EDUCATION

Worcester State University, Worcester, MA

Degree: Bachelor’s in business administration with a concentration in Accounting/Finance

Dean’s List: Fall of 1997 to Spring of 1999

Graduation Date: May 1999

Work Experience

Robert Half-Westborough, MA

Staff Accountant/Financial Anaylst-Full-Time Salaried Professional

12/-2022-present

Wind River Westborough, MA

Responsible for the roll-forwards of all reconciliations from December 2022 through March 2023.

Reconciled accounts for prepaids, accruals, and bank accounts.

Responsible for monthly journal entries for amortized assets.

Uncovered over 800 duplicate accounts in the chart of accounts.

Yatco Energy-Marlborough, MA

Reconciled 2021 and 2022 year end Income Statement and Balance Sheet including separating out land, distribution and retail.

Calculated KPIs for Sales, COGS and Profit Margin.

Applied above KPIs by store and category.

Calculated Fixed Assets and Depreciation/Amortization.

Dr. Dental-Framingham, MA

Responsible for reconciling two different accounting systems. Dentrix, used for each individual location, to NetSuite for the Income Statement and Balance Sheet.

Reconciled February 2023 Accounts Receivable and research discrepancies.

Recommended process improvements.

Helped create procedures between the locations and the Corporate Office.

Tallent Custom Carpentry Creations, Inc.-Altamonte Springs, FL

Accountant

01/2018 – 11/2022

Responsible for managing the cash accounting function (e.g. payroll, billing, A/R, A/P, variance and production analysis) for a small construction business.

Integrated QuickBooks to go paperless.

Held weekly meetings with Owner (now monthly) to discuss all functions of QuickBooks and how to implement them while in the field.

Created Customer list and rankings based on Revenue.

Created price sheet by customer from WIP with current prices in order to integrate updated prices with repeat and new customers.

Siemens Corporation-Orlando, FL

Contract Assignment-Accountant II

02/2017 to 05/2017

Supports semi-complex accounting activities such as reconciliation and preparation of journal

entries which includes tax accounting activities.

Prepares and maintains general ledger accounts and related activities for the production of financial statements and fiscal reports.

Williams Lea Tag-Atlanta, GA

Contract Assignment-Financial Analyst/Staff Accountant

05/2012 to 11/2012

Responsible for corporate business solutions for Coca-Cola.

Details include daily interaction and execution of program set up and maintenance for print marketing programs. This included working with internal customers for billing, A/P and A/R Developing and validating profit and loss schedules at the program level.

Responsible for the execution, training and maintenance of marketing systems.

Stay at home mother

2/2007 to 2017

Stryker Biotech-Hopkinton, MA

Financial Analyst

03/2006 to 01/2007

Responsible for all aspects and analysis of monthly, quarterly and yearly expense reporting for Sales, Marketing and G&A functions. Included preparation of monthly forecasts and yearly budgets.

Preparation and analysis of financial statements including Income Statements, Balance Sheet and Cash Flows.

Presentation of subsequent reports and associated variance analysis to President and Senior Management.

Staples, Inc.-Framingham, MA

Financial Analyst

3/2003 to 09/2005

Responsible for preparing and maintaining $150M marketing budget and subsequent forecasts.

Primary contact for Mktg. Managers and Directors with day to day budget/forecasts/actuals questions.

In addition, oversaw the implementation of “ad cost”, a marketing program set up software in which I trained thirty plus Marketing Professionals for this system. This system ensured the new program tied into the corporate General Ledger system (Oracle 11i).

Found $200K on the Balance Sheet and was publicly recognized by the Vice President of Marketing.

Contract Accountant

04/2002 to 03/2003

Responsible for the accounting functions for Staples National Advantage and Staples Business Advantage.

Responsible for preparing journal entries for month end close, analyzing P&L results and analyzing Balance Sheets Accounts.

Responsible for maintaining and producing changes to contracts as needed.

Produced and maintained various account reconciliations.

Additional responsibilities included calculating U.S. and Canadian Return on Net Assets, store rankings, rebate tracking and analysis, and field support.

Distribution & Direct.com Accountant

01/2001 to 04/2002

Responsible for the accounting functions for Staples Distibution and Direct.com, General Ledger.

Delivery Accountant

10/2000 to 01/2001

Responsible for the accounting functions for Staples Delivery, General Ledger.

Alexander, Aronson,Finning & Co., P.C.-Worcester, MA

Staff Acountant

12/1999 to 05/2000

Responsible for compliation, review and audit procedures for various C.P.A.s/clients.

Preparation of tax returns from the corporate to the individual level.

Contact this candidate