R.H. has 20+ years of experience in risk examination and management, audit (regulatory and operational), and process improvement in the financial services and banking industries. From 2015-2019 she was a Payments Risk Exam Manager at  Elavon-US Bank. From 2010-2015 she was VP of Regulatory Examinations at BNP Paribas in NY, where she provided leadership and project management expertise for internal and external regulatory examinations and audits conducted by banking and securities regulators (FINRA, SEC, etc.). From 2006-2010 she was VP of Corporate Audit at Bank of America/Merrill Lynch. She started her career at FINRA, where she gained experience in conducting regulatory examinations and internal audits of domestic broker dealers and international investment banks. She is proficient in MS Office (Exchange, Word, Excel, PowerPoint), SharePoint, Archer, and proprietary financial services software. R.H. has an MBA with Honors from Long Island University. 

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.

Currently works as a Customer Service Lead and Executive Administrator at a Medical Device Manufacturer for the past 7+ years. Her role expands 15+ years supporting leading-edge companies in Pharmaceutical, Medical, Facilities, and Marketing. For the past 7 years, she has been responsible for sales and delivery while supporting the finance role. Additional duties include maintaining indirect purchasing from order to invoice entry. Successfully launched ERP System in 2015 and assumed the role as the subject matter expert for Sales and Delivery. In 2017 her role adopted the Customer Service Position. Her roles over the years were comprehensive in working with suppliers on ordering supplies and services while maintaining stock levels. While attending her first year in college she worked for Johnson and Johnson ($1Billion+) Oral Care Division supporting Executives, Marketing, and R&D. After that time, she worked for the Beacon Group in managing facility management services along the North Shore. She has high-level experience with, but not limited to SAP Fico and SD functional areas, Excel, PowerPoint, and Microsoft Word.

Marketing and PR professional with 15+ years of marketing and PR experience for B2B and B2C companies and nonprofits. She founded and managed her own strategic communications company where she provides impactful multi-channel marketing programs and PR campaigns for small to mid-sized companies. Her experience includes email marketing, digital and print advertising campaigns, media relations, press releases, social media, business development, and special events. Prior to her current communications consulting role, K.M. was the PR Director for Bloomingdale’s in Chestnut Hill where she was the spokesperson for all internal and external stakeholders. She created and implemented marketing programs across 20 departments in two stores. K.M. is currently looking to join a team FT with a mission-driven organization (or a nonprofit) where she can utilize her marketing communication/business development skills to help drive an organization’s brand. She has a Bachelors’s in English and Communications from Boston College.

Strategic and innovative Human Resources executive that translates business vision to HR initiatives. She has over 15 years of Human Resources experience working in many industries. For the past 3 years L.B. was responsible for the administration of all HR functions for a midsize steel company. Prior to working at the steel company, she was the Human Resources Manager for a mid-size publishing company. Once the publishing company was sold the HR role transitioned to acquisition assistance, working directly with the Department of Unemployment to help 80 employees with their next career. Just prior to working for the publishing company she was the HR director for a “Best of Boston'” caterer. It was in this job that she defined the HR role by taking the payroll function in house. For over 8 years in the catering company she processed the weekly and monthly payroll. She was instrumental with her assistance in the startup of an onsite cafe for an Ivy league college in Boston. She has a Bachelors in Business Administration from Bridgewater State University and a Masters in Business Administration from Anna Maria College.

Experienced program manager with 7 years of experience in cybersecurity, technology/IT, and digital advertising. She is a CSM (Certified Scrum Master) and has a passion for agile, with a special talent for translating between business, technical, and creative team members. She is currently taking a planned sabbatical to obtain additional professional certifications (PMP, A-CSM) and identify a new career opportunity. From 2018-2020, she was the lead program manager for the cybersecurity team at a large healthcare technology company. Prior to that, from 2016-2018, she was a project manager for Salesforce/CRM team at the same healthcare IT company and contributed to the company culture with diversity/inclusion efforts. Prior to these roles, from 2013-2016, she worked with large retail health and financial services clients at Digitas, a global advertising agency. She is an expert project and program manager, with proficient skills in product management and advanced skills in technical writing/communications. She also has advanced skills with the Atlassian suite (Jira, Confluence) and with Agile/Scrum methodologies. She has a BS in Technical Communications from a renowned Massachusetts Business School.

Senior-level marketing and advertising professional. LC has spent the last 12 years in broadcast radio, digital, and out of home advertising selling to all levels of business owners/C level, agencies, and marketing directors. Sells on a consultative basis and really values relationship-based selling/farming. Not afraid of new business development and cold calling and excels at growing and retaining business. Consistently a top biller and top performer. Created custom campaigns for local and national high profile clients including Geico, Sam Adams, Budweiser, Subway, RCN, NE Toyota Dealers, and hundreds more. Holds an MS in Integrated Marketing Communication from Lasell University and a BA in Business Administration with a Communication concentration from Bryant University.

B.M. is a software engineer with software testing, configuration management, and project management and mentoring experience. He is currently a certified Scrum Master in an Agile and DevOps environment for a leading defense contractor. In addition to his role as Scrum Master, he supports a large military program as a Configuration Manger, Incident Manager, and Software Test Manager.  He led a development team in a critical overhaul effort for the program’s enterprise reporting system, which he was tasked with working closely with stakeholders across all military services of the Defense Health Agency to secure a $1.1M claim for the program. He has a Bachelor’s degree in Electrical Engineering from Old Dominion University. 

I.C. is an  operations professional with 15 years of experience who is seeking to transition to a bookkeeping role. From 2010-2019, I.C. was Assistant Manager/Coordinator for UNUS Transportation, where he supervised 5 staff members and managed daily operations. He successfully increased revenues by 30% through expense management and attention to payroll and billing details. He was recognized as employee of the month at Marriott International (2012-2013) where he served on a banquet event team. He has experience in managing daily credit and cash transactions of up to $6K. He has received training in bookkeeping, QuickBooks, finance foundations and has a Certificate in Financial Accounting and Fundamentals from the University of Virginia (distance learning).