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A.L.D. (Manassas Park, VA)

Manager and director-level accounting professional with 20+ years of experience leading teams through transformations that result in improved controls and more efficient systems and processes. Expertise in accounts payable (A/P) and disbursements, with a knack for “clean up" work and reducing backlogs. Led two separate A/P teams out of a t [...]

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Manager and director-level accounting professional with 20+ years of experience leading teams through transformations that result in improved controls and more efficient systems and processes. Expertise in accounts payable (A/P) and disbursements, with a knack for “clean up” work and reducing backlogs.
Led two separate A/P teams out of a tremendous backlog of invoices and restored each department’s reputation and trust.
As Director of Disbursements at her current university employer, evaluated the resource needs of the department and successfully reduced a 5K+ invoice backlog to less than 200 in 6 weeks, while processing in a timely manner newly received invoices.
Successfully transitioned an on-site A/P team of 30+ employees to working fully remotely as a result of the COVID-19 pandemic.
Researched, reviewed, tested, and implemented various accounting software packages for use in several AP departments at mid-sized companies.
Proficient in MS Office Suite, UPExchange Unclaimed Property Software, Tax Forms Helpers Plus 1099 Software, Salesforce, PaymentWorks Supplier Enablement Software, Coupa Procure to Pay System, and various accounting software (JD Edward, PeopleSoft, Yardi, Quickbooks, Great Plains, Deltek Costpoint 7, etc.).
45 Hours Fast Track Bookkeeping and Accounting Certification; A Regulatory Update on Unclaimed Property Compliance Certification, Lorman Education Services; and IRS Form 1099 From the Inside Out: Reporting Updates Certification, Lorman Education Services.

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E.P. (Springfield, VA)

Active-duty Army Executive Financial Leader with active TS/SCI clearance and 20+ years of experience in $BB defense budget management, leveraging expertise in loss prevention and market analysis to build processes and strategies focusing on preventing fraud and waste. Seeking to transition to private sector upon retirement in January 2024 utili [...]

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Active-duty Army Executive Financial Leader with active TS/SCI clearance and 20+ years of experience in $BB defense budget management, leveraging expertise in loss prevention and market analysis to build processes and strategies focusing on preventing fraud and waste. Seeking to transition to private sector upon retirement in January 2024 utilizing core skillsets and leadership strengths.
Expertise in DoD audit, internal controls, financial management, loss prevention, human capital, and compensation analysis. Additional expertise in diversity, equity, inclusion, and accessibility (DEIA) initiatives and programs.
Created multiple courses of action to reprogram 75% of $91M budget, shifting mission objectives during the Covid-19 pandemic and receiving approval of senior officials.
Managed Army-wide efforts to transition to new, innovative human resources and pay system.
Previously held various roles as Army Officer in 5 countries. Recent roles include: Program Examiner for the Office of Management and Budget; Project Manager for the Army’s Integrated Personnel and Pay System; Senior Budget Analyst for the U.S. Army Counterintelligence Command; Army Inspector General for the Department of the Army Inspector General; and Corporate Business Strategist for the U.S. Army Financial Management Command.
Proficient in MS Office Suite. Bilingual English and Korean.
Recent Masters of Global Business from Tufts University; MBA from University of Maryland; and Masters in Education from University of Phoenix. Data Analytics Certification from Cornell University and Certified Defense Financial Manager (CDFM) Certification.

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C.C. (Hingham, MA)

Accounting and finance professional with 20+ years of progressive experience in accounting operations, financial statement preparation, financial reconciliation and analysis, project leadership, staff management, and technology tools Experience with diverse types of businesses from start-ups to large global organizations in the hospitality, [...]

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Accounting and finance professional with 20+ years of progressive experience in accounting operations, financial statement preparation, financial reconciliation and analysis, project leadership, staff management, and technology tools
Experience with diverse types of businesses from start-ups to large global organizations in the hospitality, retail, software, sales consulting, healthcare, and eCommerce industries
Highly proficient in financial statement preparation, financial reporting, and system conversion/upgrade management
Collaborated with internal company management on budgeting, training, and financial reporting; collaborated with external stakeholders, from banks to auditors to board of directors; and conducted due diligence activities to support business sales, acquisitions, and mergers
Highly proficient in Oracle, Sage, PeopleSoft, Concur, Bill.com, QuickBooks, and MS Office
BS in Finance from Fairfield University

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D.B. (North Shore, MA)

Administrative professional with 20+ years of experience in the nonprofit, financial service, insurance, and retail industries Expertise in office administration, client services, conference/events planning, marketing, fundraising, vendor management, billing, and new employee onboarding 15 years of marketing and advertising experience in [...]

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Administrative professional with 20+ years of experience in the nonprofit, financial service, insurance, and retail industries
Expertise in office administration, client services, conference/events planning, marketing, fundraising, vendor management, billing, and new employee onboarding
15 years of marketing and advertising experience in the trade association industry, increasing revenue (non-membership dues), creating message strategy, and content
Early career as a Legislative Aide at the MA state capitol; involved in handling constituent services and media relations
Highly proficient in MS Office (strength in Excel), QuickBooks, Google Suite, Outlook, and calendaring tools
MA in Public Relations from Emerson College, BA in Political Science from Boston University; Certificate in Nonprofit Management, Certified Administrative Professional from SUNY Purchase College

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K.K. (Vienna, VA)

Chartered Finanical Analyst (CFA) with 18 years of experience in financial analysis, business analysis/operations, and marketing. Seeking to return to a dedicated business analyst/operations and/or financial analyst role. 10 years of marketing analysis, strategy, and operations experience, including starting a company that provided digital [...]

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Chartered Finanical Analyst (CFA) with 18 years of experience in financial analysis, business analysis/operations, and marketing. Seeking to return to a dedicated business analyst/operations and/or financial analyst role.
10 years of marketing analysis, strategy, and operations experience, including starting a company that provided digital marketing services to 50+ small business clients.
Expertise in analyzing business data, implementing solutions, and communicating ideas clearly and concisely.
Currently first-ever Managing Director at small marketing agency, where she leads of marketing team of 6. Assumed additional CFO-level operational responsibilities, including analyzing and reporting on business and financial performance.
8 years of experience in finance and business analysis working for Freddie Mac and Sallie Mae, including investor relations and communications, business forecasting, and issuing securities with Wall Street.
Experience with Constant Contact, WordPress, MS Suite (Word, Excel, PowerPoint, Access), Google Suite (Forms, Sheets, Docs, Slides), Wix, Mailchimp, Google AdWords, Facebook Ads Manager, Canva, iMovie, and Quickbooks.
B.B.A., Finance, James Madison University. Chartered Financial Analyst.

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K.L. (Lexington, MA)

Senior finance and accounting professional (CPA) with 20+ years of experience in both start-ups and large corporations in the high-tech, life sciences, consumer products, and consulting industries In most recent role, VP Finance for $3M ARR SaaS venture-backed startup; collaborated closely with CEO, BOD, and Executive team to refine and exec [...]

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Senior finance and accounting professional (CPA) with 20+ years of experience in both start-ups and large corporations in the high-tech, life sciences, consumer products, and consulting industries
In most recent role, VP Finance for $3M ARR SaaS venture-backed startup; collaborated closely with CEO, BOD, and Executive team to refine and execute evolving business model
Highly skilled in financial modeling and reporting, providing critical support to corporate leadership for financial operations and analysis, and Finance/HR department oversight
Controller positions held at Whole Foods, Spotfire, and Beansprout Network; adeptly managed global teams of up to 30 employees; as a consultant provided accounting expertise for clients in intricate transactions such as IPOs and acquisitions, SEC reporting, and SOX requirements
Early career in public accounting as an Audit Manager at PriceWaterhouseCoopers
Proficient in NetSuite, QuickBooks, Xero, Salesforce, and MS Excel
BS in Accounting from Boston College

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J.R. (Sudbury, MA)

Financial services professional with 25+ years of executive experience managing teams in global operations for fund accounting, custody, and middle office Skilled in trial balances, debits and credits, balance sheets, and accounting taxes, compliance, and audits Held Vice President role from 2008-2017, managing large scale, global system [...]

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Financial services professional with 25+ years of executive experience managing teams in global operations for fund accounting, custody, and middle office
Skilled in trial balances, debits and credits, balance sheets, and accounting taxes, compliance, and audits
Held Vice President role from 2008-2017, managing large scale, global system upgrades for fund accounting, tax, and custody operations
Proficient in implementations of Eagle accounting software, Charles River compliance, GoldenSource Security Master file, Maxit, Broadridge, and QuickBooks
MS in Finance from Suffolk University; BS in Finance from Bentley University

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Z.H. (Dunstable, MA)

Experienced accounting and operations professional with 10+ years of expertise in business support services, specializing in assisting business owners with back-end operations Proven track record of streamlining processes and offering comprehensive support in areas such as email management, client follow-up, presentations, payroll, employee [...]

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Experienced accounting and operations professional with 10+ years of expertise in business support services, specializing in assisting business owners with back-end operations
Proven track record of streamlining processes and offering comprehensive support in areas such as email management, client follow-up, presentations, payroll, employee onboarding, and light bookkeeping
Demonstrated success in delivering superior customer service and implementing payroll platforms with integrated employee management capabilities
Unique combination of operational knowledge and business ownership experience, ensuring a deep understanding of payroll from both functional and end-user perspectives
Completed intensive, 15-week Accounting for Small Business Certificate Program through Merrimack College in 2023, including training in general accounting principles, Excel, QuickBooks, and financial and managerial accounting
Secretarial Certification from Weymouth College England; Small Business Accounting Certificate from Merrimack College

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C.H. (Boston, MA)

Senior-level tax and accounting professional with 30+ years of experience Provides tax and accounting services for individuals as well as medium and small businesses; prior roles as Corporate Controller and Financial Reporting Manager responsible for the accounting of both domestic and international companies Experience with monthly, quar [...]

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Senior-level tax and accounting professional with 30+ years of experience
Provides tax and accounting services for individuals as well as medium and small businesses; prior roles as Corporate Controller and Financial Reporting Manager responsible for the accounting of both domestic and international companies
Experience with monthly, quarterly, and year-end closes, payroll, budgeting, system implementation, SEC reporting, tax preparation, and managing teams of up to 35 people
Proficient in SAP, QuickBooks, Sage, Drake, LaCerte, Pro-Series, and Bill.com
MBA from Southern New Hampshire University; BS in Finance from Merrimack College; CPA, Enrolled Agent admitted to practice before the IRS

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G.M. (South Weymouth, MA)

Financial services professional with 25+ years of experience building long-term relationships with sophisticated investors Skilled in both Asset Serving and Asset Management with in-depth knowledge of financial services, drives credibility with institutional clients As a Client Manager, currently responsible for 10 clients with over $80 B [...]

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Financial services professional with 25+ years of experience building long-term relationships with sophisticated investors
Skilled in both Asset Serving and Asset Management with in-depth knowledge of financial services, drives credibility with institutional clients
As a Client Manager, currently responsible for 10 clients with over $80 Billion in assets under administration (AUM), representing over $18 Million in revenue for one of the industry’s largest providers
Early career at State Street in client services supporting over 25 external investment managers, with over $15 Billion AUM in support of 2 of the industry’s largest Public Pension Plans and 2 of the company’s largest clients
MBA from Babson College; BA in Economics from Tufts University

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A.L.D. (Manassas Park, VA)

E.P. (Springfield, VA)

C.C. (Hingham, MA)

D.B. (North Shore, MA)

K.K. (Vienna, VA)

K.L. (Lexington, MA)

J.R. (Sudbury, MA)

Z.H. (Dunstable, MA)

C.H. (Boston, MA)

G.M. (South Weymouth, MA)

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