended Cayman funds; handling client queries and requests for audits• Managed documentation for the funds across email communication with clients and consultants, and made sure necessary forms were filled out properly and were in good order• Performed various ad hoc projects, including defining the processes performed by the operations team • Developed PowerPoint slides for monthly presentations to internal stakeholders regarding client activity and business opportunities Show less

Greater Boston Area

• Booked interest expenses on lines of credit for respective closed end funds• Ran publication of daily accruing expenses• Made sure all funds were balanced and were being distributed proportionally, per subsidiary ledgers• Responsible for securing prior day’s balanced trial checks and trade information

Lebanon, New Hampshire

• Processed admitting documentation needed for patient admissions through interaction with approximately 80-100 patients and their families as appropriate• Maintained updated information in the electronic medical record by verifying insurance and demographic information; scanned outside medical documents as needed for patient care• Responded to family requests for information, obtained appropriate hospital staff personnel to provide support, and connected families with surgical staff… Show more • Processed admitting documentation needed for patient admissions through interaction with approximately 80-100 patients and their families as appropriate• Maintained updated information in the electronic medical record by verifying insurance and demographic information; scanned outside medical documents as needed for patient care• Responded to family requests for information, obtained appropriate hospital staff personnel to provide support, and connected families with surgical staff post operatively• Provided coverage for coworkers as necessary; participated in monthly department staff meetings and educational programs Show less

Bachelor Of Science (B.S.), Management, Finance, 4.0

Activities and Societies: Student Managed Fund, Tutor in the College of Management

Business Administration And Management, General

Activities and Societies: Lacrosse team