Guiding businesses who seek assistance in developing business plans, financial projections, or a wide range of business assistance in a effort to obtain grant or loan financing with seCTer.

Blue Planet Filtration has developed a filtration system that removes contaminants from marine/fresh water bodies. Our goal/mission is to prevent hazardous algae blooms by deploying our filtration system in targeted water bodies ( retention ponds, golf course ponds/lakes, canals, rivers, etc) where fertilizer, septic/farm run-off , and other natural contaminants pollute water bodies.

Responsible for all aspects of NTT’s one billion dollars ($1,000,000,000)/year in financial activity associated with our contract with the Massachusetts Health Insurance Connector. Hired to immediately turn around NTT’s internal financial controls, reporting, systems, operations and client relations.●Improved, streamlined automation and significantly reduced cost regarding the monthly bank reconciliation, deliverable to client.●Implemented financial controls, new reporting and internal financial operational process.●Worked closely with our corporate IT department regarding new releases to our proprietary Financial Management Software.●Key member of NTT’s monthly Financial Integrity Meetings with client. Resolved outstanding project management issues requested by client.

Responsible for all aspects of the School Districts $35 million dollar finance and operations.●Prepared FY18 budget and supporting documents.●Managing and implementing Cloud Based Point of Sale and School Lunch Management Solution. ●Managing and implementing Web-Based Facility Rental and Event Management Solution. ●Planned, managed and implemented capital projects.●Worked with Independent Auditor on completing the FY16 Audit.●Made improvements to Auditor’s Management Report Recommendations.●Developed detailed line item projections to monitor FY17 budget spending. Closed year with a surplus.●Completed Telecommunications Audit resulting in 35% savings.

Responsible for all aspects of the Town's $70,000,000 operating, capital, grant and other funds. ●Implemented conversion to new accounting and management system. ●Key player in receiving highest bond rating in town’s history. ●Implemented changes to resolve longstanding annual independent audit issues. ●Implemented numerous financial controls and efficiencies. ●Promoted a team culture and environment. ●Implemented transparent financial reporting and information sharing.

Responsible for all aspects of the School Departments $25,000,000 operating, capital, grant and other funds. ●Improved financial controls.●Improved Transparency and Budget Reporting..●Improved efficiency of Business Office.

Responsible for daily operations of the city’s $350,000,000 auditing/finance department. ●Streamlined accounts payable procedures resulting in significantly reduced paperwork, accounts payable turnover days, and labors hours.●Streamlined weekly payroll audit processing and procedures.●Audited and made recommendations to city’s large telecommunication network, including billing, network performance and operational management. The recommendations saved $200,000/year and improved network performance and management.

Responsbile for all aspects of the School Departments $15,000,000 budget and finances.

Responsible for coordinating, assembling and preparing the City's $280,000,000 budget.

(formerly, Assistant Credit Analyst and Loan Review Analyst)Responsible for writing commercial loan credit analysis for new and existing customers.●Completed intensive corporate training program.●Achieved Bank Officer status, October 2007.●One of five regional analysts chosen to audit a bank acquisition.