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

J.D. is a creative digital marketing professional with experience in technology, entertainment, and design industries. She is currently an independent consultant providing marketing and web design services to small businesses. After a 5-month project, she was hired by a major medical device manufacturer where she worked as a digital marketing manager from 2014-2017. J.D. developed and implemented strategic plans to find, engage, convert, and retain customers, created marketing campaigns that included digital and social media tactics as well as offline programs, and used data and her ability to generate ideas to design exceptional customer experiences and build profitable businesses. From 2000-2014 she owned and operated an award-winning residential interior design business that she promoted via appearances on HGTV, byline print and digital articles, public speaking and live interviews. Prior to owning her business, J.D. worked for Fortune 500 companies from 1987-2000 where she created marketing programs, sales tools, managed the department P&L and launched new businesses. J.D. initiated and was active in several employee engagement and community service projects. J.D. stays current through ongoing education from certification programs at Middlesex Community College, eCornell and HarvardX. Courses include marketing strategy, digital marketing, and social media marketing. She is a graduate of Cornell University and Harvard Business School.

Accomplished, seasoned, high-level scientific professional.  M.C has been a Principal, Sr. Lecturer, Professor and Faculty Consultant on NSF and other grants, nationally and internationally, in the areas of chemical, environmental and materials science, engineering.  She held the positions of Sr. Laboratory Chemist and Safety Officer, Pilot Plant Chemist, Manufacturing Engineer and Sr. Trainer-Communications Manager for chemical, pharmaceutical and biological companies.  M.C. has worked at all levels of government-city, state and federal.  She is a former Consultant to the State Commissioner of Education; was selected for a U.S. EPA appointment to lead a state center; became the Project Engineer on the first resource recovery facility in the nation; managed public health projects for the city, received a commendation for industrial training excellence from the late Senator Ted Kennedy and has garnered national and international teaching awards.  M.C. has undergraduate and graduate degrees and two advanced certificates from six colleges and universities including Cornell, the University of Pennsylvania and MIT.

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

Software engineer with 11+ years’ experience in software development lifecycle management and 2+ years’ experience in technical training development and delivery in large system environments. From 2009-16 J.M. worked with Aetna’s application delivery teams on more than 20 projects focused on business expansion, data extraction and integration for primary healthcare clients. Her work in project estimation, planning, reporting, and timeline management helped meet on-time delivery and accuracy goals for more than six diverse project platforms, resulting in low-defect and defect-free deliveries, as well as peer and management accolades. From 2006-09 J.M. was a senior technical trainer for Coventry Healthcare Systems, successfully integrating the IDX (acquired) application and language training program of more than 25 classes resulting in a $1MM cost savings over a two-year timeframe. In addition, she was a key contributor for 10 new application and business process courses and managed scheduling and future expansion data. In her prior role as Application Programmer Analyst for Coventry, J.M. managed project workflow for the dedicated client services team, resolving production support issues and developing custom client program functionality. J.M. started her career as office and business manager for Timbernest, a college and small dwelling custom loft manufacturer, where she helped optimize inventory, production and online order fulfillment for more than 3000 units annually and collaborated on new product design which resulted in a 10% increase in year over year sales. She has a BS in Computer Science from the University of Vermont and is fluent in Caché Object Script, Visual Basic, .NET, C++, C#, SQL, MS Office, and Visio.

Marketing leader with over 15+ years directing marketing for early stage and F 500 high tech enterprise software companies. From 2014 to 2018, she was Vice President of Marketing overseeing global marketing for a managed services provider in service supply chain operations where she revitalized and transformed the brand and led digital transformation receiving numerous coveted awards. Prior to that, she held global marketing roles for tech pioneers in cloud, SaaS and virtualization. She launched a cloud automation and management and SaaS company positioning them for successful acquisitions by leading F 500 brands. Her experience includes: B2B, strategy and messaging, brand management, digital marketing and automation, lead generation, product marketing, partner marketing and social media. She has a B.S. in Business Administration from Boston University.

Marketing professional who helps product and service providers grow through insight into customers, channels and competitors. She has over 15 years of experience in B2B marketing consulting and has managed an independent practice since 2007. As a consultant, her work spans methodologies including UX research, win/loss analysis, feature/function trade-offs, concept testing, pricing & packaging, etc. She delivers findings and specific recommendations to senior leadership regularly, with implications for marketing, product management, sales, and customer retention.

Prior to building her own firm, she managed marketing operations for Lavastorm Analytics from 2009-2010, where she specified marketing goals and priorities, developed case studies and white papers, as well as crafted sales and analyst presentations. She served as Senior Market Research Manager at Kronos Inc. from 2005-2007, where she delivered custom quantitative research to marketing and product management, including evidence-based recommendations for product names, messaging, and market size projections that justified new product development. Her 6-year tenure at Gartner from 2000-2005 was marked by two promotions (to Associate Director), presenting her custom ROI model for Citrix at their annual user conference, and facilitating selection of a $10mm software product for a major financial services company.

Her technical skills include qualitative & quantitative research using relevant software, project management, proposal writing and sales. She has an MBA from Kellogg and a BA from Dartmouth College.

Senior executive administrator with more than thirty years of experience in C-suite settings with a passion for detail and organization.  At a fintech startup, she has contributed to the development and implementation of organizational strategies, policies, and practices.  From 2007-2017, while working at a higher education admissions management firm, M. M. utilized her strong management skills to support the CEO and handled a wide range of administrative responsibilities including event planning. She is proud of her overall strategic development and direction of the company’s philanthropic initiatives and community engagement efforts, and she implemented and administered this 400-person company’s Employee Matching Gifts program. Prior to this, M.M. provided both executive and administrative support to the senior executives at a criminal defense law firm, a software development startup, and at an environmental nonprofit. Well-versed in the Microsoft suite of products, she also enjoys creating documents, spreadsheets, and presentations utilizing her Associates Degree in graphic design. A career executive administrator, M. M. enjoys the variety fast-paced office settings offer from reception, scheduling and bookkeeping on through detailed travel arrangements and project research and management. Technical skills include MS Word, PowerPoint, Excel, Outlook, Sharepoint; Concur; TriNet HR platform; Enrollment Processing Platform (EMP); Adobe: Illustrator, PhotoShop, InDesign; Quark Express; Dreamweaver; and Joomla.

E.R. has ten years of nonprofit experience, including four in a managerial capacity, communicating with top-level donors, streamlining procedures, compiling data to inform key financial decisions, and ensuring the integrity of a complex database. She was employed by a top arts organization in the Boston area from 2008 to 2018, earning three promotions during that time. Most recently, she was tasked with maintaining the accuracy of 24,000+ gift transactions, regular reporting of fundraising progress ($40+ million annually), adherence to accounting rules and guidelines, and database and Excel training for her department. She collaborated with outside departments such as finance, IT, and marketing to address operational inefficiencies and to devise, implement, and enforce improvements to processes such as gift designation standards and database management. Prior to this role, she was the organization’s bequest program manager. She facilitated gift commitments from donors, executed marketing and prospecting tactics, and prepared materials for board committee meetings. She is proficient in the Microsoft Office Suite and Tessitura (CRM software), and comfortable with G Suite. She holds an MBA and a BA in English and Political Science, both from Boston College.

C.F. is a CPA with 25+ years in the software industry at primarily start-up or venture-backed early growth stage companies whose strengths include internal and external financial reporting, budgeting and analysis, internal controls, revenue recognition, mergers and acquisitions, due diligence, debt and equity financing.  She is currently a Part-time CFO/Controller who assists start-up and early growth stage companies on a part-time or interim basis with finance and accounting needs, as well as, special projects.  Clients have included software and SAAS-based companies in the EDA, Healthcare and E-Commerce industries.  From 2012 to 2017, C.F. was the Director of Finance at CLK Design Automation, Inc., reporting directly to the CEO, until the company was acquired by Ansys in 2017.  C.F. was responsible for obtaining debt financing, assisting to raise equity funding and managing due diligence, sale, and ultimate wind-down of the business.  From 1998 to 2003 and 2009 to 2015, C.F. was a Part-time CFO/Controller for several software companies and was involved in the sale of DesignSource Technology, Inc. to SolidWorks in 2002.  From 1998 to 2000, C.F. was Corporate Controller at Chrysalis Symbolic Design, Inc. which was acquired by Avant! Corporation in 1999.  From 1991 to 1998, C.F. was the Asst. Controller at Viewlogic Systems, Inc. which was acquired by Synopsys in 1997.  C.F. assisted with the company’s IPO in 1992 and was responsible for all SEC reporting.  From 1987 to 1990, C.F. was an Audit Manager with Ernst & Young.  C.F. is proficient in Quickbooks.  She has a BS in Accounting from the University of Connecticut.