A senior level business leader with over 14 years of experience delivering complex technology solutions to large corporate clients.  CH has a proven record of strong leadership, communication, and project management skills. Most recently, as a Senior Client Service Delivery Manager for a company providing SaaS (software as a service), CH led the delivery of a new cloud-based hybrid software model for clients consolidating benefits administration to a single platform. Prior to this, CH worked as an Implementation Manager, leading a team that designed, built and implemented benefit enrollment/eligibility systems for large corporate clients. CH has advanced experience using all Microsoft Office products. CH has a Master’s Degree in Business Administration from Bentley University and a Bachelor’s Degree in Business Management from Providence College.

An experienced technology translator with a master’s degree in astrophysics and more than eight years’ experience in public relations/communications at research and engineering firms. As a member of the Strategic Communications team of a large, multidisciplinary engineering firm, she was the primary author of dozens of press releases and web-based case studies as well as marketing materials including posters and brochures. She worked for seven years at NASA’s Goddard Space Flight Center as part of a nascent education and outreach group responsible for developing and disseminating original web-based and print content. Combining a technical background and education with marketing and communications experience, she specializes in overcoming technological and jargon bottlenecks between highly specialized staff and more general target audiences. She has a bachelor’s degree in Physics from Reed College and a master’s degree in astrophysics from the University of Minnesota. Online learning includes a certificate in strategic marketing from eCornell and a molecular biology course from edX, MIT’s online platform.

An entrepreneurial and results-driven achiever with more than 25 years of proven ability to lead teams, motivate others, communicate complex ideas clearly, gain the respect of clients and colleagues, and work collaboratively. She is currently an independent consultant providing business strategy, business and product development and project management services. From 2014-2018, S.Y. built and managed a team to design, develop and market antimicrobial solutions for consumers and industrial use. From 2012-2014, she designed residential water filters for the developing countries for a non-profit organization. S.Y. investigated deployment methods and distribution channels.  She also submitted proposals and won MassCEC Catalyst Award. From 2008-2012, S.Y. managed a contract-management team, responsible for tracking contract dollars and install management processes and procedures. The company won SBA Prime Contractor of the Year Award. S.Y. has strong quantitative, analytical and conceptual problem-solving skills combined with outstanding business acumen.  She is a co-inventor for three patents and has a Bachelors in Chemical Engineering and Electrical Engineering from Massachusetts Institute of Technology as well as a Masters in Electrical Engineering from Worcester Polytechnic Institute.  In addition, S.Y. has an Executive Business Management Certificate from Tuck Business School. She is fluent in Mandarin, Chinese and Taiwanese and can read write these languages proficiently.

A seasoned, self-employed contractor for the government with excellent knowledge of business and accounting practices spanning 25 years.  She is currently a contract Special Investigator for a federal agency independently planning, coordinating and executing background investigations.  K.C. also served as the Assistant Background Coordinator in this position assigning, reviewing and approving reports.  K.C. owns and operates her own contract business, managing all bookkeeping and reporting requirements.  K.C. recently worked on a one year project for a local Board of Health reporting to the director.  The project involved working with a diverse group of volunteers strategizing and organizing recruitment activities as well as scheduling and coordinating meetings.  Prior to that, KC was a Special Investigator for the Federal Government, working in a fast paced environment planning and investigating crimes under title 18 US Criminal Code.  In this position, she was competitively promoted to Team Leader.  K.C. started her career as an auditor with the U.S. Environmental Protection Agency prior to being recruited as a Special Agent.   She is proficient with Word, Excel, Outlook and Power Point.  K.C. has a B.A. in accounting from the University of Massachusetts, Amherst.

More than 25 years of accounting experience with responsibilities that have covered the full cycle of accounting duties including individual and business tax returns, audit and payroll activities. She has a strong working knowledge of tax rules and regulations working previously as a Senior Accountant, an enrolled IRS agent for a full-service CPA firm and as a VITA preparer in a non-profit organization. Currently, she is working as an Accountant, reporting directly to the CEO, of an IT Consulting group, categorized as a C Corporation. She has experience working with a variety of financial software programs including Desktop QuickBooks, QuickBooks Online, ProSystem fx Engagement, TaxAct, and Lacerte. In addition, she is proficient in MS Word, Advanced Excel, and Google Docs. Her varied work experiences have strengthened her professional knowledge and problem-solving skills. She received a degree in Accounting from Shanghai Lixin University in China as well as a Business Accounting Degree from Wuxi Institute of Commerce also in China.

D.M. (Ashburn, VA) is an accounting and financial analysis professional with 10+ years of experience at a Fortune 500 company and Big 4 audit firm. She was a Senior Financial Analyst at Rand McNally, reporting directly to the CFO. While at Rand McNally she created and presented financial models and forecasts to senior executives to facilitate strategic direction and corporate decision making. She reviewed company financial statements and analyzed sales revenues, costs, and expenses for all major company product lines. She was a Senior Audit Accountant for Deloitte where she performed audits, reviews and compilations for various manufacturing clients located in the Midwest and Mid-Atlantic states. She created and presented work papers to audit partners as well as trained and directed the work of junior auditors. Prior to this, she was a Portfolio Accountant at a Fortune 500 real estate service company where she was responsible for preparation of the monthly, quarterly and annual financial statements per GAAP for investments held on behalf of clients. She is proficient in Excel modeling and analysis and is recently familiar with QuickBooks. She has a BS in Accountancy from the University of Wisconsin at Oshkosh.

D.M. (McLean, VA) has 50+ years of diversified business experience, which offers potential solutions to interim business needs – (Partner with Ernst & Young, CFO and CEO of a $60 million import/export company, founder and CEO of a $7 million import/export company, and founder of a vibrant business advisory practice). In his business advisory practice, D.M. currently helps small business owners start,
grow and exit their businesses. Prior to this, in 2000 D.M. purchased the inventory for one product line from his former company, cut his own deal with the Japanese supplier and founded an import/export company, growing it from one product line ($3 million annual sales) to 5 product lines ($7 million annual sales) in 5 years. D.M. sold the business in 2005 to start his business advisory practice. In 1990 D.M.
became the CFO (and later CEO) of a $30 million import/export business, which doubled in size during his time with the company. The owner died in 1999 requiring D.M. to liquidate the company in a timely fashion for the benefit of the owner’s wife. At Ernst & Young, from 1961 to 1990, D.M. served a diversified audit client base working through the ranks from staff accountant to Partner. He has a Bachelors in Finance and Accounting from California State University at Los Angeles and is a CPA.

P.Z. is a lawyer actively admitted to the Pennsylvania Bar with 20+ years of combined experience working for law firms and business, and with various nonprofit organizations. She is currently an independent consultant, drafting, reviewing, and revising contracts and other legal documents governed by state, federal, and international law for a tech firm based in Seattle. Other current work includes freelance writing on legal issues for a subscription-based website for legal and financial professionals, and facilitative mediation. From 2011 up to the present, P.Z. has negotiated hundreds of settlements to legal and community disputes, many of which were emotionally charged and conducted under limited time constraints. In addition to and in tandem with her negotiation work, she has spent nearly 10 years building consensus as a volunteer board member at nonprofits. P.Z. has more than a decade’s experience working on complex legal matters in Philadelphia law firms. Following a settlement in her client’s favor of a large international insurance fraud involving players from Texas, North Carolina, and brokerage houses in London and New York, P.Z. was recruited by another firm to work on a major legal case, complex due to its large number of parties, legal issues, and procedural intricacies. She has a JD from Dickinson School of Law, a graduate certificate in Conflict Resolution and Management from the UMass McCormack Graduate School of Policy & Global Studies, a BA from the University of Maryland, executive training from Harvard Law School’s Program on Negotiation, and multiple specialized trainings in mediation and negotiation.

E.R. has ten years of nonprofit experience, including four in a managerial capacity, communicating with top-level donors, streamlining procedures, compiling data to inform key financial decisions, and ensuring the integrity of a complex database. She was employed by a top arts organization in the Boston area from 2008 to 2018, earning three promotions during that time. Most recently, she was tasked with maintaining the accuracy of 24,000+ gift transactions, regular reporting of fundraising progress ($40+ million annually), adherence to accounting rules and guidelines, and database and Excel training for her department. She collaborated with outside departments such as finance, IT, and marketing to address operational inefficiencies and to devise, implement, and enforce improvements to processes such as gift designation standards and database management. Prior to this role, she was the organization’s bequest program manager. She facilitated gift commitments from donors, executed marketing and prospecting tactics, and prepared materials for board committee meetings. She is proficient in the Microsoft Office Suite and Tessitura (CRM software), and comfortable with G Suite. She holds an MBA and a BA in English and Political Science, both from Boston College.

J.A. is a seasoned and skilled business professional in client service areas with special expertise in administration, financial and analytical responsibilities. For over 18 years she has had administrative and financial responsibilities, where she has been highly motivated, an effective communicator and a self-starter bringing enthusiasm and a commitment to integrity and overall resourcefulness to each project. For the past year, J.A. has been an Office Manager at a BioTech company of 50+ employees in Burlington, MA where she is the contact for all company vendor services including coffee service, beverages, company meals, overnight courier, office supplies, mail distribution, and document shredding services. She manages a budget of $50K + and maintains the office in a highly functional manner. In conjunction with the above role, she has also taken on a role at a philanthropy consulting firm and works virtually managing their finances, QuickBooks, invoicing, accounts receivable and payable while also maintaining a complicated payroll process for the 9+ person team. Previous to both of the above positions, she was an Office Manager at an insurance firm, running the day-to-day operations, managing QuickBooks accounting for 6 + entities, and assisting in the tax preparation process. Previously J.A. worked for Bain Capital LLC in various financial departments (from 2004-2010), providing administrative and analytical support related to financial reporting, budget forecasting, and accounting, etc. As an Administrative Assistant at Bain Capital LLC, while supporting a team of 10 she coordinated expense reports, assisted with cash flow management and monthly financial reporting while directly reporting to the Chief Financial Officer. She also has worked in administrative, financial and management roles at AvalonBay Communities Inc. through a variety of positions. She has a Bachelors in Science from Cornell University’s Hotel School. She is proficient in QuickBooks and Microsoft Excel.