Assist in management of monthly and quarterly close process by preparing more complex schedulesPrepare and reviews of the Annual Statements, Basic Retirement Plan, and the A-133 for various clientsMaintain and account for billing contracts for both State and Federal GrantsCoordinate the annual audit processManage the accounting, collection and internal control for cash and credit card receiptsManage all aspects of AP including approval of invoices, initial recording and paymentManage performance for direct reports, monitoring and improving workflows, productivity, and quality standardsOversee Procurement Function to ensure purchases and payables are processed timely and accuratelyOversee compliance with procurement policiesProcess bi-weekly payroll including collecting timecards, maintaining personnel records and entering new employeesTrain new accounting staff on policy and proceduresPrepare the bank compliance documentsReconcile various accounts including cash, work in process, investment funds, accounts receivable and accounts payableImprove to internal control environment, policies & proceduresConvert from cash basis accounting to accrual basis accountingClean and prepare QB filesPerform contract completion to account for revenue timely and appropriatelyConcord Academy- Interim Controller December 2014 – March 2015Inter seminarian Project Place- Director of Finance March 2015 – June 2016Harvard - Senior Financial Analyst January 2016- June 2016Southcoast Health System – Staff Accounting June 2016 – September 2016MTA- Controller November 2016 – April 2017Symbiosis- Accounting Manager December 2016 – January 2017Be the Change, Inc - Director of Finance April 2017 - January 2018Bancroft School - Controller April 2018 - May 2018Handel & Haydn Society- Controller June 2018 - May 2019CAN-Do Newton March 2020 - February 2021JDI- Staff Accounting March 2015 – October 2015, June 2018 - PresentNEECC May 2019 - PresentMPA June 2019- Present

• Assists in the management of the quarterly close process by preparing more complex schedules such as investments, life income fund, and net assets schedules.• Assists with the preparation and review of the MIT’s Treasurer’s Report, Retiree Welfare Benefit Plan, Basic Retirement Plan, the A-133 and Brown Book reports. • Review Form 5500 filing in accordance with established accounting procedures. Ensure compliance with ERISA regulations. • Perform monthly and annually investment entries working closely with MIT’s Investment Management Company and Recording Secretary’s Office.• Coordinate with the external auditors during the annual financial statement audit and various other audits that are performed throughout the year.• Manage and review general requests for financial information, from both internal departments and external parties in regards to funds and discretionary accounts.• Assist in the documentation and implementation of new operational and accounting procedures including improvement to the quarterly package, quarterly schedules, and investment projects. Recommend and help implement changes in internal control systems or business process improvements.• Coordinate with the Tax team in preparing the financial information for the Form 990.

• Qualify potential acquisition targets. Identify and screen target companies in our existing service lines.• Make initial contact with potential sellers. Create initial contact letters and representing the company in introductory follow up calls.• Provide a seamless handoff to our dealmakers.• Maintain and enhance our M&A Database. • Perform effective data-mining and data manipulation of seller prepared financial information in a format presentable to M&A deal makers.• Benchmark comparative financial performance of the prospective targets to a comparable existing service line alias.• Analyze and synthesize target company data to identify: historical financial and operating trends, quality of earnings and working capital considerations, and potential liabilities and risks which impact valuation of the target company• Assist with the construction and design tailored financial due diligence reports specific to key issues such as: normalized earnings, understanding of unit economics of the business, and preparation of carve-out financial statements.• Participate in ad-hoc projects for M&A team.

• Manage the reporting requirements, processes and procedures for capturing, maintaining, and reporting accurate data. • Prepare SEC documents including Forms 10-K and Forms 10-Q.• Establish process and procedures for capturing and maintaining reporting requirements in connection with XBRL regulations.• Establish working relationships with third party providers and business units including corporate accounting, international, commercial and research and development.• Perform quarterly procedures and calculations in connection with basic and diluted earnings per share.• Maintain Sarbanes Oxley 404 controls surrounding the external reporting process.• Complete and file US Government Census reports on a quarterly and annual basis.

Plan, execute and report results of operational and financial internal audits for both domestic and international departments.

In my position, I oversee the daily activity of an audit engagement from planning to reporting. I have between 2 and 4 staff working for me. I am currently specialized in non-profit, healthcare organizations but I have worked in different industries including banking, manufacturing, service and retail.