Sales Management
Resume:
Toni Boyd 203-***-**** *********@***.***
Financial Management Accounting and Audit Credit Analysis Leadership and Management
Highly focused, committed, and accomplished Director of Finance with expertise running $3.5 and $2.5 million dollar organizations. Manage day to day operations for A/P, A/R, payroll, benefits, budgets, banking and investments.
Develop analytical board reports and share ideas with Development and Executive directors to manage donor, client, foundation and community contributions. Responsible for both accounting and investment management policy manuals and amendments.
Coach, train and mentor 6 to 8 interns per year from area Universities. Liaise between Diocese of Bridgeport, outside benefit consultants and employees to oversee benefits billing, reporting and payroll deductions.
Ten years’ experience in corporate banking positions with international, national and local banks. Marketed multiple products, analyzed financial statements across numerous industries and sizes of companies. Presented analyses and proposals to Boards of Directors and senior lending management.
Areas of Expertise Include:
Leadership and Project Management
Cash Management and Monthly Reconciliations
Financial Forecasting & Budgeting
Financial & Investment Analysis
Payroll and Benefits Management
Client Relationship Cultivation
Credit Analysis, Sales and Marketing
Audit Management
Professional Experience
THE CARDINAL SHEHAN CENTER, BRIDGEPORT, CT 2014-Present
Director of Finance
Run day to day financial operations of long standing $3.5 million non-profit serving the greater Bridgeport youth community.
Analyze, prepare and report financial statements and budgets to CEO and Board of Directors.
Review and reconcile insurance, benefits, payroll, credit card and bank statements.
Assist CEO with cost containment efforts, program pricing and run day to day cash management.
Compile analysis and reports for tax return and annual audit and oversee year end employee tax forms.
Coach, train and supervise 2-3 interns each semester.
THE MCGIVNEY COMMUNITY CENTER, BRIDGEPORT, CT 2014-Present
Director of Finance
Run day to day financial operations of $1.5 million non-profit serving the greater Bridgeport community.
Analyze, prepare and report financial statements and budgets to CEO and Board of Directors.
Review and reconciled insurance, benefits, payroll, credit card and bank statements.
Assist CEO with cost containment efforts, program pricing and run day to day cash management.
Compile analysis and reports for tax return and annual audit and oversee year end employee tax forms.
Coach, train and supervise 2-3 interns each semester.
BLUEFISH ASSET MANAGEMENT, SOUTHPORT, CT 2011-2014
Controller
Manage a multi-family apartment building in Connecticut. Responsible for budgeting, cash management, bill payments and rent ledger.
Assisted with sale negotiations and legal documentations review.
Toni Boyd – page 2-203-***-**** *********@***.***
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THE BANK OF FAIRFIELD, FAIRFIELD, CT 2012-2013
Vice President
Managed loan and bank product portfolio for Connecticut based companies. Developed and delivered presentations to build business and increase loan portfolio. Managed and maintained existing client accounts, including reviewing portfolio renewal and new loan activity.
Marketed the bank’s services to businesses in Fairfield County Connecticut.
Responsible for sales, credit analysis, loan presentation and portfolio management.
BANK OF AMERICA, STAMFORD, CT 2007-2009
Vice President
Assumed loan portfolio of 20 middle market clients with in excess of $40 million dollars in loan facilities.
Generated $70 thousand in new revenue through the sales and marketing of new bank products.
Implemented specific long and short term goals for current and new client sales.
THE WESTPORT ARTS CENTER, WESTPORT, CT 2001-2005
Director of Finance
In charge of all financial operations of diversified arts non-profit serving the Fairfield County community. Prepared budgets, financial statements, board reports, audit preparation, payroll, banking, insurance and grant reporting.
THE SOUTHPORT GROUP, SOUTHPORT, CT 1994-1998
Director of Finance
Ran day to day financial operations of a small broker dealer. Prepared NASD and SEC compliance reports and monthly financial statements. Reconciled trade reports, banking and brokerage statements. Managed A/P, A/R and cash positions.
NATIONAL WESTMINSTER BANK, NY, NEW YORK & NORWALK, CT 1985-1992
Trainee, AVP, Vice President
Marketed, sold and managed $125 million loan portfolio of fortune 500 and middle market clients. Market territory covered 75 to 100 businesses and managed 10 junior loan officers over 7 years.
VOLUNTEER & COMMUNITY ACTION EXPERIENCE
Fairfield Public Schools Fairfield, CT
Grass Roots Tennis Foundation Norwalk, CT
Near & Far Aid Association, Inc. Southport, CT
Ahlbin Center for Rehabilitation Bridgeport, CT
Connecticut Special Olympics New Haven, CT
Norwalk Hospital Norwalk, CT
Norwalk Public Schools Mentor Program Norwalk, CT
Education
FORDHAM UNIVERSITY, BRONX, NY
Bachelor of Science in Finance
NATIONAL WESTMINSTER BANK 18-month training program in Accounting, Credit Analysis and Corporate Finance
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