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Thaddeus Greene

@thaddeusgreene

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Dynamic financial controller with expertise in accounting and management.

United States

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What I'm looking for

I am seeking a role that offers leadership opportunities, strategic financial planning, and a collaborative work environment.

I am a dynamic and results-driven Financial Controller with over 10 years of diverse experience in financial management, accounting, and banking. My career has spanned various industries, including engineering and medical diagnostics, where I have honed my skills in overseeing financial operations, budgeting, reporting, and strategic financial planning.

In my recent role as Manager of Accounting at GLHN, I successfully managed all accounting functions for an engineering firm, streamlining month-end and year-end closing processes, which reduced closing time by 15%. My leadership and mentorship have empowered my team to excel, while my collaboration with project managers has ensured accurate project budgets and profitability. I am passionate about implementing financial controls and optimizing accounting processes to drive organizational growth.

Previously, as Financial Controller and Vice President at NanoHarmonics, I led financial operations across multiple corporate locations and played a pivotal role in the merger and acquisition process. My ability to analyze financial performance and provide actionable recommendations has consistently contributed to the success of the organizations I have been part of.

Experience

Work history, roles, and key accomplishments

Current

Manager of Accounting

Current

GLHN

Mar 2023 - Present (2 years 4 months)

Managed all accounting functions for an engineering firm, including financial statement preparation, accounts payable/receivable, and payroll. Coordinated an annual 8-figure budget, along with forecasting processes, working closely with department heads to develop accurate and effective financial strategies and project management.

Financial Management Forecasting Excel Financial Reporting Accounts Payable NetSuite Financial Analysis Budgeting

Financial Controller - Vice President

NanoHarmonics

Jan 2021 - Present (4 years 6 months)

Led financial operations for a fast-paced medical diagnostics firm, managing budgeting, forecasting, and financial reporting. Oversaw monthly, quarterly, and annual close processes, ensuring accuracy and timeliness of financial statements in compliance with GAAP.

Financial Planning Account Reconciliation Regulatory Compliance Oracle NetSuite

Branch Manager

Bank of America

Mar 2018 - Present (7 years 4 months)

Led a team of banking professionals in providing comprehensive financial services, including loans, accounts, and customer financial advisory. Managed client portfolios, providing tailored financial solutions to high-net-worth individuals and businesses.

Financial Services Client Management Banking Regulations Sales Performance Risk Management Financial Planning

Banking Advisor

USAA

Sep 2016 - Present (8 years 10 months)

Advised clients on a variety of financial services, including mortgage products, investments, and personal banking solutions. Managed customer relationships by understanding their financial goals and recommending appropriate services.

Financial Services Investment Customer Relationship Management

Financial Advisor

New York Life

Jun 2015 - Present (10 years 1 month)

Assisted clients in making beneficial and prosperous decisions regarding investment strategies, life insurance, and annuities. Cultivated and strengthened relationships with book of business, by educating account benefits and capabilities.

Investment Strategies

Education

Degrees, certifications, and relevant coursework

University of The Incarnate Word

Bachelor of Arts (BA), Arts

Completed a comprehensive curriculum in liberal arts, developing strong analytical and critical thinking skills. Gained a broad understanding of various disciplines, preparing for diverse professional challenges.