Teams at Eastern Bank

Directs independent credit risk reviews across commercial, mortgage, and consumer portfolios. Oversees risk planning, loan classification, regulatory and policy compliance, reporting, remediation, governance, and risk mitigation. Leads policy updates, special projects, SOX control monitoring, process improvements, and acquisition due diligence. Manages and develops credit risk review staff, presents findings to senior executives and board risk committees, and ensures accurate credit assessments and regulatory reporting.

Analyze deposit portfolio, customer, and market data to identify growth opportunities and optimize banking products. Build performance dashboards, develop statistical models and business cases, support pricing and product initiatives, and enhance data structures with Data Management. Partner cross-functionally with Finance, Marketing, Technology, Treasury, and Retail Administration while providing strategic insights to senior management.

Leads the bank’s FP&A function, including budgeting, forecasting, long-range planning, profitability reporting, funds transfer pricing, cost allocation, and strategic analysis. Advises the CFO, executives, and Board through financial modeling, dashboards, variance analysis, and recommendations. Oversees divisional finance officers, supports capital planning and risk management, ensures reporting governance and data integrity, and drives process improvements. Requires extensive banking finance experience, leadership expertise, and advanced knowledge of FP&A, profitability systems, and financial technology.