Customer Service Management

Marisa Maccia

PO Box ***

Redding, CT *****

************@*****.***

410-***-****

PROFESSIONAL STRENGTHS

Accounting Operations and Corporate Financial Planning

Financial Process Design and Implementation

Governance and Compliance

Strategic Partnership Management

Training & Personnel Development

Facilities & Operations Management

Start Up Company Operations

Corporate Communications

Problem Solver

A seasoned senior level executive with vast experience in financial and

operations management for privately and publicly held companies. An expert

in general accounting, business operations, financial planning,

outsourcing/planning and support and back office operations. Lead

executive and CFO for multiple clients across various industries with broad

range of revenue and profitability.

KEY ACCOMPLISHMENTS

. Developed remote (virtual) access to over 60 clients throughout the

Mid-Atlantic region

. Pioneered various business development opportunities including but not

limited to business management and related consulting service

offerings.

. Standardized the methods and procedures for the financial reporting

management system.

. Developed and rolled out methodology, framework and tools critical to

successfully drive new venture forward.

. Worked with business owners to evaluate, restructure and develop a

more cost effective accounting system and department

. Grew revenue by 20% year over year for the past six years

. Increased revenue retention by 50%

. Managed migration of client legacy systems to sophisticated ERP

applications that streamlined and improved organizational productivity

and efficiency.

. Utilizing customized service level agreements, reduced client costs

while improving efficiency and productivity

PROFESSIONAL EXPERIENCE

HHT Foundation International, Inc. 2013-Present

Chief Operating Officer

. Develop the strategic short and long-term financial objectives

of the organization

. Provide timely and accurate analysis of the budgets, industry

financial trends and forecasts, including projected cash flow

needs

. Develop, implement and maintain a comprehensive financial

reporting system

. Assist with the development of long range organizational plans,

introduce new business strategies and effectively execute new

actions

. Identify the needs of the organization for future long term

business solutions

. Manage the process of financial forecasting, budget preparation

and consolidation of reports for the board of directors

. Provide recommendations and solutions to enhance the financial

performance for increasing future business opportunities

. Ensure internal controls are effective and applicable to all

federal, state and local laws and rules for financial and tax

reporting

Chesapeake Financial Outsourcing, Inc. 2009-2013

Controller

. Provide Controller services for non profit organizations and

large multi-million dollar clients

. Assist with the development and set up of early stage

organizations financial data

. Develop operating budgets and financial forecasts for clients,

as needed internally and externally by bankers

. Provide specific board reporting financials for non profits and

set up software systems to reflect the unique reporting

requirements

. Review current organizations business work flow efficiencies and

provide written management recommendation reports

Evergreen Capital, LLC 2008-2009

Vice President, Financial Division

. Act as outsourced CFO and Controller for existing and new

clients

. Facilitate communications with business owners, bankers and

auditors

. Train, hire and supervise staff

. Provide oversight of client team to facilitate timely monthly

close of financial statements for management reports

. Implement standardized procedures, policies and client

agreements

. Ad Hoc consulting services

Streamline Accounting, Inc. 2002- 2008

Vice President, Operations and Management Support 2003-

2008

. Develop operating budgets and financial forecasts for over 50 clients

. Act as outsourced CFO and Controller for large multi-million dollar

clients.

. Oversee client organizational development activities for financial and

accounting departments and personnel

. Facilitate communications with business owners, bankers and external

auditors

. Lead client team to generate monthly close of financial statements and

management information/reports

. Prepare and document borrowing base certificate information for

monthly bank reports

. Responsible for quarterly consolidated financial statement with

eliminating entries for client participant banks

. Implement cash handling audit procedure manuals for non-profit and

manufacturing based customers

. Oversight and growth of sales and profits including proper execution

of strategic plans and operational initiatives

. Train, hire and develop general accounting/staff professionals

Managing Director, Business Operations 2002-2003

. Researched, defined and established a series of business solutions for

diverse industries

. Advised, sponsored and conducted a company wide course to meet the

challenges associated with large scale organizational change

. Upgraded the quality of support services by assuming additional

responsibility for quality assurance

. Reengineered each functional area of responsibility, achieving the

highest level of customer satisfaction ever attained

. Expanded the computer technology and installed an integrated

information system to provide centralized customer service and

distribution management functions

. Guided the account management and pricing strategy for major sales

opportunities

Consultant 2002

. Provided Ad Hoc accounting services

. Attended board meetings for Non-Profit organizations

. Acted as a liaison for businesses requiring loan acquisitions

Stay at home mom 1987-2002

Midland Ross Corporation, New Jersey, Senior Accountant 1985-1987

Merrick Corporation, New Jersey, Staff Accountant 1983-1985

Litton Industries, New Jersey,

Financial Analyst- International Division 1982-1983

SOFTWARE KNOWLEDGE

Mas90, Great Plains, RollMaster, Quickbooks, Peachtree, Peachtree for non-

profits, Deltek, Visions, Netsuite

EDUCATION

Masters of Business Administration, University of Maryland, University

College

Emphasis: Business- January 2015

Bachelor of Science Degree, Fairleigh Dickinson University

Emphasis: Accounting and Business Administration- 1982

Mt St. Dominic Academy High School, Caldwell. New Jersey

WILLING TO RELOCATE

Contact this candidate