PATRICK SMALLZE

Barnegat, NJ ***** 609-***-**** adbeup@r.postjobfree.com

SENIOR ACCOUNTANT

Results-focused, accomplished finance and accounting leader, with vast experience providing operational and strategic controllership with activities related to organizational financial performance including strategic planning, auditing, cost accounting, cost control, reporting, and analysis. Transformational and insightful decision maker skilled at identifying and resolving mission-critical problems and ensuring that all financial activities and operations are performed in compliance with local, state, and federal requirements. Leverages strong technical skills, business acumen, management and interpersonal skills to develop and implement credible solutions that encourage long-term business growth, cost-savings, revenue and profitability.

Delivering Results: Demonstrated ability to deliver results while ensuring accounting processes and procedures adhere to applicable regulatory guidelines and internal controls.

Thought Leadership: A transformative leader who brings a deep understanding of financial and accounting processes, and evaluates internal processes, identifies and implements process and procedure changes to improve and strengthen internal controls.

Operational Leadership: Directs organizational financial planning and accounting practices and drives results through innovation, strong technical skills, and effective relationship management.

Competencies

ª Financial Planning/Controllership ª Financial Close Process ª Reconciliation ª Cost Reduction

ª Business Process Improvement ª Cash Management ª General Ledger ª Operating Expenses

ª Financial Analysis/Reporting ª Stakeholder Relationships ª Budget Planning ª Consumer Insights

ª Internal Control/Audits ª Regulatory Reporting ª Strategic Planning ª Variance Analysis

Professional Experience

SHORE COMMUNITY BANK Toms River, NJ 2013-Present

Ü Controller Apr 2017-Dec 2019

Managed Accounting, A/P, Security Portfolio position and Bond Accounting, and provided strategic oversight and controllership of financial and accounting functions including directing month, quarter, and year end close, and managing the bank’s daily cash position from reserves to sale of O/N Fed funds.

Supervised monthly Financial Board Package and quarterly submission of Call Report.

Monitored, reported and researched liquidity positions, credit lines and collateral.

Maintained relationships with correspondent banks, brokers and various vendors.

Managed and coordinated audit process including FDIC, NJ, internal and external audits.

Responded to findings as needed, and researched improvements to Bank-wide automation, processes and workflow.

Researched, compiled and submitted actionable recommendations to the Investment and ALM committee.

Ü Staff Accountant Jun 2015-Mar 2017

Accountable for the timely and accurate coordination and execution of financial operational functions including performing monthly, quarterly, and annual financial close process.

Prepared monthly and quarterly financial management reporting package for presentation to the President and Board of Directors.

Completed quarterly and annual regulatory report filings; Call Report, FR 2900 and GUDPA.

Facilitated securities portfolio administration, performed reconciliation and analysis of general ledger accounts, and daily and monthly bank reconciliations.

Assisted with year-end audit and tax process.

THE PRC GROUP West Long Branch, NJ 2014-2015

Ü Accountant/Financial Analyst

Performed monthly closing activities including preparation of journal entries, editing general ledger, and job costing as well as preparing monthly financial statements for presentation to the CFO.

Reconciled and analyzed all general ledger accounts and Escrow accounts.

Performed monthly bank reconciliations.

Prepared Pro Forma Projections and monthly AIA’s.

Assisted with preparation of the annual budget.

THE STANDARD GROUP Tinton Falls, NJ 2004-2014

Ü Assistant Controller

Oversaw financial and accounting functions including monthly closing activities, preparation of journal entries, editing of data interfaced into the general ledger, monthly financial statement preparation, and other related functions.

Led management discussion and analysis for presentation to the CEO and VP of Finance.

Performed reconciliation and analysis of all general ledger accounts.

Performed monthly bank reconciliation and monitored and controlled operating bank account.

Assisted in the preparation of the annual budget.

Prepared annual audit schedules.

Filed Sales and Use Tax Returns.

WOOF & CO. Edison, NJ 2002-2004

Ü Accounting Manager Feb 2003-Oct 2004

Managed a staff of two and all related financial and accounting functions including financial statement preparation, preparation of annual budget, and supervision of year-end audit.

Led management discussions and analysis for presentation to the Board of Directors.

Oversaw monthly closing activities including preparation of journal entries and editing of data interfaced into the general ledger, account analysis and bank reconciliations.

Monitored, controlled and forecasted cash.

Ü Senior Accountant Jul 2002-Jan 2003

Managed monthly closing activities including journal entries and general ledger review, filing Sales and Use Tax Returns, and supervising cash management and control.

Maintained responsibility for first ever balance sheet audit.

Prepared monthly internal financial statements.

Performed variance analysis of balance sheet and income statement accounts.

Reconciled operating, payroll and store bank accounts.

Early Career History

Senior Accountant – CableVision Electronics Investment (d/b/a The Wiz)

Senior Accountant – Xpedite Systems

Junior Accountant – Petrie Retail, Inc

Education

Bachelor of Science, Accounting, Kean University, Union, NJ

Technical Skills

Call Reporter Premier, Bankway, Bankview, Prologue Fixed Assets, Timberline, Microsoft Dynamics GP Bistrack, Falcon, Microsoft Office (Word, Excel, Outlook, PowerPoint)

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