Sherwin L. Email & Phone Number

Boston, MA, US

Quincy, Massachusetts, US

* AP, ensuring all invoices are paid in a timely manner. Researching all discrepancies. Matching to Purchase Orders*

Wayland, MA, US

The Little Gem Resorts (Lovango Resort & Beach Club, Winnetu Oceanside Resort and The Nantucket Hotel & Resort)* Use software such as: Sage 300 CRE, Sage Intacct, POSI Touch, Ultipro (Kronos/UKG)* Update and or create new ‘How to’ guidelines for various accounting tasks* Bank/GL month-end and year-end close process, including journal entries, balance sheet.

Newton, MA, US

• Used QuickBooks
• Accounting for 15+ franchise locations
• Bank/GL month-end and year-end close process (for 4 Launch Entertainment and 10+ My Gym)
• Created P&L and Balance Sheet for investors and other stakeholders
• Credit Card Reconciliation, ensuring that all purchases were entered and coded into the appropriate accounts
• Provided financial data to and then reviewed tax returns produced by outside CPA

New York, NY, US

• Process loan modification applications
• Review/QC loan documents
• Prepare loan paperwork for customers
• Scan documents for record retention

Needham, MA, US

• Prepare loan payoff quotes
• Prepare loan discharge paperwork for both lawyers and customers
• Scan documents for record retention

Boston, Massachusetts, US

* Communicated with onsite staff about outstanding payments* Aided in the month-end close process, including journal entries* Recorded customer payments into Sage Intacct* Reviewed and approved AP checks and ACH payments before being sent out**Closure due to COVID**

Providence, Rhode Island, US

• Team Lead for a staff of 11, provide oversight to 10 temps working a special project and oversaw 5 outsourced staff over seas
• Worked customer claims which could involve reaching out to the customer/merchant/bank for documentation for review
• Created monthly loss report based on 10+ GL's and provided documentation during annual audit
• Implemented new production and accountability tracker
• Use programs such as: Mainframe, First Data (Star Station), Oracle (Financial Management), and VISA Online
• Developed loss mitigation techniques including fraud investigations and funds recovery

Saint-Laurent, Quebec, CA

· Oversaw the Stratford, CT and Springfield MA cash vaults· Balance and report for 10-15 inventories at a total value of $50-$100MM· Ensure deposits are completed within the Service Level Agreement (SLA)· Research and reconcile any and all out-of-balance's within 24 hours of verification of residual cash or cash add service.· Request, track and review.

Toronto, Ontario, CA

· Trained and developed new and current employees· Performed ASM and SM duties when needed· Supervised a staff of 10 team members· Assisted in creating a 4 week revolving schedule· Supervised and performed tasks associated with the Customer Service Representative and Teller Staff · Made referrals to other business partners and/or affiliates· Troubleshoot.

Toronto, Ontario, CA

• Conducted interviews for potential team members
• Trained and developed new and current employees
• Supervised a staff of 5-7 team members
• Conducted monthly team meetings
• Created a 4 week revolving schedule
• Perform ASM and SM duties when needed

Charlotte, NC, US

· Contributed to the daily sales and goals of the center· Troubleshoot and resolved customer questions and concerns· Assisted in the opening of accounts by serving as a Chinese to English translator· Preformed internal-audits monthly· Maintain accurate teller cash· Conducted daily huddles

Master'S Degree, Accounting

Bachelor'S Degree, Accounting

Bs, Comp Sci