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.

L.Z. has over 12 years of marketing experience managing 360 campaigns from strategy to execution for blue-chip clients and is a skilled communicator and trusted liaison, having built strong relationships with clients, vendors and creative teams alike. She has experience spanning several channels including digital, print, events, social media, email, mobile applications, apparel design, inventory management, and packaging. L.Z. is currently running her own successful graphic design business, creating custom artwork, home decor, invitations, and greeting cards. Prior to her current business, she was the owner of an event planning and design consultancy, helping clients with all aspects of their event or wedding. From 2013-2015, L.Z. managed budgets of up to $1.5 million leading the strategy, development, and production of several marketing campaigns for the University of Phoenix. From 2007-2013, L.Z. worked in the advertising industry, starting as an Assistant Account Executive and being promoted multiple times to Manager, Business Leadership. She led projects for high profile clients such as Monsanto, Subway, SeaWorld, Coors Light, PG&E and Constellation Wines. She is proficient in using both a Mac and PC as well as software such as Adobe Creative Suite, Microsoft Office Suite, Acrobat Pro, Basecamp, Slack, Atlassian JIRA, Salesforce Quip, G Suite, Google Analytics, WordPress and Squarespace. She has a Bachelor of Journalism with an emphasis in Strategic Communications and a Minor in Business Administration from the University of Missouri, Columbia.

C.F. is a CPA with 25+ years in the software industry at primarily start-up or venture-backed early growth stage companies whose strengths include internal and external financial reporting, budgeting and analysis, internal controls, revenue recognition, mergers and acquisitions, due diligence, debt and equity financing.  She is currently a Part-time CFO/Controller who assists start-up and early growth stage companies on a part-time or interim basis with finance and accounting needs, as well as, special projects.  Clients have included software and SAAS-based companies in the EDA, Healthcare and E-Commerce industries.  From 2012 to 2017, C.F. was the Director of Finance at CLK Design Automation, Inc., reporting directly to the CEO, until the company was acquired by Ansys in 2017.  C.F. was responsible for obtaining debt financing, assisting to raise equity funding and managing due diligence, sale, and ultimate wind-down of the business.  From 1998 to 2003 and 2009 to 2015, C.F. was a Part-time CFO/Controller for several software companies and was involved in the sale of DesignSource Technology, Inc. to SolidWorks in 2002.  From 1998 to 2000, C.F. was Corporate Controller at Chrysalis Symbolic Design, Inc. which was acquired by Avant! Corporation in 1999.  From 1991 to 1998, C.F. was the Asst. Controller at Viewlogic Systems, Inc. which was acquired by Synopsys in 1997.  C.F. assisted with the company’s IPO in 1992 and was responsible for all SEC reporting.  From 1987 to 1990, C.F. was an Audit Manager with Ernst & Young.  C.F. is proficient in Quickbooks.  She has a BS in Accounting from the University of Connecticut.

E.H. has 10+ years of experience in project control, operations, and project support for a small, DOD federal government contractor. She most recently served as Deputy Program Manager, where she provided operations support to company executives, program managers, key stakeholders, and customers to meet program deliverables within contract budget and timelines. These duties included invoice review, travel support, time & expense management for 20-40 employees, management of 200+ 1099 contractors, and ad-hoc reporting. Prior to this role, E.H. served in the following roles at the same company: Lead Project Control Analyst, Project Coordinator, and Office Manager. E.H. is a trained DCAA-compliant timekeeping and expense system administrator. She earned a BS in Business Administration from the University of Phoenix.

G.S. is an Accountant with 15+ years of experience in general accounting, auditing, and accounting information systems working primarily for university and local/county government agencies. She is currently an Accountant at a public university where she reviews operating and financial systems, identifies and resolves accounting data discrepancies, and makes recommendations for systems operations and process improvements. Prior to this, she was a Fiscal Assistant for Montgomery County for two years, where she used Oracle systems to prepare and review payments and analyze bi-weekly payroll. From 2008-2015, she served as an Administrative and Fiscal Assistant for the City of Rockville, where she processed payments for vendors. She also has private-sector AP experience, working for a residential property management company reviewing and processing accounts payable and resolving disputes. She has a BS in Accounting and is currently pursuing a Masters in Management Information System and Services. Seeking virtual, project work.

K.W. is an executive-level development professional with 30 years of experience designing and implementing fundraising campaigns and increasing philanthropic investment and stakeholder participation in several academic and healthcare organizations. Through consensus-building and stakeholder engagement, K.W. has met or exceeded fundraising goals ranging from $1M to $100M. She has turned around underperforming programs through restructuring and establishing sustainable programs that include annual funds, corporate and foundation support, and major and planned giving. She has held senior-level development roles at Heart Rhythm Society, Mesothelioma Applied Research Foundation, The National Parkinson Foundation, Lombardi Comprehensive Cancer Center, University Community Hospital Foundation, and Bethesda Healthcare System. Upon being hired by one nonprofit, she revitalized damaged relationships and restored confidence and financial commitment with the organization’s largest source of corporate support, law firms. She has personally cultivated donor relationships and secured funding for numerous initiatives including Centers of Excellence, brick and mortar, research, scholarships, and a $6.5 million endowment at Georgetown University’s Lombardi Comprehensive Cancer Center. She is proficient in Raisers Edge, Wealth Engine, and Salesforce. She has an MBA from the University of South Florida, a ME from Nazareth College and a BS from the University of Dayton. She is a Certified Fund-Raising Executive (CFRE).

E.A has 10+ years of experience in tax compliance & consulting, tax research and auditing, tax accounting, and financial analysis for both small companies as well as a Big 4 firm and large, multinational company. She is currently a volunteer Treasurer for a nonprofit foundation. From 2014-2016, E.A was a Senior Tax Accountant for Verizon, where she prepared and reviewed consolidated tax provision schedules and related SOX processes. She reviewed federal and state tax returns and prepared monthly and yearly financial statements, reports and analysis. From 2007-2014, she worked at PwC first as a Tax Associate and then as a Senior Tax Associate. She managed a team of tax professionals and worked closely with tax partners and directors on practice development activities. She managed and reviewed federal and state tax returns, extensions, and estimates for corporations, partnerships, trusts and nonprofits. E.A is an IRS Enrolled Agent with an MBA from Colorado Technical University and a BS in Finance and a BS in Accounting from Rutgers University.

R.S. has 15+ years of accounting and financial analysis experience, working for both nonprofit and federal government contractors. She combines strong analytical skills with in-depth knowledge of AP, AR, payroll, billing, and invoicing for T&M, CPFF, and FFP contracts. She has prepared financial statements, budgets, and cashflow analysis as well as performed account and bank reconciliations. She has experience with various contract vehicles, modifications, and task orders as well as a working knowledge of FAR, CAS and OMB circulars. Since 2015, R.S. has been an Accounting Specialist for a non-profit that places medical students into hospital residency programs. Prior to this, she held numerous temporary or part-time accounting positions in order to balance work and family. She is proficient in Intacct, QuickBooks, Deltek, Great Plains, Peoplesoft, Excel, Word, PowerPoint, and Adobe Pro. R.S. has a certificate in Accounts Payable Management. She has a BS in Computer Information Systems from Robert Morris College, Pittsburgh, PA.

D.L. is an experienced contract administrator with strong communications and organizational skills. From 2009-2018, she worked for the National Institutes of Health (NIH), where she was quickly promoted from Procurement Specialist to Contracts Specialist. She negotiated and managed contracts from cradle to grave ranging from simple purchase orders to high-profile R&D contracts. During her time there, she completed in excess of $65M in contract actions. D.L. began her career with Capital One Bank. She was hired as a Mortgage Support Assistant and was quickly promoted to Mortgage Loan Processors. She is a skilled user of MS Office, CompuSearch, PRISM, Oracle e-Business Suite, and multiple federal systems. D.L. has a Bachelors from Tulane University.

M.D. has 20+ years of experience in bookkeeping, accounting and administration. She has worked in these capacities for several small to mid-sized construction, engineering, and government contracting firms. She has been responsible for contract management, AP, AR, job-costing, banking, payroll management, benefits administration, HR, financial reporting, month-end close, procurement, and travel managements. Quick to learn new programs, she is certified as a Quickbooks Specialist and is also proficient in MS Word, Peachtree, and other accounting and payroll software. She is an active Notary Public and previously held a Government security clearance.