• Compile and analyze financial information to publish daily entries to general ledger accounts• Perform month end reconciliations of general ledger accounts and cash flows• Perform analysis of balance sheet and income statement accounts to aid in the review of accountingactivity for the period• Provide support and documentation for quarterly audits• Process invoices for payments and establish/maintain relationships with vendors

• Recognized/deferred monthly revenue and reconciled related accounts with A.R. and prepaid schedules in accordance with GAAP • Prepared G/L revenue account reconciliations and revenue journal entries• Prepared internal revenue reporting and identifies revenue trends on a monthly basis• Performed transactional revenue testing to ensure recognition for products was in accordance with SOX

• Managed incoming invoices and T&E reports and processed payments to vendors and employees• Reconciled forecasted estimates by breaking down actual expenses and allocating them appropriately• Received, recorded, processed, and cut checks for daily incoming invoices and check requests • Recorded and processed credit card transactions and handled daily check deposits

• Developed a trading model using excel based on trading trends in the IWM and Value line indices• Cold-called potential clients to offer one-on-one meetings to discuss their financial goals

- Examined loan originators and mortgage companies’ licenses to make sure they were operating within the bounds of Massachusetts standards and regulations- Analyzed financial documents and credit reports to ensure companies and individuals were financially responsible and stable

• Organized and prepared the company’s warehouse and trucks for the next day• Collaborated with different teams of 2-10 colleagues daily to complete jobs efficiently, effectively and with quality customer service

• Identified a need for local landscaping and odd jobs, and built  a business comprised of local students to meet this demand• Developed  online and direct advertising campaign,  recruited and scheduled employees, managed day-to-day operations including cash flow management• Company grew from 3 employees and <10 clients to upwards of 10 employees with 30+ clients per summer