William Mcshea Email & Phone Number

Jacksonville, Fl, Us

Us

Application Development Support and Maintenance • Prepared $54 million annual budget and cost allocation to application users. • Managed accruals and deferrals for a $20 million software maintenance budget. • Analyzed monthly results for management.• Identified $200,000 in duplicate software maintenance payments.Electronic Products, Loan Ops and Risk Management • Prepared $38 million annual budget including volume-based cost allocations.• Analyzed monthly results for management.• Analyzed monthly results for new wires system project with a $14 million budget.• Recognized for exceptional performance in Finance December 2003.• Analyzed quarterly profitability of electronic products such as wires, ACH, etc.• Coordinated data collection for BAI cost study.

Us

• PeopleSoft Activity-Based Management system implementation project.• Interviewed operations managers to prepare departmental cost studies which identified activities, cost drivers and clients.

• Transitioned responsibilities to Charter One personnel, assisted in restating financial results and trained Charter One personnel to use the Paragon portfolio accounting system.• Assumed responsibility for preparing intercompany eliminations and analyzing deferred taxes.

• Prepared financial statements, footnotes, supporting schedules and discussion for the annual report to shareholders as well as SEC and OTS reports. Also reviewed work of other staff for these reports and provided supporting documentation for auditors• Analyzed financial results for monthly Board of Director reports.• Maintained financial control over daily cash management, investment securities, loans serviced by external servicers and borrowings. • Evaluated potential investment systems for management. Implemented the conversion to PARAGON portfolio accounting system and also trained staff to use this system.• Assisted in integrating operations, necessitated by a merger with Beverly Bank, by converting investment systems, mapping general ledger accounts and restating prior period results.• Supervised three staff, including interviewing, training, and evaluating.

•Assisted management in preparing operating and capital budgets for service departments.•Prepared budget presentations.•Provided monthly variance analysis to management.•Developed methodology for charging service department costs to business units.•Responsible for fixed asset accounting.•Coordinated year-end close.•Supervised four staff, including interviewing, training and evaluating.

•Assessed risks of audit engagements and determined audit strategy.•Prepared and presented financial statements.•Formulated suggestions for improvements in client’s financial reporting, internal controls and business operations.

Macc (With Distinction)

Bsc (With Honor), Accounting