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I.M. (Winchester, MA)

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

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

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

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

Attorney with +10 years of experience handling corporate, real estate, and business transactions for national and international commercial and residential real estate clients Expertise in contract legal work including negotiation as well as drafting and reviewing of contracts for sales, construction, marketing, professional services, and vendo [...]

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  • Attorney with +10 years of experience handling corporate, real estate, and business transactions for national and international commercial and residential real estate clients
  • Expertise in contract legal work including negotiation as well as drafting and reviewing of contracts for sales, construction, marketing, professional services, and vendor agreements
  • Additional legal work in employment law focused on offer letters, severance agreements, non-competes and other agreements
  • 4+ years’ experience as a grant accountant for profit and nonprofit companies in the R&D industry
  • JD from Northeastern University, Member of the MA Bar, BA in Business Administration from the University of Massachusetts, Amherst
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J.Z. (Manchester, NH)

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

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

HR and administrative professional with 20+ years of experience in the retail, travel, and start-up industries HR Generalist duties span compliance, process administration, DEI initiatives, establishing Covid-19 protocols, training delivery, administering employee handbook, and onboarding Additional experience in office management including [...]

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  • HR and administrative professional with 20+ years of experience in the retail, travel, and start-up industries
  • HR Generalist duties span compliance, process administration, DEI initiatives, establishing Covid-19 protocols, training delivery, administering employee handbook, and onboarding
  • Additional experience in office management including vendor management, executive support, bookkeeping and accounts payable
  • Proficient in MS Office Suite, Concur Travel Portal, Tallie Expense Reporting, PurelyHR, QuickBooks, and ADP
  • Certified HR Professional (CP) through SHRM
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D.R. (Haverhill, MA)

Senior level IT implementation and finance professional with 30+ years of experience in the financial services, waste management/alternative energy and hospitality industries Executive IT manager with a large Boston Real Estate Investment Trust company where he led the IT and risk management functions; project manager for the transformation of [...]

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  • Senior level IT implementation and finance professional with 30+ years of experience in the financial services, waste management/alternative energy and hospitality industries
  • Executive IT manager with a large Boston Real Estate Investment Trust company where he led the IT and risk management functions; project manager for the transformation of property management and back-office systems from RealPage and PeopleSoft to Yardi
  • Additional expertise in accounting and investment management, development of IT strategic plans, disaster recovery, insurance coverage/broker selection, cybersecurity, and compliance
  • Proficient in Yardi, RealPage, PeopleSoft, Dynamo, BPC (SAP product), Ultimate Software HR/PR, Compliance 11, Concur, and MS Office Suite
  • MBA from University of New Hampshire; BS in Accounting from the University of Massachusetts, Lowell
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L.O. (Lexington, MA)

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

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

IT professional with 18+ years of experience helping small businesses, nonprofits and educational organizations identify and implement the best IT solutions for their organizations Co-owned an IT services firm that worked with other local and national Managed Service Providers (MSPs); managed a field & administrative staff of 22 employees [...]

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  • IT professional with 18+ years of experience helping small businesses, nonprofits and educational organizations identify and implement the best IT solutions for their organizations
  • Co-owned an IT services firm that worked with other local and national Managed Service Providers (MSPs); managed a field & administrative staff of 22 employees
  • Expertise in diagnosing IT issues, providing solutions and managing projects for IT upgrades and implementation, strategizing targeted IT plans, and managing day-to-day administration and client services
  • Proficient in MS Office, Outlook and Exchange, OneNote, Publisher, Google Suite, multiple SMB Cloud-based business applications, and Mac and PC environments
  • BA in Political Science from Northeastern University
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T.M. (Boston, MA)

Versatile marketing project manager with 25+ years of experience leading complex digital projects and integrated programs across channels in the financial services, higher education, publishing, retail, and life sciences industries Expertise in managing interactive marketing, branding, production, and promotional projects, both in-house and wi [...]

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  • Versatile marketing project manager with 25+ years of experience leading complex digital projects and integrated programs across channels in the financial services, higher education, publishing, retail, and life sciences industries
  • Expertise in managing interactive marketing, branding, production, and promotional projects, both in-house and with external agencies
  • Additional experience in asset development, content and archiving management, workflow management, digital transformation, project and program planning, digital production, resourcing/staff alignment, and cost control
  • Proficient in Workfront, Jira, Smartsheet, Veeva, Dropbox, Teams, Telescope, Trello, Slack, Salesforce, Google Docs, Oracle, Adobe Creative Suite, and MS Office Suite
  • MA in Administration from Boston University; BFA in Graphic Design from the University of Michigan
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K.B. (Wolcott, CT)

Insurance industry leader with 25+ years of experience spanning roles in claims operations, IT business consulting, project oversight, and strategy & process management Skilled in process improvement while maintaining customer engagement with expertise in centralizing support functions, reducing variations and expense, and improving staff [...]

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  • Insurance industry leader with 25+ years of experience spanning roles in claims operations, IT business consulting, project oversight, and strategy & process management
  • Skilled in process improvement while maintaining customer engagement with expertise in centralizing support functions, reducing variations and expense, and improving staff retention
  • Proficient in MS Office Suite, Outlook, SharePoint MS Office Teams, WebEx, and Skype
  • BA in Management and Business Administration from American Intercontinental University
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