Nancy Cardona Email & Phone Number

Wenham, Massachusetts, United States

Directly led a team of four professionals and indirectly led payroll and the office manager to manage all aspects of the accounting operations and the reporting of financial data to the CFO and VP for Finance. Responsible for the accounting workpapers for the yearly audit and 990 reporting. Worked closely with faculty, staff and students to ensure integrity and understanding of accounting data and practices.Oversaw the accounting and reporting of an endowment of over $100 million and four hundred funds.Converted endowment data from multiple excel spreadsheets to Fundriver Balance software for more accurate and easier to maintain data.Spearheaded a bank conversions of all cash accounts with smooth transition.Restored and reconciled lost data from a major network outage, working closely with IT to ensure integrity of data.Successfully met deadlines and expectations despite extra-workload and additional challenges created from COVID.

Wenham, Ma

Directly led a team of four professionals and indirectly led payroll and the office manager. Work with software consultants, technical support and various departments in the process of recording, converting and troubleshooting data and assuring the accuracy of financial data on a continual basis. Assisted the Controller with accounting workpapers for the yearly audit and 990 reporting.Utilized Public Accounting background to develop more efficient work papers to help streamline auditor's time and better interface their needs. Brought all cash reconciliations current within three months.Instrumental in the successful transition of implementing a hybrid software and data conversion that included initiating and training of departmental staff in the use of the software.Spearheaded three bank conversion of all cash accounts and resolved all issues for a smooth transition.Improved the efficiency of cash flow through the implementation of innovative technology and reporting tools. Developed and maintain more efficient excel spreadsheets utilized by the Controller for accurate cash flow reporting to the VP of Finance. Designed and implemented new procedures to more efficiently manage accounting/financial data.

Wenham, Ma

Managed Federal Perkins Loan Program, Institutional BEAP Loans, non-current student and write-off accounts working closely with Student Accounts Manager to reduce current student receivables. Administered full billing, collection activity, accounting and reconciling for the program. Maintained knowledge of changing regulations and trends and preparation of Perkins portion of FISAP.Reduced Perkins default rates to 1-5% overall from 10%.Worked with Student Accounts manager to implement new procedures that reduced the number of current students from becoming non-current when exiting. Collected over $50K a year on accounts over 4 years old.Offered debt management counseling to students before graduation.Devised a system of accounting on excel for non-accounting successors to utilize.

Danvers, Ma

Advised firm regarding client matters during the transition of purchasing former employers' client list. Cultivated new and trusting relationships between firm and clients. Finalized financial statements, tax returns and trial balances. Instrumental in firm retaining 90% of clients.

Danvers, Ma

Prepared, reviewed and audited financial statements for small to mid-size companies. Corresponded with various local, state and federal agencies regarding client tax matters. Prepared payroll taxes, 1099's and, tax returns for Corporations, S-Corporations, Trusts, Non-profits and individuals. Researched, interpreted and maintained current knowledge of regulations and case studies. Achievements: Designed and implemented a system of tax reporting utilizing the financial software to enhance accuracy in tax reporting.Instrumental in the advancement of technological changes in a fast changing environment.Initiated conversion of client work papers from manual to electronic.Advised clients in more efficient and productive ways of improving their accounting systems and financial reporting.Developed successful working relationships with attorneys, financial planners and investment firms to ensure clients' best interest was achieved. Built long-standing relationships with clients over the years.