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R.B. (Brockton, MA)

Payroll professional with 20+ years experience in payroll management, HR operations, benefits, and tax compliance. Knowledge of State and Federal tax filings, FLSA, FLMA and DOL Regulations. Payroll Manager for a local government entity. Manages, plans, develops, interprets, and implements the payroll program/activities designed to ensure co [...]

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Payroll professional with 20+ years experience in payroll management, HR operations, benefits, and tax compliance. Knowledge of State and Federal tax filings, FLSA, FLMA and DOL Regulations.
Payroll Manager for a local government entity. Manages, plans, develops, interprets, and implements the payroll program/activities designed to ensure consistent application of the policies/procedures and federal/state legislation.
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, HRIS systems, 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, Associate of Arts and Sciences from Newbury College.

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R.G. (Alexandria, VA)

25+ years experience as CFO in early-stage companies, with broad hands-on responsibilities for all finance, HR, IT, and legal functions in technology and life sciences industries. Special expertise in early stage through IPO financing, systems, and company buildout. Performed due diligence, negotiation, and integration management for [...]

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25+ years experience as CFO in early-stage companies, with broad hands-on responsibilities for all finance, HR, IT, and legal functions in technology and life sciences industries.
Special expertise in early stage through IPO financing, systems, and company buildout. Performed due diligence, negotiation, and integration management for several acquisitions. Successfully marketed & sold 2 product lines.
12 years making significant contributions to the funding, development, and successful sale of a pharma company (2005-17). Managed the manufacturing development efforts to meet FDA requirements.
Currently providing on-demand financial services to emerging companies, and working with software company to support onboarding of new clients. Extensive experience with technology licensing, in and out, and SAS revenue recognition.
Proficiency in MS Office, QuickBooks (Certified ProAdvisor), Cap Table development, liquidation/waterfall analyses, and document management implementation.
MBA from Wharton, University of Pennsylvania, BA from Boston College. Inactive CPA. Veteran, US Navy.

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L.C. (West Warwick, RI)

Operations and Accounting professional with 20+ years experience in financial oversight, human resources administration, and strategic planning in the nonprofit, manufacturing, and healthcare industries. As Director of Programs and Residential Services for a nonprofit, responsible for overseeing staff, community outreach, policy enforcement, [...]

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Operations and Accounting professional with 20+ years experience in financial oversight, human resources administration, and strategic planning in the nonprofit, manufacturing, and healthcare industries.
As Director of Programs and Residential Services for a nonprofit, responsible for overseeing staff, community outreach, policy enforcement, and budget management. Earned commendation as the Employee of the Month for exhibiting outstanding work performance.
Controller and HR Director (55 employees) for a manufacturing company. Oversaw the entire business cash flow amounting to approximately $15M in annual sales. Reported and investigated discrepancies while producing financial monthly reports. Additionally, led organizational development efforts, handled all benefit solutions, and revised employee handbook and HR processes for efficiency.
Earlier in career served as Staff Accountant for a medical center. Prepared journal entries, analyzed general ledger accounts, prepared and distributed monthly financial statements, supported payroll manager in processing bi-weekly payroll, maintained fixed asset software, assisted in preparation of annual budget, and evaluated variances.
Proficient in MS Office, Google Suite, HRIS (Bamboo HR), ERP System (MAS 200 Sage), and Salesforce.
MBA in Human Resource Management from University of Phoenix; BS in Business Economics from Bloomsburg University.

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P.S. (Stafford, VA)

Financial professional with expertise in financial performance optimization, cost control, and profitability maximization within the hospitality industry. Led financial operations for a full-service hotel with 207 guestrooms, a restaurant, a bar, and banquet space, achieving and exceeding budgeted GOP and EBITDA lines. Oversaw accounting [...]

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Financial professional with expertise in financial performance optimization, cost control, and profitability maximization within the hospitality industry.
Led financial operations for a full-service hotel with 207 guestrooms, a restaurant, a bar, and banquet space, achieving and exceeding budgeted GOP and EBITDA lines.
Oversaw accounting functions for a hotel chain, ensuring transparent revenue recording, conducting forecasting, training accounting staff, and providing financial resources to enhance profitability.
Managed vendor invoices, processed weekly payroll, prepared accruals, and supported controllers with financial reporting for multiple hotel properties.
Advanced Excel. Proficient in Microsoft Office, Opera Micros, accounting software (Yardi, M3, Targetvue, Birchstreet, APPA), and payroll software (Kronos, Ultipro, Efficenter).
Master’s Degree in Business Administration from Tribhuvan University, with certifications in Financial Modeling & Valuation Analyst (FMVA).

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C.R. (Boston, MA)

Staff Accountant professional with a strong background in finance, accounting, and tax preparation spanning multiple industries including nonprofit organizations, CPA firms, and family office management. Expense Manager/Staff Accountant for a remote organization, responsible for preparing journal entries, reviewing/approving expense reports [...]

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Staff Accountant professional with a strong background in finance, accounting, and tax preparation spanning multiple industries including nonprofit organizations, CPA firms, and family office management.
Expense Manager/Staff Accountant for a remote organization, responsible for preparing journal entries, reviewing/approving expense reports and vendor invoices, managing a team, and overseeing a $34 million budget.
Finance Manager for an association, handling financial statements, company audits, and managing financial functions for multiple entities. Also responsible for month-end close and providing financial statements to board for all meetings. Handled all company audits and served as point of contact for outside CPA firm.
Skilled in maintaining financial books, tracking expenses, and preparing tax returns for clients using QuickBooks, with experience as both a Staff Accountant/Tax Preparer and a Bookkeeper.
Proficient in using complex computer systems such as QuickBooks, Certify, and Bill.com, with advanced financial accounting certifications from Harvard Business School Online and BDO FMA.
Bachelor of Science in Business with a minor in Accounting from Merrimack College.

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B.G. (Haverhill, MA)

Finance professional, VP/controller level with 25+ years experience in supporting start-ups, growth-mode, and well-established companies across various industries. Skilled at identifying and implementing cost optimization and efficiency improvements across departments and functions. Experience includes developing financial statements, mana [...]

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Finance professional, VP/controller level with 25+ years experience in supporting start-ups, growth-mode, and well-established companies across various industries. Skilled at identifying and implementing cost optimization and efficiency improvements across departments and functions.
Experience includes developing financial statements, managing cash flow, overseeing accounting processes, and ensuring tax compliance for a Non-Contingency Recruiting Firm. Reduced Accounts Receivable (A/R) over 90 days by 60% and executed cost-saving measures in IT and Telecommunications, resulting in 50% reduction in expenses.
Successfully streamlined monthly closing procedures, optimized SaaS Deferred Revenue schedules, and facilitated the acquisition process for a SaaS company.
Additional experience as business owner/consultant providing management and financial consulting services including preparing financial statements, cash flow projections, and implementing accounting software for various start-up companies.
Proficient in MS Office, SharePoint, QuickBooks Enterprise, Salesforce, and various other accounting and project management software.
BS in Finance from Northeastern University.

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M.B. (Silver Spring, MD)

Financial professional with over a decade of experience in the banking industry, specializing in financial coordination, transaction management, and account research. Conducted credit and market analysis, prepared financial reports, and collaborated with Legal and Compliance teams for a financial company in Germany. As Senior Account Spec [...]

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Financial professional with over a decade of experience in the banking industry, specializing in financial coordination, transaction management, and account research.
Conducted credit and market analysis, prepared financial reports, and collaborated with Legal and Compliance teams for a financial company in Germany.
As Senior Account Specialist for a large US financial institution, managed reconciliation, journal entries, and AR/AP processes in a fast-paced environment focused on teamwork and problem-solving.
Proficient in MS Office, QuickBooks, SAP, and Oracle. Fluent in English, German, and Amharic.
Masters of International Finance from University of Nürtingen-Geislingen, Germany, and BS in Finance from University of North Carolina, Greensboro.

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H.H. (Baltimore,MD)

Accounting professional with extensive experience in finance, auditing, and property accounting across organizations. Senior Accountant and Benefits Specialist at a church, handling financial procedures, reporting, payroll, and audits. Senior Auditor at a state office, developing audit work programs, determining compliance, and preparing [...]

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Accounting professional with extensive experience in finance, auditing, and property accounting across organizations.
Senior Accountant and Benefits Specialist at a church, handling financial procedures, reporting, payroll, and audits.
Senior Auditor at a state office, developing audit work programs, determining compliance, and preparing audit reports.
Accountant Advanced at a transportation authority, processing revenue reports, reconciliations, and audits.
Proficient in various software including Microsoft Dynamics, Peachtree, Yardi, and Paychex.
MBA, BS in Accounting from Strayer University.

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M.B. (Plaistow, NH)

Finance and Operations professional with expertise in financial management, budgeting, forecasting, financial reporting, operations management, and process optimization. Experience as a Management Consultant at Big 4 accounting firm, serving Fortune 100 and Private Equity portfolio companies, conducting assessments, guiding operational due d [...]

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Finance and Operations professional with expertise in financial management, budgeting, forecasting, financial reporting, operations management, and process optimization.
Experience as a Management Consultant at Big 4 accounting firm, serving Fortune 100 and Private Equity portfolio companies, conducting assessments, guiding operational due diligence, and providing strategic financial planning activities.
Spearheaded business development efforts, securing a $2M competitive proposal; managed proposal opportunities and developed go-to-market strategies and materials for C-suite client meetings.
As Contracts and Grants Manager for a biotech and engineering research firm, directed proposal preparation and contract negotiation and led project management for a portfolio of sponsored projects. Managed financial budgeting, monitoring, and reporting, and prepared financial progress reports in compliance with CFR, FAR, DOD, NIH, and NSF regulations and policies.
Technical skills include SAP, Concur, Retain, Trintech Cadency, Deltek, Unanet, Insight, Peoplesoft, Kronos, Advanced Excel, Word, Powerpoint, PowerBI, Python, R.
MBA and Master of Science in Finance from the University of New Hampshire; BS in Health Sciences from University of Arizona, and Business Process Design for Strategic Management Certificate from MIT.

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O.B. (Chantilly, VA)

25 years of financial analysis and planning experience working with high-net-worth families helping them define and achieve their personal financial goals using eMoney and Holistiplan financial software. For a wealth management firm, reviewed, prepared, and delivered comprehensive financial planning analysis, including personal financi [...]

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25 years of financial analysis and planning experience working with high-net-worth families helping them define and achieve their personal financial goals using eMoney and Holistiplan financial software.
For a wealth management firm, reviewed, prepared, and delivered comprehensive financial planning analysis, including personal financial statements, periodic cash flow/budget analysis, property and casualty insurance reviews, education, retirement planning, and lifetime cash flow analysis.
Presented the latest financial planning updates to the firm, along with technical tax updates regarding personal finances, specifically regarding the SECURE Act. Advised clients on tax planning strategies and coordinated income tax preparation with outside tax accountants.
20 years of experience running her own business working with high-net-worth families and providing accounting services tailored to clients’ needs. Advised clients on complicated tax planning strategies, and coordinated client financial information with advisors, such as accountants and estate planning attorneys.
Certified Financial Planner (CFP), Certified Public Accountant (CPA), and Personal Financial Specialist (CPA/PFS). Expert proficiency in eMoney Financial Planning software. Advanced proficiency with Holistiplan and Quickbooks Online and proficiency with CCH ProSystem Tax Software.
MS in Taxation from George Mason University. BS in Accounting from Marquette University.