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W.K. (Somerville, MA)

  • Finance/Accounting professional with 15+ years of experience in the higher education, real estate, financial services, and nonprofit industries
  • Skilled in full grant cycle management ($35M to $55M annually), contracts management, data management, and financial oversight
  • Nonprofit experience in budget management ($1M), board financial reports, monthly AP/AR (~100 invoices/month), month-end and year-end closes, and preparation of IRS Form 990 and MA Form PC
  • Additional experience for a real estate development company; promoted from Accountant to VP, overseeing a staff of 5, processing payroll for a staff of 30, managing 100 sets of books, and providing financial reporting and analysis for investors
  • Highly proficient in QuickBooks online and enterprise, Intact, bill.com, Salesforce, Tableau, MS Office Suite, Google Suite, Asana, and Click-up
  • MS in Finance from the University of Utah; BA in Economics and Finance from Westminster College, Utah

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