Career nonprofit finance professional with an active CMA certification and over 10 years’ experience serving in C-Suite strategic finance level positions. She has extensive experience working with Finance Committees, Board members, and Senior Leadership Teams. From 2016 to 2020, she was the Director of Finance & Operations at a museum on the Freedom Trail with an annual budget of $5 million. With a staff of three, she led finance, HR, benefits, IT, and facilities, including managing these departments through a new strategic planning process and a merger. Her previous experience during 2013-2016 was at a $3 million annual nonprofit healthcare organization training medical staff. Initially hired to solve logistical problems in the order fulfillment chain, soon after she was promoted to Finance Director. Prior positions included a financial turnaround at a local theater company by introducing a new budget process, restructuring the annual fundraising plan, and staff alignment. LMG is proficient in Quickbooks, Excel, Xero, Dropbox, SalesForce, and Google Suite. A life-long learner, LMG’s education includes a Certificate in Nonprofit Management from Boston University’s Questrom School of Business in 2018 and an Accounting degree (AS) from Quincy College in 2011. LMG obtained her Bachelor of Arts from UMass Boston.

Versatile financial consultant with more than 10 years experience of providing accounting and financial services to over 10 different early stage, pre-revenue biotechnology, diagnostic tool, medical device, and clean energy companies. Previous to this, A.F. worked 7 years for a publicly-traded medical device manufacturer and 3 years for a VC backed drug development start up, both in a Controller capacity. Prior to this, he worked for the big 4 accounting firm, PricewaterhouseCoopers and Fortune 500 company, Harcourt General Inc. A.F. is a certified QuickBooks user and proficient with Excel, Word and Powerpoint. He is a Certified Management Accountant and member of the Institute for Management Accountants. A.F. has a Bachelor of Science Degree in Accountancy from Stonehill College, North Easton, MA.

O.O. is a seasoned Finance Manager with 20+ years of experience in the manufacturing industry, working for a multinational company. He has a proven record of success in turning around struggling operations to achieve sustained growth. He currently serves as a Board Member (remote) with audit oversight responsibility for Greif Nigeria, a subsidiary of Greif Inc, Ohio, where he worked for 27 years in a variety of finance roles. At Grief Nigeria, O.O. rose up the ranks to Controller/CFO, where he oversaw the operations and financial planning and analysis functions of its local operations. He improved profitability by more than 200% over a 10+ year period, reduced working capital days by 50%, and improved cost structure. Earlier in his career at Grief Nigeria, he was responsible for financial strategy of the firm, financial controls, budgeting, monthly close, and financial reporting. He led a project team in migration to, installation and implementation of Sage 300 ERP. He started his career as an auditor with Deloitte, Nigeria and also served as a Project Accountant for GlaxoSmithKine Nigeria. He is proficient in Sage 300 ERP (financials) and has working knowledge of Hyperion reporting, blackline reconciliation software, tax slayer software, QuickBooks and Microsoft Office Suite. He has a BS in Economics from University of Ibadan, Nigeria, and an active ACA (Accounting) Nigeria.

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.

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.

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.

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.

A.F. is a Financial Analyst with 20+ years of experience working for Marriott International. Most recently, she worked on an audit project ensuring rates were documented accurately and compliant with contracts.  From 2006-2014 she was Manager, Senior Manager and then Director of Consolidation, Reporting and Analysis. In these roles, she was responsible for analyzing costs for 1,300+ administrative departments, including analyzing results, conducting variance analysis, and budgeting and forecasting as part of the annual budget process and long range planning. Prior to this, she supported various business functions in their annual budget process and was the liaison between the business and finance/accounting.  She is proficient in PeopleSoft, Excel (advanced), Powerpoint, and Word.  She has an MBA from George Washington University and a BS in Economics from the University of Michigan.

S.P. has 20+ years of experience in accounting and operations management, where she excelled at making operations more efficient and reducing costs. From 2002-2024, she served as Accountant for a graphics design firm. From 2003-2007, she worked in a partially remote position as Practice Administrator for two Spine and Sport Rehabilitation Center locations. She was able to reduce AR through collections by $200K within the first three months of employment and increased revenue by allowing the managing partner to return to a revenue generating position. Originally overseeing 10 employees, she was able to cross-train staff and reduce payroll by $120K. At her current volunteer position at a horse rescue farm, she designed and implemented an inventory system to track grain, supplements, medications and supplies.  S.P. is experienced in Quickbooks, AccPac, MS Office, ADP and PayChex along with various healthcare billing programs. She has a BA in Accounting from Towson University.

Seasoned Credit Risk Professional and a Corporate Banker with a strong foundation in finance and accounting. She has a total of 13+ years of experience of which 9 years is in financial due diligence, Underwriting & Credit Risk Management with India’s 2nd largest Private Bank ($31 bn in assets in 2019) and over 4 years in Accounting, Taxation & Financial Planning with Westford Tax & Financial Group. In her banking experience, she has assumed key roles in the lending process, leading the risk decision-making function for Corporate lending which involved performing comprehensive due diligence (industrial, operational, financial, and business-related) of corporate borrowers across industries, evaluating / advising & structuring lending transactions for risk mitigation. She also has written credit proposals and presented to credit committees and thereafter monitored & managed the portfolio thus helping the bank build its commercial loan book. She has proven success in the detection of early warning stress accounts, financial misreporting, corporate fraud, and managing stressed assets and consistently producing 0% delinquent asset portfolios. She was in a leadership role involving substantial cross-functional and client interface and working in a dynamic and fast-paced environment. Her current role at Westford Tax and Financial Group involves accounting functions payroll/sales tax processing, reconciliations, finalization of accounts for their clients. She handles tax preparation, tax planning while staying current with IRS regulations and IRS matters for individual as well as corporate clients. She is proficient in QuickBooks and Lacerte Tax software. She has a Bachelor’s in Commerce and Economics from Mumbai University, is a Chartered Accountant from India, has the Financial Risk Management (FRM) and GARP Certification, and an Inactive CPA with Quickbooks experience.