Accounting Sales
Resume:
ALICIA AMARAL,CPA, MSA
Lexington, MA
*************@****.***
SUMMARY
Finance professional with over fifteen years of diversified finance and accounting experience. Solid
credentials: Master of Science in Accountancy honors graduate, licensed CPA, Certified Valuation Analyst.
Completed the AACSB Professionally Qualified Bridge Program seminar for business professionals who
meet AACSB accreditation standards for professionally qualified faculty preparing for an academic position.
EXPERIENCE
Fall 09 & 10 LECTURER
Tufts University, Medford, MA http://gordon.tufts.edu/engMgmt/MSEM//
Lecturer for Financial Accounting course in the Master of Science in Engineering Management Program
Worked with director to design course as an introduction to financial accounting for engineering leaders
to provide tools for effective decision making
8/07 - Pres CHIEF FINANCIAL OFFICER
Sentinel Benefits and Financial Group, Reading, MA www.sentinelgroup.com
Sentinel is a financial services firm comprised of: Sentinel Benefits, Sentinel Insurance, Sentinel Advisors
and Sentinel Securities.
Manage a team of 6 including Accounting Manager
Revised internal control processes and procedures in compliance with Sarbanes Oxley in preparation for
Initial Public Offering
Orchestrated the first time through audit with only one audit adjustment
Responsible for tax reporting and compliance including preparation of FAS 109 disclosures
Instituted procedures and automation for improved efficiencies including: invoicing, deferred revenue,
profitability analysis, sales commissions, and financial reporting
Responsibilities include FINRA and SEC reporting as the Finance and Operations Principal for the
broker/dealer Sentinel Securities
Instituted several internal policies resulting in significant cost reductions including: budget
accountability, purchasing policies, change in compensation structure for all non-exempt employees, and
collections procedures
Marketing efforts include sponsorship of the MIT CFO Summit and CFO Roundtable (steering
committee member)
5/06 - 6/07 INTERIM CFO
Institute for Healthcare Improvement, Cambridge, MA www.ihi.org
The Institute for Healthcare Improvement is a nonprofit organization dedicated to improving healthcare
throughout the world.
Managed a finance department of 6 including a Controller and Senior Financial Analyst
Built an effective team of finance and engineering professionals to integrate financial software with
newly developed web based ordering systems
Presented financial statements to the executive team and the Board of Directors
Eliminated $20 million in audit adjustments by instituting new policies and procedures including:
revenue recognition, accounting for investment gains and losses, and accounting for capital leases
Evaluated company investments and recommended strategies to increase returns on investments
Developed a budget program for the organization to create accountability and cost control
4/99 - 5/06 CONTROLLER
Haley & Aldrich, Inc, Boston, MA www.haleyaldrich.com
Haley & Aldrich, Inc. is an environmental and geotechnical engineering firm with operations throughout
the US.
Coordinated audits including: annual financial statement audits, sales and use tax audits and government
overhead audits in accordance with FAR regulations
Represented the Company in a Massachusetts Highway Department audit and s ettlement negotiations;
saved the firm over $200,000
Systems: Worked on a project team to design and implement a custom accounting software system,
worked directly with the accounting software developer to ensure that proper accounting procedures
were built into the system
Implemented and documented internal accounting control procedures
Performed business valuations used in analysis of several acquisitions; 2 deals closed
Performed accounting for business combinations and intangible assets in accordance with SFAS 141 and
142
Tax: Performed annual tax planning, implemented tax arrangements for international operations
including a tax equalization policy, designed and implemented a multi-state sales and use tax compliance
program, designed multi-state payroll withholding procedures
Employee Benefits: Designed and implemented a nonqualified deferred compensation plan, assisted in
the revision of the 401(k) plan with $50 million in assets
9/96 4/99 SENIOR AUDITOR
ARTHUR ANDERSEN, LLP, Boston, MA
Performed financial statement audits for both public and private companies
Client base included companies in high technology, bio-tech, retail, professional services, manufacturing,
and entertainment industries
Prepared audited financial statements, audit reports and disclosures
Analyzed revenue recognition policies and reviewed contracts in accordance with SOP 97-2
Prepared calculation and disclosures for income tax accrual and measurement of deferred tax assets and
liabilities in accordance with SFAS 109
Performed calculation and drafted disclosures for stock options
Worked on engagement team for an IPO for a software company
Performed audits of employee benefit plans including 401(k) and pension plans in compliance with
ERISA and Department of Labor regulations
EDUCATION
MASTER OF SCIENCE IN ACCOUNTANCY
Bentley University, Waltham, MA
Graduated with High Honors
Awarded a merit-based Graduate Assistantship
BACHELOR OF BUSINESS ADMINISTRATION
Furman University, Greenville, SC
ACCOMPLISHMENTS & AFFILIATIONS
Completed the AACSB Professionally Qualified Bridge Program for professionally qualified faculty.
Licensed as a Certified Public Accountant; Passed all four parts of the CPA exam at the first sitting
Series 27 Securities License: Financial and Operations Principal
Specialty designation as a Certified Valuation Analyst (CVA)
Member of: CFO Roundtable (Steering Committee member), AICPA, Massachusetts Society of Certified
Public Accountants, NACVA, and Financial Executives International
Microsoft Business Solutions Certified Professional in Microsoft Dynamics GP (formerly Great Plains)
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