ROBERT J KEITH JR

** ******** **** *****

Sutton, MA 01590

508-***-****

OBJECTIVE A Chief Financial Officer position that will utilize my

expertise within the accounting, operations,

administrative, and IT management environment to lead and

provide overall direction of a credit union's operations

with the objective of ensuring financial stability with

sound financial judgment commensurate with the best

interests of the members.

EXPERIENCE INDUSTRIAL CREDIT UNION - Boston, Massachusetts

February 2004 VICE PRESIDENT / CFO

Accountable for the finance and accounting operations,

policy development/implementation, and regulatory

compliance related to the financial function. Serve as

Chairman of the Asset/Liability Committee, as well as

prepare all financial statements, month end reports and

regulatory agency reports. Also responsible for accounts

payable, operating budget and strategic planning. Other

duties include managing the investment portfolio as well as

working closely with auditors to ensure compliance and

proper controls. Serves as IT Security Officer.

GRAFTON SUBURBAN CREDIT UNION - Grafton, Massachusetts

2001 - 2004 Vice President Finance / Controller

Oversee all financial and retail operations. Responsible

for the preparation of all monthly financial reports and

the annual budget, as well as reporting to all regulatory

agencies and conducting monthly Audit Committee meetings.

Prepare and analyze all Asset Liability Management reports

and monthly Board of Directors financial information.

Purchase investments within the limits of the investment

policy. Project manager for all new products and services.

Partner with the marketing department to effectively

utilize the credit union's marketing customer information

system. Prepare presentations to the Board of Director as

required. Work closely with the senior management team so

that the strategic objectives are carefully executed.

1993-2001 Assistant Treasurer / Operations Officer / MIS Manager

Manage the accounting operations including month end

closings, all internal data processing, EFT settlement,

adjustments and payroll. Responsible for the preparation

of all monthly financial reports and the annual budget, as

well as reporting to all regulatory agencies and conducting

monthly Audit Committee meetings. Prepare and analyze all

Asset Liability Management reports and monthly Board of

Directors financial information. Prepares all required tax

reports, and is responsible

ROBERT J KEITH JR

for the accounting of all investment activity from

report preparation to liquidity position and investment

analysis.

Network administrator responsible for supervising the

installation of all network applications and upgrades for

three local area networks operating on a wide area network.

Accountable for providing training, administrative and

technical support for all branches in regards to

workstations, LANs and the applications utilized for daily

operation. Provide supervision of all data processing

performed, as well as oversee installation, training and

upgrades for all data processing products. Research and

suggest all hardware and software purchases to the Board of

Directors. Developed and maintain the internal

microcomputer policy of the Credit Union as well as perform

disaster recovery testing at off site locations.

Assumed responsibility for Year 2000 Compliance of all

critical systems including awareness, assessment,

renovation, testing and implementation.

Performed "beta" testing for various vendor applications.

1984-1993 Branch Manager

Supervised six employees and the daily operations of the

branch office. Performed other duties listed above

including overseeing accounting operations, payroll and all

financial reporting.

1981-1984 Teller

Processed financial transactions for members and balancing

a cash drawer on a daily basis.

OTHER President of Worcester Chapter Credit Union League of

Massachusetts, May 1997-1998.

AIB Representative, 1993-1997

Treasurer of American Heart Association, Grafton Chapter,

1989-1992

EDUCATION Curry College, Milton, Ma

Bachelor of Arts, Management, 2003

Quinsigamond Community College, Worcester, MA

Associates of Science, Business Administration, 1990

Certified Financial Services Professional Designation -

CUNA Certified Executive Program, November 2000

American Institute of Banking, General Banking Diploma,

1988

ROBERT J KEITH JR

References: Robert Anderson

Robert Anderson & Company, P.C.

38 Dodge Road, Beverly, Ma

800-***-**** (Office)

781-***-**** (Cell)

Barry F. Crosby, President & CEO

Freedom Credit Union

1976 Main Street

Springfield, Ma 01103

413-***-****

James Kelly, President & CEO

Polish National Credit Union

46 Main Street

Chicopee, Ma 01020

413-***-****

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