Scott Robertson Email & Phone Number

Saugus, Ma, Us

Lynn, Ma

I manage a $72 million operating budget, consisting of 68 program and departmental budgets. I oversee all state and federal funding contracts and associated government compliance and reporting, and prepare revenue analysis and forecasting for multiple departments and programs. I mentor and develop the fiscal administrative team and demonstrate advantages of working collaboratively across departments.My achievements here include:• Spearheading a 3-year capital budget plan with over $35 million of assets under management. • Continually identifying opportunities for operational improvements by providing detail variance to budget analysis, and presenting findings and recommendations to the Finance Committee & Board of Directors. • Collaborating on the implementation of an intranet system, leading to improved transparency and communications throughout the organization.

Waltham, Ma

As a contract accountant for this accounting services agency, I demonstrated the ability to easily adapt across a variety of businesses and company structures. My clients and accomplishments included:VINFEN. I increased processing productivity by 20%, restructuring workflow to rebalance work among staff. I led a team of 5 accounts payable associates, including one intern and one Vinfen consumer. THE NEW TEACHER PROJECT. I consolidated their national budget development process by conducting account mapping and adding additional account dimensions for 50 business units. GOVERNO LAW FIRM. I was acting Accounting Manager for a 30-person law firm and created monthly financial statements and analysis, managed payroll and benefits administration, and ensured compliance with state and federal regulations.MASSACHUSETTS MEDICAL SOCIETY. I recommended process improvements to mitigate risks and strengthen control procedures, and created a payroll manual based on system upgrade from Harpers M2 to M3 version.

Andover, Ma

Created initial operating and capital budgets and managed payroll and human resources for this growing medical billing service with 45 employees at distributed locations. I developed internal and external financial reporting structures and assisted in developing a strategic plan for the organization based on client/physician’s revenue cycle management. My successes in this role included: • Successfully centralizing all accounting operations by creating internal controls, policies and procedures.• Identifying key performance indicators to determine client profitability and employee performance targets.

Arlington, Ma

I managed all accounting functions and financial reporting for this rapidly growing international travel service company. As a member of the senior leadership team, I communicated directly with the Board of Directors, and developed a budget, internal controls, and accounting policies and procedures. Conducted analysis and provided strategic recommendations to determine investment opportunities. Funded European operation by monitoring the foreign exchange market and placing spot and forward orders.My successes in this role included:• Developing, hiring and training a European accounting team based in central Italy. • Reducing operating costs by $36k by conducting vendor analysis and reviewing competitive bids.

Boston, Ma

In this role, I directed the accounts payable and receivable team, managing staff, general ledger functions, month end closing process and preparation of annual budget and forecasts. I maintained internal audit and Sarbanes-Oxley requirements, and ensured adherence to GAAP. I contributed to development of the organizational structure by implementing property and human resource policies. My achievements here included:• Overseeing the resolution of billing, collections and payment issues for high-value members.• Development of a control process to track purchases and sales of event tickets.

Gloucester, Ma

I oversaw accounting functions for this 62-room resort with 3 function halls and 35 employees. I analyzed financial statements to determine performance ratios, investment opportunities and pro-formas, and managed and developed a 6-person staff, including an accounting assistant, function coordinator and 4 front desk clerks.Some of my successes here included:• Successfully refinancing the land and buildings, resulting in $78k annual savings in mortgage costs.• Conducting cost analysis and obtained competitive bids from vendors, realizing annual savings of $95k. • Streamlining process for function bookings and refunds, achieving time savings and reducing errors.

Managed a staff of three Accounts Payable Specialists. Department processed over $100 million in checks annuallyProcessed monthly closing functions to transfer AP journals to the General Ledger and developed a formal AP monthly closing procedureBuilt and maintained positive working relationships with internal and external customers. Outside vendors included Sprint, Verizon, FedEx, and Citizens BankCompleted projects in the following areas:Revised the Business Travel Policy for all domestic operations to comply with regulatory agencies such as the IRS, SEC and NASDReduced processing time for reimbursements for corporate travelers by 60%. Implemented a new process, which included the selection of a new software package (Concur). Acted as the Systems Administrator for this travel and entertainment reporting systemProvided a 45% cost savings for the storage and retrieval of Accounts Payable documents by introducing and implementing an imaging solution called InfotrieveIntroduced a Value Added Tax reclaim service (Meridian) which is estimated to recover $10k annually

Ensured timely and accurate payments of $12 million annually. Managed invoices and problem resolution of balances owedProduced and analyzed aging reports, vendor activity reports and payment schedules that improved the audit trailEstablished and maintained positive relationships with vendors and banking personnel.Determined expense, department, and product codes for all expenses as part of the General Ledger TeamMonitored adherence to established policy and procedures for expenditures and oversaw the purchase order system. Identified over $6K in duplicate invoices received in 2000.Mentored Accounts Payable and Purchasing Assistants with department objectives and how they relate to the vision of Garber Travel.Converted the Accounts Payable system to the Alpha software program.

Provided bookkeeping functions, software implementations, account analysis and cash management for the clients of TEK Books. Clients included small to medium start-up and non-profit organizations. Processed accounts payable, accounts receivable, monthly closing functions, payroll and report preparation as necessary for clients.

Instrumental in converting manually kept records into Buildsoft. Produced job costing reports such as cash flow position, profit analysis, contract in process and break-even reports to be utilized by the CEO.Interacted daily with clients, vendors and subcontractors. Prepared monthly / quarterly tax reports including payroll tax and state industrial reports.

Calculated sales volume incentive rebates for 80 clients, involving consistent reviews of contracts and direct correspondence with client service managers and clients.Assisted in the budget process and explained actual to budgeted variances on branch operating statements.Reconciled major cash accounts including disbursement and foreign accounts.Created and posted journal entries to reclass expenses resulting from P&L reviews.

Ms, Management Science

Bsba, Business Administration

Certificate In Non-Profit Management, Non-Profit/Public/Organizational Management