Staff account with 7 years of experience in the field. During her tenure at Energi Insurance Company, she gained knowledge in several areas of accounting to include but not limited to account receivables, account payables, and general ledger. She played a key role in advising to record the accurate revenue and collecting all of the 1.5M in new projects and 2M for special projects.  During her tenure, she came up with ways to bring the accounts payable department to a 90% accuracy rate, as a result of this the closing was more efficient. The accruals, prepaids and expense analysis were all done and always ready to be presented to the CFO. Her experience in accountability started long before Energi as she proudly served in the Army National Guard for 6 years and was responsible for receiving and storing expensive equipment, ensuring deploying soldiers had the equipment necessary to be protected when deploying and getting those soldiers to the mobilizing base. Having structure when it was needed and adjusted when necessary, her track record speaks for itself. She graduated from North Shore Community College with an Associate of Science in Accounting and from Bay Path University with a Bachelor of Science in Accounting.

Hands-on data analyst with broad experience in fast-growth, dynamic sectors and extensive experience in finance and operations. For the past 13 years, he has provided data analysis in a fast-paced, global, on-line business where he has delivered value in data governance and engineering, data visualization, and data science. He has supported a range of functions that include finance, marketing, manufacturing, supply chain, and logistics. In his prior experience, he has managed technology projects, performed technology investment research, and managed standards compliance. He has worked as an independent consultant for 7 years. He has technical expertise in SQL, LookML, Tableau, and Python (pandas, scikit-learn). He earned an MBA from the University of Chicago and holds both the CFA and CPA designations.

Seasoned financial executive with 30+ years of broad managerial, financial analysis, treasury, and accounting experience focused on the investment management industry, in addition to also working with or on the boards of various non-profits. From 1994 through 2015 she worked for an investment management firm that grew its size by 10 fold through mergers, acquisitions, and organic growth, during which time she grew her accounting and analytical expertise, elevating her role from staff accountant to eventually becoming the Chief Financial Officer. Her success was driven by leading and executing on key business initiatives, building and leading cross-functional and inter-organization teams, and developing and managing high performing teams in a demanding and changing environment. Key to success was the development of analytical reporting to support decisions on business opportunities and divestitures, cash flow, and capital management, and contract negotiations. Through her work, she has developed a familiarity with varied accounting and reporting software, including enterprise solutions such as SAP, Tagetik (reporting), as well as relying on smaller platforms like QuickBooks, primarily in the non-profit environment. Additionally, she has a strong working knowledge of MS Office products, especially Excel, Office, and PowerPoint. She earned her Master’s in Business Administration from Simmons Graduate School, Boston, MA.

D.D. is an accounting professional with 20 years’ experience serving both private companies and nonprofits. D.D. is currently assisting two local nonprofits with a variety of tasks, including GL review, account analysis, statement formatting, budgeting, strategic plan and operating plan development, and accounting software implementation. Prior to this, D.D. served for over a decade as CEO and CFO of a privately-held professional services firm with 48 staff across multiple offices in 3 countries. D.D. has performed a wide breadth of accounting functions, including AP data entry and vendor payment, billing and AR, general ledger account reconciliations and journal entries, bank reconciliations, timesheet and expense report review, payroll, benefits management, corporate insurances and business registrations. D.D. has experience working in Deltek Vision, Xero, QuickBooks Online (ProAdvisor certified), MS Office Suite, and online meeting apps (Zoom, Google Meet, Skype), payment services (PayPal, Stripe), and a familiarity with donation apps (Bloomerang, Keela). D.D. obtained an MBA from Kellogg Graduate School of Management at Northwestern University and a BS from Cornell University.

Tech-savvy Accountant and QBO Pro Advisor with 20 years’ experience working for IBM and in small business environments. She has extensive experience in monthly close activities, analyzing cash activity, presenting key measurements to upper management, and in process improvements and implementation. After IBM, she started two small successful businesses (web design & digital marketing, and photography). From 2008 to 2015, K.M was as Full-charge Bookkeeper for a high-end home remodeling company, handling Accounts Payable, Accounts Receivable, entering payroll, job costing, analyzing job profitability reports, reconciliations, cash flow forecasting and interacting directly with clients and vendors. From 2015 to 2017, she worked for a small manufacturing company, processing high volumes of Accounts Payables, Accounts Receivables in conjunction with Sales Orders, Purchases Orders and Inventory, and interfacing daily with Sales, Logistics, and customers in facilitating the daily fulfillment of orders. She also successfully implemented the company’s travel expense policy using Expensify. From 2017-2019, she worked for a Public CPA firm assisting in preparing entity and personal financial statements and customized reports, cash flow reporting and budgeting using Excel, Trust and Estate Accounting/Administration for high net-worth clients and in converting new clients’ desktop bookkeeping software to cloud-based accounting software. In 2020, she was a remote Sr. Accountant for a cloud-based accounting firm managing multiple clients’ Accounts Payable, Accounts Receivable, bank and credit card reconciliations, cash flow forecasting, payroll journal entries, monthly close activities, and hosting weekly client meetings. K.M. has a BS in Organizational Management from Manhattanville College and an AAS in Accounting. She is certified in QBO, Xero, Bill.com, and Expensify. She is experienced in remote collaboration tools such as Zoom, Slack, Karbon, Box, HubDoc, and Google Suite.

High-level Senior Accountant and Accounting Manager with strong general ledger, balance sheet, and bank reconciliation experience. Since 2015, M.M. has served in accounting roles for two FlexProfessoinals government contractor clients with stellar reviews for work quality and accuracy as well as her work ethic. From 2008-2015, she worked for DeAnder Associates where she was promoted twice to Senior Financial Consultant. She managed 4 staff accountants and provided full-scale, outsourced accounting services to 7 clients. She also provided support in the areas of government billing and contracts (FFP, T&M, CPFF). M.M. was instrumental in researching, billing and collecting on unbilled costs of over $400K for one of her clients. From 1993-2007, M.M. worked for a government contractor and was promoted from Accounting Assistant to Contracts Administrator and again to Revenue & Cost Senior Associate. She has deep experience in the areas of financial reporting and analysis and successfully managed DCAA, GSA, and Workman’s Compensation audits. Maxine has extensive experience in QuickBooks (Pro & Online) and is proficient in Deltek (GCS Premier, Costpoint), Sage 300, ADP Payroll, and Microsoft Office Suite. She has a B.S. in Accounting with a minor in Business Administration from University of Maryland University College.

12 years of administrative assistant experience and 9 years of bookkeeping experience, including 2 years in HR and payroll for both private schools and non-profit organizations. She is currently an independent bookkeeper for a non-profit organization (2014 – present). M.M. most recently worked as a Business Office Manager for a private school during 2019-2020. From 2007 – 2018, she worked as an Administrator and in 2017 she was promoted to Business Finance Manager at a private Christian school.  During her time there, she created and maintained the school’s annual budget, managed A/R and A/P, and ensured student invoices and tuition were accurate. Her efforts helped get the school out of a negative balance to grossing over $350K in profits annually. There she found her passion to study and become a bookkeeper. In February 2019,  she became certified as a Professional Bookkeeper with 2018 QuickBooks from the University of DC Community College. She is an accomplished and driven administrative assistant and bookkeeper with excellent organizational skills. She is proficient QuickBooks and QuickBooks Online.

J.A. has 8+ years of financial analysis and project control experience with government contractors.  For the past 15 years she has worked in the real estate industry as a Realtor, and she is eager to transition back to a focused analyst role. As a Realtor, J.A. kept her contract review, cost analysis, and pricing skills sharp. During her time working with government contractors, she was regularly given new or problem contracts which required special attention or a delicate hand with the client. While working with three government contractors, JA was responsible for reporting, forecasting, billing, and vendor payment authorization for multiple contracts. She is proficient in MS Office Suite (Word, Excel, Outlook, and Power Point) and Adobe. J.A. has a BS in Business Management from Virginia Tech.

K.L. (Fairfax, VA) is currently VP of Accounting reporting directly to the CEO of a mid-sized public company. She has 20+ years of accounting, analysis, and business management experience. K.L. has been with her current company for almost 8 years, initially as a part-time Consultant, promoted to full- time Controller and then VP of Accounting. She manages a staff of five and is responsible for running accounting department operations, financial reporting and analysis, as well as budgeting and audit management for a home warranty company that enrolls over 60,000 new warranties annually.  She provided financial leadership as the company transitioned from a private to a public company.  From 1998-2004, K.L. was the Controller and VP of a commercial mortgage company with over $80M in annual revenue and over $600M in assets. She began her career in public accounting as an auditor with Arthur Andersen.  K.L has advanced Excel skills and is proficient in the use of various business and accounting software systems.  K.L. earned her MBA and BS in Accounting from Virginia Tech. She is currently in the process of reactivating her CPA license and expects to have an active CPA license by July 2020. 

S.G. has 10+ years of corporate accounting and financial reporting experience within a variety of industries including IT, government contracting, sports management, healthcare, and non-profit. He was most recently a Senior Accountant with a leading cyber firm, where he managed the revenue recognition process for the company. He also implemented an improved Purchase Order process from initial PO requests to the approvals and initiation of the payment process using a 3-way matching software application. From 2014-2019 he managed a portfolio of financials for a national golf management company which included duties such as month-end, balance sheet reconciliations, cash management, budget reviews, sales and use tax filings, and audit support. He has experience with ERP systems such as NetSuite, Sage MAS 500, GP Dynamics, as well as others. He has advanced MS Excel skills, including managing large data sets using V-Lookups and Pivot tables. He has a Masters in Accounting from DeVry University and a BS in Accounting from George Mason University. He is on the CPA track and has already passed one of the four exams.