Theresa David, Mba

Theresa David, Mba Email and Phone Number

Controller at Diggins & Rose Inc. a United Van Lines agent. Controller at AJ Rose, LLC. @ Diggins & Rose Moving Systems
new hampshire, united states
Theresa David, Mba's Location
Methuen, Massachusetts, United States, United States
Theresa David, Mba's Contact Details

Theresa David, Mba personal email

n/a
About Theresa David, Mba

Results focused Controller. Energetic achiever with proven problem solving skills. I enjoy working in a team environment.

Theresa David, Mba's Current Company Details
Diggins & Rose Moving Systems

Diggins & Rose Moving Systems

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Controller at Diggins & Rose Inc. a United Van Lines agent. Controller at AJ Rose, LLC.
new hampshire, united states
Website:
digginsrose.com
Employees:
13
Theresa David, Mba Work Experience Details
  • Diggins & Rose Moving Systems
    Controller
    Diggins & Rose Moving Systems Jun 2016 - Present
    Hudson, New Hampshire
    Head of accounting and finance for the two companies - Diggins & ROSE, Inc. and A.J. Rose, LLC. Supervise staff of three. Perform cash management duties, month end closes, audit and tax preperation for both companies. Provide strategic assistance and report to the company President. Perform payroll and human resources functions for both companies including recruiting. Perform insurance renewal and review insurance requirements with the President. Perform IT functions on site with assistance from external IT vendor.
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  • Bread & Roses Housing, Inc
    Volunteer
    Bread & Roses Housing, Inc May 2016 - Aug 2016
    Lawrence, Ma
    Met with Executive Director and determined agency need. I created an Excel worksheet detailing projected cash receipts and payments for fiscal year to arrive at the total number of projects that could be funded in a given year. Worked with Executive Director and Jericho Road.
  • Somerville Homeless Coalition
    Volunteer
    Somerville Homeless Coalition Jan 2016 - Jul 2016
    Somerville, Massachusetts
    Assisted Director of Finance and Administration with special projects. Form 5500's needed to be filed for several years. Created job descriptions for the accounting staff. Created Policy and Procedure Manual for the organization to bring it in compliance with Federal, State and City funding requirements.
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  • Educate Online, Inc.
    Controller
    Educate Online, Inc. Nov 2014 - Nov 2015
    Danvers, Ma
    Hired from Randstad temporary assignment. Computer system conversion from Microsoft Dynamics NAV to QuickBooks Enterprise 2015Cash Flow projections.Performing month and year ends. FY2015 Audit with SC&H and associated tax related filings.Various federal and state filings for multi-site educational company.
  • Brox Industries, Inc.
    Controller
    Brox Industries, Inc. Feb 2014 - Aug 2014
    Dracut, Ma
    As a new employee and during the company's peak sales season (1.5K daily sales tickets from the nine plants) the billing department resigned. I learned the job and created a training manual which allowed the temporary employees and myself to keep the billing and month ends on track. I was responsible for managing A/R, A/P, G/L and Inventory functions - a total of nine direct reports. Coordinated the movement of accounting software onto a new server within two months of my hire date.
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  • Clark & Reid Company, Inc.
    Controller
    Clark & Reid Company, Inc. Aug 2005 - Feb 2014
    Billerica, Ma
    Performed all month and year end consolidated closings. Planned, organized and prepared year end audit and tax schedules. Responsible for treasury functions of the firm. Created Crystal Reports or FRx Reports or Management Reporter reports for data analysis and trending. Conversions of software programs as required to update versions or change platforms. Assisted CFO in annual insurance review and renewal. Fixed Asset Accountant. Performed filings for various federal and state agencies as required in the transportation industry. Company was sold.
  • Grand Wireless
    Controller
    Grand Wireless Nov 2004 - Aug 2005
    Billerica, Ma
    Performed month and year end closings. Planned and organized year end physical inventory and year end audit by CPA firm. Perform varaince analysis and report results to company President. This retail company had 31 branches located in MA, NH and RI.
  • The Boston Globe
    Temporary Sox Auditor
    The Boston Globe Sep 2004 - Nov 2004
    Boston, Ma
    Temporary assignment to perform Sarbanes-Oxley testing for The Boston Globe. The Globe was owned by The New York Times at this time. Tested compliance for Globe Specialties, a wholly owned subsidiary, and the single copy Circulation Department.
  • Heat Incorporated, Llc
    Vice President Finance
    Heat Incorporated, Llc Sep 2003 - May 2004
    Hudson, Nh
    Developed and implemented a formalized budgeting and planning process for this subsidiary of a public company. Analyzed monthly, quarterly and year-end results for internal managers and corporate headquarters. Internal and External Auditor contact. Manager of all accounting and credit functions within the company. Assisted in computer conversion from Next Gen to Mincron Software.
  • Santin Engineering, Inc.
    Cfo/Controller
    Santin Engineering, Inc. 1996 - 2002
    Peabody, Ma
    Company was in severe financial distress when hired. A forbearance agreement was in effect with CEO arranging for alternative financing prior to expiration of agreement. Brought company back from brink of financial disaster to profitability in one year through sound business decisions. Developed and implemented a formalized budgeting and planning process. Performed month and year end closings. Reported monthly results to bank. Attended quarterly bank meetings. Planned, organized and was responsible for annual CPA review. Reduced on site review time by 80% in first year of employment. Optimized workinng capital by negotiating delayed payback of $628K to 130 trade vendors. Secured bank llines of credit. Streamlined payroll function reducing hours spent on task by 67% in first month of employment.

Theresa David, Mba Skills

Accounting Fixed Assets Sarbanes Oxley Act Management Gaap Internal Controls Accounts Receivable Microsoft Excel Cost Accounting Ceridian Crystal Reports Frx Report Designer Microsoft Dynamics Sl Management Reporter Fixed Asset Depreciation Foreign Currency Transactions General Ledger Report Writing Salesforce Microsoft Nav Finance Account Reconciliation Forecasting Payroll Budgets Month And Year End Closings Quickbooks

Theresa David, Mba Education Details

Frequently Asked Questions about Theresa David, Mba

What company does Theresa David, Mba work for?

Theresa David, Mba works for Diggins & Rose Moving Systems

What is Theresa David, Mba's role at the current company?

Theresa David, Mba's current role is Controller at Diggins & Rose Inc. a United Van Lines agent. Controller at AJ Rose, LLC..

What is Theresa David, Mba's email address?

Theresa David, Mba's email address is tl****@****ast.net

What schools did Theresa David, Mba attend?

Theresa David, Mba attended Suffolk University - Sawyer School Of Management, Merrimack College.

What skills is Theresa David, Mba known for?

Theresa David, Mba has skills like Accounting, Fixed Assets, Sarbanes Oxley Act, Management, Gaap, Internal Controls, Accounts Receivable, Microsoft Excel, Cost Accounting, Ceridian, Crystal Reports, Frx Report Designer.

Who are Theresa David, Mba's colleagues?

Theresa David, Mba's colleagues are Kim Gue, Theresa David, Dorothy Naroian, Diane Canelas, Cathy Warrick, Dave Gendron, Kim Charest Gue.

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