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J.S. (North Reading, MA)

  • Financial professional with extensive experience in accounting, budgeting, financial modeling, business analysis, and multi-group support across various industries.
  • As Senior Financial Operations Manager for an accounting consulting firm, led a team of experienced bookkeeping professionals remotely for clients.¬†Handled A/P, A/R, payroll, journal entries, cash forecasting, balance sheet reconciliations, month-end close, financial statement preparation, sales tax filings, client CPA support for year-end closing, audits, and tax filing. All tasks performed both as the hands-on associate and as the manager.
  • Business Manager responsible for full charge bookkeeping, business analysis, process engineering, vendor management, and payroll at a local eye care center.
  • Director of Business Analysis at a major investment firm overseeing the implementation of enterprise-wide systems, defining business requirements, and managing user acceptance testing.
  • Proficient in QuickBooks, Xero, Advanced Excel, Gusto, Xenefits, Bill.com, and Dale Carnegie Training.
  • MBA with a concentration in International Business from Bentley College; BA in General Business and Finance from the University of Massachusetts, Amherst.

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