Manage the finances for a 125 year old private foundation whose purpose is to provide emergency grants directly to needy individuals by working through qualified non-profit social service agencies. Endowment $2 Million and annual operating budget under $200K. • Year over year, increased the percentage of income given to the needy with strict cost controls and effective fund raising• Strong focus on growing the endowment for the long term

• Directed and managed a team of professionals responsible for preparing, analyzing, and delivering to senior management monthly & quarterly reporting including the corporate pipeline & sales analyses, net new business trending, assets under custody & administration, client & account information, market share & competitive analysis, industry surveys & ad hoc requests, and other key metrics to drive results• Implemented independent data verification processes & controls that increased data accuracy, mitigated risks in data review, and ensured solid compliance with Sarbanes Oxley rules

• Managed Subcustodian billing team covering 103 non US markets, $2 trillion in assets, and largest division expense of $140 million; directed rebuild of proprietary tracking system• Led monthly accounting functions including the month end close, reporting & variance analysis, and the G/L reconciliation review; managed all business continuity planning and compliance with Sarbanes Oxley rules

• Member of the senior management team and managed all financial functions including budgeting, forecasting, strategic planning, product & client profitability, and management reporting• Served as key player in due diligence process in division sale to US Bank

• Managed financial reporting for three major business lines: The Boston Company jumbo mortgage division ($4 billion portfolio), the Investment Management & Trust division ($132 million fee revenues), and all Personal Trust support functions ($40 million expenses)• Created corporate wide Profit/Loss reporting for all the teams within the Investment Management & Trust division, managed a corporate wide pricing project that determined unit costs for key operational activities, and analyzed due diligence information for potential trust acquisitions

• Member of senior management team managing all financial functions corporate wide for three businesses (Custody, Endowment, and Planned Giving)• Voting member on grant making committee for income distribution from charitable trust accounts

• Financial business partner for senior management team advising on all budgeting, forecasting, management reporting, unit cost analysis, and financial modeling• Ensured compliance for all trust regulatory reporting, including conversion of these reports to a new accounting system• Selected by Vice Chairman to establish and manage a finance team to support several large corporate business functions• Achieved five promotions in seven years to Vice President:o Assistant Vice President 1988o Trust Officer 1986o Assistant Trust Officer 1984o Supervisor 1982o Assistant Supervisor 1981