Thomas Conlon Email & Phone Number

Boston, MA, US

Cambridge, Massachusetts, United States

- Partner with functional leaders (R&D) and the Functional Leadership Team to provide visibility into forecast variances and financial impact of strategic initiatives- Support the R&D by delivering tailored monthly data packages and presentations.- Collaborate with business leaders and key stakeholders to understand how our planning and reporting.

Cambridge, Massachusetts, United States

- Support the annual budget and forecast process.- Provide support and analysis to finance and accounting members for business planning, forecasting and budgeting purposes - Help prepare monthly and quarterly financial reporting and variance analysis - Cash Flow, P&L, KPIs- Maintenance and improvement of key data systems - Help establish new processes.

Cambridge, Massachusetts, United States

- Ascertained cash both in and out of the company’s operating and money market accounts to maximize interest income.- Led meetings between intracompany departments to discuss general ledger spend analysis based on category to compare budget and actual totals.- Prioritized payments to preserve cash between funding series with the approval from the head of.

Cambridge, MA

- Managed the company accounts payable email and reconciled any issues with both vendors and employees.- Maintained two procurement systems, ensuring receipt and proper payment of employee purchases under allocated budget.- Trained new employees on the internal flow of purchase to payment processes.

Greater Boston Area

• Executed monthly general ledger entries including prepaid and accrued expenses in a timely manner to meet payment dates
• Coordinated approval processes for accounts payable invoices
• Processed associates expense reports and ensured proper documentation to meet clients’ required standards
• Gathered appropriate documents to support accounting staff for year-end audit
• Analyzed vendor contracts and create a cost analysis to save money on monthly expenses
• Communicated effectively with project managers and consultants to reconcile project budgets

Charlotte, North Carolina Area

• Researched and reviewed industry tendencies for tax issues regarding discrete items
• Completed tax work papers to support income and expenses reported on tax returns
• Utilized Microsoft Excel skills to analyze federal and state income tax data for multitude of TWCentities
• Delivered and recognized for summary presentation to employees of the tax department

Waltham, MA

• Organized and maintained customer account information, including updating files and records to company software
• Achieved and exceeded department’s quotas for IRA applications processed without errors on a consistent basis
• Ensured client paperwork was compliant with industry regulations and policies
• Rectified customer issues or problems with little or no supervisor involvement
• Communicated daily to financial advisors team to ensure assigned tasks were completed withinguidelines and deadlines