Chief Operating Officer

• Feb 2023 - Present

Chief Financial Officer

• Jun 2020 - Feb 2023

VP, Controller

• Feb 2017 - Jun 2020

Controller

• May 2009 - Sep 2016

• Improved processes for online payments, budgeting, IRS reporting, and strategic planning • Developed a comprehensive financial model to improve the strategic planning process • Implemented an online payment system for students and outside parties to improve cash flow • Combined the Human Resources and Payroll systems realizing cost savings while improving service to the College’s employees • Work with the outside auditors on the annual financial statement audit • Prepare all tax forms including IRS form 990 and 990-T along with Massachusetts forms • Coordinate the annual budget process including the implementation of new budget reporting software to better inform budget managers of their expenses • Directly supervise a staff of five people in payroll, cash management, accounts payable, student accounts, and grant management

Consultant

• 2007 - May 2009

•Fulfilled client needs for reporting, daily accounting, and process improvement •Prepared financial statements for a software company to assist in the sale of the company •Worked with a major hospital to reconcile cash balances and implement policies and procedures related to the institution of a new accounting system •Fulfilled client needs for reporting, daily accounting, and process improvement •Prepared financial statements for a software company to assist in the sale of the company •Worked with a major hospital to reconcile cash balances and implement policies and procedures related to the institution of a new accounting system

Director of Finance

• 1997 - 2006

• Integrated the accounting operations of a major competitor due to the acquisition of that company to achieve cost efficiencies • Managed all financial aspects of one division across the continental United States and Canada; including P&L building, analysis, and control resulting in more efficient operating units • Provided monthly, quarterly, annual, and ad-hoc financial reporting and analysis to Senior Management including quarterly ‘scorecards’ to improve evaluations of general managers • Prepared detailed operating budgets with Operational Vice Presidents and General Managers, with gross revenue totaling $300 million. This allowed us to better control both variable and fixed costs. • Coordinated annual operating budget preparation for the entire company • Worked with outside auditors on annual audit and interim reviews • Assisted with preparation of SEC reports 10-K and 10-Q to improve investor relations • Calculated quarterly operating personnel bonuses and reviewed sales bonuses to ensure correct payments • Developed specialized financial analysis and models to assist and support managerial decisions • Managed a staff of three Finance Managers responsible for facility and regional accounting functions

Controller

• 1993 - 1996

• Relocated accounting function from Burlington, MA to San Diego, CA • Managed a staff of nine employees in A/R, A/P, payroll, month-end close • Implemented new accounting software streamlining the closing process and improving reporting • Prepared financial statements for executive management and parent company • Responsible for financial reporting both for local management as well as to our parent company • Worked with Controllers from related companies to maintain intercompany account balances • Responsible for all banking and banking relationships • Worked with outside auditors on annual audit