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About Me:Extensive Leadership Experience: Over the years, I’ve held various financial and operational leadership roles across insuretech, SaaS-based business models, medical device companies, and technology firms. I even founded and managed my own company. I thrive in both startup environments and established organizations. Currently, I am a key member of the management team tasked to grow the Insurance Practice within the organization.Financial Expertise: I possess deep expertise in finance, accounting, budgeting, and cost control principles, including U.S. Generally Accepted Accounting Principles (GAAP).Intellectual Curiosity and Hands-On Approach: My relentless intellectual curiosity drives me to understand how things work, from strategy to the minutiae. I am a proactive doer, always ready to roll up my sleeves and dive into the details of the business.Team Building and Leadership: I have a proven track record of building strong teams and leading others in a performance-driven culture. I am a credible teacher and coach, leading with transparency and integrity.Adaptability and Strategic Thinking: I excel in navigating ambiguity, employing strategic thinking and problem-solving skills to drive business success.Responsibilities:Strategic Partnership: Collaborate as a trusted advisor with the executive leadership team on initiatives such as budgeting, reporting, and operational models.Operational Efficiency: Ensure that processes and infrastructure are robust and support the company’s strategic growth. Continuously improve operational efficiency.Comprehensive Financial Support: Offer financial expertise across the company, including cash flow analysis, variance reporting, profitability analysis, and financial projections. Provide financial analysis and business support for new business ventures, special projects, hiring plans, and other initiatives.Budgeting and Planning: Develop and maintain the annual operating plan and monthly operating budgets.Performance Metrics: Establish key performance metrics to align the company and ensure task execution. Provide accurate, timely, and relevant financial reporting to all key business unit leaders.Strategic Recommendations: Lead financial planning and analysis to offer strategic recommendations for continuous improvement of company operating efficiencies.
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Strategic Business Director-Insurance PracticeCsg Apr 2024 - PresentDenver, CoStrategic Planning and Implementation:Develop and execute strategic business plans to achieve company goals.Identify market trends and opportunities to drive business growth.Align business strategies with overall company objectives.Leadership and Team Management:Lead and motivate teams to achieve business targets.Foster a collaborative and high-performance culture.Provide guidance and support to team members.Client Relationship Management:Build and maintain strong relationships with key clients.Ensure client satisfaction and address any issues promptly.Develop strategies to enhance client experience and retention.Financial Oversight:Manage budgets and financial performance.Analyze financial data to make informed business decisions.Ensure cost efficiency and profitability.Risk Management:Oversee the implementation of risk management strategies.Ensure compliance with industry regulations and standards.Develop risk mitigation plans and monitor their effectiveness.Innovation and Improvement:Drive innovation by exploring new ideas and technologies.Implement process improvements to enhance efficiency.Stay updated with industry trends and best practices.Collaboration and Partnership:Collaborate with cross-functional teams to achieve business objectives.Identify and develop strategic partnerships and alliances. -
Coo/CfoMassprinting, Inc. Mar 2021 - Sep 2024Woburn Ma• Reporting directly to the President has oversight of the Balance Sheet and P&L responsibility.• Advise the President and other key members of senior management on financial planning budgeting, cash flow, investment priorities, and policy matters.• Implement and consistently monitor an appropriate system of policies, internal controls, accounting standards, and procedures.• Direct and coordinate LOB financial planning and budget functions and recommend benchmarks for measuring the financial and operating performance• Design, establish, and maintain an organizational structure to effectively accomplish the goals and objectives of the operations and finance departments.• Manage the preparation of financial reports, outlooks and financial forecasts• Oversee the financial analysis for contract negotiations and product investment decisions• Ensure compliance with local, state, and federal reporting requirements• Work with external CPA’s to coordinate financial and tax planning• Oversee, direct, and organize the work of the finance and operations teams.• Promote a culture of high performance and continuous improvement that values learning and a commitment to quality.• Establish and monitor staff performance and development goals, assign accountabilities, set objectives, establish priorities, conduct annual performance appraisals, and administer salary adjustments.• Participate in the business and technology strategy decisions to ensure new innovations can be supported.• Own and manage MassPrinting’s vendor/partner strategy and ensure all the processes and organization is in place to support achieving MassPrinting’s customer management goals and objectives • Support sales and business development efforts by signing off on customer proposals/RFP’s; validating solution capabilities operationally; recommending solutions and managing client projects and implementations.
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Vp Of Finance And OperationsMassprinting Inc. Jan 2019 - Feb 2021Woburn, Massachusetts, United States -
Director Of Finance And AdministrationMassprinting Inc. Apr 2014 - Jan 2020300 Unicorn Park Drive, Woburn, Ma 01801*Reporting directly to the President guides financial decisions by establishing, monitoring and enforcing financial policies and procedures.*As a member of the executive management team develops and executes the strategic plan of the Company.*Protects assets by establishing, monitoring, and enforcing internal controls.*Supervises all A/P, A/R and Cash Management functions.*Supervises HR, Payroll , Accounting and Administrative functions and personnel.*Prepares budgets and forecasts by establishing schedules; collecting, analyzing and consolidating financial data; recommends goals and plans.*Achieves budget objectives by managing expenditures; analyzing variances and recommending corrective actions.*Supports Sales by developing pricing models, assisting in client proposals by analyzing potential revenue versus costs.*Manages all contracts with clients and vendors. Ensures adherence to all contract terms and mitigates exposure to losses.*Manages the internal IT environment as well as operations of the office including equipment contracts and maintenance,*Complies with federal, state and local legal requirements by studying existing and new legislation, anticipating future legislation, enforcing adherence to requirements, filing necessary reports, and advising management on needed actions.
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Financial ConsultantPt Controller For Hire Jan 2010 - Apr 2014Various*Consulted with small business, both profit and non-profit to provide essential financial accounting expertise*Analysis and improvement of financial accounting processes*Preparation and analysis of all aspects of financial reporting*Reconciliation of general ledger accounts, preparation and recording of adjusting entries*Development and maintenance of accounting systems, primarily Quickbooks*Assistance in preparing and filing of federal and state quarterly and yearly tax and other reporting requirements to regulatory agencies.
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Vice-President And Co-OwnerCornerstone Medical Services, Llc Jan 2003 - Dec 2011Merrimac, MaProvider of Independent Medical Examinations to insurance companies, state agencies and third party administrators. Company was sold to MCMC, LLC in August, 2012*Responsible for the daily operations including customer service, quality control, accounting and finance and human resources*Supervised 2 employees*Implemented and maintained accounting system and payroll on QuickBooks*Responsible for all tax filings and coordination with public accountants for preparation of corporate tax returns.*Responsible for the maintenance of computer server and coordinated all computer purchases and software maintenance. Implemented IME Centric for operations.
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Financial ConsultantMfa - Moody, Famiglietti & Andronico Oct 1997 - Dec 2002North Andover, Ma*Provided financial consulting to a wide variety of mid-market clients including development of budgeting and forecasting models, financial accounting system implementation, and solving general accounting issues by establishing policies, procedures and internal controls.*Supervised year- end audits.
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Corporate ControllerSpacetec, Inc. Aug 1996 - Oct 1997Lowell, MaPublicly Held Manufacturer of Computer Hardware and Software for the Gaming Industry*Developed computerized budget and financial forecast models to assist management*Implemented inventory control policies and procedures for reduce inventory carrying costs*Directed an accounting staff of 3*Responsible for all external reporting and communication to SEC and shareholders*Prepared and presented quarterly financial reviews to management*Managed daily cash flow, working capital line of credit, and other financial instruments*Coordinated year end audits*Responsible for the preparation of all federal and state tax returns
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Corporate ControllerMedchem Products, Inc. Apr 1993 - Jul 1996Woburn, MaPublicly Held Manufacturer of Medical Devices and Surgical Supplies (merged with CR Bard)*Created comprehensive, computerized budget and forecasting models to present to management*Directed accounting staff of 4. Reduced monthly close process from 28 days to 4 days.*Responsible for all external reporting and communication to SEC and shareholders. Supported CFO on all merger and acquisition work including due diligence and strategic analysis. *Managed daily cash flowCoordinated year end audits*Responsible for the completion of federal and state tax returns and all sales tax returns.*Administered stock option plan
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Supervising Senior AccountantKpmg Us Jan 1990 - Mar 1993Boston, Ma*Planned, supervised and performed audit engagements for SEC, International, Manufacturing and Non-Profit clients in various industries*Prepared and evaluated financial statements and disclosures*Evaluated accounting systems, effectiveness of internal control policies and procedures, and advised management on specific improvements
Julie Webster Skills
Julie Webster Education Details
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Frequently Asked Questions about Julie Webster
What company does Julie Webster work for?
Julie Webster works for Csg
What is Julie Webster's role at the current company?
Julie Webster's current role is Strategic Business Director-Insurance Practice.
What is Julie Webster's email address?
Julie Webster's email address is cm****@****hoo.com
What is Julie Webster's direct phone number?
Julie Webster's direct phone number is +178139*****
What schools did Julie Webster attend?
Julie Webster attended Bentley University.
What are some of Julie Webster's interests?
Julie Webster has interest in Social Services.
What skills is Julie Webster known for?
Julie Webster has skills like Accounting, Management, Financial Reporting, Small Business, Start Ups, Financial Accounting, Financial Forecasting, Budgets, Financial Statements, Auditing, Internal Controls, General Ledger.
Who are Julie Webster's colleagues?
Julie Webster's colleagues are Sumukha T S, Candi Scott, Jeremy Cruz, Melissa Achola, Dan O'byrne, Akshaya Hiremath, Kamyaka Sathyababu.
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