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K.C. (Burlington, MA)

A seasoned, self-employed contractor for the government with excellent knowledge of business and accounting practices spanning 25 years.  She is currently a contract Special Investigator for a federal agency independently planning, coordinating and executing background investigations.  K.C. also served as the Assistant Background Coordinator in t [...]

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A seasoned, self-employed contractor for the government with excellent knowledge of business and accounting practices spanning 25 years.  She is currently a contract Special Investigator for a federal agency independently planning, coordinating and executing background investigations.  K.C. also served as the Assistant Background Coordinator in this position assigning, reviewing and approving reports.  K.C. owns and operates her own contract business, managing all bookkeeping and reporting requirements.  K.C. recently worked on a one year project for a local Board of Health reporting to the director.  The project involved working with a diverse group of volunteers strategizing and organizing recruitment activities as well as scheduling and coordinating meetings.  Prior to that, KC was a Special Investigator for the Federal Government, working in a fast paced environment planning and investigating crimes under title 18 US Criminal Code.  In this position, she was competitively promoted to Team Leader.  K.C. started her career as an auditor with the U.S. Environmental Protection Agency prior to being recruited as a Special Agent.   She is proficient with Word, Excel, Outlook and Power Point.  K.C. has a B.A. in accounting from the University of Massachusetts, Amherst.

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X.Q. (Framingham, MA)

More than 25 years of accounting experience with responsibilities that have covered the full cycle of accounting duties including individual and business tax returns, audit and payroll activities. She has a strong working knowledge of tax rules and regulations working previously as a Senior Accountant, an enrolled IRS agent for a full-service CPA f [...]

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More than 25 years of accounting experience with responsibilities that have covered the full cycle of accounting duties including individual and business tax returns, audit and payroll activities. She has a strong working knowledge of tax rules and regulations working previously as a Senior Accountant, an enrolled IRS agent for a full-service CPA firm and as a VITA preparer in a non-profit organization. Currently, she is working as an Accountant, reporting directly to the CEO, of an IT Consulting group, categorized as a C Corporation. She has experience working with a variety of financial software programs including Desktop QuickBooks, QuickBooks Online, ProSystem fx Engagement, TaxAct, and Lacerte. In addition, she is proficient in MS Word, Advanced Excel, and Google Docs. Her varied work experiences have strengthened her professional knowledge and problem-solving skills. She received a degree in Accounting from Shanghai Lixin University in China as well as a Business Accounting Degree from Wuxi Institute of Commerce also in China.

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P.Z. (Marblehead, MA)

P.Z. is a lawyer actively admitted to the Pennsylvania Bar with 20+ years of combined experience working for law firms and business, and with various nonprofit organizations. She is currently an independent consultant, drafting, reviewing, and revising contracts and other legal documents governed by state, federal, and international law for a tech [...]

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P.Z. is a lawyer actively admitted to the Pennsylvania Bar with 20+ years of combined experience working for law firms and business, and with various nonprofit organizations. She is currently an independent consultant, drafting, reviewing, and revising contracts and other legal documents governed by state, federal, and international law for a tech firm based in Seattle. Other current work includes freelance writing on legal issues for a subscription-based website for legal and financial professionals, and facilitative mediation. From 2011 up to the present, P.Z. has negotiated hundreds of settlements to legal and community disputes, many of which were emotionally charged and conducted under limited time constraints. In addition to and in tandem with her negotiation work, she has spent nearly 10 years building consensus as a volunteer board member at nonprofits. P.Z. has more than a decade’s experience working on complex legal matters in Philadelphia law firms. Following a settlement in her client’s favor of a large international insurance fraud involving players from Texas, North Carolina, and brokerage houses in London and New York, P.Z. was recruited by another firm to work on a major legal case, complex due to its large number of parties, legal issues, and procedural intricacies. She has a JD from Dickinson School of Law, a graduate certificate in Conflict Resolution and Management from the UMass McCormack Graduate School of Policy & Global Studies, a BA from the University of Maryland, executive training from Harvard Law School’s Program on Negotiation, and multiple specialized trainings in mediation and negotiation.

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E.R. (Dedham, MA)

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 promoti [...]

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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.

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J.A. (Bedford, MA)

J.A. is a seasoned and skilled business professional in client service areas with special expertise in administration, financial and analytical responsibilities. For over 18 years she has had administrative and financial responsibilities, where she has been highly motivated, an effective communicator and a self-starter bringing enthusiasm and a com [...]

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J.A. is a seasoned and skilled business professional in client service areas with special expertise in administration, financial and analytical responsibilities. For over 18 years she has had administrative and financial responsibilities, where she has been highly motivated, an effective communicator and a self-starter bringing enthusiasm and a commitment to integrity and overall resourcefulness to each project. For the past year, J.A. has been an Office Manager at a BioTech company of 50+ employees in Burlington, MA where she is the contact for all company vendor services including coffee service, beverages, company meals, overnight courier, office supplies, mail distribution, and document shredding services. She manages a budget of $50K + and maintains the office in a highly functional manner. In conjunction with the above role, she has also taken on a role at a philanthropy consulting firm and works virtually managing their finances, QuickBooks, invoicing, accounts receivable and payable while also maintaining a complicated payroll process for the 9+ person team. Previous to both of the above positions, she was an Office Manager at an insurance firm, running the day-to-day operations, managing QuickBooks accounting for 6 + entities, and assisting in the tax preparation process. Previously J.A. worked for Bain Capital LLC in various financial departments (from 2004-2010), providing administrative and analytical support related to financial reporting, budget forecasting, and accounting, etc. As an Administrative Assistant at Bain Capital LLC, while supporting a team of 10 she coordinated expense reports, assisted with cash flow management and monthly financial reporting while directly reporting to the Chief Financial Officer. She also has worked in administrative, financial and management roles at AvalonBay Communities Inc. through a variety of positions. She has a Bachelors in Science from Cornell University’s Hotel School. She is proficient in QuickBooks and Microsoft Excel.

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L.Z. (Dedham, MA)

L.Z. has over 12 years of marketing experience managing 360 campaigns from strategy to execution for blue-chip clients and is a skilled communicator and trusted liaison, having built strong relationships with clients, vendors and creative teams alike. She has experience spanning several channels including digital, print, events, social media, email [...]

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L.Z. has over 12 years of marketing experience managing 360 campaigns from strategy to execution for blue-chip clients and is a skilled communicator and trusted liaison, having built strong relationships with clients, vendors and creative teams alike. She has experience spanning several channels including digital, print, events, social media, email, mobile applications, apparel design, inventory management, and packaging. L.Z. is currently running her own successful graphic design business, creating custom artwork, home decor, invitations, and greeting cards. Prior to her current business, she was the owner of an event planning and design consultancy, helping clients with all aspects of their event or wedding. From 2013-2015, L.Z. managed budgets of up to $1.5 million leading the strategy, development, and production of several marketing campaigns for the University of Phoenix. From 2007-2013, L.Z. worked in the advertising industry, starting as an Assistant Account Executive and being promoted multiple times to Manager, Business Leadership. She led projects for high profile clients such as Monsanto, Subway, SeaWorld, Coors Light, PG&E and Constellation Wines. She is proficient in using both a Mac and PC as well as software such as Adobe Creative Suite, Microsoft Office Suite, Acrobat Pro, Basecamp, Slack, Atlassian JIRA, Salesforce Quip, G Suite, Google Analytics, WordPress and Squarespace. She has a Bachelor of Journalism with an emphasis in Strategic Communications and a Minor in Business Administration from the University of Missouri, Columbia.

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C.F. (Southborough, MA)

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-ti [...]

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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.

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C.C. (Wayland, MA)

C.C. is a thoughtful, accomplished marketer who is strategic yet able to roll up her sleeves and get the job done. For the past 10 years, C.C. has led a marketing consulting practice, helping companies such FORTUNE Magazine, Bloomberg Business, The Wellesley Restaurant Group and the Boston Globe maintain competitive advantage by providing brand mar [...]

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C.C. is a thoughtful, accomplished marketer who is strategic yet able to roll up her sleeves and get the job done. For the past 10 years, C.C. has led a marketing consulting practice, helping companies such FORTUNE Magazine, Bloomberg Business, The Wellesley Restaurant Group and the Boston Globe maintain competitive advantage by providing brand marketing and public relations strategies, tactics, and advice. Throughout her career, C.C has led the marketing efforts for various companies, such as Life is good where she helped build the corporate charitable division and entire PR strategy. She also held a Director of Marketing role at Jupiter Research, one of the top research marketing firms in the world, where she doubled the sales pipeline in just one year. C. C. is proficient in Microsoft office, Google and well versed in social media (Facebook, Twitter, Instagram, etc.). Recently, C.C. has served on several corporate and community boards such as the Wayland Children and Parents Association and the Wayland Town Center committee. She holds a Bachelor of Arts degree from the State Univesity of New York at Oswego.

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M.O. (Arlington, MA)

M.O. has 18+ years of experience in market data support for hedge funds and is eager to pursue a broader technology role. She is currently an independent consultant providing services to small investment firms. From 1999-2016, she helped support the delivery and maintenance of market data to financial professionals and IT staff on various trading f [...]

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M.O. has 18+ years of experience in market data support for hedge funds and is eager to pursue a broader technology role. She is currently an independent consultant providing services to small investment firms. From 1999-2016, she helped support the delivery and maintenance of market data to financial professionals and IT staff on various trading floors. Prior to owning her own consulting business, she was a Client Trainer for Reuters America, where she was responsible for training clients in data usage at large and small firms. She started her career as a documentation and technical proposal specialist with Reuters. She is skilled at troubleshooting, problem-solving, researching, and facilitating communication between technical and non-technical professionals.  She is proficient in MS Office, expert level in MS Excel and proficient in SQL. She has an MS and BE in Engineering as well as an AB in Engineering Sciences, all from Dartmouth College. Available 30-35 hrs/wk

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S.M. (Newton, MA)

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 o [...]

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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.

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M.B. (Newton, MA)

M.B. has 15+ years of experience serving in Controller-level positions in Financial Management with strong reporting and hands-on accounting skills for small to medium size businesses, as well as working through high growth and acquisitions. Due to the recent closing of her former employer, she is currently on the market looking for businesses wher [...]

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M.B. has 15+ years of experience serving in Controller-level positions in Financial Management with strong reporting and hands-on accounting skills for small to medium size businesses, as well as working through high growth and acquisitions. Due to the recent closing of her former employer, she is currently on the market looking for businesses where she can make a difference and that are open to part-time/flexible hours. In 2013 she was recruited by the owner/CFO of an accounting service company with whom she previously worked and proven herself to as a positive, innovative and efficient team player with excellent leadership and managerial skills. At that time, the company had a client with gradual revenue growth (from $45M to $90M) and needed her to quickly establish new policies, efficient procedures and build a self-sufficient accounting team. All of this was successfully accomplished in about six months. During this work experience, she gained knowledge of financial and operational support of international sales and logistics, as well as warehousing cost accounting. She has extensive experience working in professional/financial services and sales distribution industries as well as helping various small businesses (i.e., dental office, retail, real estate, non-profit trust, etc.) with their daily financial needs, preparing financials for CPA firm and helping them to succeed with timely financial reporting and financial advice. She is a motivated self-starter with solid computer skills, proficient in NetSuite, QuickBooks and other systems, and has taken many continuing education courses.  Available up to 30 hours a week either in a virtual situation on in an office with a flexible schedule.

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T.B. (South Weymouth, MA)

T.B. is an experienced internal communicator for Fortune 500 companies, creating communication plans for employee programs and supporting them as a writer/editor, presenter, facilitator, project manager, and problem solver. Recently, she was an internal communications consultant with a global insurer, developing content and resources aligned with t [...]

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T.B. is an experienced internal communicator for Fortune 500 companies, creating communication plans for employee programs and supporting them as a writer/editor, presenter, facilitator, project manager, and problem solver. Recently, she was an internal communications consultant with a global insurer, developing content and resources aligned with the company’s process improvement initiative. T.B. facilitated workshops for managers, providing guidance as they developed a communications strategy unique to their business. Prior to this, T.B. held positions with several global financial institutions as a communications partner with HR, IT and other functional areas. She was successful in developing productive relationships with business partners and creating low-cost solutions to connecting global employees. She possesses advanced skills in MS Word, PowerPoint, Outlook and SharePoint and is proficient with Excel. T.B. also has experience leveraging social media for marketing and audience engagement. She earned a B.S. in Business Administration (minor in Management) from Northeastern University, and successfully completed a range of in-house professional development courses related to her roles with previous employers.

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