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Richard Loftus, CPA

Richard loftus, cpa

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location of Richard Loftus, CPAHolden, Massachusetts, United States
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  • Timeline

  • About me

    Accounting Operations Manager at Northeast Bank

  • Education

    • Worcester state college

      1986 - 1991
      Bacelors of science business administration, concentration in accounting

    • Wachusett regional high school

      1981 - 1985

  • Experience

    • Capital crossing bank

      Jan 1998 - Jan 2001
      Asst vp

    • Weststar bank

      Mar 2001 - Sept 2005
      Senior financial analyst

      Risk management, investment advisory function, regulatory and SEC reporting, member of Asset/Liability Management Committee, assist on preparation of board reporting and monthly close.

    • Timothy j. harrington, cpa

      Jan 2006 - Jan 2010
      Acountant

      Prepare business and personal tax returnsPerform controller duties for client organizationsPrepare monthly and year end closingsMIS and IT consulting for firm and client organizations

    • Jacobs, velella & kerr, pc

      Jan 2010 - Nov 2014
      Senior accountant

    • Admirals bank

      Dec 2014 - Aug 2017
      Accounting manager

    • Thermo fisher scientific

      Apr 2018 - Feb 2021
      Staff accountant

    • Lupus foundation of new england, inc.

      Apr 2020 - now
      Treasurer

    • Cambridge trust company

      Feb 2021 - Feb 2024
      Supervisor of accounting

    • Northeast bank

      Feb 2024 - now
      Accounting operations manager

  • Licenses & Certifications

    • Certified public accountant

      Massachusetts board of public accountancy