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Management Project Manager

Manchester, New Hampshire, United States
October 13, 2016

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Neil S. Gordon

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

Littleton, Massachusetts 01460



May 1998 Suffolk University, Boston MA

MBA, Finance, magna cum laude

May 1992 Boston University, Boston, MA

Bachelor of Arts, Economics

EDP SKILLS Microsoft Access, Excel, Word, PowerPoint, FilemakerPro Dbase, FoxPro Database, Peoplesoft, Hyperion Pillar, Hyperion Essbase/ Intelligence, Insight, AFS, Audit Command Language, Lotus Notes, BASIC programming,, SAP 3.0, Oracle, Mainframe TSO Systems, GEAC, FOCUS, Prologue, and BRIO.



June 2008 - 2014 Board of Director and Treasurer, My School Cooperative Nursery School Inc.

January 2014 - Present The SHINE Initiative volunteer

May 2011 – Present American Liver Foundation volunteer


January 2014 – Present Fidelity Cooperative Bank, Leominster, MA

Chief Financial and Risk Officer, and Treasurer

Perform all day to day financial responsibilities for a $775 million community bank

Direct forecasting, budgeting, and strategic planning

Create regulatory reporting which includes Division of Banks filings, and FDIC Call reports

Execute on promoting efficiency ratio improvements – Achieved $1.1 million pretax net income

Directed Merger with $150MM bank, including project management, due diligence, application

Direct all internal and external audits

Manage Enterprise Risk including Market, Liquidity, Strategic, Reputation, Operational, Compliance

Manage $88 million investment portfolio

Perform ad hoc financial analysis to ensure decisions make financial sense, and to educate senior management

Performs a critical role in developing and implementing strategies

Manage all facets of the Bank Secrecy Act, and Compliance Management Program

Manage Bank’s Insurance program (D&O, Bond, Commercial, Mortgage Impairment, REO, Cyber)


Implemented brand new Vendor Management program that regulator commended. Composed and Executed Enterprise Risk Management Policy and Program in 2015. Successfully completed Merger with another Financial Institution which included obtaining regulatory approval, management of all department project plans, core system conversion processes, and $2.7 million in cost rationalization.

August 2005 – January 2014 Bank of America, Global Wealth Investment Management Division, Boston, MA

Controller/Senior Vice President Reporting and Planning for US Trust-Private Wealth Management

Direct forecasting, flash, and estimate reporting for Private Wealth Management business unit.

Create internal and external financial reporting for $354bn of client balances, 4,342 FTE, $2.7bn Revenue, for 5 divisions and 17 geographical markets.

Direct, and Maintain planning process for 22 hierarchy points.

Research technical accounting matters to ensure compliance with GAAP and FASB.

Financial Reporting and variance analysis for both management and legal entity reporting.

Perform regulatory reporting functions for Call reports, Regulation W & R, and RCT.

Assist in the line of business preparation of Form 10-K and 10-Q SEC filings, annual

report, and in the preparation of quarterly analyst schedules and press releases.

Build financial models for planning, forecasting, and analyses.

Perform strategic external competitive analysis bench marking.

Treasurer for Delaware Trust Company.

Act as a project manager on various strategic initiatives.

Manage a team of associates, establishing objectives, performance reviews, associate development

Neil S. Gordon Page 2

EXPERIENCE – Continued


Promoted in 2010 to Senior Vice President/Controller, Recognized in 2006 with a quarterly award for taking a lead role in the successful implementation of Hyperion Essbase/ Hyperion Intelligence for Global Wealth Investment Management. Nominated for 2007 Spirit Award of Excellence applicable to top 1% of Finance for integrating two acquisitions including; GL mapping, purchase accounting, system conversions, and coordinating similar accounting methodology. Recognized in 2008 with a quarterly award for implementing a comprehensive planning model for 170 planning points.

July 2004 –August 2005 Liberty Mutual Insurance Group, Boston, MA

Accounting Manager for Regional Agency Markets Strategic Business Unit

Analyzed, Created, Implemented and Tested Sarbanes Oxley requirements for Corporate Finance.

Managed a staff of 12, including adherence to deadlines, establishing objectives, performance

reviews, hiring, associate development, and salary administration.

Investigated GAAP and Statutory financial reporting for unusual or unexpected results.

Managed monthly close activities of $4Billion in revenue to ensure accounting controls and

deadlines are met.

Responsible for overall maintenance of the company General ledger.

Reviewed and approved all manual journal entries, and 1,100 account reconciliations.

Act as a project manager on various company financial systems.

Served as an advisor to others trying to understand GAAP, Statutory, FASB financials, and

Accounting implications.


The accounting unit I managed was Sarbanes Oxley compliant with in 8 months after detailing

process flows, and performing control testing.

January 2001 – July 2004 Fleet Boston Financial, Boston, MA

Business Unit Controller for Global Corporate Investment Banking Division

Supported senior line of business managers who offer financial strategies for Fortune 500

customers including loans, deposits, and capital market products.

Consolidated the global financial reporting for two perspectives, Management reporting for

Group Executives (Sales, Officers, Managing Directors), and for finance consolidation

purposes for the corporation. The financial reporting consists of 6 Divisions, which equates

to 30 sub units, $1 Billion in revenue.

Reporting consists of MTD, Quarter, YTD, and variance to plan analysis for both the Income Statement (Revenue, Compensation Expenses, Direct Expenses, Indirect Expenses, Net Income), and Balance Sheet (Loan Balances, Private Equity Balances, Deposit Balances, Equity generated on Balance Sheet, Total Assets).

Reconciled reporting to the General Ledger, Loan systems, Deposit systems, and Compensation systems.

Composed commentary for the consolidated unit of all Industry Specialties, as well as communicate two estimates prior to the month close detailing Balance Sheet, and Income Statement expectations.

Negotiated vendor contracts, fees, and rates for a 426 FTE business unit.

Prepared various exhibits that are distributed to the Office of the CEO.

Maintain day-to-day contact with the senior line of business managers/directors.

Prepared “variance from plan” analyses and report to assist senior management in understanding and more effectively managing the profitability of lines of business.

Directed and actively participated in the strategic and budget planning processes for the respective lines of business.

Coordinated with corporate financial planning and corporate accounting for planning, production of financial reporting, incentive compensation accruals, and methodology changes.

Supervised a team of analysts including interviewing, performance review, and workflow management.

Worked with highly confidential compensation, and strategic business information.

Managed General Ledger, Monthly Closings, Forecasts, Balance Sheet, Income Statement, and Financial Presentations to senior line of business managers and directors.

Neil S. Gordon Page 3

EXPERIENCE – Continued

November 1999 - January 2001 Thomson Financial, Boston, Ma

Senior Financial Analyst for International Financing Review Unit

Supervised staff of four analysts with varying experience levels.

Negotiated vendor contracts, fees, and rates for multiple office locations.

Managed Cash Applications, Collections, Contract Admin, Billing, Monthly Closings.

Reported financial results for Asia, Japan, Europe, and Americas regions.

Performed complex analysis for the following: strategic planning, budgeting, Competition analysis, revenue reconciliation, A/R analysis, commissions, travel & entertainment expenses.

Managed the conversion to a new billing system and update accounting procedures.

Worked closely with Product Managers to improve revenue streams.

Evaluated high level compensation programs for sales division.

Provided management with input on operations and system development support issues and make recommendations for improvements.

March 1996 - November 1999 Liberty Mutual Insurance Group, Boston, MA

Senior Financial Analyst for Commercial Market Strategic Business Unit (2/98-11/99)

Performed complex analysis and research for the following; financial transactions and studies,

variance analysis, credit analysis, profitability strategies, economic models.

Provided functional guidance and training to less experienced analyst jobs.

Provided management with input on operations and system development support issues and makes recommendations for improvements.

Assisted in the creation and testing of actuarially sound Financial Models to price aspects of commercial insurance, including claim forecasting models.

Internal Auditor (5/97-2/98)

Conducted audits at the branch, division, subsidiary and/or corporate level.

Examined company records and activities to insure accuracy and consistency with corporate guidelines.

Reviewed the general ledger receivable postings, collection procedures, and the financial impact of late payments and trends in customer payment activity. Presented conclusions to Senior Management.

Participated in thorough analysis of Liberty Mutual’s system limitations, systems reviewed and departments interviewed. Controls put into place to limit billing inaccuracies and loss reimbursement.

Associate Business Analyst (3/96-5/97)

Management of Pacific division loss sensitive product Calculation and Verification of claims.

Performed reconciliation of all revenue billed and in receipt.

Coordinated all Fortune 500 Property, Auto, and Liability billing.

Implemented of standardized procedures between various departments.

Participated in a senior management initiated Financial Controls Project. This project resolved variances with the General Ledger and loss conditioning sources for all Liberty products. This high exposure project empowered myself to manage, implement and organize resources to resolve this issue.

April 1993 February 1996 Sun Life of Canada (U.S.), Boston, MA.

Account Services Analyst for Annuity Division

Supervised a team of 8 staff members, and provided guidance to 20 members.

Performed specific operations analysis for Management (Budgeting, Labor, Cost and Competition Analysis).

Negotiated UPS vendor contract rates that saved company $50,000 in 1995.

May 1992- April 1993 Sheraton Towers, Melbourne, Australia

Financial Analyst (Contract Position)

Performed the following daily analyses; competition, cost/benefit, market research, surveys, income forecasting, various ad-hoc projects.

Assisted in the implementation/marketing of a unique dining card program. This resulted in $500M in revenue, and increased occupancy by 47%.

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