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M.C. (North Kingstown, RI)

Executive leader (CFO/COO) with 20+ years working with growth-oriented organizations including strategic planning, ERP selection and implementation, business process improvement using LEAN methodology, and building finance teams for IT/Managed Services firms Leadership project experience spans ASC revenue recognition, sale of carrier services [...]

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  • Executive leader (CFO/COO) with 20+ years working with growth-oriented organizations including strategic planning, ERP selection and implementation, business process improvement using LEAN methodology, and building finance teams for IT/Managed Services firms
  • Leadership project experience spans ASC revenue recognition, sale of carrier services business line, transition of 600 employees to a new expense management system, and evaluation and selection of new ERP system for combined $550M entity
  • Instrumental in growth of successful IT firm from $4M Revenue (22 employees) to $150M Revenue (300 employees)
  • Proficient in MS Office Suite (Word, Excel, PowerPoint) and several business applications including Sage Intacct, Mas200, Mas500, TigerPaw, Salesforce CRM, and ServiceNow Project Management Software
  • MBA in Finance from Bryant University and BS in Accounting from Rhode Island College
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V.F. (Medford, MA)

15+ years of partnership and program management experience supporting corporate donors, volunteers, and students with specialized skills related to community engagement, event planning, and experiential learning in non-profit and large university environments Recent experience focused on experiential learning programs supporting 300+ students [...]

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  • 15+ years of partnership and program management experience supporting corporate donors, volunteers, and students with specialized skills related to community engagement, event planning, and experiential learning in non-profit and large university environments
  • Recent experience focused on experiential learning programs supporting 300+ students annually, placing 150+ in internships with faculty and off-site nonprofit and government agencies
  • Additional experience as director for membership organization (2010-2011), managing annual conference and membership support; early career experience leading 40+ civic engagement events nationally, engaging 5000+ volunteers and securing $1M+ in corporate partnerships
  • Advanced Proficiency in MS Office Suite (expert Excel), Google Suite, videoconferencing platforms;  experienced with Teams, custom data management software, QuickBooks, ADP Payroll, and social media platforms
  • MBA from the University of Massachusetts, Lowell and BBA with concentration in Accounting from the University of Massachusetts, Amherst
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D.B. (Plymouth, MA)

Financial Services professional with 24 years of experience at State Street in roles spanning technical project management, business analysis, process improvement, risk management, business control/procedure implementation and client operations Recognized for collaborative team leadership, mentoring and training, and strategic advising on comp [...]

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  • Financial Services professional with 24 years of experience at State Street in roles spanning technical project management, business analysis, process improvement, risk management, business control/procedure implementation and client operations
  • Recognized for collaborative team leadership, mentoring and training, and strategic advising on complex business issues; has managed teams from 5-11 employees
  • Additional experience in mutual fund operations including custody, fund accounting, pricing, wire transfers and client services; audit experience spans preparation to completion including SOX reviews
  • Proficient in Microsoft Office applications, Visio and Bloomberg
  • BS in Accounting from the University of Massachusetts, Dartmouth
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B.B. (66455)

Experienced HR professional with focus on benefits administration and more than 10 years’ experience in healthcare operations, benefits insurance navigation, database technology, disability systems, community relations, and care coordination Licensed Health Insurance Representative: in depth experience advising clients on complexities of hea [...]

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  • Experienced HR professional with focus on benefits administration and more than 10 years’ experience in healthcare operations, benefits insurance navigation, database technology, disability systems, community relations, and care coordination
  • Licensed Health Insurance Representative: in depth experience advising clients on complexities of health care systems, benefits processes, leave administrations and government medical support systems
  • Advocate for clients with special needs and advisor for best benefits plan options; educated in state and federal benefit systems for patients with complex medical conditions
  • Technical skills include Microsoft Office, Electronic Medical Records (EMR) databases, WordPress, and web design; full knowledge of ADA, FMLA, PFML, and ACA
  • BA in Economics from Northeastern University
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A.V. (Boston, MA)

Accounting professional with 10 years of experience in bookkeeping, financial reporting, and financial operations including owner of two successful artisan food businesses Extensive experience with small businesses and nonprofits providing bookkeeping and reporting, training and overseeing staff, establishing procedures; as independent provide [...]

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  • Accounting professional with 10 years of experience in bookkeeping, financial reporting, and financial operations including owner of two successful artisan food businesses
  • Extensive experience with small businesses and nonprofits providing bookkeeping and reporting, training and overseeing staff, establishing procedures; as independent provider manages client onboarding, creates web content on accounting topics, researches tax law, and teaches QuickBooks Online
  • Expertise in categorizing & reconciling, A/P & A/R, payroll, budgeting, cash projections, nonprofit audit support, and in-depth financial reporting
  • Technical skills include QuickBooks, Google Workspace (G Suite), Microsoft Office, Bill.com, and ADP Payroll
  • BA in Ancient Greek & Latin from Brown University; QuickBooks Online Certified ProAdvisor
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E.L. (Boston, MA)

Finance & operations professional with 10+ years of financial management, data analysis, budgeting, earned value management (EVM) and data integration/research as a civilian employee in the military and defense sectors Directly supervised six staff members; led, guided, and trained team of twenty on $100M annual military base budget; impro [...]

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  • Finance & operations professional with 10+ years of financial management, data analysis, budgeting, earned value management (EVM) and data integration/research as a civilian employee in the military and defense sectors
  • Directly supervised six staff members; led, guided, and trained team of twenty on $100M annual military base budget; improved budget and leadership operations as noted by Inspector General
  • Additional experience in higher education includes deployment of new accounting and work order system for $50M budget converting two college campuses from paper to digital, training staff, creating user guides, and providing technical assistance
  • Advanced proficiency in MS Office Suite (Access/Excel Expert), Power BI, web development, EVM software for analysis; expert in reporting tools, formatting, and presentations to leadership; experience with Waterfall and Agile methodologies
  • BS in Business Administration and Finance (magna cum laude) and MS in Leadership (anticipated March 2022) from Granite State College
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C.G. (West Newbury, MA)

Purchasing and procurement professional with progressive experience in planning, inventory and vendor management at Geologics Corporation/Raytheon, Liberty Mutual Insurance, and EMD SAP and SAGE systems experience spans purchase orders, invoices, A/P, delivery schedules, and quality control; additional experience in special inventory buys and [...]

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  • Purchasing and procurement professional with progressive experience in planning, inventory and vendor management at Geologics Corporation/Raytheon, Liberty Mutual Insurance, and EMD
  • SAP and SAGE systems experience spans purchase orders, invoices, A/P, delivery schedules, and quality control; additional experience in special inventory buys and quotations
  • Proficient in SAP modules (MD04), P-Card, Ariba Buyer, SAGE, Vendor Management, Excel, PowerPoint, Share Point, Microsoft Suite, Outlook and government software
  • B.S. in Business Management from Suffolk University
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K.B. (Boston, MA)

Environmental engineering and compliance professional with more than 20 years’ experience in air and water/wastewater quality, environmental health services training, and project management at the state and city level including MWRA and Massport Extensive experience in regulatory compliance programs including technical quality, budgets, and [...]

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  • Environmental engineering and compliance professional with more than 20 years’ experience in air and water/wastewater quality, environmental health services training, and project management at the state and city level including MWRA and Massport
  • Extensive experience in regulatory compliance programs including technical quality, budgets, and schedules as well as project management (permitting, emissions inventories/testing, air monitoring) for Massport
  • Additional expertise in grant application and management, lead abatement, large-scale EHS training design and delivery, and compliance audits.
  • B.A. in Journalism from UMass, B.S. in Civil Engineering from Northeastern University, M.S. in Civil Engineering from UMass; Professional Engineer Certification (Civil) and OSHA certified in hazardous waste and construction site safety
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S.R. (Waterbury, CT)

Data Analysis professional with 10+ years of experience in data analysis and process improvement with focused experience in the insurance industry. Past roles span data analysis and control for Aetna, The Hartford Insurance Group, and Bolt Solutions. Focused experience in Agile and Lean Six Sigma environments providing improvement solutions an [...]

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  • Data Analysis professional with 10+ years of experience in data analysis and process improvement with focused experience in the insurance industry. Past roles span data analysis and control for Aetna, The Hartford Insurance Group, and Bolt Solutions.
  • Focused experience in Agile and Lean Six Sigma environments providing improvement solutions and automation, visualization, building need requirements, data flow enablement, process documentation, and quality control
  • Client services experience includes serving as an international business liaison leading Tableau dashboard design and implementation to report complex dataset information with focus on user experience and self-service reporting
  • Technical skills include Tableau, SQL, Sharepoint, HMIS, DAX, QuickBooks, and MS Office Suite
  • BA in Religion from Liberty University with additional coursework in business finance, economics, and statistics; pending certifications in Tableau and SQL
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M.P. (North Shore, MA)

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 managem [...]

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  • 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
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