Accounting Financial

ERIN MCGARRY

(CPA, Inactive)

** **** **** **., ******, MA Cell: 617-***-****

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

EXECUTIVE PROFILE Chief Financial Officer focusing on financial performance, building scalable solutions for accounting, financial planning and analysis and operations of a company. Experience with M&A, and equity raises.

SKILL HIGHLIGHTS

Business development/ Financial modeling/ M&A/ Scalable business operations/ Equity raises/ Accounting and compliance/ Budgeting expertise/ Culture development/ Financial Forecasting/ HR Leadership/ Communication skills/ Data Analysis

PROFESSIONAL EXPERIENCE:

BFA Global, Cambridge Mass Jan 2020 to present

BFA Global is a research, advisory, data analytics and product innovation firm focused on the intersection of finance, data and technology. We work with the world’s leading innovators, development organizations, policymakers, financial institutions and more to help them build solutions that can contribute to more sustainable and inclusive economies.

Controller

Responsible for all accounting responsibilities for the Company. Including monthly close, preparation of Financial Statements, and Budgeting and Forecasting. Specific responsibilities include;

•Establish policies and procedures for financial management and reporting, consistent with GAAP accounting.

•Execute day to day accounting, including A/R, A/P, payroll and reporting tasks.

•Lead the implementation of Sage Intacct

MYH, Inc., Boston Mass 2008 to Dec 2019

MeYou Health is a Health Service/Software (SAAS) Company that develops products that help hundreds of thousands of people make healthier decisions; all while strengthening the ties between health plans/employers and their members/employees. Me You Health grew to $16M ARR and raised equity in excess of $15M. MeYou Health was the winner of the Top Places to Work for the Boston Globe in 2014, and came in third place in 2015

Chief Financial Officer/Co-Founder

Responsible for all accounting and finance responsibilities for the Company. Including monthly close, preparation of Financial Statements, Budgeting and Forecasting, Human Resources, Legal and IT. Specific responsibilities include;

•Establish policies and procedures for financial management and reporting, consistent with GAAP accounting.

•Execute day to day financial, accounting, payroll and reporting tasks.

•Create the financial models for web and mobile delivery and operations

•Develop and maintain financial models that support milestone achievement

•Prepare all financial reports needed for Board meetings, audits, etc. including monthly budget reporting and forecasting; quarterly financial closes

•Develop policies and procedures for internal controls, financial management and accounting.

•Manage the recruiting and hiring of all staff. Manage process for identifying and securing lease for adequate office space.

HEALTHWAYS, Boston, Mass 2005-2008

Director of Finance – Solutions

•Responsible for creating the economic models for new product offerings.

•Review, revise and improve the existing product economic models to reflect the current operational delivery.

•Prepare capital expense requests for new product development, including the cost/benefit analysis.

•Ensure and verify that the product operational delivery is both clinically and cost effective.

•Devise, implement, and oversee the direct charging methodology for web based product offerings.

Director of Ops Finance - Healthy Lifestyles and QuitNet

•Responsible for all accounting and finance functions for a $6 million online smoking cessation preventative health company.

•Performed due diligence for two acquisitions through earn out period.

•Performed all budgeting and P&L analysis.

•Developed the comprehensive product offering financial model for both smoking cessation and weight management.

TWO BRATTLE CENTER, Cambridge, Mass 1995-2005

Chief Financial Officer

•Responsible for all accounting and finance functions for a $2.5 million dollar corporation.

•Prepared, reviewed and reported all financial statements.

•Coordinated and supervised human resources department and payroll.

•Executed financing for leasehold building project.

•Provided financial analysis for program based psychiatric treatment plans.

•Responsible for cash management, accounts receivable and accounts payable functions.

BLUE CROSS/BLUE SHIELD, Boston, Mass 1993-1994

Assistant Director of Internal Audit

•Performed audit work and reported to the audit committee.

•Discovered loss reserve inadequacy of $24 million and duplicate claims payment system error of $36 million.

•Performed internal control reviews and audits on revenue systems and expense systems.

Financial Planning Analyst

•Responsibilities included financial planning for all of the HMO Blue product line.

•Performed financial analysis for budget to actual performance measures as well as customer satisfaction results.

KPMG, Boston, Mass 1990-1993 Audit Senior

•Performed audit work.

•Industry specialties included healthcare, education and insurance.

•Assimilated audit findings into audit reports.

•Provided clients with value added management reports highlighting deficiencies in internal controls and suggestions for improving efficiencies.

•Issued the first A133 grant compliance audit report in the USA

EDUCATION:

Lehigh University, Bethlehem, PA BS in Accounting

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