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K.G. (Wakefield, MA)

HR Professional with 12+ years of experience in global and startup environments providing strategic HR solutions and process execution in the healthcare, technology, and private equity sectors Expertise in talent acquisition, scaling HR programs to support business growth, onboarding, benefits administration, performance management, and prof [...]

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  • HR Professional with 12+ years of experience in global and startup environments providing strategic HR solutions and process execution in the healthcare, technology, and private equity sectors
  • Expertise in talent acquisition, scaling HR programs to support business growth, onboarding, benefits administration, performance management, and professional development; well-versed in business operations supporting management in financial and budgetary decision making
  • Additional skills managing complex employee relations and conducting effective and objective investigations
  • Proficient in MS Office Suite, Google Suite, ADP, Tableau, Paychex, BambooHR, Kronos, Allscripts, Millennium, Arrow, Soneto, Taleo, Asana, PeopleSoft, Bullhorn, and Avesta
  • BA in Communication from Southern New Hampshire 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.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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I.D. (Shrewsbury, MA)

Management professional with 7+ years of leadership experience across private, nonprofit, and military sectors Program Director for leading veteran services non-profit in the Northeast; ran the MA office while also managing teams in each New England state, Montana, and North Dakota Spearheaded initiative to expand housing grant capabiliti [...]

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  • Management professional with 7+ years of leadership experience across private, nonprofit, and military sectors
  • Program Director for leading veteran services non-profit in the Northeast; ran the MA office while also managing teams in each New England state, Montana, and North Dakota
  • Spearheaded initiative to expand housing grant capabilities (budgets up to $5.2 million) establishing North Dakota and Montana teams, and revamping standard operating procedures company-wide
  • Achieved 188% of the federally-funded goal by housing 564 veteran families; eliminating/preventing homelessness; led Veteran Affairs tracked companies in metrics
  • Overhauled Housing Retention grant achieving 100% of annual metrics in 6 months; created new metric and tracking systems, constructed a companywide training system, instituted collaborations with community providers, and expanded the grant’s scope to allow partnership with Veteran Affairs HUD teams resulting in a three-year grant renewal
  • Proficient in MS Office, Google Suite, and Zoom
  • BS in Clinical Exercise Physiology/Pre-med from Fitchburg State University; in-progress MBA from the University of Massachusetts – Lowell
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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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