Summary of Qualifications:

Significant experience with progressive responsibility in public accounting, higher education and financial software consulting positions, including controller positions in higher education, corporate controller functions and directing complex financial system implementations. Known for being able to bridge the gap between financial and IT professionals and for maximizing use of financial applications.

Professional Profile:

Financial:

Controller, including, monthly/quarterly/annual closings, banking relationships, cash management and collections, budget development and related variance reporting, GAAP financial statement preparation and analysis and preparation for external audits.

Auditing and financial reporting, including over 15 years of public accounting experience, serving a variety of industries, from distribution, resort/hospitality, software, service, construction, higher-education and not-for-profit entities.

ERP Systems:

Enterprise Applications:

oSuccessfully implemented Microsoft Dynamics GP ERP systems at over 75 companies, including Financial, HR & Payroll, Distribution and Project Costing modules.

oFinancial reporting tools including Microsoft Management Reporter, FRx, Cognos, Crystal Reports and Oracle Discoverer. Also, proficient querying databases with SQL.

oExpertise with SCT Sungard Banner software for higher education (Finance, Student Accounts and HR modules). Known for being a Banner Finance “Power-User”.

oAdvanced Quickbooks skills.

General:

Advanced Excel (Office) skills.

Excellent verbal and written communication skills.

Professionally handle confidential/sensitive information.

Dedicated to continuous learning.

Education:

Bentley University, Waltham, MA MS Computer Information Systems

University of Massachusetts, Amherst, MA BBA Accounting, Cum Laude

WPI Client/Server Certificate Program

Credentials & Awards:

Certified Public Accountant in Massachusetts (License active through June, 2013)

Awarded MA Society of CPAs Certificate of Achievement for passing all four sections of the uniform CPA exam at the first sitting.

Experience:

Mass Manufacturing Extension Partnership (MassMEP)

Controller, 2016 – Present

Performed all accounting functions including client invoicing, accounts payable, payroll, grant reporting and billing and monthly financial close.

Preparation for annual A-133 audits and other government agency audits.

Prepared for and presented agency operating results to the quarterly Board of Directors meetings.

Mount Ida College

Controller, 2014 – 2016

Managed small accounting department, including overseeing general ledger, accounts payable and student accounts.

Worked closely with the Director, Budget and Planning to assist in monitoring departmental and overall college operating and capital budgets.

Performed quarterly and year-end financial reporting and audit preparation, including reporting to trustees and external constituents and federal form 990 and related Massachusetts regulatory preparation/reporting.

Attended and participated at audit and budget committee trustee meetings

Altico Advisors, Marlborough, MA

Sr. Application Consultant 2011 – 2013

Returned as Sr. Consultant to the successor company to Lynx Technology (see below) to implement Dynamics GP financial modules at mid-sized clients.

Worked extensively with various utilities and integration tools to migrate legacy data to the new Dynamics GP enterprise system.

Worked with technical staff to design and implement integrations from front-end and other third-party applications.

Worked with clients on various post-go-live support issues and phase II projects.

Worcester Polytechnic Institute, Worcester, MA

University Controller/Assistant Treasurer: 2007 – 2010

Associate Controller: 2002 – 2007

Supervised all operations for a seventeen person university accounting department, including purchasing/payables, student accounts, student loans, endowment accounting, sponsored research accounting, tax compliance (form 990), treasury and financial reporting.

Performed year-end close and preparation for external financial statement/A-133 audits.

Worked closely with Finance, Budget, Human Resource, IT staff and external consultants to implement improvements to Banner Finance/HR modules.

Worked closely with Alumni Office for year-end gift recording and pledge receivable roll-forward. Coordinated year-end audit of related WPI Alumni Association.

Developed and implemented improvements to fiscal policies and internal controls.

Worked with CFO to prepare and participate in presentations for the Audit Committee of the Board of Trustees.

Lynx Technology Corp. (Surebridge, Inc.) / ePartners August, 1997 – June, 2002

Managed 12 application consultants doing Great Plains implementations.

Worked extensively with technical staff designing integrations to front-end and 3rd party systems.

Assisted in pre-sales analysis and product demonstrations. Was instrumental in helping Lynx Technology grow from two to twelve consultants and from $0 Great Plains sales to President’s Club designation in two years. (Note: Surebridge acquired Lynx in June, 2000).

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