Talent You Won’t Find Anywhere Else

• Financial Reporting professional with over 20 years of experience in managing client relationships, team leadership, financial reporting, and data optimization within large financial institutions. Industry expertise spans mutual fund accounting, compliance, reporting, and investment analytics.
• Served as a Financial Reporting Vice President at a global financial services firm, led multi-phase conversions to Confluence Unity systems and redesigned database tools in Access to improve quarterly report generation time by 90%. Managed SOC1 cycles over five years without audit qualifications, oversaw a portfolio of 180+ funds, and supervised both onshore and offshore reporting teams..
• As Financial Reporting Assistant VP, directed reporting for 120+ funds and trained over a dozen employees annually. Authored internal training on ASC 820/815 and served on best practices and data governance committees to elevate reporting standards to SSAE16.
• Early career experience as a Financial Reporting Assistant Treasurer and Financial Analyst, focusing on managing fund cycles and improving departmental processes, including developing and teaching training courses for SEC filings such as N-SAR.
• Proficient in MS Access, Excel, SQL, Confluence Unity Systems, Bloomberg Terminal, and Agile & Waterfall Methodologies; completed additional training in risk management and process improvement strategies.
• MBA in Finance and Financial Institutions from Boston University, BS in Economics with minors in Mathematics & Business from Brandeis University, CFA® Certified, and Bloomberg Certified in Equity and Fixed Income.

ID 89468

• Compliance and ethics professional with 15+ years of experience in policy development, monitoring, auditing, and investigations for life sciences, healthcare, and professional services industries.
• As Senior Manager at an independent litigation consulting firm, conducted statutory/contractual research and reviewed documents for evidence discovery for federal and international contract dispute cases involving Fortune 20 companies and the Department of Defense. Authored subject matter expert reports for litigation and arbitration cases.
• While serving as Senior Manager of Compliance at a pre-commercial medical device company, transformed a compliance standards manual to reflect evolving regulations and operational readiness for product launch. Designed compliance auditing plans, and developed tailored compliance training for cross-functional teams.
• As Compliance Operations Manager at a global precision medicine company, improved transparency reporting and improved compliance operations by auditing the HCP speaker programs and building analytics dashboards in collaboration with IT.
• Previous experience includes investigating corporate insolvency as a Director for a financial advisory firm, including identification of $30M in fraud and $15M in misappropriated funds.
• Proficient in Veeva CRM, Concur, LRN Teaching Modules, LMS/e-learning platforms, and MS Office.
• MBA from Simmons University School of Management; US Healthcare Compliance Certificate from Seton Hall University School of Law; BA from Georgetown University. Certifications include CCEP and CFE.

ID 90608

• Finance and operations professional with over 20 years of experience in financial reporting, payroll, benefits administration, and office management. Background spans pre- and post-acquisition environments, with experience in small business finance and executive support.
• As a post-acquisition Finance Specialist at a healthcare services company, responsible for accounts payable, vendor relations, journal entries, and reconciliation of bank and credit card accounts. Implemented a paperless A/P process, reducing workload, managed $3M+ client invoicing, handled collections, and generated cash flow forecasts for 70+ employees.
• Served as Office Manager and Assistant Controller for a small, private healthcare firm prior to acquisition, managing onboarding/offboarding, payroll, cash management, benefits, A/P and A/R, and executive support while facilitating acquisition processes.
• Earlier responsibilities include executive support, managing full-cycle financial operations, and participating in acquisition transitions within various company environments.
• Proficient in QuickBooks (Online & Desktop), payroll processing systems (iSolved, ADP, Rippling, Insperity PEO), MS Office Suite, and HR systems.
• AS in Early Childhood Education at Becker College; holds an ACE Certified Personal Trainer certification.

ID 91083

• Payroll professional with 20+ years of experience in payroll management, HR operations, benefits, and tax compliance. Knowledge of State and Federal tax filings, FLSA, FLMA, and DOL Regulations across unionized and non-union environments.
• Payroll Manager for a local government entity, responsible for the administration of biweekly payroll using Paycom, interpretation of state and federal tax laws, regulation compliance, and collaboration with HRIS, benefits, and retirement systems. Exercises independent judgment in applying policies and ensuring payroll accuracy across departments.
• Payroll Specialist for a Recruiting Firm, using Paycom for weekly payroll transactions. Served as primary contact and subject matter expert for all payroll functions and conducted regular audits to ensure accuracy of work assignments, general ledger codes, active/inactive/terminated employees, and other data.
• Technical skills include advanced knowledge of MS Excel, ADP (multiple platforms), and payroll software such as Paycom and Workday, as well as experience with Google Suite and Munis.
• Master’s and BA degrees from the University of Phoenix, AAS from Newbury College.

ID 86642

• Finance and Operations professional with 10 years of experience in consumer products, biotech, and medical research industries, specializing in financial insights, cost optimization, and business process optimization.
• As a Management Consultant and Finance Strategy Manager, advised senior executives at Fortune 100 and private equity-backed companies on operating model design, planning cycles, and process improvement. Led operational due diligence for mergers, supported long-term and rolling forecast planning models, and drove a $2M competitive proposal through strategic business development.
• Filled interim roles as Global Controlling Manager and Senior Accountant at a Fortune 100 Consumer Products company, where responsibilities included financial close procedures, internal controls compliance, and preparation of SEC filings. Redesigned a global intake process that reduced manual effort by approximately 50% during critical close periods. Oversaw consolidation and analysis of revenue and balance sheet reserves across five geographic regions.
• Directed contract and grant management at a biotech R&D firm, overseeing proposal preparation, compliance with federal regulations (CFR, FAR, DOD, NIH, NSF), and project management of sponsored projects, ensuring on-time performance across milestones.
• Proficient in SAP, Concur, Retain, Trintech Cadency, Deltek, Unanet, Insight, Peoplesoft, Kronos, Advanced Excel, Word, PowerPoint, PowerBI, and programming languages Python and R.
• MBA and MS in Finance from the University of New Hampshire, and a BS in Health Sciences from the University of Arizona, with additional certification in Business Process Design for Strategic Management from MIT.

ID 48680

• Financial and business analyst with over 15 years of experience supporting decision-making in nonprofit, professional association, consulting, and technology settings. Expertise spans ERP implementation, investment planning, vendor management, and financial systems integration.
• As Client Service Associate at a wealth management firm and Consultant to its strategic advisory affiliate, supported investment planning through portfolio analysis using Morningstar and Thomson platforms; also contributed to the launch of an SME advisory network by drafting a mission, business plan, and value proposition, and facilitating VC connections.
• Business Development Manager at an outsourced financial services provider responsible for evaluating client financials and designing reporting and process improvement solutions, including automation tools that enhanced internal controls and reporting timeliness.
• Held earlier roles in data and application management at an industry data exchange nonprofit, where accomplishments included reducing vendor spend by 20%, boosting content provider engagement by 25%, and expanding product adoption from 100 to 185 subscribers while delivering all projects under budget.
• Technical skills include SAP, Morningstar, Thomson, Auto-ID Infrastructure, and Microsoft Office Suite; experience with ERP, SDLC-aligned systems, and financial reporting automation.
• BA in Classical Civilization from University of Chicago; CFA Charterholder; additional coursework in accounting, finance, and economics from University of Chicago, Coursera, and other institutions.

ID 84982

• Operations and administrative professional with 25+ years of experience in small business and government contracting environments, specializing in process improvement, accounting systems, software rollouts, HR, and compliance oversight.
• In the role of Business Operations & Administration at a management consulting firm, led end-to-end operational functions including HR, recruiting, payroll, invoicing, contract management, vendor negotiations, and compliance efforts; spearheaded ISO 9001–9015 certification readiness and managed the rollout of key systems such as timekeeping, payroll, and performance management.
• As Administration and Internal Operations Manager at a government services contractor, directed accounting, payroll, and vendor operations using DCAA-compliant software (WrkPlan); led recruiting through onboarding and guided the firm’s ISO 9001–9015 certification process and cost reduction initiatives.
• Earlier experience includes administrative and financial operations roles in professional services and tech firms, with responsibilities ranging from accounts payable and receivable to vendor and subcontractor oversight, database management, sales administration, and training. Demonstrated impact through policy implementation, cost savings, and system rollouts using tools such as QuickBooks, Excel, and SharePoint.
• Technical skills include SharePoint, Excel, Word, PowerPoint, Teams, Outlook, TimeStar, iSolved-Insperity, CPRM, Delphi eInvoicing, and WrkPlan (DCAA-compliant accounting system), as well as experience managing a variety of payroll, timekeeping, and compliance systems.
• BS in Business Administration, Management and Marketing, Appalachian State University.

ID 80986

• Finance professional with over 19 years of experience in financial operations, budgeting, audit, regulatory reporting, and strategic planning across biotechnology, financial services, and consulting industries.
• In the role of VP of Finance for a multinational holding company, oversees financial operations including payroll, budgeting, reporting, and vendor management for a holding company with subsidiaries in six countries. Leads financial analysis and works closely with the Board of Directors and CEO.
• Worked as a Manager at a life sciences consulting firm, specializing in streamlining accounting and finance operations for clients in transition, improving transparency, and internal processes.
• Served as a Finance Controller for a biotech company. Responsibilities included overseeing FP&A, payroll, and compliance, and leading implementation of a cloud monitoring system to control AWS costs across international operations.
• As CFO and Deputy Director at a financial services company, directed budgeting, cost control, and regulatory communications. Played a central role in a merger integration project, aligning IT systems and financial reporting processes across entities. Later promoted to Managing Director of Finance following the merger.
• Advanced proficiency in Sage Intacct, Microsoft Dynamics NAV, Amazon Web Services (AWS), CloudHealth, Nexonia, ADP payroll, Excel, Word, and PowerPoint.
• MS in Finance with an emphasis on audit from the University of Iceland, and a BS in Business Administration from the Technical University of Iceland.

ID 62950

• Finance professional with over 20 years of experience in budgeting, accounts payable/receivable, and procurement card reconciliation across the education and local government sectors.
• As a Financial Analyst/Fiscal Technician, managed cash and check payments using Tyler Munis, reconciled deposits, recorded daily revenue, and secured emergency purchase credit cards while delivering customer service in a town office setting. Additionally, responded to inquiries related to real estate, utilities, fines, and licensing.
• Served as a Finance Specialist in a large school system, developing and managing a $1.8 million annual budget, reconciling procurement cards, and supporting STEM programs while ensuring compliance with regulations. Managed vendor contracts, purchasing, employee time tracking, and provided office support to a team of 11.
• Additional experience includes providing administrative support in a school setting, acting as a substitute teacher, and working as a tax specialist for government and private sectors.
• Proficient in financial and office management software such as Tyler Munis, with skills in GAAP, statistical analysis, workflow optimization, and vendor management. Currently learning QuickBooks.
• Completed coursework toward an MS in Public Administration at the University of Baltimore and holds a BS in Economics and Psychology from the University of Pittsburgh.

ID 90053

• Finance and Accounting professional with over 30 years of experience in executive recruiting, real estate investment, and public accounting. Background spans private firms, corporate real estate departments, and entrepreneurial ventures.
• As Co-Owner, CFO & COO of an executive recruitment company, led all financial, operational, and recruiting functions. Managed accounting, business operations, benefit plans, and strategic planning. Directed full-cycle recruitment efforts in the software industry and achieved substantial revenue growth by transitioning from part-time to full-time leadership.
• As President of a real estate settlement company, managed real estate closings and loan closings in the Washington, DC metro area while building a strong client base through targeted marketing initiatives.
• In the role of Senior Manager, Entrepreneurial Advisory Services at a public accounting firm, led audit and advisory services for privately held businesses. Supervised a 14-person team, advised family offices with significant real estate holdings, and supported business planning and tax strategies.
• Proficient in Office 365, Google Workspace, TurboTax, QuickBooks, Quicken, LinkedIn Recruiter, Sales Navigator, Crelate, Gemini, Chat GPT, and Perplexity.
• BS in Accounting from the University of Maryland, current CPA, and pursuing CFP and CIMA certifications.

ID 90486