Vice President And Treasurer
Salem, Massachusetts, United States
Managed annual development of revenue business plan and expense budget, while overseeing comprehensive accounting processes encompassing general ledger operations, monthly closures, subsidiary reporting, management reporting, and cash management. Presented quarterly financial statement analyses to Board of Directors.𝗦𝗲𝗹𝗲𝗰𝘁 𝗔𝗰𝗰𝗼𝗺𝗽𝗹𝗶𝘀𝗵𝗺𝗲𝗻𝘁𝘀: ► Executed strategic redirection at Holyoke Mutual, turning around an $80M organization from over 10 years of losses to profitability within just two years.► Directed dynamic multi-company billing team responsible for efficiently billing and managing accounts receivable for 100,000+ policies, totaling over $80M. ► Mentored and coached up to 25 individuals, fostering professional growth; successfully nurtured a team of 5 direct reports, showcasing adept talent development. ► Acted as dedicated relationship manager for key custodial and cash management banking connections, negotiating fee structures for operational account balances ranging from $5M to $15M daily, and substantial investment portfolio worth $130M.► Vital member of the Investment Committee and Clerk of the Audit Committee, collaborating with Chairs to craft agendas, compile necessary materials, and produce accurate minutes.► Additional MiddleOak roles as Assistant Treasurer and Accountant / Senior Accountant