Financial Operations M A

Summary

Experienced and versatile accounting executive with over two decades of progressive leadership in corporate accounting, controllership, and financial operations. Proven track record in transforming financial processes, leading ERP implementations, and strengthening internal controls. Skilled at building and mentoring high-performing teams, managing audits, supporting M&A activity, and developing scalable financial infrastructures. Adept at driving performance through technology implementations, process improvement, and disciplined compliance. Demonstrated success in high-pressure environments, complex multi-entity structures, and mergers & acquisitions.

Areas of Expertise

Full Cycle Accounting & Month-End Close

Financial Reporting

Budgeting, Forecasting, and Variance Analysis

US GAAP & IFRS

Revenue Recognition (ASC 606)

Multi-Entity Operations

Construction and Real Estate Accounting

Project Cost Analysis & AIA Billing

Internal Controls (COSO) & Risk Management

ERP Implementation & System Integration

M&A Integration & Due Diligence

Process Improvement

Experience

Piquette & Howard Electric 2024 – 2025

Assistant Controller (2024 – 2025)

Oversaw day-to-day operations for accounts receivable, accounts payable, and payroll teams

Managed banking transactions and cash flow processes to support daily financial operations

Collaborated with project management and estimating teams to support construction job costing and billing

Initiated process improvements across AR/AP functions and supported planning for Procore software implementation

Kelvin Group {formerly Arc Mechanical & Refrigeration Design and Services) 2021 – 2024

Vice President, Finance & Administration (2023 – 2024)

Corporate Controller (2022 – 2023)

Business Unit Controller (2021 – 2022)

Led financial operations for a $285M corporation with five business units, reporting to private equity firm, Board of Directors, and banking partners. Key achievements include:

Directed all financial operations for a $285M, five-entity organization, including monthly consolidation reporting, budgeting, forecasting, and capital planning

Implemented new ERP system across multiple business units, creating standardized processes and controls

Reduced month-end close timeline by 11 days through process redesign and automation

Led integration and purchase accounting for mergers and acquisitions as PE finance liaison

Established comprehensive financial controls saving $250K annually

Designed and implemented streamlined annual planning, tracking, and reforecasting processes

WorldStrides (formerly TUI Travel/Travelopia) 2012 – 2021

Financial Compliance Manager (2019 – 2021)

Division Financial Controller (2012 – 2019)

Managed financial operations for $220M division with eight business entities, overseeing accounting, consolidation reporting, and annual planning. Key achievements include:

Reduced annual audit findings by 75% through implementing new internal audit policies

Led accounting software migration from GP Dynamics to NetSuite

Developed comprehensive risk register resulting in significant cost savings

Streamlined month-end close process, reducing timeline by 5 days

Participated in due diligence for multiple M&A transactions

Boston Coach 2011 – 2012

Assistant Controller (2011 – 2012)

Managed team of eight accountants for $100M division of Fidelity, handling corporate accounting, consolidation reporting, and budgeting. Key achievements include:

Led software conversion to Hyperion Essbase, creating efficiencies in monthly consolidation

Reduced month-end close by 5 days through process improvements

Presented financial reports and budgets to management and ownership

One to One Interactive 2007 – 2011

Director of Finance (2009 – 2011)

Controller (2007 – 2009)

Led finance department of six for $92M organization, focusing on corporate and project accounting, consolidation reporting, and budgeting. Key achievements include:

Supported four successful M&A integrations, including Deltek system implementations

Implemented project cost controls saving $1.65M in at-risk client revenue

Created accounting policy & procedure handbook for domestic and international operations

Managed HR team for two years while serving as Director of Finance

Quinn Brothers of Essex, Inc 2005 – 2007

Controller (2005 – 2007)

Managed accounting team for $10M construction company, overseeing corporate and real estate accounting, human resources, insurance, and payroll. Key achievements include:

Redesigned accounts payable/receivable processes, saving 10 hours monthly

Implemented new revenue recognition process ensuring accurate annual reporting

Created pipeline reporting and annual budget process for management

Additional Experience

Accounting Supervisor Aggregate Industries

Senior Property Accountant Crowninshield Management Corporation

Property Controller Renwood Properties

Senior Property Accountant Charles River Park Management

Finance Manager Gloucester Housing Authority

Technical Skills

Spectrum, Expensify, Jonas, Pipeliner, ComputerEase, Netsuite, Concur, Adaptive, Microsoft Dynamics - Great Plains, CRM, JD Edwards, Lawson, QuickBooks, Sage 300, CF Data, Oracle - HFM, Discoverer, Hyperion, Essbase, Deltek Vision and Advantage, Crystal Report Writer, Open Air, Salesforce, Infinium, Procore, Microsoft Office

Education

Master of Science: Travel Business Leadership - Leeds Beckett University, Leeds UK

Bachelor of Science: Business Administration - Emmanuel College, Boston, MA

Associate of Science: Accounting - Hesser College, Manchester, NH

Memberships

Member, Construction Financial Management Association

CIA Member, The Institute of Internal Auditors

CMA Member, Institute of Management Accountants

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