• Finance professional with 25+ years’ experience in wealth management operations for multi-family office, private equity, and large corporate firms including Putnam and Fidelity
• In-depth experience in small business financial controls including cash management, tax analysis and auditor oversight, deal analysis, IT implementation, debt management, and due diligence
• Additional experience in small firm operations strategy spanning partnerships, valuations, LLC terms and investor/board reporting as well as performance measurement and system compliance in large firm environments
• In most recent role established new legal entities and created employee equity plan, led financial analysis during 2-year sale process (due diligence, financial modeling, partnership restructuring, and deal execution), and developed annual financial plan and strategic initiatives
• B.S. in Economics from Fitchburg State University and M.S. in International Economics from Suffolk University

• Seasoned higher education professional with 19 years’ experience in auxiliary and student services in large university systems
• Experience spans management, supervisory, staff development, student mentorship, customer service, program development, and event operations; direct management of $250K annual operating budget and indirect support of $12M departmental budget
• Hired, trained, and supervised 30+ student staff members for more than 120 events per semester; implemented surveys and analysis to develop strategic plans for improving student events and internship programs
• Technical skills include Microsoft Office and Google Suite as well as Handshake, CBORD Odyssey & Micros, Lenel OnGuard, and PeopleSoft
• MBA from UMass Dartmouth and B.S. in Biology from the University of the West Indies

• Skilled office professional with experience working for small growing companies in the consumer product, engineering, and biopharma industries; experience in office management, human resources, accounting, and contract administration
• As HR Manager at a rapidly growing office furniture company set up procedures and policies and developed internal control systems. Led recruiting and on-boarding for 50% of the company’s hires in 2 years.
• As Office and HR Manager at a small engineering company managed benefits administration; worked with an outside insurance broker to improve and expand benefits and managed payroll
• Proficient in MS Office, QuickBooks, Great Plains, Oracle, ADP QuickBooks
• B.S. in Business Administration from UMass Amherst

A Harvard Fellow and a graduate of Babson College. She has a degree in Entrepreneurship and Marketing, which has provided a proven track record of helping entrepreneurial companies realize their vision. She has thrived when immersed in new industries and has experience in Banking, Education, Software, Telecomm, Nanotechnology, Recruiting, and Health. She has also relocated 8 companies, mostly to Boston proper. Her expertise in business design stems from her commitment to innovation and ability to reveal company needs by partnering with internal, as well as external clients. She has primarily built operational departments in the last 20 years – to include HR, benefits, recruiting, state-specific compliance, training, finance, budgeting, payroll, and legal. C.R. has most recently been consulting for a variety of companies – including Sibilance, Mavenir, and BCBS. She recruited C-level candidates for focus groups and other marketing projects. Starting in 2015, C.R. managed 8 employees and hired 6 additional Veterinary Compounding Pharmacy team members, as she expanded to an additional 9 states and 7 days a week with a business increase of 55% in the first year and 78% YOY for 2018. Between 2009 and 2014, she established an additional line of business for a marketing firm by recruiting employees (10, in different states and countries) for an ATT project. This produced an additional $4M revenue per year. She extended this solution to Santander Bank, which produced an additional $1M per year. She is proficient in Apple and PC environments (Word, Excel, Powerpoint, and Access), is certified in HRIS (Kronos, ADP, and Paychex), and an expert in QuickBooks. Fluent in Spanish and English.

Innovative, results-driven marketer with years of proven success driving brand awareness, store and website traffic, and revenue for a top ranked Fortune 500 company. From 2011-2018 she earned four promotions over 7 years in retail and assumed responsibility for overseeing a 13-member graphic design and demonstration team, managing four locations’ websites and social media accounts, designing digital strategies, and managing an $80k donation budget for community partners. She was selected by management to support a six-member team that guided the planning and efficient execution of four new store openings within strict deadlines. Her experience includes campaign management, SEO, PPC, content creation, event management, conversion optimization, and web analytics. Software proficiency includes Microsoft 365, G Suite, Google Ads and Analytics, Salesforce.com (SFDC), Hootsuite, HubSpot, MailChimp, SEMrush, WordPress, Tableau, R, Qualtrics, and Sprinklr; proven ability to quickly master new concepts and technologies. She holds an MBA, an M.S. in Marketing from Suffolk University in Boston, MA.

High-level creative and marketing professional with strong communication, project management, branding, and administrative skills. Over the past seven years, she has started several start-up ventures and around storytelling, and has produced several films and documentaries including one that won the 2017 Sundance Film Festival. As an entrepreneur, V.M. has extensive experience setting up protocols with social media, accounting, branding, marketing, and strategic partnerships. Prior to her current industry in producing films and TV, she worked as an AmeriCorps VISTA volunteer, a higher education professional, and for several nonprofit organizations. She has a Bachelors in Psychology from Hamilton College (Clinton, NY). Her technical skills include proficiency in Microsoft Word, PowerPoint, Excel, Keynote, Pages, Windows / Mac, Outlook, Google Apps, Slack Educated in all forms of social media.

J.H. is a collaborative accounting and financial systems professional, with a passion for problem solving.  She has more than 15 years experience in accounting, internal audit, project management, and financial systems. Since 2018 J.H. has been self-employed, providing accounting and QuickBooks implementation services to clients in construction, retail, not for profit and professional services environments. Prior to that she worked at the Boston Consulting Group, for ten years, in progressive business systems roles, where she managed global financial systems projects, and developed an internal audit program for accounts payable. She also worked for five years at Digitas, playing a key role in implementing an ERP system, and enhancing financial controls. While studying for her accounting qualification she held roles as accountant and assistant controller. Whether implementing an ERP system for a global organization, creating a system of internal controls for a not for profit, or equipping companies with processes and systems for growth, she is always focused on the client’s vision and goals. J.H has worked with Oracle Financials, is a QuickBooks Online Proadvisor, and is highly proficient in Excel. She is ACCA certified (Association of Chartered Certified Accountants  – equivalent to a Masters in Accounting), holds a Bachelors degree in Math and Economics, and has achieved certifications in internal audit and project management.

S.B. has forty (40) years of accounting experience, mainly at the Controller level. SB’s industry focus is in the nonprofit sector, specializing in nonprofit accounting, budgeting, variance analysis, in conjunction with working with operational staff to bridge the corporate philosophy between mission and bottom-line. SB has in-depth experience in managing staff, overseeing the external audit function and reporting, including extensive experience in the preparation of the Uniform Financial Report (UFR) unique to many nonprofit organizations. He’s currently assisting a nonprofit organization through its dissolution process on a as-needed basis. SB is a CPA with an inactive license to practice as an Independent CPA. SB is adept with multiple software platforms, and quickly adapts to new software challenges. He is proficient in Excel, with includes v-lookups and pivot tables. With his Excel experience, SB has converted a manually prepared Statement of Cash Flows to an Excel based process considerably reducing its time of preparation. He holds a BS degree in Accounting from Bentley University.

E.K. is a seasoned, high-level administrative professional with executive assistant and general administrative support experience spanning 20 years. LK has provided executive and administrative support to both non-profit organizations and Fortune 500 companies. She has experience working in the finance, healthcare, and housing industries. From 2008 to 2017 she supported a a Constituent Relations team of 8 at a major medical center (including the Director and Associate Director), where she was recognized for her attention to detail and was often included in the final editorial and proofreading process. LK currently works in a housing non-profit supporting its Executive Director. She has a Master’s from Fordham University and a Bachelor’s from the School of Visual Arts.

I.G. is a genuine and strategic account manager with the ability to think big and drive rapid and sustained growth. She has 12+ years’ experience in the hospitality industry working with Fortune 500 companies, international corporate clients, small businesses, non-profits, large universities, and destinations to identify and expand new programs and opportunities. She is highly experienced with working on complex collaborative projects and overseeing diverse teams. From years of event program management, she thrives at anchoring people and resources around a common goal and building strategic partnerships and innovative programs that drive results, all while balancing the technical and operational aspects of the project. Currently, she is working on freelance projects, partnering with a full-service event management business on the technical and operational aspects of virtual conference and meeting management. From 2018-2020, she served as a Key Account Manager for a leading destination management company in Boston, and later spearheaded Business Development for the company. The account she managed in this position accounted for ~40% annual revenue for the company and the client recognized her consultative approach. From 2010-2018, she was promoted three times within Aramark, a leading food service company where she worked with Boston University and Berklee College of Music in management and director roles to support their operations run more efficiently. In 2018, she was personally awarded vendor of the year by her client at Berklee. She has a Bachelors in Hospitality Administration from Boston University. She is proficient in using Salesforce, CRM systems, Google Suite products and MS Office products.