David Wertheim Email & Phone Number

Greater Boston Area

Chief Financial Officer, Boston, MA 2006 – Present• Serve on company leadership team to provide strategic guidance to management team on a daily basis related to consultant utilization, company and client profitability, compensation analysis and planning, among other relevant business related updates. • When hired due to prior Controller’s negligence of corporate finances, initial course of action was full reconciliation of all balance sheet accounts and P&L accounts for year-end.… Show more Chief Financial Officer, Boston, MA 2006 – Present• Serve on company leadership team to provide strategic guidance to management team on a daily basis related to consultant utilization, company and client profitability, compensation analysis and planning, among other relevant business related updates. • When hired due to prior Controller’s negligence of corporate finances, initial course of action was full reconciliation of all balance sheet accounts and P&L accounts for year-end. Completely revised and assembled new departmental controls to ensure the validity of the financial statements• Oversee report creation and analysis related to key performance indicators, production reports, gross margin, consultant budget tracking, revenue tracking, trend analysis on client by client basis, monthly close report with comparisons to budget and prior year on monthly and year to date basis• Set up controls within the accounting department to better streamline processes for billing and collections.• Manage cash outflow and bank relationship • In addition to CFO responsibilities, also served as Human Resources and Information Technology leader with relevant experience related to: o Benefits programs, 401k programs, compensation packages, annual benefits renewal, annual enrollment o Lead transition and migration to corporate CRM ATS and enhancement of payroll processing o Worked with outside IT consultants to upgrade Great Plains software, as well as out of date servers and computers, initially with replacement physical servers and then recently to the cloud. • Manage three person department focusing on all company financial initiatives, HR and IT efforts. Show less

Greater Boston Area

Vice President of Finance 2005 – 2006 • Established controls for Sarbanes-Oxley compliance using guidelines set forth by parent company. Completed all testing for the financial controls on a quarterly basis. Supervised VP of IT and VP of HR during completion of their testing. When necessary, worked with parent company liaison to resolve any control questions.• Prepared annual consolidated P&L and cashflow budget for parent company’s Chief Financial Officer. On a monthly basis… Show more Vice President of Finance 2005 – 2006 • Established controls for Sarbanes-Oxley compliance using guidelines set forth by parent company. Completed all testing for the financial controls on a quarterly basis. Supervised VP of IT and VP of HR during completion of their testing. When necessary, worked with parent company liaison to resolve any control questions.• Prepared annual consolidated P&L and cashflow budget for parent company’s Chief Financial Officer. On a monthly basis, prepared variance analysis of actual vs. budget providing recommendations to eliminate variances, if necessary.• Spearheaded conversion of financial software and billing software to PeopleSoft .Controller 1997 – 2004 • Produce monthly and quarterly financial reports, including P&L and Balance Sheet. Prepared reconciliations for all balance sheet accounts as well as various P&L accounts on a monthly basis. Researched any variances to budget.• Provided recommendations to CEO and CFO on ways to increase bottom line.Senior Staff Accountant 1995 – 1996 • Responsible for all billing, payable, receivable and G/L processes.• Compiled information for year-end audit and facilitate audit process with outside accounting firm. Show less

Greater Boston Area

Assisted CFO in preparation of annual budget. Managed accounts receivable and payable clerks and preparedmonth end variance analysis. Worked with regional district managers on explanation of income statementvariances. Prepared monthly financial statements for controller. Reconciled balance sheet accounts for monthand year-end. Produced monthly cash flow analysis.