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.

S.M. has worked in four of Boston’s Top 10 advertising agencies-Hill Holiday, PJA and Mullen and Digitas for brands such as AT&T, American Express, Iron Mountain, Novartis and The US Army. While leading an in-house advertising team at Genzyme, she partnered with internal clients to set the marketing strategy and drive creative execution for online and offline materials. SM currently runs a team of freelancers providing marketing services such as branding, corporate identity, social media, SEO, site development, email campaigns and print materials. She speaks frequently on branding strategy and specializes in customer insight development and content creation. SM holds a BA in Art History & Psychology from Sarah Lawrence College, and graduated Summa Cum Laude and as a Dean’s Scholar from the Simmons MBA program. Available 30+ hrs/wk.

Currently working as a freelance marketing consultant working with entrepreneurs and small business clients to help them grow their companies. Former executive with C-Suite experience at a large child care company for 12 years with extensive experience in marketing, management, operations and project management. Led numerous technology and organizational change projects that contributed to the company’s significant growth and eventual sale in 2016. Also coordinated annual training events for 600 employees, on-going management training and professional development seminars. She also served on MetroWest Chamber of Commerce Board and Executive Board. She has a Bachelors of Science in Business from Northeastern and a Masters of Science from Boston College. Available 20-25 hours a week or higher with virtual work.

A highly accomplished, experienced and analytical marketing management professional. She has over 20 years of marketing expertise in a variety of industries including financial services, healthcare, education and non-profit. She currently works at a national non-profit as Marketing and Communications Manager, where she has implemented a comprehensive communications plan to successfully increase community awareness through a variety of marketing vehicles, including social media, mail and email campaigns, and monthly newsletters. She manages all of the organization’s annual events, including their major fundraiser, by developing sponsorship packages, advertising for ticket sales and sponsors, utilizing online event system for ticket purchases and payments, and creating program book. S.F. handles all photography and videography during educational programs for use in marketing materials, social media and annual report. Prior to her current role, she worked as Marketing Manager in the healthcare industry creating marketing plans and strategies to successfully open over 30 new practices nationwide. She managed multiple budgets to create measurable marketing programs that included digital search, direct mail, print, radio, outdoor and social media advertising. S.F. has 13 years of experience in the financial services industry, during which time she was promoted twice, and was part of the company’s rebranding team helping to rebrand the company’s name and image. She has experience in website editing software, database and CRM management, Constant Contact, photo and video editing software, and Canva for graphic design. She has a Bachelor’s degree from Northeastern University in Marketing and Business Management. Available up to 40 hrs/wk.

M.B. is an experienced business and technology solution delivery leader possessing strong organizational and management skills within financial services, non-profit and benefits outsourcing sectors. Prior to leaving the workforce in June 2017, she was responsible for the program management of a proprietary developed software-based video conferencing platform including; implementation, marketing, communications and customer service for over 20K+ users. From 2002 to 2014, as VP Business Analysis & Data of Fidelity Charitable, the largest non-profit donor advised fund, she managed a team of 8 to 10 project managers/analysts, led the annual technology business prioritization efforts and as a member of the Operating Committee, was charged with delivering on strategic initiatives, successfully achieving targeted growth goals. Prior to this she held several analysts, client and project management roles within the Fidelity Investments benefits outsourcing business focused on providing exceptional client service, new product and operational processes development. Recognized for her strategic acumen and her experience in program and project management, she was recruited to join multiple start-up/growing businesses within her career at Fidelity Investments. She has a Bachelors of Arts from Merrimack College. Available up to full time with flexibility.

Y.M. has 12+ years of finance, accounting and human resource experience for both small and large companies. She is currently a Director of Finance and Administration for a $150M technology company. Some of her most recent accomplishments include managing the budget process, created executive dashboards and board reporting, developing and executing the compensation program (merit, commission, and bonus), and participating in the annual benefit plan redesign. In her prior role as a business controller in a small start up she reported directly to the product president and oversaw all finance and sales operations functions. She has her Masters in Accounting from Babson College and Human Resources from Northeastern University and holds both a PHR and CPA certification. Available up to 30 hrs/wk.

Senior level professional with 20+ years of eCommerce, marketing, advertising, sales, product and project management expertise. She is currently an independent consultant providing marketing and communication strategies for an event company. Previously, she was the Chief Marketing Office for a start-up thought leadership company, where she transformed their brand fundamentals, increased their social media interactions and led an annual event for CEOs of Fortune 500 companies. From 2008-2014, she was an SVP of eCommerce for Bank of America, her second tenure with the company, at which she led the execution and launch of the Merrill Edge online sales site, a position into which she was promoted after the acquisition of Merrill Lynch. Prior to joining BAC, she worked as an Account Director for two small advertising agencies, where she led teams that supported the overall profitably and growth of clients, including Raytheon, Hawker Beechcraft Airlines, Merrill Lynch, Nantucket Nectars and Tom Tom. She worked at Fidelity Investments from 2000-2004, where she was promoted three times, and was in a director level position when she created marketing programs for HNW clients and led online advertising programs. She has deep knowledge in developing segmentation strategies and personas, understands Google Analytics, Microsoft Office, Adobe Creative Suite, Salesforce and Hubspot. She began her career at RH Macy in Corporate Buying and Product Development. She has an MA from Columbia University and a BA from Lehigh University.

An experienced administrative professional with strong communication, finance, project management and event planning skills. For the past 11 years, she has worked in higher education where she is responsible for budget management, financial reporting and post-award administration of grants for various academic programs. She prides herself on her ability to interact successfully with students, faculty, colleagues and donors. She has planned events, supervised work study students as well as managed department payroll, expenses, and reimbursements. Prior to her career in higher education, she spent 10 years in the software industry in tech support, business analyst and database administration roles primarily working with marketing departments. She is proficient in Microsoft office applications and has website management experience using Sitecore and Dreamweaver tools. She earned a Bachelor of Arts degree in Economics from Boston College.

ROR is a HR Generalist with experience in employee relations, compensation, benefits, staffing, HRIS. She has been consulting since 2013, in organizations ranging from non-profit, technology and financial services. Her consulting work ranged from assessing organizations, staffing, coaching, performance management. From 1991 through 2012, ROR provided human resources functional experience at a growing technology company, being promoted several times during that span. As that company grew, she implemented two separate HRIS systems, led the HR effort on acquisitions as well as benefit plan design. She is available 20-30 hours/wk within 30 minutes of Methuen, but would travel to an organization on a limited basis.