Todd M. Titus

* ******* ******* ***** ***#*, Beverly, MA 01915 • 781-***-**** • acxt8n@r.postjobfree.com

Senior Financial/Accounting Budget Analyst

Experience

Financial/Accounting Analyst - The StoneTurn Group, LLC Long-term contract - Present Boston, M Long-term contract -present

Reconciled legal documents containing fees and charges against revenue recognition for numerous clients

Interpreted large amount of data from Access and Excel using V-Lookups, Pivot Tables, and Macros to import and sort various client records in order to automate and standardize financials to enhance accuracy

Discovered $40 million discrepancies between contract fee and invoices

worked with Senior Management and outside Vendors to ensure accurate and complete financials and assisted with the onboarding of new clients

Provided document review and accounting/financial support for StoneTurn’s accounting and finance teams

Senior Financial/Budget Analyst Citizens Financial Group, Inc. (Boston, MA) 2013–2015

Interacted with the various department heads of all key departments to ensure proper Corporate Governance adherence to Compliance Matters for non-public and publically traded companies

Prepared and filed regulatory documents with the Security and Exchange Commission

Prepared quarterly, yearly, and month end financials.

Assisted in daily reports of profit & loss calculations for the CFO and financial Directors

Legal and Financial Compliance Budget Analyst BNY Mellon (Boston, MA) 2008-2013

Ensured client compliance with all regulatory rules and regulations in accordance with the Dodd-Frank Act, the Securities Act of 1933, and the Investment Company Act of 1940

Prepared and reviewed shareholder and financial reports for mutual funds, hedge funds, and ETF clients

• Served as a Senior Paralegal and Recording Secretary for open and closed-end fund clients for Board Meetings

Senior Product Manager Fidelity Investments (Boston, MA) 2006–2008

Served in a Senior Corporate Paralegal role and interacted with PMs, Counsel, Auditors, Trustees, and Regulators in order to maintain and ensure accurate disclosure of legal and compliance requirements

Updated and ensured accuracy of Prospectuses, Statements of Additional Information, Proxy Statements, and Financial Reports

Additional Experience

Senior Pricing Analyst Standish, Ayer & Wood (Boston, MA)

Supported Fixed Income trading desk in the pricing, settlement, and confirmation of all investment related transactions

Implemented new trades into a security master file and allocated the securities among the funds accordingly

Consultant Various Investment Firms (Boston, MA)

Researched, valued, and analyzed individual securities from varying industries and sectors

Made recommendations to senior management on security selection for various portfolios

Education/Certifications

Finance MSF, Boston College (Chestnut Hill, MA)

Economics BA, Merrimack College (North Andover, MA)

United States Marine Corps Non-Commissioned Officer and Officer Candidate Graduate