Associate Professor in the Practice of Accounting at Gordon College

Undergraduate Instructor of Advanced Accounting, Accounting Information Systems and Income Taxes

Finance & Administration;Risk Management and Insurance; Workers Compensation;Financial Transactions and Contracts; Sustainability, Project Management; Finance & Investment Committee, NEEIA Compensation, Inc.

• Lead newly formed team to facilitate the US Division Reinsurance process transformation.• Responsible for treaty accounting, administration, legal entity reporting and compliance, and significant transactions.• Implemented streamlined, consistent controls and procedures, improved workflow efficiency. • Analyzed and reported results under IFRS, USGAAP, NAIC and Bermuda Statutory. • Streamlined key controls for Sarbanes Oxley, Model Audit Rule and Regulatory compliance.• Improved workflow efficiency and implemented centralized calculators and tools. • Collaborated and managed relationships with reinsurance counterparties and stakeholders. • Lead cross-border team of 20, located in Boston, Toronto, and Manila.

• Lead team of 12 professionals responsible for IFRS, USGAAP, tax and local statutory financial reporting & analysis, planning, budgeting, and expense allocation.• Effective transition from Canadian GAAP to IFRS accounting. • Developed accounting model for hedged and non-hedged derivatives transfers.• Improved tools and efficiency, and effectiveness of the close process.

• Lead Policy team of 7 located in Boston and Toronto.• Researched and communicated emerging Canadian GAAP, USGAAAP, and IFRS developments, and proactively collaborated with impacted business units to implement .• Developed accounting model for US Subsidiary Reorganization and related reinsurance transactions.• Identified IFRS adoption issues impacting Manulife, and related adoption strategy. • Coordinated and delivered accounting policy and IFRS training programs held for professional accountants and actuaries in Toronto, Waterloo and Boston.

Audit senior manager, financial services industry• Managed the planning, design and implementation of financial statement, internal control, and technology control audits of banking, insurance, investment management, and healthcare clients. • Designated Sarbanes-Oxley and technology control specialist. • Provided internal audit outsourcing services in the banking and wealth management industry, and audited compliance with laws and regulations.• Prepared and delivered audit related communications, recommendations, and training sessions for client audit committees, senior management, and regulators. • Involved in all aspects of interviewing, hiring decisions, training, coaching, and team performance evaluations. Client portfolio: Federal Reserve Bank, Federal Home Loan Bank, John Hancock, Fleet Financial Corp, Cambridge Bancorp, State Street Bank Fund Complex, Boston Private Bank and Trust, Bank of Boston, New England Medical Center,