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J.S. (North Reading, MA)

Financial professional with extensive experience in accounting, budgeting, financial modeling, business analysis, and multi-group support across various industries. As Senior Financial Operations Manager for an accounting consulting firm, led a team of experienced bookkeeping professionals remotely for clients. Handled A/P, A/R, payroll, jo [...]

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  • Financial professional with extensive experience in accounting, budgeting, financial modeling, business analysis, and multi-group support across various industries.
  • As Senior Financial Operations Manager for an accounting consulting firm, led a team of experienced bookkeeping professionals remotely for clients. Handled A/P, A/R, payroll, journal entries, cash forecasting, balance sheet reconciliations, month-end close, financial statement preparation, sales tax filings, client CPA support for year-end closing, audits, and tax filing. All tasks performed both as the hands-on associate and as the manager.
  • Business Manager responsible for full charge bookkeeping, business analysis, process engineering, vendor management, and payroll at a local eye care center.
  • Director of Business Analysis at a major investment firm overseeing the implementation of enterprise-wide systems, defining business requirements, and managing user acceptance testing.
  • Proficient in QuickBooks, Xero, Advanced Excel, Gusto, Xenefits, Bill.com, and Dale Carnegie Training.
  • MBA with a concentration in International Business from Bentley College; BA in General Business and Finance from the University of Massachusetts, Amherst.
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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.
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T.M (Washington, DC)

Operations professional with over a decade of experience in accounting, human resources, and business operations across the non-profit, advocacy, and technology industries. Senior Director roles involve managing operations, HR, budgeting, technology, office operations, and diversity initiatives, including negotiating a Collective Bargaining [...]

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  • Operations professional with over a decade of experience in accounting, human resources, and business operations across the non-profit, advocacy, and technology industries.
  • Senior Director roles involve managing operations, HR, budgeting, technology, office operations, and diversity initiatives, including negotiating a Collective Bargaining Agreement and implementing employee review processes and training programs.
  • Led Accounting and HR functions for a nonpartisan coalition and immersive art galleries, overseeing budgeting, compliance, grant financials, HR strategies, recruitment, and audit procedures.
  • Managed finance, HR, operations, compliance, and succession planning for the oldest Landscape Architecture firm in the US, achieving employee retention and benefits cost reduction.
  • Proficient in Financial Management, Strategic Planning, Budgeting, Risk Management, Talent Acquisition, HRIS, and Diversity & Inclusion initiatives.
  • Master’s in Business Administration and Bachelor’s in Human Resource Management from the University of Maryland.
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J.V. (Aldie, VA)

Financial professional with experience in accounting, bookkeeping, and financial analysis across industries such as government contracting, hospitality, and CPA firms. Business owner of Veltri Bookkeeping Services LLC, specializing in bookkeeping and tax returns for industries including personal tax returns, auction clearing house, governmen [...]

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  • Financial professional with experience in accounting, bookkeeping, and financial analysis across industries such as government contracting, hospitality, and CPA firms.
  • Business owner of Veltri Bookkeeping Services LLC, specializing in bookkeeping and tax returns for industries including personal tax returns, auction clearing house, government contracting, and hospitality.
  • Financial Analyst for Tier 2 Hotels in the Hilton portfolio, responsible for financial reporting, reconciliation analysis, and cash flow management.
  • Senior Accountant for one of the largest staffing firms in the DC Metro area, Quadrant Inc., focused on financial reporting, reconciliations, and managing general ledger accounts.
  • Proficient in QuickBooks, MS Dynamics, Great Plains, Unanet, ADP Workforce, and MS Office.
  • MBA from Marymount University. BA in Accounting from St. Edward’s University.
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M.M. (New Durham, NH)

Accounting professional with 30 years experience in various industries including healthcare and nonprofits As Controller for a healthcare facility, oversaw a new General Ledger software implementation (Accounts Payable/General Ledger) and system overhaul. Responsible for month end/year-end, annual audit, budget preparation, financial stateme [...]

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  • Accounting professional with 30 years experience in various industries including healthcare and nonprofits
  • As Controller for a healthcare facility, oversaw a new General Ledger software implementation (Accounts Payable/General Ledger) and system overhaul. Responsible for month end/year-end, annual audit, budget preparation, financial statements, and quarterly 941 reconciliation
  • Earlier in career, managed A/P and payroll (4 staff) for a health-care-focused organization while participating in its Financial Software and HR/PR/IS Governance Committees
  • Worked closely with HR on payroll earnings/deductions and reviewed quarterly payroll taxes and W-2 data to ensure accuracy
  • Proficient at clean-up projects, (ie: reconciling accounts untouched for years and closing books)
  • Proficient in MS Office, Quickbooks, Geneva General Ledger software, Paylocity, Ultipro, and Peachtree Complete Accounting
  • BS in Accounting from Salem State University

 

 

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K.N. (Middleton, MA)

CFO/Senior Finance/Accounting leader with 20+ years experience in transactional and strategic accounting for nonprofit, healthcare, wellness, and consumer products industries Part-time CFO at a therapeutic riding center responsible for a $1.4M annual budget. Managed all financial matters, including acting as liaison on fiscal issues with ext [...]

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  • CFO/Senior Finance/Accounting leader with 20+ years experience in transactional and strategic accounting for nonprofit, healthcare, wellness, and consumer products industries
  • Part-time CFO at a therapeutic riding center responsible for a $1.4M annual budget. Managed all financial matters, including acting as liaison on fiscal issues with external agencies, banks, and funding sources
  • Expertise in establishing accounting policies and procedures and internal controls, strategic planning, budgets, financial analysis, financial statements and reporting, general ledger reconciliations, AP, AR, invoicing, cash management, payroll, and auditing
  • Financial Consultant for start-ups, as well as helping executives and/or investors close out failing companies
  • Leader and project manager of installations, customizations, and upgrades of new accounting software; worked with  CRM database, SharePoint, payroll systems, and other software specific to the industry
  • Advanced proficiency in MS Office, QBO, SharePoint, Google Suite, and Raiser’s Edge CRM
  • BS in Business Administration from the University of New Hampshire, Cum Laude
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D.D. (Billerica, MA)

30 years of progressive experience in finance and accounting roles, with Controller level roles for the last 14 years in manufacturing Expertise in Cash Management, General Ledger, Month End, Budgeting, Training and Mentoring, Financial Implementation and Financial Reporting As Controller for a company in the construction industry, respon [...]

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  • 30 years of progressive experience in finance and accounting roles, with Controller level roles for the last 14 years in manufacturing
  • Expertise in Cash Management, General Ledger, Month End, Budgeting, Training and Mentoring, Financial Implementation and Financial Reporting
  • As Controller for a company in the construction industry, responsible for producing monthly financial statements and management reports, preparing annual operating budget and monthly forecasts, coordinating annual tax returns, overseeing AR, AP, cash management, payroll and month end, and supervising operations staff
  • 12 years Controller level experience working with distributors and another 18 years working in finance/accounting within the  Software, Engineering, Consulting Services, Manufacturing, and Insurance Industries
  • Proficiency in Excel, Word, QuickBooks, Great Plains, Mas 200, Platinum, and Salesforce
  • B.S., Business Administration, Northeastern University
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C.E. (Attleboro, MA)

14+ years of hands-on experience with accounts payable, payroll, budgeting, and reconciliations in the consumer products industry and the healthcare advocacy fields. 8 years as a Senior Bookkeeper for a non-profit 3rd party bill payment company. Fiscal Responsibility $3.6M annually. Reconciled more than 250 checking accounts monthly and gene [...]

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  • 14+ years of hands-on experience with accounts payable, payroll, budgeting, and reconciliations in the consumer products industry and the healthcare advocacy fields.
  • 8 years as a Senior Bookkeeper for a non-profit 3rd party bill payment company. Fiscal Responsibility $3.6M annually. Reconciled more than 250 checking accounts monthly and generated monthly budgets for over 200 clients to ensure all fiscal responsibilities were met.
  • Prior role as bookkeeper for an advocacy group for social security payment support (9 years) where he reconciled weekly bank transactions, ensured utilities, tax, and other fiscal obligations were paid on time and prepared/analyzed accounting records and financial reports.
  • Additional experience in inventory management, purchasing, and providing high-end customer service. Technical skills include Quickbooks, Excel, Microsoft Office, and various CRM software.
  • A.A. in Business Administration, minor Accounting – Ashford University/University of Arizona
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C.O (Alexandria, VA)

Procure-To-Pay Senior Analyst and accomplished Revenue Accountant for media and healthcare companies as well as non-profit organizations, managing end-to-end supplier registration and payment activation processes as well as creating monthly invoices, managing collections, and contributing to month-end financial processes. As a Staff Accoun [...]

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  • Procure-To-Pay Senior Analyst and accomplished Revenue Accountant for media and healthcare companies as well as non-profit organizations, managing end-to-end supplier registration and payment activation processes as well as creating monthly invoices, managing collections, and contributing to month-end financial processes.
  • As a Staff Accountant with a focus on accounts payable, led staff training and provided ongoing mentorship for a non-profit. Contributed to monthly and year-end closings, including payroll reconciliation and tax filing.

  • Former AP/AR Clerk for a retail chain responsible for expense analysis, reconciliations, and ensuring timely vendor payments. Reviewed outstanding obligations, bank reconciliations, and supports financial accuracy.
  • Proficient in a diverse range of tools including Adobe Acrobat, Microsoft Office Suite, Google Docs, GSuite, Salesforce, and various accounting software. Familiar with systems such as SAP Ariba, Quickbooks, Oracle, NetSuite, and Expensify.

  • Pursuing a B.S. in Business Administration with a concentration in Finance, anticipating graduation in August 2024.

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S.R. (Woodbridge, VA)

15+ years experience in bookkeeping, financial preparation and review, payroll, and budgeting. 10+ years experience in business and personal tax preparation. Managerial Accountant at CPA firm (2011-2023) and Independent Consultant to small businesses (2019-2024). As Managerial Accountant manage 30+ client projects ranging from boo [...]

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  • 15+ years experience in bookkeeping, financial preparation and review, payroll, and budgeting. 10+ years experience in business and personal tax preparation.

  • Managerial Accountant at CPA firm (2011-2023) and Independent Consultant to small businesses (2019-2024).

  • As Managerial Accountant manage 30+ client projects ranging from bookkeeping assistance to tax preparation and resolving tax notice issues. Process payroll for 15 clients with 20+ employees and complete quarterly/annual reporting. Register for state tax payroll accounts. Resolve accounting and payroll issues. Provide training and guidance to ensure efficient processes. Preparation of 100+ business and personal tax returns annually.
  • As Independent Consultant provide full-cycle accounting services to 10+ clients. Develop budgets and maintain accounting records. Perform financial reviews for tax planning and provide tax guidance.

  • Proficient in Google Suite, MS Office Suite, including Intermediate Excel; advanced level Quickbooks Desktop & Online , Xero, ; ADP, Gusto, and Paychex Payroll; CS Professional Suite (UltraTax, Practice, NetClient); Slack.

  • B.S., Acquisition & Contract Administration with a minor in Accounting, Strayer University.

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G.D. (Laurel, MD)

Accounting professional with 10+ years of experience and multiple promotions while working at a non-profit organization and federal government contractor. Currently, an Accounting Specialist responsible for reviewing entries, maintaining monthly lease payment and subtenant billing schedules, assisting with the administration of company credi [...]

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  • Accounting professional with 10+ years of experience and multiple promotions while working at a non-profit organization and federal government contractor.
  • Currently, an Accounting Specialist responsible for reviewing entries, maintaining monthly lease payment and subtenant billing schedules, assisting with the administration of company credit card programs, and revising and editing department process procedures.
  • Accounting Assistant (2014-2015) and then promoted to Accounting Associate (2015-2022), involved with a variety of tasks including domestic bank reconciliations, fixed assets, journal entries, audit schedules and inquiries, and filing sales and use tax and personal property tax returns.
  • Began career as an A/P Intern, responsible for setting up and maintaining hundreds of vendors in accounts payable module. Audited and processed invoices, check requests, and accounting corrections.
  • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Access), Deltek Costpoint, IBM Cognos, and OnBase.
  • B.S. in Accounting, University of Maryland.
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S.G. (Upper Marlboro, MD) 

• Dedicated and highly skilled CPA with Secret Security Clearance and over 15 years experience assisting government agencies in developing solutions to help achieve controllership goals. • Advanced proficiency in local and federal government accounting and transaction processes, which includes assisting internally and externally with the man [...]

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• Dedicated and highly skilled CPA with Secret Security Clearance and over 15 years experience assisting government agencies in developing solutions to help achieve controllership goals.

• Advanced proficiency in local and federal government accounting and transaction processes, which includes assisting internally and externally with the management of core accounting and financial reporting functions, as well as tax planning.

• At Ernst & Young, assisted with the drawing of the Agency Financial Report for an engagement with a federal government agency and provided audit remediation support by developing processes to track and monitor Internal Use Software.

• 12 years at the District of Columbia Government (2010 – 2022). Prepared agency financial statements and led a team of accountants to oversee revenue recognition efforts. Responsible for monthly bank reconciliations, account analysis, journal entries, reports, closing packages, and standard operating procedures.

• Owner of a successful bookkeeping and tax firm (2011 – present) providing accounting services to individuals and small businesses. Prepares and submits 50+ tax returns annually (forms 1040, 1040X, 1065, 1120 & 1120S) and provides monthly, routine account analysis and examination of all financial records.

• Certified Public Accountant (CPA) licensed in DC, MD, and VA. Tax Preparer – MD Board of Individual Tax Preparers. Annual Filing Season Program Tax Preparer – IRS Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook, Visio, and One  Note) and QuickBooks Online.

• B.S., Morgan State University. M.S., Accounting and Financial Management, University of Maryland,  University College. Master’s Certificate, Accounting, University of Maryland, University  College. Master’s Certificate, Financial Management in Organizations, University of  Maryland, University College

 

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T.S. (Boston, MA)

Finance and business administration professional with 5+ years of experience in operational optimization and financial efficiency in the business service, nonprofit, and tourism industries Experienced in financial analysis, budgeting, and payroll management; month-end and quarter close activities such as categorization of all financial trans [...]

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  • Finance and business administration professional with 5+ years of experience in operational optimization and financial efficiency in the business service, nonprofit, and tourism industries
  • Experienced in financial analysis, budgeting, and payroll management; month-end and quarter close activities such as categorization of all financial transactions; and reconciliation of multiple business bank accounts and credit cards
  • Proficient in QuickBooks Online, Microsoft Office, Google Suite, Microsoft Teams, Zoom, ChamberMaster, and Canva
  • AS Degrees in Business and Liberal Arts/Writing from Northern Essex Community College
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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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B.E. (Reston, VA)

Finance Manager/Financial Analyst with 15+ years of experience driving continuous business process improvements and supporting business growth at companies ranging from Fortune 100 to start-ups. Expertise in financial planning, analysis, and reporting; advanced financial controls; forecasting and budgeting; root cause analysis; and investigativ [...]

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  • Finance Manager/Financial Analyst with 15+ years of experience driving continuous business process improvements and supporting business growth at companies ranging from Fortune 100 to start-ups. Expertise in financial planning, analysis, and reporting; advanced financial controls; forecasting and budgeting; root cause analysis; and investigative accounting.
  • Most recently completed intensive, 16-week returnship program at Amazon, where she successfully served as a Senior Financial Analyst supporting a re-commerce wholesale liquidation. Developed a financial model and conducted bid evaluations and scenario analysis. Provided controllership around vendor security deposit mechanism and ledger accuracy.
  • While on career break, completed consulting engagement for a start-up, where she examined the accounts payable process and made recommendations for improvements and controls and evaluated options for an integrated technology. Also served as Treasurer and Board Member of local chapter of an international moms organization.
  • From 2006-2016, held three different Controller-level roles at Exxon Mobil Corporation in Fairfax, VA and Budapest, Hungary. Recognized financial subject matter expert for a $150M global group, providing stewardship and improving the accuracy of ExxonMobil ledger reporting. Avoided $18M tax penalty by identifying root cause of errors, driving change management initiatives, and enhancing new project rollout in adherence to tax rules.
  • From 2008-2010, served as business and IT liaison for $11M global data warehouse project at Exxon Mobil. Trained 50+ global staff and analysts, introducing new business process roll-out. Other accomplishments include migrating a financial reporting division from Germany to Hungary; preparing financial statements per US GAAP and driving timely month-end close activities; completing complex balance sheet account reconciliation; and supporting internal audit activities.
  • Prior experience analyzing and processing complex, high-volume customer and property tax payments for two other global corporations.
  • Fluent in English, Hungarian, and German. Proficient in SQL, MS Office (Word, Excel, PowerPoint), SAP financial systems, ExxonMobil Consolidated Financial System, Quickbooks, GE Property Tax Management System, PeopleSoft, XLRe Destiny Claims, First Windows, Audit Command Language.
  • MBA from George Washington University and two Bachelor’s degrees in Marketing/Economics and Education.
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R.R. (Arlington, VA)

Seasoned finance and accounting leader with 25 + years of experience in both for-profit and non-profit organizations. Clear communicator with ability to deconstruct and explain complex financial concepts to diverse audiences. Expertise in audit, accounting, and compliance requirements for federal government programs using GAAP, GAAS, GAGAS. Se [...]

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  • Seasoned finance and accounting leader with 25 + years of experience in both for-profit and non-profit organizations. Clear communicator with ability to deconstruct and explain complex financial concepts to diverse audiences. Expertise in audit, accounting, and compliance requirements for federal government programs using GAAP, GAAS, GAGAS. Seeking CFO or Director-level role at small to mid-sized organization.
  • Currently Finance & Operations Director for family-owned organizational development consulting firm. Developed financial processes and controls. Used QuickBooks Online to extract financial information for reporting purposes. Developed customized reports using MS Excel and PowerPoint to assist senior leadership with organizational strategic planning.
  • Served in leadership and technical roles for 15+ years at large, national membership association representing the finance and accounting industry. Established and grew the association’s Governmental Audit Quality Center (GAQC) to a profitable unit that enabled member firms to achieve the highest quality standards in governmental audits.
  • Led efforts to implement effective IT systems to align with auditor and organizational requirements.
  • Managed and produced content/programing for 3 annual governmental and non-profit conferences directed at CFOs, auditors and regulators to provide updated accounting standards, regulatory compliance, and best practices. Served as a technical expert on governmental audits for member firms, regulators, and auditing standard setters by presenting guidance to improve quality of audits and avoid pitfalls.
  • B.S., Business Administration, University of Mary Washington. Certified Public Accountant (CPA-MD), Certified Internal Auditor (CIA), and Chartered Global Management Accountant (CGMA).

 

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L.C. (Charlottesville, VA)

25+ years of high-level operations and business growth experience in healthcare education/communications and hospitality businesses. Expertise in managing startups, leading business restructuring, and implementing process improvements. Currently Independent Consultant to small businesses, focusing on streamlining operations and [...]

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  • 25+ years of high-level operations and business growth experience in healthcare education/communications and hospitality businesses.

  • Expertise in managing startups, leading business restructuring, and implementing process improvements.

  • Currently Independent Consultant to small businesses, focusing on streamlining operations and financial processes and building high-performance teams.  Reduced annual costs by 20% to optimize business values and led due diligence process for sale of assets for offers exceeding $40MM for recent client.

  • Served in executive role for team of more than 120 professionals/consultants for 10 years increasing revenues by 10-fold and more than doubling program offerings.

  • Advance proficiency in MS Office Suite, Adobe Acrobat, QuickBooks, Google Suite, social media and video conferencing platforms.

  • M.A. in Business, Central Michigan University; B.S. in Chemistry, University of Notre Dame.

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K.W. (Westborough, MA)

Business Analyst with 20+ years of experience in the pharmaceutical, manufacturing, healthcare, and non-profit industries Skilled in budgeting and forecasting, automating sales reports, creating monthly dashboards, data management by use of various business intelligence tools, and collaborating with leaders across multiple business functions [...]

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  • Business Analyst with 20+ years of experience in the pharmaceutical, manufacturing, healthcare, and non-profit industries
  • Skilled in budgeting and forecasting, automating sales reports, creating monthly dashboards, data management by use of various business intelligence tools, and collaborating with leaders across multiple business functions and levels to analyze business processes for operational improvement
  • As User Acceptance Testing (UAT) Analyst on a team of ten, ensured readiness of test environment and test scenarios were defined and executed per project scope and specifications
  • Early experience as Senior Business Analyst, extracting and managing large datasets used for analytics and providing graphical representation of major findings and outliers
  • Advanced Proficiency in MS Office Suite, Tableau, QLIK, and SAP; proficient in SQL and SAS for data extraction and manipulations; presently enrolled in Coursera’s Data Analytics Certification Program; self-paced online tutorial training classes in Power BI
  • BS in Business Administration from Babson College
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E.A. (Mansfield, MA)

Accounting professional with 10+ years of experience in financial services, primarily in private equity As Senior Accountant for a small private equity firm was responsible for daily bookkeeping, payroll, budget, and analysis as well as financial statements, partners’ capital statements, and quarterly management fee calculations Additio [...]

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  • Accounting professional with 10+ years of experience in financial services, primarily in private equity
  • As Senior Accountant for a small private equity firm was responsible for daily bookkeeping, payroll, budget, and analysis as well as financial statements, partners’ capital statements, and quarterly management fee calculations
  • Additional experience with State Street as a Private Equity Fund Accountant where she was part of a conversion team moving private equity entities to a new technology platform; prior experience includes 3 years as an AIS Fund Accountant
  • Proficient in QuickBooks, Expensify, payroll (ADP, Paychex); advanced Excel
  • BS in Accounting from the University of Central Florida
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L.A.(Salem, MA)

Accounting professional with 20+ years of experience in variety of industries including financial services, higher ed, telecom, and retail Skilled in accounts receivable, accounts payable, invoicing, time & materials accounting, customer service, and collections; support roles in month-end close and project management Early career exp [...]

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  • Accounting professional with 20+ years of experience in variety of industries including financial services, higher ed, telecom, and retail
  • Skilled in accounts receivable, accounts payable, invoicing, time & materials accounting, customer service, and collections; support roles in month-end close and project management
  • Early career experiences in HR Administration and payroll processing
  • Proficient in MS Office Suite, QuickBooks, PeopleSoft, Timberline, and Oracle; industry-specific software CFData (Construction) and CAMS (Educational), and 3rd party websites such as Textura, Sage, Coupa, Concur, and Ariba
  • MBA from Endicott College with a concentration in Accounting; BA from Wentworth Institute of Technology in Computer Science
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K.B. (Needham, MA)

Finance, Accounting, and HR professional with 20+ years of experience in the consulting, professional services, financial services, and retail industries Current role at a technology company focuses on talent acquisition, full-cycle recruiting for Digital Inside Sales Operations roles; additional HR expertise includes on-boarding, new hire o [...]

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  • Finance, Accounting, and HR professional with 20+ years of experience in the consulting, professional services, financial services, and retail industries
  • Current role at a technology company focuses on talent acquisition, full-cycle recruiting for Digital Inside Sales Operations roles; additional HR expertise includes on-boarding, new hire orientations, benefits enrollment, payroll set-up and processing, annual enrollment, 401K management, and ACA reporting
  • Finance skills encompass accounts payable, accounts receivable, bank account reconciliations, monthly close, financial statement preparation, and management reporting
  • Early experiences as a Senior Auditor, Accountant, and Financial Analyst
  • Proficiency in MS Office Suite with advanced skills in Excel, Google Suite
  • MBA/Master of Accounting from Northeastern University; BS in Finance from Boston College; CPA designation
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L.L. (Boston, MA)

Human resources and business operations professional with 20+ years of experience in Controller, CFO, and HR Director positions in the insurance and consulting industries HR skills encompass setting up systems and processes, payroll, benefits, performance management, recruiting and training Prior experience as CFO for a small, professiona [...]

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  • Human resources and business operations professional with 20+ years of experience in Controller, CFO, and HR Director positions in the insurance and consulting industries
  • HR skills encompass setting up systems and processes, payroll, benefits, performance management, recruiting and training
  • Prior experience as CFO for a small, professional liability insurance company, where she managed the monthly book close, preparation and analysis of the annual budget, and the annual audit
  • Early career experience in auditing and operations at Arthur Andersen
  • Proficient in MS Office Suite, Outlook, and QuickBooks
  • BS in Business Administration/Accounting from the University of Richmond; active CPA in MA
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M.S. (Carlisle, MA)

Senior accounting and finance professional with 20+ years of experience working with both small and mid-size businesses, as well as publicly traded Fortune 500 companies Expertise as Controller for various small businesses in performing finance, accounting, and HR duties including financial reporting, cash flow modeling, payroll, audits, ban [...]

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  • Senior accounting and finance professional with 20+ years of experience working with both small and mid-size businesses, as well as publicly traded Fortune 500 companies
  • Expertise as Controller for various small businesses in performing finance, accounting, and HR duties including financial reporting, cash flow modeling, payroll, audits, banking relationship management, and day-to-day operations
  • Expertise in providing real-time cost accounting models for budgeting and forecasting
  • Proficient in MS Office Suite (high proficiency in Excel), and QuickBooks
  • MS in Management from Cambridge College; BS in Accounting from Miami University of Ohio
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A.J. (Dumfries, VA)

Dedicated, client- focused accounting and administrative assistant with experience in accounts payable, accounts receivable, and office management. Eager to support the operations of a growing company after a career break where she was an active volunteer in leadership roles. 3+ years of accounts payable and receivables experience at pro [...]

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  • Dedicated, client- focused accounting and administrative assistant with experience in accounts payable, accounts receivable, and office management. Eager to support the operations of a growing company after a career break where she was an active volunteer in leadership roles.
  • 3+ years of accounts payable and receivables experience at property management firm, including coding and processing invoices into accounting software, reconciling discrepancies on general ledger, and performing monthly closing procedures.
  • Over 20+ years of experience in providing excellent customer service and resolving complex customer inquiries. Excellent written and verbal communications skills.

  • Proficient in MS Office Suite (Outlook, Word, Excel, PowerPoint); MS SharePoint; and Yardi and MRI accounting software.

  • B.A., Sociology, Norfolk State University.

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N.S. (Dedham, MA)

Financial and Business Analyst with 10+ years of experience in large global corporations in the for-profit education sector and the defense industry Expertise in supporting C-Suite executives with financial analysis to align budgets and business priorities including monthly reporting, month-end close, financial position analysis, and varianc [...]

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  • Financial and Business Analyst with 10+ years of experience in large global corporations in the for-profit education sector and the defense industry
  • Expertise in supporting C-Suite executives with financial analysis to align budgets and business priorities including monthly reporting, month-end close, financial position analysis, and variances
  • Early career in the defense industry where she was responsible for providing monthly financial communications on over 30 programs to both internal and external customers, liaised with program directors and cross functional leads to develop and present monthly business reviews
  • Proficient in MS Office, Oracle, SAP/Business Warehouse, SmartView, Six Sigma Certified
  • BS in Corporate Finance and Accounting from Bentley University
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G.S. (Watertown, MA)

Accounting professional with 10+ years of experience in accounts payable, payroll, GL/cash reconciliations, and month-end closing in the higher education and nonprofit industries Additional experience in financial oversight of grants for federal, state, and local funding, and preparation of 1099’s and audits Proficient in MS Office Suit [...]

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  • Accounting professional with 10+ years of experience in accounts payable, payroll, GL/cash reconciliations, and month-end closing in the higher education and nonprofit industries
  • Additional experience in financial oversight of grants for federal, state, and local funding, and preparation of 1099’s and audits
  • Proficient in MS Office Suite, ADP payroll, CYMA Accounting Software, QuickBooks, Ajera, Real Page-OneSite Accounting; Certified Excel professional
  • BS in Mathematics from Tulane University
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C.J. (Brentwood, NH)

Finance and accounting professional with 12+ years of experience in the life sciences, financial services, and accounting industries Expertise in GAAP accounting and financial analysis, strengths in qualitative analysis to provide solutions to senior management for improving financial performance; additional experience creating financial model [...]

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  • Finance and accounting professional with 12+ years of experience in the life sciences, financial services, and accounting industries
  • Expertise in GAAP accounting and financial analysis, strengths in qualitative analysis to provide solutions to senior management for improving financial performance; additional experience creating financial models for capital projects
  • Prior experience includes risk management and reporting of financial statements, monthly and annual SEC reporting of royalty revenue and GAAP stock-based compensation for a publicly traded life science organization
  • Early career as an Accountant for a CPA firm
  • Proficient in MS Office Suite, SAP, Oracle 11i, Hyperion Essbase, and Tableau
  • MBA and BS in Corporate Finance and Accounting from Bentley University
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W.A. (Falls Church, VA)

Detail-oriented Financial Analyst with 8+ years of experience utilizing data analysis to make informed  business and investment decisions. Strong critical and strategic thinking skills with proven abilities in identifying issues and improving  processes. Currently Senior Financial Analyst at multinational bank supporting FP&A team. Respo [...]

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  • Detail-oriented Financial Analyst with 8+ years of experience utilizing data analysis to make informed  business and investment decisions. Strong critical and strategic thinking skills with proven abilities in identifying issues and improving  processes.
  • Currently Senior Financial Analyst at multinational bank supporting FP&A team. Responsibilities include reporting, variance analysis, forecasting and budgeting.
  • Early career working in client management and customer-facing roles. Consulted with clients regarding their financial and investment needs and recommended solutions and services to meet their goals.
  • Proficient in MS Office Suite (Word, Excel, PowerPoint, Outlook) and OneStream. Intermediate in SQL and  QuickBooks
  • MBA from Baruch College and BS in Finance from Long Island University.
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K.D. (Herndon, VA)

18+ years of experience as a financial and operational leader with experience in corporate, non-profit and public accounting. Seeking to return to work in an operations/office management role that utilizes her unique combination of analytical skills and ability to build relationship in a vast array of organizational settings. Served as [...]

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  • 18+ years of experience as a financial and operational leader with experience in corporate, non-profit and public accounting. Seeking to return to work in an operations/office management role that utilizes her unique combination of analytical skills and ability to build relationship in a vast array of organizational settings.

  • Served as Treasurer on Board of Directors for local non-profit. Also served on various Board committees at International Country Club.  Successful in fundraising, event planning and financial advisory roles (2010-current).

  • As Independent Contractor, compiled inancial statements and perforned business analysis for local small businesses (2010-2013).

  • VP and Director of Finance for national association where she led all accounting functions and benefits administration for the organization.  Promoted to ViP after serving organization for 3 years.

  • Financial Manager for a profit division of American Council on Education.  Led budget process and analysis, contract negotiations and grant reporting.  Also served as a Financial Analyst in the Telecom industry and as an Auditor for a regional public accounting firm, working with clients in government contracting, construction, property management and mortgage banking.

  • Proficient in MS Office Suite as well as several accounting platforms, including Quickbooks.

  • B.S., Accounting, University of Maryland.

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J.C. (Woodbridge, VA)

Business and financial management professional with 18 years of finance, budgeting and acquisition experience primarily in the Department of Defense and Federal contracting industry. Expertise in federal acquisition and contracting, planning, programming, and budgeting and defense acquisition program life cycle management. Curre [...]

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  • Business and financial management professional with 18 years of finance, budgeting and acquisition experience primarily in the Department of Defense and Federal contracting industry.

  • Expertise in federal acquisition and contracting, planning, programming, and budgeting and defense acquisition program life cycle management.

  • Currently employed as a federal contractor in a Senior Technical Analyst role for Major Defense Acquisition Program valued at +$13B with high Congressional interest. Advisor to Senior leadership on budget, programming, and contracting administration. Responsibilities include preparing responses to congressional inquiries and reporting requirements, preparing the annual five year fiscal year defense program budget, and providing analysis and research on current program obstacles and opportunities.

  • Served as Contract Management Team Lead in previous position (2018), tasked with review and oversight of +150 contracts for redundancy and efficiencies. Led team of 10 to capture and analyze contract data, requirements, and value.  Determined contracts for termination and consolidation.

  • Advanced proficiency in Google Workspace, MS TEAMS, MS Suite (Word, Excel, Powerpoint), and Adobe Creative Suite.

  • Certified in Project Management (PMP) and in Defense Acquisition Workforce Business and Financial Management (DAWIA BFM).

  • M.B.A. in Business Administration, Walden University and B.S. in Human Development, Binghamton University.

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I.M. (Winchester, MA)

Finance professional with 15+ years of experience in analysis, budgeting and forecasting as well as transaction data management and interest risk modeling for North American banks and credit unions Currently works as an independent consultant providing accounting services to individual clients Early experience as a risk management consultant [...]

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  • Finance professional with 15+ years of experience in analysis, budgeting and forecasting as well as transaction data management and interest risk modeling for North American banks and credit unions
  • Currently works as an independent consultant providing accounting services to individual clients
  • Early experience as a risk management consultant with strengths in financial modeling, forecasting and budgeting, data mining, GL reconciliation and financial reporting
  • Proficient in building queries and macros in Access, data mapping and SQL database management; working knowledge of financial modeling software and MS Office Suite with high level of expertise in Excel; familiar with QuickBooks
  • MBA from Georgia State University; BS in Material Science from the University of Moscow, Russia
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H.P. (Chelmsford, MA)

Operations professional with 10 years of experience including accounting and finance in the software, banking, and mortgage industries Expertise in multistate payroll (ADP), AP/AR, resolving payment variances, HR onboarding and recordkeeping, and employment-related visa processing Additional experience in residential and commercial mortgage [...]

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  • Operations professional with 10 years of experience including accounting and finance in the software, banking, and mortgage industries
  • Expertise in multistate payroll (ADP), AP/AR, resolving payment variances, HR onboarding and recordkeeping, and employment-related visa processing
  • Additional experience in residential and commercial mortgage sales in the UK, including account management, credit evaluations, loan processing and loan compliance
  • Proficient in MS Office Suite, QuickBooks Pro, and ADP
  • MBA from the University of Hertfordshire UK, BA in Business Administration from SP University Gujarat, India
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J.Z. (Manchester, NH)

Business professional with 20+ years of experience in purchasing and inventory management in the automotive and energy industries Expertise in account management (clients included Mobile and Chevron), sales and operations reporting, and inventory process improvements Project Manager for large-scale inventory reduction effort with cost-saving [...]

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  • Business professional with 20+ years of experience in purchasing and inventory management in the automotive and energy industries
  • Expertise in account management (clients included Mobile and Chevron), sales and operations reporting, and inventory process improvements
  • Project Manager for large-scale inventory reduction effort with cost-saving impact of $1.5m overstock reduction
  • Additional experience includes 5+ years of high-level volunteering for an international nonprofit; managing the website upgrade, planning conferences and events, and writing/editing communications for 800 members
  • Proficient in MS Office Suite, Google Suite, Constant Contact, and Zoom
  • BA in Business Administration from Southern New Hampshire University
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L.O. (Lexington, MA)

Accounting and operational finance professional with 10 years of experience in the financial services industry including roles with UBS, the Susquehanna Investment Group, and Arch Mineral Corporation Managed operations for a ten-person branch of a national brokerage firm providing sales support, staff training and management, and compliance ov [...]

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  • Accounting and operational finance professional with 10 years of experience in the financial services industry including roles with UBS, the Susquehanna Investment Group, and Arch Mineral Corporation
  • Managed operations for a ten-person branch of a national brokerage firm providing sales support, staff training and management, and compliance oversight
  • Early experience in equity derivative trading for a privately-owned financial firm,  assessing option values, analyzing trades and current market conditions for arbitrage opportunities, and maintaining long-term positions
  • Additional expertise in accounting, bookkeeping, and business analysis
  • Proficient in MS Office Suite, iWork Suite, and QuickBooks
  • MBA in Finance from Washington University and BA in Business from Virginia Polytechnic Institute
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C.C. (Wellesley, MA)

Research and business analyst with 20+ years of experience in finance, strategy, project management in technology (IBM), financial services and nonprofit industries Experienced internal and external consultant providing deep business and financial analysis to stakeholders Partnered closely with senior management on financial and strategic pl [...]

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  • Research and business analyst with 20+ years of experience in finance, strategy, project management in technology (IBM), financial services and nonprofit industries
  • Experienced internal and external consultant providing deep business and financial analysis to stakeholders
  • Partnered closely with senior management on financial and strategic planning initiatives including M&A, financial reporting, five-year business plans, IT strategy, and software product development
  • Proficient in MS Office Suite (advanced Excel), familiar with financial management and research tools including Gartner, Forrester, IDC, Essbase, SPSS, and Oracle
  • MBA from Carnegie Mellon University; BS from Cornell University
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N.M. (Boston, MA)

Accounting professional with 6+ years of experience in bookkeeping and accounting in the health care and banking industries Roles have spanned cost-benefit analysis, budget analysis, cost and accrual accounting, forecasting, auditing, variance analysis and resolution Additional bookkeeping experience includes accounts payable/account receiva [...]

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  • Accounting professional with 6+ years of experience in bookkeeping and accounting in the health care and banking industries
  • Roles have spanned cost-benefit analysis, budget analysis, cost and accrual accounting, forecasting, auditing, variance analysis and resolution
  • Additional bookkeeping experience includes accounts payable/account receivable, month-end close, reconciliations, and preparing journal entries
  • Proficient in QuickBooks, Sage (Intacct), Microsoft Dynamics GP (Great Plain), Salesforce, and Concur
  • BS in Finance and Accounting from Northeastern University
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J.S. (Concord, MA)

Research analyst in the mutual fund/ETF industry with 23 years of consulting experience across the financial services sector Focused experience providing updates on industry trends, M&A impact, new product development, and competitive analyses; additional experience writing analytical commentary for publications and databases Advanced pr [...]

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  • Research analyst in the mutual fund/ETF industry with 23 years of consulting experience across the financial services sector
  • Focused experience providing updates on industry trends, M&A impact, new product development, and competitive analyses; additional experience writing analytical commentary for publications and databases
  • Advanced proficiency in MS Office Suite, Bloomberg, Strategic Insight Simfund, and Morningstar Direct
  • MBA from the University of New Hampshire; BA in English Language and Literature, Nanjing University; CFA (Chartered Financial Analyst)
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M.C. (North Kingstown, RI)

Executive leader (CFO/COO) with 20+ years working with growth-oriented organizations including strategic planning, ERP selection and implementation, business process improvement using LEAN methodology, and building finance teams for IT/Managed Services firms Leadership project experience spans ASC revenue recognition, sale of carrier services [...]

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  • Executive leader (CFO/COO) with 20+ years working with growth-oriented organizations including strategic planning, ERP selection and implementation, business process improvement using LEAN methodology, and building finance teams for IT/Managed Services firms
  • Leadership project experience spans ASC revenue recognition, sale of carrier services business line, transition of 600 employees to a new expense management system, and evaluation and selection of new ERP system for combined $550M entity
  • Instrumental in growth of successful IT firm from $4M Revenue (22 employees) to $150M Revenue (300 employees)
  • Proficient in MS Office Suite (Word, Excel, PowerPoint) and several business applications including Sage Intacct, Mas200, Mas500, TigerPaw, Salesforce CRM, and ServiceNow Project Management Software
  • MBA in Finance from Bryant University and BS in Accounting from Rhode Island College
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D.B. (Plymouth, MA)

Financial Services professional with 24 years of experience at State Street in roles spanning technical project management, business analysis, process improvement, risk management, business control/procedure implementation and client operations Recognized for collaborative team leadership, mentoring and training, and strategic advising on comp [...]

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  • Financial Services professional with 24 years of experience at State Street in roles spanning technical project management, business analysis, process improvement, risk management, business control/procedure implementation and client operations
  • Recognized for collaborative team leadership, mentoring and training, and strategic advising on complex business issues; has managed teams from 5-11 employees
  • Additional experience in mutual fund operations including custody, fund accounting, pricing, wire transfers and client services; audit experience spans preparation to completion including SOX reviews
  • Proficient in Microsoft Office applications, Visio and Bloomberg
  • BS in Accounting from the University of Massachusetts, Dartmouth
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A.D. (Arlington, VA)

Accounting professional with 20+ years of experience, including 10 years at a DC-based CPA firm specializing in non-profit and insurance industries.  Provided audit and accounting consulting services. Currently owner and sole proprietor of accounting and bookkeeping firm which focuses on small businesses and start-up organizations. Provid [...]

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  • Accounting professional with 20+ years of experience, including 10 years at a DC-based CPA firm specializing in non-profit and insurance industries.  Provided audit and accounting consulting services.
  • Currently owner and sole proprietor of accounting and bookkeeping firm which focuses on small businesses and start-up organizations.
  • Provided accounting services to start-up construction organization for 5 years. Also provided eldercare financial management and tax services.
  • Served as Treasurer and Finance Committee Chair for several charitable organizations.
  • Proficient in Excel and Quickbooks Online.
  • BBA, College of William and Mary, Williamsburg, VA.  Inactive CPA.
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A.V. (Boston, MA)

Accounting professional with 10 years of experience in bookkeeping, financial reporting, and financial operations including owner of two successful artisan food businesses Extensive experience with small businesses and nonprofits providing bookkeeping and reporting, training and overseeing staff, establishing procedures; as independent provide [...]

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  • Accounting professional with 10 years of experience in bookkeeping, financial reporting, and financial operations including owner of two successful artisan food businesses
  • Extensive experience with small businesses and nonprofits providing bookkeeping and reporting, training and overseeing staff, establishing procedures; as independent provider manages client onboarding, creates web content on accounting topics, researches tax law, and teaches QuickBooks Online
  • Expertise in categorizing & reconciling, A/P & A/R, payroll, budgeting, cash projections, nonprofit audit support, and in-depth financial reporting
  • Technical skills include QuickBooks, Google Workspace (G Suite), Microsoft Office, Bill.com, and ADP Payroll
  • BA in Ancient Greek & Latin from Brown University; QuickBooks Online Certified ProAdvisor
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E.L. (Boston, MA)

Finance & operations professional with 10+ years of financial management, data analysis, budgeting, earned value management (EVM) and data integration/research as a civilian employee in the military and defense sectors Directly supervised six staff members; led, guided, and trained team of twenty on $100M annual military base budget; impro [...]

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  • Finance & operations professional with 10+ years of financial management, data analysis, budgeting, earned value management (EVM) and data integration/research as a civilian employee in the military and defense sectors
  • Directly supervised six staff members; led, guided, and trained team of twenty on $100M annual military base budget; improved budget and leadership operations as noted by Inspector General
  • Additional experience in higher education includes deployment of new accounting and work order system for $50M budget converting two college campuses from paper to digital, training staff, creating user guides, and providing technical assistance
  • Advanced proficiency in MS Office Suite (Access/Excel Expert), Power BI, web development, EVM software for analysis; expert in reporting tools, formatting, and presentations to leadership; experience with Waterfall and Agile methodologies
  • BS in Business Administration and Finance (magna cum laude) and MS in Leadership (anticipated March 2022) from Granite State College
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C.G. (West Newbury, MA)

Purchasing and procurement professional with progressive experience in planning, inventory and vendor management at Geologics Corporation/Raytheon, Liberty Mutual Insurance, and EMD SAP and SAGE systems experience spans purchase orders, invoices, A/P, delivery schedules, and quality control; additional experience in special inventory buys and [...]

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  • Purchasing and procurement professional with progressive experience in planning, inventory and vendor management at Geologics Corporation/Raytheon, Liberty Mutual Insurance, and EMD
  • SAP and SAGE systems experience spans purchase orders, invoices, A/P, delivery schedules, and quality control; additional experience in special inventory buys and quotations
  • Proficient in SAP modules (MD04), P-Card, Ariba Buyer, SAGE, Vendor Management, Excel, PowerPoint, Share Point, Microsoft Suite, Outlook and government software
  • B.S. in Business Management from Suffolk University
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M.P. (North Shore, MA)

Finance professional with 25+ years’ experience in wealth management operations for multi-family office, private equity, and large corporate firms including Putnam and Fidelity In-depth experience in small business financial controls including cash management, tax analysis and auditor oversight, deal analysis, IT implementation, debt managem [...]

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  • Finance professional with 25+ years’ experience in wealth management operations for multi-family office, private equity, and large corporate firms including Putnam and Fidelity
  • In-depth experience in small business financial controls including cash management, tax analysis and auditor oversight, deal analysis, IT implementation, debt management, and due diligence
  • Additional experience in small firm operations strategy spanning partnerships, valuations, LLC terms and investor/board reporting as well as performance measurement and system compliance in large firm environments
  • In most recent role established new legal entities and created employee equity plan, led financial analysis during 2-year sale process (due diligence, financial modeling, partnership restructuring, and deal execution), and developed annual financial plan and strategic initiatives
  • B.S. in Economics from Fitchburg State University and M.S. in International Economics from Suffolk University
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G.B. (Woodbridge, VA)

Recently completed 15-week Accounting for Small Business Certificate from Merrimack College, including training in general accounting principles, Excel, QuickBooks, and managerial accounting. Currently working in bookkeeping capacity at family-owned furniture store. Maintain general ledger and cash accounts, process invoices, and reconciles ac [...]

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  • Recently completed 15-week Accounting for Small Business Certificate from Merrimack College, including training in general accounting principles, Excel, QuickBooks, and managerial accounting.
  • Currently working in bookkeeping capacity at family-owned furniture store. Maintain general ledger and cash accounts, process invoices, and reconciles accounts monthly. Processes payroll for small team. Performs financial analysis and advises owners on financial matters.
  • Financial Analyst at Emirates NBD Bank in Dubai, UAE (2018-2019). Analyzed banking data and created reports for management. Recorded detailed accounting transactions to General Ledger. Prepared budgets, including forecasting and analysis.
  • Served as Executive Assistant at Iraqi Embassy in Saudi Arabia, undergoing rigorous hiring process (2016-2018). Organized meetings and events for up to 400 people, including budget management.
  • Proficient in MS Office Suite (Advanced Excel). Basic proficiency in QuickBooks.
  • MBA and BA from Al-Faisal University, Saudi Arabia. Leadership and Entrepreneurship courses from Oxford University.
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J.H. (Scituate, MA)

J.H. is a collaborative accounting and financial systems professional, with a passion for problem solving.  She has more than 15 years experience in accounting, internal audit, project management, and financial systems. Since 2018 J.H. has been self-employed, providing accounting and QuickBooks implementation services to clients in construction, r [...]

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J.H. is a collaborative accounting and financial systems professional, with a passion for problem solving.  She has more than 15 years experience in accounting, internal audit, project management, and financial systems. Since 2018 J.H. has been self-employed, providing accounting and QuickBooks implementation services to clients in construction, retail, not for profit and professional services environments. Prior to that she worked at the Boston Consulting Group, for ten years, in progressive business systems roles, where she managed global financial systems projects, and developed an internal audit program for accounts payable. She also worked for five years at Digitas, playing a key role in implementing an ERP system, and enhancing financial controls. While studying for her accounting qualification she held roles as accountant and assistant controller. Whether implementing an ERP system for a global organization, creating a system of internal controls for a not for profit, or equipping companies with processes and systems for growth, she is always focused on the client’s vision and goals. J.H has worked with Oracle Financials, is a QuickBooks Online Proadvisor, and is highly proficient in Excel. She is ACCA certified (Association of Chartered Certified Accountants  – equivalent to a Masters in Accounting), holds a Bachelors degree in Math and Economics, and has achieved certifications in internal audit and project management.

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S.B. (Hingham, MA)

S.B. has forty (40) years of accounting experience, mainly at the Controller level. SB's industry focus is in the nonprofit sector, specializing in nonprofit accounting, budgeting, variance analysis, in conjunction with working with operational staff to bridge the corporate philosophy between mission and bottom-line. SB has in-depth experience in m [...]

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S.B. has forty (40) years of accounting experience, mainly at the Controller level. SB’s industry focus is in the nonprofit sector, specializing in nonprofit accounting, budgeting, variance analysis, in conjunction with working with operational staff to bridge the corporate philosophy between mission and bottom-line. SB has in-depth experience in managing staff, overseeing the external audit function and reporting, including extensive experience in the preparation of the Uniform Financial Report (UFR) unique to many nonprofit organizations. He’s currently assisting a nonprofit organization through its dissolution process on a as-needed basis. SB is a CPA with an inactive license to practice as an Independent CPA. SB is adept with multiple software platforms, and quickly adapts to new software challenges. He is proficient in Excel, with includes v-lookups and pivot tables. With his Excel experience, SB has converted a manually prepared Statement of Cash Flows to an Excel based process considerably reducing its time of preparation. He holds a BS degree in Accounting from Bentley University.

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C.C. (Ashburn, VA)

15+ years of purchase order, invoicing, contracts, administration, and HR experience working in fast-paced, deadline-driven business environments. Seeking to transition to a dedicated bookkeeping/accounting role. Completed intensive, 15-week Accounting for Small Business Certificate Program through Merrimack College in June 2021, including train [...]

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  • 15+ years of purchase order, invoicing, contracts, administration, and HR experience working in fast-paced, deadline-driven business environments. Seeking to transition to a dedicated bookkeeping/accounting role. Completed intensive, 15-week Accounting for Small Business Certificate Program through Merrimack College in June 2021, including training in general accounting principles, Excel, QuickBooks, and managerial accounting.
  • Currently working for small homebuilder managing purchase orders and working with vendors to resolve issues.
  • Purchasing Administrator at K Hovnanian Homes (2015-2020). Started on short-term project and earned permanent promotion. Responsible for purchase order delivery and accuracy for purchasing, sales and production departments (covering four divisions in multiple states). Successfully sustained 95.5% on-time delivery and accuracy rate. Managed purchasing database, 300+ customer accounts, and over $4M in invoices. Managed contract change process, responded to vendor inquiries, and spearheaded conversion from paper filing to e-filing for 300 Trade Partners in 5 weeks.
  • HR Generalist at Union Homes Savings & Loans (2007-2013), a 700-employee mortgage company in Lagos, Nigeria. Responsible for payroll, on-boarding, employee relations, recruiting support, relocation benefits coordination, and records maintenance.
  • Proficient in MS Office Suite (advanced Excel), HRIS software, purchase order software, and QuickBooks.
  • Masters, Human Resource Management, Middlesex University, London, UK and BS, Psychology, University of Lagos, Nigeria. Certification in Small Business Accounting, Merrimack College, 2021.
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R.M. (Ashland, MA)

Analytical and strategically focused financial and operations leader with a demonstrated record of achievement in driving growth and profitability in highly competitive markets. For the past 12 years he has owned his own consulting firm providing financial/ operations/fundraising and technology support to various clients. Prior to this he was CFO f [...]

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Analytical and strategically focused financial and operations leader with a demonstrated record of achievement in driving growth and profitability in highly competitive markets. For the past 12 years he has owned his own consulting firm providing financial/ operations/fundraising and technology support to various clients. Prior to this he was CFO for a startup company called Boston Technologies from 2010-2012 where he led the company’s first institutional fundraise and prepared the company for sale. From 2006-2008 as CFO North America for GN US Inc he drove the successful turnaround of the direct marketing division with a $25m EBITDA swing in 12 months. Spent 10 years at Bose Corporation where as North American controller he also was a key player in the launch of the Bose Retail Division. He has an MBA from Bentley University with a focus on Corporate Finance.

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S.L. (Gaithersburg, MD)

S.L. is a Controller-level finance professional with 25+ years of accounting experience, including 18+ years of experience managing accounting teams in companies with revenues of up to $750M. Since 2019, he has been an Independent Consultant providing Controller level services to mid-sized enterprises. Prior to consulting, S.L. worked  for a growi [...]

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S.L. is a Controller-level finance professional with 25+ years of accounting experience, including 18+ years of experience managing accounting teams in companies with revenues of up to $750M. Since 2019, he has been an Independent Consultant providing Controller level services to mid-sized enterprises. Prior to consulting, S.L. worked  for a growing architecture & engineering government contractor from 2010-2019, where he was promoted to Controller. From 2006-2010, S.L. worked for a $750M publicly-traded healthcare company initially as an Accounting Manager and then as a Manager in within a newly established Financial Planning & Analysis department. Prior experience includes working for a large public accounting firm and a pharmaceutical distribution firm during multiple acquisitions and integrations. He has strong proficiency in MS Excel as well as proficiency in several accounting softwares platforms, including MS Dynamics 365, JAMIS, Deltek Vision, Quickbooks, and SAP. S.L. has a BS in Accounting from University of Maryland Global Campus as well as a BS in Consumer Economics from University of Maryland. He has an active CPA.

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L.G. (Boston, MA)

Career nonprofit finance professional with an active CMA certification and over 10 years’ experience serving in C-Suite strategic finance level positions. She has extensive experience working with Finance Committees, Board members, and Senior Leadership Teams. From 2016 to 2020, she was the Director of Finance & Operations at a museum on the [...]

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Career nonprofit finance professional with an active CMA certification and over 10 years’ experience serving in C-Suite strategic finance level positions. She has extensive experience working with Finance Committees, Board members, and Senior Leadership Teams. From 2016 to 2020, she was the Director of Finance & Operations at a museum on the Freedom Trail with an annual budget of $5 million. With a staff of three, she led finance, HR, benefits, IT, and facilities, including managing these departments through a new strategic planning process and a merger. Her previous experience during 2013-2016 was at a $3 million annual nonprofit healthcare organization training medical staff. Initially hired to solve logistical problems in the order fulfillment chain, soon after she was promoted to Finance Director. Prior positions included a financial turnaround at a local theater company by introducing a new budget process, restructuring the annual fundraising plan, and staff alignment. LMG is proficient in Quickbooks, Excel, Xero, Dropbox, SalesForce, and Google Suite. A life-long learner, LMG’s education includes a Certificate in Nonprofit Management from Boston University’s Questrom School of Business in 2018 and an Accounting degree (AS) from Quincy College in 2011. LMG obtained her Bachelor of Arts from UMass Boston.

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A.F. (Braintree, MA)

Versatile financial consultant with more than 10 years experience of providing accounting and financial services to over 10 different early stage, pre-revenue biotechnology, diagnostic tool, medical device, and clean energy companies. Previous to this, A.F. worked 7 years for a publicly-traded medical device manufacturer and 3 years for a VC backed [...]

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Versatile financial consultant with more than 10 years experience of providing accounting and financial services to over 10 different early stage, pre-revenue biotechnology, diagnostic tool, medical device, and clean energy companies. Previous to this, A.F. worked 7 years for a publicly-traded medical device manufacturer and 3 years for a VC backed drug development start up, both in a Controller capacity. Prior to this, he worked for the big 4 accounting firm, PricewaterhouseCoopers and Fortune 500 company, Harcourt General Inc. A.F. is a certified QuickBooks user and proficient with Excel, Word and Powerpoint. He is a Certified Management Accountant and member of the Institute for Management Accountants. A.F. has a Bachelor of Science Degree in Accountancy from Stonehill College, North Easton, MA.

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O.O. (North Potomac, MD)

O.O. is a seasoned Finance Manager with 20+ years of experience in the manufacturing industry, working for a multinational company. He has a proven record of success in turning around struggling operations to achieve sustained growth. He currently serves as a Board Member (remote) with audit oversight responsibility for Greif Nigeria, a subsidiary [...]

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O.O. is a seasoned Finance Manager with 20+ years of experience in the manufacturing industry, working for a multinational company. He has a proven record of success in turning around struggling operations to achieve sustained growth. He currently serves as a Board Member (remote) with audit oversight responsibility for Greif Nigeria, a subsidiary of Greif Inc, Ohio, where he worked for 27 years in a variety of finance roles. At Grief Nigeria, O.O. rose up the ranks to Controller/CFO, where he oversaw the operations and financial planning and analysis functions of its local operations. He improved profitability by more than 200% over a 10+ year period, reduced working capital days by 50%, and improved cost structure. Earlier in his career at Grief Nigeria, he was responsible for financial strategy of the firm, financial controls, budgeting, monthly close, and financial reporting. He led a project team in migration to, installation and implementation of Sage 300 ERP. He started his career as an auditor with Deloitte, Nigeria and also served as a Project Accountant for GlaxoSmithKine Nigeria. He is proficient in Sage 300 ERP (financials) and has working knowledge of Hyperion reporting, blackline reconciliation software, tax slayer software, QuickBooks and Microsoft Office Suite. He has a BS in Economics from University of Ibadan, Nigeria, and an active ACA (Accounting) Nigeria.

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M.M. (Billerica, MA)

Staff account with 7 years of experience in the field. During her tenure at Energi Insurance Company, she gained knowledge in several areas of accounting to include but not limited to account receivables, account payables, and general ledger. She played a key role in advising to record the accurate revenue and collecting all of the 1.5M in new proj [...]

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Staff account with 7 years of experience in the field. During her tenure at Energi Insurance Company, she gained knowledge in several areas of accounting to include but not limited to account receivables, account payables, and general ledger. She played a key role in advising to record the accurate revenue and collecting all of the 1.5M in new projects and 2M for special projects.  During her tenure, she came up with ways to bring the accounts payable department to a 90% accuracy rate, as a result of this the closing was more efficient. The accruals, prepaids and expense analysis were all done and always ready to be presented to the CFO. Her experience in accountability started long before Energi as she proudly served in the Army National Guard for 6 years and was responsible for receiving and storing expensive equipment, ensuring deploying soldiers had the equipment necessary to be protected when deploying and getting those soldiers to the mobilizing base. Having structure when it was needed and adjusted when necessary, her track record speaks for itself. She graduated from North Shore Community College with an Associate of Science in Accounting and from Bay Path University with a Bachelor of Science in Accounting.

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S.P. (Catonsville, MD)

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 lo [...]

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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.

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M.S. (Lowell, MA)

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 [...]

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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.

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I.C. (McLean, VA)

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 p [...]

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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).

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A.F. (Southborough, MA)

Finance professional with 35+ years of accounting and financial analysis experience for companies of all sizes, both public and private, in a variety of industries. She has dedicated her career to working with entrepreneurial companies and the unique challenges that they face. Since 2001 to the present she has been an independent consultant and has [...]

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Finance professional with 35+ years of accounting and financial analysis experience for companies of all sizes, both public and private, in a variety of industries. She has dedicated her career to working with entrepreneurial companies and the unique challenges that they face. Since 2001 to the present she has been an independent consultant and has provided fractional CFO, Controller, and Analysis services to a wide variety of companies. Prior to owning her own business she led the underwriter department for a cash flow lender, was Controller and CFO for a public eyeglass retailer, and Planning and Analysis Manager for a distributor of juvenile safety products. She spent 5 years at T.J. Maxx where she worked in both Finance and Merchandising in a variety of accounting and analytical positions. She started her career at Deloitte Haskins & Sells and left as a Manager after six years. She is proficient with QuickBooks and Excel. She has a MBA from the University of Virginia and a BSBA from Boston University. She is also a CPA.

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R.M. (Silver Spring, MD)

R.M. is an accounting professional with 15+ years of accounting, audit, tax, and compliance experience working with small and large companies both domestically and internationally. Currently, she is an independent consultant providing accounting, bookkeeping and tax services to individuals and small businesses. From 2010-2011 she was Director of Ac [...]

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R.M. is an accounting professional with 15+ years of accounting, audit, tax, and compliance experience working with small and large companies both domestically and internationally. Currently, she is an independent consultant providing accounting, bookkeeping and tax services to individuals and small businesses. From 2010-2011 she was Director of Accounting at a nonprofit. Reporting directly to the CFO, she was responsible for financial oversight including external reporting, treasury processes, and tax. From 2006-2009, R.M. was a Senior Auditor for McGladrey & Pullen, where she performed audits and special due diligence reviews for nonprofit and diversified commercial clients. From 2005-2006 R.M. worked as Senior Auditor for a small tax, accounting and business advisory firm. She also served as a transitional CFO responsible for financial management reporting, budget, forecasts and capital needs analysis. She began her career as an Auditor with Ernst & Young. She is proficient in QuickBooks, Sage Funds Accounting, and ProFx Audit and Tax. She has a BS in Accounting from Mumbai University and has an active CPA.

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P.V. (Lexington, MA)

Finance professional with 15+ years of accounting and financial analysis experience for both small and large companies.  From 1990-2008, she co-owned North Star Rental (Uniform and Linen service) and oversaw all financial, administration (including payroll, G/L, A/R, A/P, and software interfaces) and worked with the outside CPA for tax matters. Sh [...]

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Finance professional with 15+ years of accounting and financial analysis experience for both small and large companies.  From 1990-2008, she co-owned North Star Rental (Uniform and Linen service) and oversaw all financial, administration (including payroll, G/L, A/R, A/P, and software interfaces) and worked with the outside CPA for tax matters. She managed the company’s 3-person accounting department during a time of significant growth.  Prior to working in a small company, she was an Accounting Manager for 3 years in a corporate environment where she was responsible for monthly general ledger close, bank, balance sheet, and credit card account reconciliations.  From 1982 through 1996, she was a Financial Analyst working at the corporate level consolidating yearly budget and monthly forecast projections. At the divisional level, her responsibilities included analyzing results, special projects and creating budgets for management. She started her career in the Financial Management Program at Ingersoll-Rand and graduated from the University of Connecticut with a B.S. in Accounting.

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N.P. (Fairfax, VA)

N.P. is a CFO-level finance and operations professional with deep experience working for small and large federal government contractors, including Lockheed Martin, Northrup Grumman, and CACI. In addition, he is a U.S. military veteran with a distinguished military career and multiple combat deployments. He is currently an SVP of Finance & Opera [...]

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N.P. is a CFO-level finance and operations professional with deep experience working for small and large federal government contractors, including Lockheed Martin, Northrup Grumman, and CACI. In addition, he is a U.S. military veteran with a distinguished military career and multiple combat deployments. He is currently an SVP of Finance & Operations for a DE-based government contracting firm. One of N.P.’s successes was developing an automated reporting system that tracked contract, financial, and program performance metrics for 20 subcontractors. He has also implemented program controls and corporate guidelines to ensure compliance with GAAP, FAR, and DFAR. In addition to managing the finance function, he has held other operational responsibilities as well, including program management, business development, sales, contracts management, proposal support, acquisition, and integration. He has managed the enterprise IT implementation and performance across multiple federal program offices with over 200 FTEs. N.P. is proficient in Earned Value, SAP, Deltek Costpoint and MS Office Suite. He has a green belt in Lean Six Sigma. He has an MBA from Walden University and a BS in Business from SUNY Oswego. NP has a current updated DOD Secret security clearance.

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M.C. (Reston, VA)

M.C. is a finance and accounting professional with 30+ years of experience working for large IT companies and, more recently, small businesses.  Since 2012, he has worked for a family-owned HVAC company where he is responsible for revenue reporting; analyzing and generating commissions, bonuses, and incentives; and managing vendor relations includ [...]

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M.C. is a finance and accounting professional with 30+ years of experience working for large IT companies and, more recently, small businesses.  Since 2012, he has worked for a family-owned HVAC company where he is responsible for revenue reporting; analyzing and generating commissions, bonuses, and incentives; and managing vendor relations including accounts payable and incentive rebates. From 2010-2012 he served as Operations Manager at Symantec. From 2000-2010 he was a Financial Analyst and Operations Manager with Sun Microsystems and Oracle. He began his career at UNISYS where he was responsible for billing and accounts receivables and was promoted to Assets Manager. MC has a BA in Business Administration from Averett University.

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J.W. (Lexington, MA)

Finance and Engineering professional with 4 years experience as a Financial Advisor (fiduciary) preparing financial plans and portfolios, 9 years in start-up companies (co-founding one) managing  design, proposal writing and all administrative functions (payroll, bookkeeping, purchasing, billing, contract management). More than 20 years in major m [...]

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Finance and Engineering professional with 4 years experience as a Financial Advisor (fiduciary) preparing financial plans and portfolios, 9 years in start-up companies (co-founding one) managing  design, proposal writing and all administrative functions (payroll, bookkeeping, purchasing, billing, contract management). More than 20 years in major military-industrial companies: with Raytheon managed development of the engineering test and development plan, directed the writing of radar system report for the PATRIOT missile, and performed technology marketing; with Vitro Labs managed a 5-person team analyzing Apollo Ships instrumentation data; and as a Manager with Boeing worked in program management on a US Air Force/Saudi Arabian customer program. J.W. has a BSEE from the Virginia Military Institute and holds a Uniform Investment Advisor Series 65 License.  He served in the U.S. Air Force, as 1st Lieutenant, Ground Electronics Officer, and U.S. Air Defense System and long-range radar for the FAA.

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M.L. (Peabody, MA)

M.L.’s broad professional accounting expertise is centered on business process design, analysis and implementation in order to achieve world-class performance in accounting. From 2010 to 2016 M.L. performed benchmark studies that helped organizations improve finance efficiency and effectiveness by 20% or greater through improvement recommendation [...]

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M.L.’s broad professional accounting expertise is centered on business process design, analysis and implementation in order to achieve world-class performance in accounting. From 2010 to 2016 M.L. performed benchmark studies that helped organizations improve finance efficiency and effectiveness by 20% or greater through improvement recommendations including implementing policies and procedures, selecting and implementing accounting systems and through training and staff development. In public accounting from 2004 to 2010 M.L. led consulting teams, conducted ERP and best of breed point solution system selections, implemented ERP technologies and implemented best practices across all accounting and finance organizations and operational functions. From 1983 to 2004 M.L. was an accountant and manager for two high technology manufacturing companies performing cost and general accounting functions and was promoted to leadership roles in general accounting and cost/profit margin accounting. M.L. participated on the Malcolm Baldridge Quality Award team which recognized high performing organizations. In public accounting M.L. audited start-up high-technology and life sciences manufacturing firms and earned a CPA license in the state of Massachusetts. M.L. has a strong knowledge of many accounting systems and desktop productivity tools and is currently utilizing QuickBooks to support small business service organizations. M.L. earned a BSBA in Accounting and in Management at Northeastern University.

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J.L. (Andover, MA)

Management professional with 20+ years of experience in areas including retail, finance, and compliance. For the past 3 years, she led complex programs to develop and improve compliance capabilities, including compliance policy frameworks and integration of compliance standards and controls in operations. From 2005-2015, she worked at a national ba [...]

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Management professional with 20+ years of experience in areas including retail, finance, and compliance. For the past 3 years, she led complex programs to develop and improve compliance capabilities, including compliance policy frameworks and integration of compliance standards and controls in operations. From 2005-2015, she worked at a national bank where she was promoted 6 times up to the level of VP/area manager in charge of 5 stores and over 100 employees. Before that, J.L. worked in finance at State Street in London from 2001-2005, sales in Singapore from 1997-2001, and sales in NYC from 1993-1997. She has a Masters in Ethics and Compliance from the New England College of Business and Finance, a Bachelors in International Business Management from Bentley College and is an ITAR/EAR Accredited Export Professional from Export Compliance Training Institute.

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A.A. (Arlington, VA)

A.A. has 14 years of experience managing health care operations, from small clinics to large medical facilities. She brings strong budgeting and financial reporting and analysis skills and is eager to transition to a role where she can gain more experience in transactional accounting. Most recently, A.A. worked as a consultant to her former employe [...]

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A.A. has 14 years of experience managing health care operations, from small clinics to large medical facilities. She brings strong budgeting and financial reporting and analysis skills and is eager to transition to a role where she can gain more experience in transactional accounting. Most recently, A.A. worked as a consultant to her former employer, a large health system, where she managed various projects and updated all administrative and clinical policies for a growing business line. From 2012 – 2017 A.A held progressively more complex roles within MedStar Health, culminating in a Director role for MedStar Health at Lafayette Centre – a large medical center in downtown DC. In this role, A.A was responsible for the planning, opening, and managing of a medical facility with over 150 associates, seeing an average of 500 patients daily. She is proficient in MS Office Suite, including advanced Excel. A.A. has a Masters in Healthcare Administration from the University of North Carolina at Chapel Hill, and a Bachelors in Gerontology from the University of Southern California

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M.R. (McLean, VA)

M.R. is a Deloitte and Touche-trained accounting professional with 12+ years of finance and management experience.  Prior to leaving the workforce, she was Controller of a large investment management company from 2002-2005. She managed an accounting team of 3 that was responsible for AR, AP, and collections. She provided account and expense analys [...]

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M.R. is a Deloitte and Touche-trained accounting professional with 12+ years of finance and management experience.  Prior to leaving the workforce, she was Controller of a large investment management company from 2002-2005. She managed an accounting team of 3 that was responsible for AR, AP, and collections. She provided account and expense analysis to track and control expenses, prepared financial statements, oversaw audit, and drafted financial annual reports to shareholders. She has held senior financial reporting and analysis roles at The Mills Corporation, American Management Systems (AMS), and MCI. At federal government contractor AMS, M.R. prepared financial statements, analyzed general ledger account activity, tracked revenues and expenses, provided SEC reporting, managed audits, and supported investor relations.  She created and implemented a contract review process for the company and taught a revenue recognition workshop to business managers to ensure GAAP compliance and strengthen internal controls. M.R. began her career as an auditor with Deloitte and Touche. She has an MBA from Loyola College and a BS in Accounting from the University of Maryland. She is proficient in MS Office (Intermediate Excel) and quickly masters an understanding of work flow and proprietary accounting software.

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J.V. (Clarksburg, MD)

J.V. has 18+ years of Controller-level financial management experience, including accounting, financial planning and analysis, pricing, and procurement. She has worked for large multinational corporations as well as for medium to small companies. She is currently an Independent Consultant providing outsourced CFO and accounting services to mostly [...]

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J.V. has 18+ years of Controller-level financial management experience, including accounting, financial planning and analysis, pricing, and procurement. She has worked for large multinational corporations as well as for medium to small companies. She is currently an Independent Consultant providing outsourced CFO and accounting services to mostly small businesses. Prior to this, she was a Financial Controller for Dell Australia from 2014-2015, where she was responsible for a business portfolio with annual revenues of $250M. She achieved the targeted P&L goal of +5% yearly growth, signed off on all bid and contract pricing, managed monthly closing and financial reporting, and was accountable for overall operating expenditure. From 2011-2014, J.V was the Pricing Manager at Dell Australia. From 2007-2011, J.V. was the FP&A Manager for Dell Australia. She started her career as a Cost Accountant with Motorola. She is proficient in QuickBooks, Oracle and Hyperion. She has a Bachelor’s in Accounting (Honors) from University Malaya and is a Chartered Accountant (CA).

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T.A. (Billerica, MA)

Finance professional with over 7 years experience in budgeting, financial analysis, bookkeeping, and accounts payable, primarily in a management capacity. In her current role as a Finance Manager for the Boston office of a large cable company she is responsible for budget planning and forecasting, oversight of all bookkeeping functions as well as t [...]

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Finance professional with over 7 years experience in budgeting, financial analysis, bookkeeping, and accounts payable, primarily in a management capacity. In her current role as a Finance Manager for the Boston office of a large cable company she is responsible for budget planning and forecasting, oversight of all bookkeeping functions as well as the month end/year end close and capital projection reports. She also trains and manages a staff of five. Taylor has experience in auditing non-profit and for-profit organizations as well as tax preparation through her current role and her work as the treasurer of a foundation. She operates a local non-profit organization and is responsible for all of the bookkeeping and tax preparation requirements. Taylor has experience working in a number of different accounting platforms. She is proficient in the MS Office Suite of Programs, ProSystem FX Tax ProSystem FX Engagement, ProSystem FX Fixed Assets, Quickbooks, ICOMS, Report Store, Report Manager, Data Warehouse and Hyperion. She has a Bachelor’s degree in Accounting from Assumption College and received her MBA with a concentration in Accounting from SNHU.

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F.S. (Boston, MA)

Finance professional with 8+ years of Accounting experience in the private and public sectors of the financial industry. She is currently an accounting consultant with experience in providing strong analytical data and communications to lead month/quarter/year-end closing, preparing and consolidating financial statements. Her prior projects involve [...]

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Finance professional with 8+ years of Accounting experience in the private and public sectors of the financial industry. She is currently an accounting consultant with experience in providing strong analytical data and communications to lead month/quarter/year-end closing, preparing and consolidating financial statements. Her prior projects involved overseeing the development of revenue reports, reporting fluctuations in financial statements using prior years’ balance sheets and income statements. She has worked for companies during their significant growth period (over $80 million in revenues) where she managed WIP, COGS scheduling, bookings, calculations, accruals, and fixed assets. From 2016-2018, F.S has managed up to 6 accounting staff in the A/P, A/R & payroll departments. She also trained employees on company policies and procedures and helped implement the new ERP transitioning process. She has also developed in-depth documentation related to internal and external auditing and audit trails for SEC disclosures. She is proficient in the use of MS Excel, to include data formulation with VLookup, HLookup, Pivot Tables, and IF/MID. Her accounting expertise includes QuickBooks, NetSuite, Great Plains, PeopleSoft, Oracle SmartView, Hyperion, and Salesforce. She has received an Accounting Certificate from UMASS Lowell (2018) and Bachelor of Business Administration (BBA) in Finance and Investment from the City University of New York.

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M.R. (McLean, VA)

M.R. is a Deloitte and Touche-trained accounting professional with 12+ years of diverse experience.  Prior to leaving the workforce, she was Controller of an investment management company from 2002-2005. She managed an accounting team of 3 responsible for AR, AP, and collections. She provided account and expense analysis to track and control expen [...]

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M.R. is a Deloitte and Touche-trained accounting professional with 12+ years of diverse experience.  Prior to leaving the workforce, she was Controller of an investment management company from 2002-2005. She managed an accounting team of 3 responsible for AR, AP, and collections. She provided account and expense analysis to track and control expenses, prepared financial statements, oversaw audit, and drafted financial annual reports to shareholders. She has held senior financial reporting and analysis roles at The Mills Corporation, American Management Systems (AMS), and MCI. At federal government contractor AMS, M.R. prepared financial statements, analyzed general ledger account activity, tracked revenues and expenses, provided SEC reporting, managed audits, and supported investor relations.  She created and implemented a contract review process for the company and taught a revenue recognition workshop to business managers to ensure GAAP compliance and strengthen internal controls. M.R. began her career as an auditor with Deloitte and Touche. She has an MBA from Loyola College and a BS in Accounting from the University of Maryland. She is proficient in MS Office (Intermediate Excel) and quickly masters an understanding of work flow and proprietary accounting software.

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C.F. (Southborough, MA)

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-ti [...]

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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.

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Y.M. (Boston, MA)

Y.M. has 12+ years of finance, accounting and human resource experience for both small and large companies. She is currently a Director of Finance and Administration for a $150M technology company. Some of her most recent accomplishments include managing the budget process, created executive dashboards and board reporting, developing and executing [...]

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Y.M. has 12+ years of finance, accounting and human resource experience for both small and large companies. She is currently a Director of Finance and Administration for a $150M technology company. Some of her most recent accomplishments include managing the budget process, created executive dashboards and board reporting, developing and executing the compensation program (merit, commission, and bonus), and participating in the annual benefit plan redesign. In her prior role as a business controller in a small start up she reported directly to the product president and oversaw all finance and sales operations functions. She has her Masters in Accounting from Babson College and Human Resources from Northeastern University and holds both a PHR and CPA certification. Available up to 30 hrs/wk.

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V.A. (Fairfax, VA)

V.A. is a finance professional with a background in internal audit and risk management and recent experience in business intelligence (BI) consulting. She recently relocated from London, UK where she obtained her MBA and worked as a BI Consultant for Pomerol Partners, a technology and BI consulting firm. Using Agile methodology, she was part of a t [...]

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V.A. is a finance professional with a background in internal audit and risk management and recent experience in business intelligence (BI) consulting. She recently relocated from London, UK where she obtained her MBA and worked as a BI Consultant for Pomerol Partners, a technology and BI consulting firm. Using Agile methodology, she was part of a team that designed a trade reconciliation process to reduce risk and costs for a Tier I Global Private Bank client. From 2013-2016, V.A. was an Associate at KPMG where she conducted SOX compliance reviews; GAP assessments; OMB A-133 audits, and internal performance audits of business systems, incurred cost submissions, disclosure statements, indirect cost structures, etc. From 2009-2013, V.A. worked for Chemonics International, an international development consulting firm with mostly USAID contracts. In this role she performed more traditional accounting duties in addition to auditing grant program compliance with FAR and GAAP and monitoring financial policies and controls. She has an MBA from St. Mary’s University, UK and a BS in Accountancy from George Mason University. She is an ISO 9001 Certified Internal Auditor and is proficient in MS Office Suite, Lavastorm Analytics, Visio, MS Dynamics, Peachtree, and PeopleSoft. Virtual Only

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N.N. (Frederick, MD)

N.N. has 10+ years of mid-level accounting experience, working mostly for CPA firms and small and mid-sized businesses. She has experience in accounts payable, ACH reconciliations, general ledger journal entries, and financial statement analysis. From 2008-2011, N.N. was Senior Accountant at Avalink, a telecom software company, where she was respon [...]

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N.N. has 10+ years of mid-level accounting experience, working mostly for CPA firms and small and mid-sized businesses. She has experience in accounts payable, ACH reconciliations, general ledger journal entries, and financial statement analysis. From 2008-2011, N.N. was Senior Accountant at Avalink, a telecom software company, where she was responsible for converting the company’s accounting software from Quickbooks to NetSuite. N.N has also worked closely with the CFO to balance the company’s financial statements. As a General Ledger Accountant at L-3 Communications, she was responsible for reconciling major accounts. N.N. started her career as a Staff Accountant/Bookkeeper for a small CPA firm (2000-2006), where she worked on client accounts and assisted with payroll and tax filings. She has a BS in Accounting and Masters in Accounting and Financial Management, both from UMUC. She is proficient in Quickbooks, NetSuite, Peachtree, and Deltek CostPoint. She is currently working on her CPA certification.

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T.H. (Ashburn, VA)

T.H. has over fifteen years accounting and financial analysis experience in both the public and private sectors. From 2012 to 2015, she lived in Vancouver, British Columbia and served as an active volunteer in the education system and athletic leagues. From 1995 to 2011, she held several positions with Hallmark Cards in Kansas City. She advanced fr [...]

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T.H. has over fifteen years accounting and financial analysis experience in both the public and private sectors. From 2012 to 2015, she lived in Vancouver, British Columbia and served as an active volunteer in the education system and athletic leagues. From 1995 to 2011, she held several positions with Hallmark Cards in Kansas City. She advanced from Financial Analyst to Team Leader to Finance Manager. As the Finance Manager, she facilitated, planned, forecasted and reported non-product costs. Her team collaborated with several partners to ensure the successful conversion of the mainframe accounting system to Oracle. From 1992 to 1995, she was a Senior Accountant with KPMG in Kansas City. Her clients included Health Midwest, TWA and several cities and municipalities, including the City of Kansas City, Missouri, with a population of over 450,000 and an annual budget of over $1,000,000,000. She is proficient in Microsoft Office applications and has a working knowledge of Oracle and SAP. She has a BS in Accounting from the University of Missouri-Kansas City and an inactive CPA license.

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G.S. (Jessup, MD)

G.S. has 30 years of financial analysis and accounting experience in various industries. From 1989-2015, G.S. worked for Litton/Northop Grumman in a variety of accounting roles where he was responsible for budgeting, forecasting, monthly close, consolidations, financial analysis, asset management, financial reporting, balance sheet and income state [...]

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G.S. has 30 years of financial analysis and accounting experience in various industries. From 1989-2015, G.S. worked for Litton/Northop Grumman in a variety of accounting roles where he was responsible for budgeting, forecasting, monthly close, consolidations, financial analysis, asset management, financial reporting, balance sheet and income statement preparation and management, project cost control, balance sheet account reconciliations, and executive financial reporting. From 2001-2004 G.S. was responsible for the financial consolidation and reporting of a $50M business sector consisting of numerous manufacturing business units located in the U.S. and in various foreign countries. In this position, he also maintained the sector’s home office books, including payroll, accounts payable and accounts receivable functions. Prior to this, G.S. was a Controller for a commercial manufacturing entity. G.S. also work in Litton’s corporate audit department, performing numerous financial audits of commercial manufacturing and defense contracting business units. G.S. also supported numerous acquisitions and divestitures. He started his career with Deloitte Touche as a senior financial auditor performing audits in manufacturing, real estate, healthcare, municipal government, and retail industries. G.S. is also a veteran of the Army and served as an Electronics Warfare Signals Intelligence Analyst. He is proficient in Microsoft Office and SAP. He has a BS and Masters of Accounting both from the University of Florida.

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D.F. (Annapolis, MD)

D.F. combines strategic marketing and communications acumen with proven analytical and leadership skills. Having served as the Communications and Marketing Director for a start-up mobile app software company for the past 8 years, she helped grow the company into a market leader until its acquisition in early 2017. D.F. designed and implemented the [...]

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D.F. combines strategic marketing and communications acumen with proven analytical and leadership skills. Having served as the Communications and Marketing Director for a start-up mobile app software company for the past 8 years, she helped grow the company into a market leader until its acquisition in early 2017. D.F. designed and implemented the company’s social media outreach, boosting Facebook and Twitter followers by more than 200% and 300% respectively. She also developed and monitored the firm’s marketing campaigns and analytics on multiple platforms and drafted and distributed company press releases and blog posts. Prior to this position, she worked in the public financial management arena, working her way up from Budget Analyst (USDA) to Departmental Budget Analyst (USDA) and Budget Officer (DOJ). At the DOJ, she managed a $30M budget, performed complex financial analyses, and presented briefings, white papers, and summaries to Department heads. D.F. has an MBA from the Smith School of Business at the University of Maryland, College Park and a Bachelors from the University of Virginia.

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S.O. (Wakefield, MA)

S.O. is a versatile and well-rounded finance, accounting and HR professional with expertise in SG&A programs and expenses in consumer packaged goods, technology and service environments. She has experience partnering with leaders across business functions in a global G&A setting (Sales, Human Resources, Finance, Accounting, Legal and Real E [...]

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S.O. is a versatile and well-rounded finance, accounting and HR professional with expertise in SG&A programs and expenses in consumer packaged goods, technology and service environments. She has experience partnering with leaders across business functions in a global G&A setting (Sales, Human Resources, Finance, Accounting, Legal and Real Estate). She effectively provides both financial and workforce analysis, HR compliance measures, benefits analysis, reporting, and process improvements.  Companies for whom she has worked include Epsilon as a Senior Finance Manager, Worldwise, Inc. as a Manager of Financial Planning & Analysis and Boston Consulting Group as a Senior Financial Analyst. She is currently an independent consultant with a diverse portfolio of project service offerings. She has a BSBA in Human Resources and a MBA from Northeastern University.
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A.C. (Bethesda, MD)

A.C. is an accomplished scientific researcher by background who is looking to transition into a bookkeeping role. Since 2009, Amy has held the role of Treasurer for several volunteer organizations, including: Walt Whitman High School Cluster Fund, Bradley Hills Education Foundation, and Bradley Hills ES PTA. In addition, she has audited Walt Whitma [...]

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A.C. is an accomplished scientific researcher by background who is looking to transition into a bookkeeping role. Since 2009, Amy has held the role of Treasurer for several volunteer organizations, including: Walt Whitman High School Cluster Fund, Bradley Hills Education Foundation, and Bradley Hills ES PTA. In addition, she has audited Walt Whitman PTA’s financials in both 2015 and 2016. From 1996-2006, A.C. worked at the National Genome Research Institute, Transgenic Mouse Core at NIH. She started as a Biologist and Research Scientist and was then promoted to Assistant Director, where she managed a lab that grew from 4 to 9 employees during her time there. She was instrumental in resolving space and specimen storage issues and initiating the use of cryo-freezing. She is proficient in MS Office, Quickbooks, and Quicken.

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S.K. (Ashburn, VA)

S.K has 8+ years of bookkeeping and HR support experience. Since 2007, S.K. has worked as the sole bookkeeper for a small IT staffing firm ($3-4M revenues). She was originally hired for an administrative role and was quickly promoted to Bookkeeper. She is responsible for bank reconciliation, deposits, invoicing, AP, AR, month-end close, payroll, an [...]

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S.K has 8+ years of bookkeeping and HR support experience. Since 2007, S.K. has worked as the sole bookkeeper for a small IT staffing firm ($3-4M revenues). She was originally hired for an administrative role and was quickly promoted to Bookkeeper. She is responsible for bank reconciliation, deposits, invoicing, AP, AR, month-end close, payroll, and working with an outside CPA. In addition, she also provides overall office administration and HR support to the firm, including managing client and vendor relationships and overseeing a 3-person recruiting team during a time of significant growth. S.K. is proficient in QuickBooks and Excel. She has a BA in Sociology from NMKRV College, Bangalore, India.

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J.V. (McLean, VA)

J.V. is a “hands-on” finance and accounting executive and CPA with 25 years of experience. She has managed teams and has expertise in financial planning & analysis, reporting, technical accounting, treasury, tax, HR and IT. She has been instrumental in helping parties resolve contentious cases through effective client management, creative [...]

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J.V. is a “hands-on” finance and accounting executive and CPA with 25 years of experience. She has managed teams and has expertise in financial planning & analysis, reporting, technical accounting, treasury, tax, HR and IT. She has been instrumental in helping parties resolve contentious cases through effective client management, creative problem solving and skilled negotiation. Since 2007 she has been Chief Financial Officer and Chief Compliance Officer for a private-equity investment firm. She is responsible for limited partner reporting, financial statement preparation, technical accounting research, SEC registration document preparation, writing policies and procedures, and serving as audit and tax liaison. Currently she is assisting in the wind down of a fund and its portfolio companies. Prior to this, she was Director of Financial Reporting at two large defense contractors, Analex Corporation (2006-2007) and BAE Systems (2004-2006). In these roles she validated the accuracy of and consolidated company-wide financial data and performed external reporting duties. Earlier in her career, she served as Controller and managed all aspects of finance and accounting for privately-held companies ISR Solutions (2003-2004) and Invicta Networks (2002-2003). She is proficient in MS Office, Quickbooks, NetSuite, Deltek/CostPoint and Hyperion and has led several successful software implementations and conversions. She has a BS in Business Administration and Economics from High Point University and has an active CPA license in Virginia.

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L.F. (Oakton, VA)

15+ years of experience in senior project management and operations, with strong data research and analysis skills. Recently obtained Certificate in Small Business Accounting through 15-week intensive program offered by Merrimack College that included financial and managerial accounting, QuickBooks, and Excel. Currently active volunteer, inclu [...]

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  • 15+ years of experience in senior project management and operations, with strong data research and analysis skills. Recently obtained Certificate in Small Business Accounting through 15-week intensive program offered by Merrimack College that included financial and managerial accounting, QuickBooks, and Excel.
  • Currently active volunteer, including managing concessions at local high school, which involved converting manual inventory and sales systems to Excel.
  • Project Manager for ORI (2016-2017), a research, data analytics, and consulting firm. Led team in determining client needs, mining databases, and delivering results to improve client’s understanding of its data sets.
  • At Associates for International Research, Inc (1989 – 2004), held roles of increasing responsibility culminating in her leading the Data Research and Analysis Department as Senior Manager.  Managed staff of research analysts, worked on product development, and consulted with senior client service executives to assure deliverables met client expectations. In earlier roles, analyzed cost-of-living data and studied international economies while overseeing a survey staff.
  • Proficient in MS Office Suite (Advanced Excel) and QuickBooks.
  • B.A., Boston University and a Bachelor of Economics, Clark University.
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S.M. (Aldie, VA)

S.M. has 12 years of accounting and audit experience, including Big Four public accounting, internal audit, small company Controller, and SEC reporting. She is currently an independent contractor providing accounting services to small businesses. From 2011-2013, she was the Senior Manager of Accounting for Verisign, focusing on international accou [...]

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S.M. has 12 years of accounting and audit experience, including Big Four public accounting, internal audit, small company Controller, and SEC reporting. She is currently an independent contractor providing accounting services to small businesses. From 2011-2013, she was the Senior Manager of Accounting for Verisign, focusing on international accounting, consolidations, inter-company transactions. S.M. was hired as part of a team of accountants that transitioned the company from its west coast location to the DC area. From 2010 -2011, she was the Accounting and Financial Reporting Manager for RCN (a cable and internet company), focusing on SEC reporting, fixed assets, leases, and capitalized labor. She worked heavily on the division of the company’s accounting records into two separate entities. From 2008-2010, she was a Financial Reporting Supervisor at Gannett Co., working heavily in SEC reporting. From 2007-2008, she was Controller for Mooring Financial Corporation, responsible for all aspects of the company’s accounting, financial reporting, tax, and human resource functions. From 2003-2007, S.M. worked at Freddie Mac first as a Senior Internal Auditor and then as an Internal Audit Project Lead. She was promoted a second time to Accounting Manager, where she received awards for improving the efficiency of the account reconciliation process and reducing dependencies within key processes. She began her career in public accounting at Arthur Andersen and Ernst & Young. She has a BS in Commerce from the University of Virginia and is an active CPA. She is proficient in Oracle, Great Plains, and PeopleSoft, and familiar with QuickBooks, Lawson, and Hyperion Enterprise.

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C.M. (Potomac, MD)

Catherine is a finance professional with an MBA and 10+ years experience in financial budgeting, reporting, and costing. From 2002-2006, Catherine moved quickly up the ranks at Covidien, beginning as a Cost Analyst and then Cost Accounting Supervisor.  She was second in charge to the plant controller and oversaw accounts payable, monthly financia [...]

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Catherine is a finance professional with an MBA and 10+ years experience in financial budgeting, reporting, and costing. From 2002-2006, Catherine moved quickly up the ranks at Covidien, beginning as a Cost Analyst and then Cost Accounting Supervisor.  She was second in charge to the plant controller and oversaw accounts payable, monthly financial reporting, annual budgeting, and financial controls. She eventually moved to corporate  where she was a Senior Cost Analyst, coordinating financial reporting for all manufacturing plants and supplying the CEO and CFO with cost information related to new and existing products. Catherine began her career (1994-2000) at The Hartford Financial Services Group, where she was promoted from Treasury Analyst to Team Leader for the Treasury Electronic Funds Transfer Unit.  She has an MBA from Villanova University and a BA from Wheaton College. She is looking for part-time work.

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