• Administrative and finance professional with 20+ years of experience spanning federal government and consulting industries.
• Currently serving as an Administrative Specialist at a federal agency, managing events, processing contractor proposals, and providing executive-level administrative support using Salesforce.
• Serves as a Tax Compliance Officer, conducting audits, resolving discrepancies, and communicating with taxpayers to ensure compliance with tax regulations.
• Previously worked as an Associate in a consulting firm, creating financial reports with Tableau and OBIEE, preparing accounting data, and assisting in budget management, while also updating project plans and milestones.
• Proficient in Oracle Financials, Hyperion, Salesforce, Data Integrator, Tableau, OBIEE, SQL, and uses JIRA, Smartsheet, HP Quality Center, SharePoint, with holding a SECRET Security Clearance.
• MBA from the University of Maryland and BS in Finance from the University of Texas.

ID 92942

• Real Estate Tax professional with 20+ years of experience in property tax management across various property types in the U.S., especially in the hospitality and industrial sectors.
• Managed strategic property tax analysis, valuations, and appeals for a global services organization, focusing on industrial properties like warehouses and quarries.
• Directed property tax management for hospitality properties, engaging in real estate assessment value analysis, and tax appeal litigation coordination.
• Oversaw real estate tax appeals and compliance for numerous assets, handled LEED certification projects, and managed major purchase price allocations.
• Proficient in strategic tax analysis, property valuation, taxation process management, and handling complex litigation coordination within the property tax field.
• MS in Real Estate from Johns Hopkins University and a BS in Business Administration from The American University.
• MRICS member and Certified Member of the Institute for Professionals in Taxation.

ID 90152

• Senior finance executive with over 30 years of experience in commercial lending, credit risk management, and portfolio development across financial institutions and public finance agencies, with a focus on supporting underserved markets and driving strategic growth.
• Chief Credit Officer at a public finance agency responsible for credit oversight of a $15 million high-risk commercial loan portfolio, development of credit policies, and executive leadership of lending programs; led the design and implementation of an $800 million Small Business COVID Relief Grant Program serving approximately 17,000 Massachusetts businesses.
• In the role of Senior Vice President and Senior Commercial Loan Officer at a regional bank, originated and managed a $24 million portfolio within two years, structuring C&I and CRE loans and leveraging SBA and CDFI partnerships to meet diverse financing needs.
• Vice President and Commercial Loan Officer at multiple financial institutions responsible for managing C&I and CRE portfolios exceeding $100 million, fostering key client relationships, and contributing to retail and trust business development through successful cross-selling initiatives.
• Earlier experience includes Assistant Vice President role at a global financial institution, where responsibilities included commercial lending, relationship management, and participation in formal credit training programs that built foundational credit analysis expertise.
• Technical skills include commercial loan structuring, SBA loan products, CDFI collaboration, portfolio management, credit risk analysis, and MS Office; experienced in regulatory compliance, audit preparation, and executive reporting.
• BA, Business Administration from Lesley University; completed MBA coursework at Suffolk University; formal credit training through a global financial institution.

ID 92871

• Operations and finance executive with over 20 years of experience driving strategic planning, financial oversight, HR operations, and systems improvement across healthcare, education, and construction organizations.
• Director of Finance and Operations at a private educational institution responsible for budget development, vendor contract negotiation, HR administration, and Board Finance Committee collaboration; led IT infrastructure upgrades and resolved system-wide internet outages by coordinating with external vendors.
• In the role of Practice Administrator at a multi-provider medical clinic, oversaw financial planning, HR, and clinic operations; implemented a large-scale IT overhaul replacing 40+ computers, upgrading network infrastructure, and managing software transitions to improve efficiency and reliability.
• Financial Officer at a general contracting firm responsible for managing AP/AR, payroll, retirement plans, and operational cost controls; contributed to streamlined financial processes and enhanced forecasting accuracy.
• Earlier experience includes financial and administrative leadership across academic and healthcare organizations, including directing the transition to EPIC EMR at a family health center, managing bursar operations at a college, and serving as CFO for a cardiology practice.
• Technical skills include EPIC EMR, financial systems, HRIS platforms, and MS Office; experienced in IT infrastructure coordination, audit preparation, and compliance oversight.
• MBA from Anna Maria College; BBA from Anna Maria College; SHRM-CP certification.

ID 93029

• International tax professional with over 12 years of experience specializing in U.S. federal, state, and international tax compliance, reporting, and planning within global companies, investment firms, and consulting organizations.
• Business Development Executive at a global consulting firm advising international investors on Middle East market entry strategies, facilitating Qatar entity formation, visa processing, and local compliance, contributing to increased client onboarding and operational efficiency.
• As International Tax Manager at an investment advisory firm, led global tax compliance and ASC 740 tax provision processes, implemented transfer pricing documentation across jurisdictions, and ensured accurate GILTI, Subpart F, and FTC reporting; collaborated cross-functionally to support global mobility tax policies and mitigate permanent establishment risks.
• In the role of Senior Tax Specialist at an asset servicing company, managed fund tax reporting and compliance across multiple European jurisdictions, conducted tax allocations for hedge funds and high-net-worth clients, and supported audits and complex structuring projects for private equity clients.
• Earlier experience includes roles in financial reporting and accounting with responsibilities spanning SEC reporting, annual tax provision calculations, journal entries, and reconciliation processes for both public and nonprofit organizations.
• Technical skills include OneSource, CCH Tax, Oracle, Excel (including pivot tables, VLOOKUP, and macros), Checkpoint, and Workday.
• MS, Accounting from Liberty University; BS, International Economic Relations from Academy of Economic Studies, Moldova; CPA License, Massachusetts Board of Accountancy.

ID 93063

• Accounting and operations professional with over 15 years of experience in accounts receivable, customer service, and purchasing within the medical manufacturing sector, including corporate, remote, and laboratory environments.
• Accounts Receivable Specialist at a global medical manufacturing company responsible for processing payments via check, credit card, and electronic transfer; allocating funds accurately in Microsoft Dynamics; resolving discrepancies and overdue accounts; and maintaining up-to-date customer data to ensure accurate billing and collections.
• In the role of Customer Service Representative at a medical lens manufacturer, handled multi-channel order intake and client inquiries from healthcare providers and distributors. Managed complaint resolution, supported returns and exchanges, and trained new team members to improve onboarding and service continuity.
• Purchasing Specialist at a manufacturing firm responsible for sourcing lab and office equipment, maintaining inventory accuracy, and managing supplier relationships. Oversaw contract compliance and performed cost analyses to identify savings opportunities, contributing to operational efficiency and budget control.
• Earlier experience includes cross-functional support in finance, logistics, and operations, demonstrating consistent capability in systems navigation, process optimization, and interdepartmental collaboration.
• Technical skills include Microsoft Dynamics and MS Office (Word, Excel).

ID 91414

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

ID 89468

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

ID 90608

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

ID 91083

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

ID 86642

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

ID 48680

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

ID 84982

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

ID 80986

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

ID 62950

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

ID 90053

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

ID 90486

• Accounting professional with over 20 years of experience in full-charge bookkeeping, payroll processing, accounts receivable/payable, tax document filing, and report preparation across industries including telecommunications, audio-visual services, and professional services.
• Full Charge Bookkeeper at a U.S. division of an international telecommunications company, overseeing daily financial operations using Zoho and ADP. Responsibilities included vendor payments, payroll, tax filings, wire transfers, bank reconciliations, month-end reporting, and inventory management.
• Bookkeeper/Payroll & Billing Specialist at an audio-visual solutions provider, processing payroll, tax form completion, vendor payments, client invoicing, and utilizing QuickBooks and D-Tools for service order management.
• Provided accounting support as an Accounting Office Assistant for a CPA firm, focusing on payroll processing, vendor bill payments, tax document organization, and bank deposits for small business clients.
• Proficient in MS Office, QuickBooks, Zoho One, Slack, D-tools, Service Fusion & Service Titan.
• Completed a Career Studies Certificate in Business Information Technology through the Training Futures program, accredited by Northern Virginia Community College.

ID 90953

• Administrative and accounting professional with 20+ years of experience in payroll, bookkeeping, and administrative support across the hospitality, architecture, and educational sectors.
• Senior Administrative Assistant at a global hospitality company, providing administrative support for five VPs in the finance department. Managed department meetings for 70+ staff, event planning, and processed invoices in PeopleSoft.
• Payroll Technician for a large church, processing bi-monthly payroll for 60+ staff and subcontractors using QuickBooks online; managed employee benefits including FSA, health and life insurance, and retirement accounts.
• Accounting Assistant for a $16.5 million architecture and home remodeling firm, responsible for accounts payable, subcontractor payments, business credit card reconciliation, payroll, and expense reimbursements.
• Proficient in QuickBooks, Microsoft Great Plains, SharePoint, Peoplesoft, ServiceNow, and PrismHR; experienced in manual payroll processing and data entry.
• Completed coursework equivalent to an AA Degree with a focus on Accounting.

ID 91061

• Legal and accounting professional with experience spanning law, accounting, and corporate advisory roles, particularly in technology and financial services industries.
• Provided legal counsel and negotiated technology agreements related to licensing, distribution, manufacturing, and services for software and hardware companies.
• Managed commercial licensing for platform-as-a-service offerings, OEM partners, VARs, and consulting services with a focus on strategic alliances and sales support.
• Directed a team within a commercial licensing department, drafting a broad spectrum of agreements, including enterprise software licenses and strategic partnership agreements to support global sales initiatives.
• Experienced in performing accounting and financial management tasks, including audits, internal controls testing, financial reporting, SEC reporting compliance, and QuickBooks.
• Holds a J.D. from University of Virginia School of Law and a B.S. in Commerce with an Accounting focus from University of Virginia; Certified Public Accountant and Virginia State Bar member.

ID 90330

• Finance professional with over 27 years of experience in financial analysis and financial management across government contracting and service industries.
• Finance Manager at a major government contractor, responsible for financial reporting for a $750M business group. Managed a team of financial analysts, onboarded company staff, provided executive financial briefings, and trained acquired staff on corporate financial policies and procedures.
• Area Manager at a regional food delivery service, overseeing operations at three truck stops and managing a team of 8-10 Market Managers. Handled staff hiring and training, filled delivery gaps, and ensured high-quality customer service.
• Current Market Manager responsible for delivering orders, providing customer service, and troubleshooting
• Proficient in MS Excel with additional experience in MS Office and Google Workspace.
• BA in History and English from Georgetown University; MBA from Strayer University

ID 87485

• Served as a Financial Reporting Vice President at a large financial institution, managing teams responsible for creating Financial Statements and leading department-wide projects; successfully converted clients to new systems and developed internal databases to improve reporting accuracy.
• Previously worked as a Financial Reporting Assistant VP, supervising a large team and significant number of funds, while implementing training programs and working on data optimization initiatives.
• Early career experience as a Financial Reporting Assistant Treasurer and Financial Analyst, focusing on managing fund cycles and improving departmental processes, including developing and teaching training courses.
• Proficient in MS Access, Excel, SQL, Confluence Unity Systems, Bloomberg Terminal, and Agile & Waterfall Methodologies; completed additional training in risk management and process improvement strategies.
• MBA in Finance and Financial Institutions from Boston University, Bachelor’s degree in Economics with minors in Mathematics & Business from Brandeis University, CFA® Certified, and Bloomberg Certified in Equity and Fixed Income.

ID_89468

• Financial Services professional with 18 years of experience in operations and client-facing roles for global finance and asset management companies.
• As Onboarding VP, managed the onboarding process for new prime brokerage clients, sold prime brokerage services to financial institutions and acquired misplaced MF Global clients.
• As Sales VP and Client Services Manager, oversaw client activity, relationship management, onboarding, trade support, risk management, compliance, reporting, and record keeping.
• Also served as Operations Associate in Fixed Income Operations, managing trade cycles and producing daily commission reports for management.
• Early experience as Administrative Assistant and Operations Associate at large financial services firm.
• Skilled in relationship management, trade settlement, project management, problem solving, data analysis, organization, and administrative functions.
• A.S. in Business Management from College of Staten Island and previously held certifications in Series 7 & 63. 

ID86286

• Financial professional with 15 years of experience in private wealth management, institutional consulting, and sales within the financial services industry.
• As acting COO, led operations for a private wealth team with $800mm AUM, supporting business development, enhancing client experience, managing staff, and developing financial and estate plans.
• Developed wealth management plans for a team with $525mm AUM, conducted client interviews, created asset allocation strategies, and provided business analytics support for growth.
• Experience as a Senior Registered Client Service Associate involved in monitoring fund managers, preparing performance reports, and assisting in manager searches, RFPs, and presentations.
• Proficient in financial planning software and analytics tools such as PSN/Zephyr, Bloomberg, and estate planning software for creating tailored financial and estate plans.
• BA in Economics from Georgetown University, completed courses for the CFP designation at Georgetown University School of Continuing Studies.

ID81632

• Finance professional with expertise in investor communication, FP&A, financial modeling, underwriting, transactions, and strategic planning. Skilled in cash flow projections, cost control, and business budgeting, with a track record of driving financial efficiency and investment growth.
• Currently providing FP&A and CFO services for early-stage companies, overseeing cash flow management, financial modeling, investor presentations, and strategic financial planning to optimize operational efficiency and growth.
• Co-founder of a self-storage and moving business, achieving $1M+ run rate in four months. Led financial analysis, secured equity investments, navigated permitting processes, and developed a 45,000-square-foot storage facility, taking full ownership of business operations.
• Early experience as Senior Finance and Investment VP at a private equity firm overseeing a $450MM portfolio. Led property operations, strategic acquisitions, investment fund launches, and asset management, achieving over $300M in gross asset value growth. Directed value-add projects of $10M+, revitalizing underperforming assets for turnaround success.
• Proficient in business strategy development, financial modeling, team leadership, and marketing strategy formulation.
• MBA from F.W. Olin Graduate School of Business at Babson College; Chartered Financial Analyst (CFA) certification.

ID 85249

• Senior Accounting and Financial services professional with 20+ years experience working with both with both small and mid-size businesses, as well as publicly traded Fortune 500 companies. Expertise in providing real-time cost accounting models for budgeting and forecasting.
• Held two part-time Controller positions over the last 17 years, supporting company owners by performing finance and accounting duties including financial reporting, cash flow modeling, payrolls, audits and accounting functions, management of banking relationships as well as day-to-day operations, and HR responsibilities.
• Proficient in MS Office Suite (high proficiency in Excel), and Quickbooks.
• MS in Management from Cambridge College; BS in Accounting from Miami of Ohio.

• Accounting and business analysis professional with experience in accounting, insurance, education, and office management.
• As an Accounting Associate/Business Analyst for a research and consulting firm, processed 50-100 AP vouchers for vendor invoices daily, processed cash receipts, cash disbursement, and monthly journal entries. On-boarded new hires and managed semi-monthly payroll for more than 60 employees.
• Insurance Agent Team Member for a national insurance company, selling insurance policies to businesses and individuals and supporting office operations.
• World Language Teacher for primary day school, teaching language to Pre-K up to 2nd grade students. Developed curriculum and incorporated interactive techniques for learning.
• Accounting Clerk Supervisor for a healthcare organization; managed accounting clerks and trained them on QuickBooks Pro while responsible for overall AR/AP and bank reconciliations across health centers.
• Proficient in MS Excel, Deltek Costpoint, QuickBooks Pro, MS Word, and Google Docs.
• Master’s degree in Computer Science from New York Institute of Technology.

• Payroll professional with 20+ years experience in payroll management, HR operations, benefits, and tax compliance. Knowledge of State and Federal tax filings, FLSA, FLMA and DOL Regulations.
• Payroll Manager for a local government entity. Manages, plans, develops, interprets, and implements the payroll program/activities designed to ensure consistent application of the policies/procedures and federal/state legislation. 
• Payroll Specialist for a Recruiting Firm, using Paycom for weekly payroll transactions. Served as primary contact and subject matter expert for all payroll functions and conducted regular audits to ensure accuracy of work assignments, general ledger codes, active/inactive/terminated employees, and other data.
• Technical skills include advanced knowledge of MS Excel, HRIS systems, and payroll software such as Paycom and Workday, as well as experience with Google Suite and Munis.
• Master’s and BA degrees from the University of Phoenix, Associate of Arts and Sciences from Newbury College.

• 25+ years experience as CFO in early-stage companies, with broad hands-on responsibilities for all finance, HR, IT, and legal functions in technology and life sciences industries.

• Special expertise in early stage through IPO financing, systems, and company buildout.  Performed due diligence, negotiation, and integration management for several acquisitions. Successfully marketed & sold 2 product lines.

• 12 years making significant contributions to the funding, development, and successful sale of a pharma company (2005-17).  Managed the manufacturing development efforts to meet FDA requirements.

• Currently providing on-demand financial services to emerging companies, and working with software company to support onboarding of new clients.  Extensive experience with technology licensing, in and out, and SAS revenue recognition.

• Proficiency in MS Office, QuickBooks (Certified ProAdvisor), Cap Table development, liquidation/waterfall analyses, and document management implementation.

• MBA from Wharton, University of Pennsylvania, BA from Boston College. Inactive CPA. Veteran, US Navy.

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

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

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

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

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

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

• 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.

• 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.

• 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.

• 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.

• 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

• 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

• 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

• 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.

• 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.

• 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.

• 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.

• 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.

• 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

• 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

• 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.

• 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

• 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

• 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

• 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

• 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

• 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.

• 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.

• 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

• 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

• 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

• 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

• 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.

• 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

• 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

• 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

• 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.

• 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.

• 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

• 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

• 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