John L. Peruzzi, Cpa Email & Phone Number

Woburn, Massachusetts, Us

Norwood, Massachusetts, Us

Interim Controller for public life science companyUK and Australia research and development tax credit returns and financial reports

Waltham, Massachusetts, Us

Danforth is the financial backbone to hundreds of life science companies, providing integrated and scalable consulting teams ranging from staff accountant through CFO. The company’s services span the full breadth of a finance organization’s needs, whether short or long term, including accounting and operational finance support, capital raising, financial planning and analysis, IPO preparation and post-public SEC compliance.

Waltham, Ma, Us

Completion of a 17 month full time consulting project with Corporate Finance Group, Inc. (CFGI), a major financial consulting firm based in Boston.Providing analysis of business unit profitability and presentation documentation for management.Assisting companies with accounting for operating results and newly formed joint ventures. Preparing documents supporting due diligence requests from purchasing companies.Completing initial General Ledger setup, chart of accounts and other startup financial accounting responsibilities as well as management financial reporting and analysis. Account analysis and allocation of expenses between entities.Accounts payable controls documentationDecision support provided with practical financial modeling and forecasting.Executive/partnership compensation support for complex systems.Business process documentation and enhancement including internal control review and improvement.

Concord, Ma, Us

At SmartBooks we believe bookkeeping should be an asset, not the liability it is for many small businesses. So we put together a system that provides the right mix of bookkeeping, controller and CFO services combined with an efficient technology platform that enables us to deliver great client service, available 5 days per week not just when we’re onsite. Our service delivers Fortune 500-like benefits to small and midsize businesses, including document management, internal controls, and useful reporting as well as access to more senior finance staff as needed. And we do it all for an affordable fixed monthly price.

Global, Us

Managed general accounting, accounts payable, payroll and tax functions for a firm of over 775 attorneys and 700 professional staff.Prepared cash flow forecasts and recommendations for partner profit distributions.Managed month end close process.Reviewed monthly financial statements.Insurance renewals processed for various firm risks for ten offices including London and Hong Kong.Partnership tax accounting provided for outsourced tax preparers for over 300 partners.Worked with Financial Systems Department regarding applications and custom reports.Led the review of annual financial statements with the external audit/review team.Provided ongoing support for various partnership initiatives including international office support.Participated in partner orientation process regarding firm operations and compensation processes.

Boston, Massachusetts, Us

PROJECT MANAGEMENT OFFICEVice President• Provided Client and Product Revenue analysis of Investors Bank & Trust to be incorporated into the consolidated budgets of State Street.• Prepared roadmaps to track key milestones in the conversion process.• Planned, coordinated and monitored the distribution of 4,700 welcome kits to employees in 8 locations on Day 1 of the merger.

Boston, Us

• Implemented client profitability analysis and management reporting for business generating over $900 Million in annual revenues.• Prepared financial models to provide a client view of operational metrics, revenue sources, direct servicing costs, margin and total profitability.• Developed new business tracking reports to compare expected revenue and profitability to actual.• Built financial models to assist client management to maximize revenue and margins.

Oo

Consulting services related to the Sarbanes Oxley account mapping process, flowcharting, control matrices and process testing plans. Additional services relating to preparation of audited financial statements, 10Q and other reporting requirements.

Boston, Ma, Us

Managed $51 billion in corporate bonds for both John Hancock’s General Account and third-party institutional investors.Managed accounting and reporting for several third party entities, which included limited partnerships sponsored by the Bond & Corporate Finance Group and their general partners, several advisory accounts and several collateralized bond obligations also sponsored by the Bond & Corporate Finance Group. Analyzed securities held and managed by John Hancock for FASB Interpretation No. 46 Consolidation of Variable Interest Entities, including modeling of expected cash flows.Created documentation for Sarbanes Oxley internal controls, analyses of operations, financial modeling of transactions and business planning.Conducted a time allocation survey that identified costs related to third party business, as well as origination costs that could be capitalized.

A broker dealer registered with the NASD that offers a wide range of financial products/services including mutual funds, variable life insurance, variable annuities, and general securities. Sales in 2001 over $1 Billion.Directed the financial management reporting and analyses functions.Developed financial models to guide strategic business decisions and long range planning.Designed and prepared financial models for alternative field compensation models effecting 76 agencies and 3,600 Registered Representatives.Developed and prepared a financial model to measure profitability of the New England Securities Investment Manager (an internally developed wrap product) on an account-by-account basis for 1,800 accounts representing $800 million in assets under management.Prepared compensation calculations for semiannual bonus plan covering all 113 employees. Each employee bonus was based on actual performance versus plan for various total company and individual contribution targets.

Affiliated with Metropolitan Life Insurance Company, America’s second-largest insurer.Director - BUSINESS UNIT ACCOUNTING (1994-1996)Designed and implemented workflow for the business unit accounting process. Assistant Financial Reporting Officer (1987-1993)Coordinated and summarized Quarterly Projections on a company-wide basis.Compiled annual 10-Year Projections that integrated data points from various business unitsPerformed financial modeling for new subsidiaries.Subsidiary Accountant (1985-1987)Conducted primary accounting and financial reporting function for a group of special purpose subsidiaries. The companies included a collateralized mortgage obligation, financial planning company, real estate general and limited partnerships and a computer servicing company.

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