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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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M.C. (Marlborough, MA)

Full-charge Bookkeeper and Accounting Manager/Controller with 22+ years of experience working for a large IT consulting and services firm Accounting skills include accounts receivable, accounts payable, bookkeeping, full-cycle Accounting, tax reporting, and financial statements Additional skills in office administration, operations, and h [...]

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  • Full-charge Bookkeeper and Accounting Manager/Controller with 22+ years of experience working for a large IT consulting and services firm
  • Accounting skills include accounts receivable, accounts payable, bookkeeping, full-cycle Accounting, tax reporting, and financial statements
  • Additional skills in office administration, operations, and human resources management (including onboarding, training, and recruiting)
  • Proficient in QuickBooks Desktop/Online and MS Office Suite
  • Coursework in Financial Accounting from Fisher College
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I.D. (Shrewsbury, MA)

Management professional with 7+ years of leadership experience across private, nonprofit, and military sectors Expertise in grant management, collaboration across HUD agencies in veteran program management, creating metrics/tracking, and training systems Program Director for leading veteran services nonprofit providing services in New Eng [...]

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  • Management professional with 7+ years of leadership experience across private, nonprofit, and military sectors
  • Expertise in grant management, collaboration across HUD agencies in veteran program management, creating metrics/tracking, and training systems
  • Program Director for leading veteran services nonprofit providing services in New England, Montana, and North Dakota
  • Spearheaded initiative to expand housing grant capabilities including increasing budget from $1.4 million to $5.2 million, establishing North Dakota and Montana teams, and revamping standard operating procedures company wide
  • Led Veteran Affairs tracked companies in metrics and received multiple accommodations for outreach work with at-risk veterans
  • BS from Fitchburg State University, MBA (currently in progress) from the University of Massachusetts
  • Honorably served in the United States Air Force/Veteran
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J.L. (Medford, MA)

Communications professional with 14 years of experience in the scientific and literary publications industry Extensive experience writing ad copy, press releases, blog posts, overseeing production of multiple publications, promoting brands on social media, and managing projects with multiple partners and stakeholders Technical writer and [...]

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  • Communications professional with 14 years of experience in the scientific and literary publications industry
  • Extensive experience writing ad copy, press releases, blog posts, overseeing production of multiple publications, promoting brands on social media, and managing projects with multiple partners and stakeholders
  • Technical writer and editor for materials on biodiversity management and conservation
  • As Managing Editor oversaw production for three top-tier life-sciences journals, trained and managed staff, streamlined workflows, and earned recognition for innovation and collaboration
  • Advanced proficiency in MS Office Suite, Google Docs, Adobe Creative Suite, Slack, and Trello
  • ​​​​​​MFA in Fiction Writing from the University of Colorado Boulder; BA in English and American Literature from Brandeis University
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C.C. (Boston, MA)

Marketing and project management professional with 20+ years of experience in the finance, real estate, and non-profit industries Currently provides project management support at a nonprofit consulting firm to facilitate the execution of strategic plans and in-person collaborations while maintaining a critical role on the leadership team [...]

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  • Marketing and project management professional with 20+ years of experience in the finance, real estate, and non-profit industries
  • Currently provides project management support at a nonprofit consulting firm to facilitate the execution of strategic plans and in-person collaborations while maintaining a critical role on the leadership team
  • Experience delivering client services and support for a real estate broker by managing the real estate process across 80 transactions annually ($370 million in sales); additional skills in event and meeting planning
  • Early career in advertising, developing marketing campaigns for key accounts including Dunkin Donuts
  • Advanced proficiency in MS Office, Google Suite, and video conferencing platforms
  • BS in Business-Economics from Skidmore College
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N.G. (Amesbury, MA)

Administration professional with 15+ years of experience in the higher education and real estate industries Skilled in the admissions operations for a nonprofit community college; held roles as Enrollment Counselor and Interim Director of Admissions; led the college’s enrollment effort, counseled potential and current students, organized a [...]

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  • Administration professional with 15+ years of experience in the higher education and real estate industries
  • Skilled in the admissions operations for a nonprofit community college; held roles as Enrollment Counselor and Interim Director of Admissions; led the college’s enrollment effort, counseled potential and current students, organized and implemented admissions events, and engaged in social media efforts to promote the college
  • Currently a Licensed Realtor for MA and NH; educates buyers and sellers on all aspects of the housing market
  • Advanced proficiency in various email platforms, social media, MS Office Suite, Google Suite, ADP Payroll and CRM (Target X)
  • BA in Communications from Keene State College
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