Experience

Donoghue Forlines

• United States
• Investment Management
• 1 - 100 Employee

• Controller & Corporate Secretary

  • Apr 2015 - Jun 2022

  Boston, MA Responsible for Accounting, Financial Reporting, Payroll and Employee Benefits functions during a period of growth from $380 million to $2.6 billion AUM at Investment Advisory Firm. Initially, temporary part-time position, as an outside consultant in November, 2006 and employed as of April, 2015. • Responsible for all Corporate accounting including accounts payable, accounts receivable, reconciliations, Payroll, Financial Statement preparation and general ledger accounting. • Coordinator… Show more Responsible for Accounting, Financial Reporting, Payroll and Employee Benefits functions during a period of growth from $380 million to $2.6 billion AUM at Investment Advisory Firm. Initially, temporary part-time position, as an outside consultant in November, 2006 and employed as of April, 2015. • Responsible for all Corporate accounting including accounts payable, accounts receivable, reconciliations, Payroll, Financial Statement preparation and general ledger accounting. • Coordinator and key contact for annual financial statement audit. • Prepare ad hoc Financial Reporting analyses and implemented operating cash forecasts. * Manage tax compliance, liaison with outside firm for tax preparation and complete annual and quarterly filings. * Manage and mentor staff accountant. * Prepare annual budget and update P&L forecasts throughout the year. * Prepare monthly, quarterly and annual Financial Statements including Footnote disclosures. Show less



Self Employed

• Accounting Consultant

  • Dec 2010 - Apr 2015

  Self employed accounting professional. -Outsourced Controller for W.E. Donoghue & Co, Inc., Investment Advisors -Accounting compilation recurring project for semi-private Golf Club -Outsourced Controller for internet based software company -Special projects for MA State Legislator



Richardson & Company, P.C.

• Accounting Associate

  • Oct 2013 - Jul 2014

  Medway, MA January 2015 - May 2015 Part time position in overlapping time periods with W.E. Donoghue & Co., Inc.. Accounting, payroll and benefits support for clients, primarily an out-of-state Merchant banking client with 25 employees. Required excellent organizational and communication skills for remote support. Responsibilities included accounts payable, accounts receivable, payroll, and benefits enrollment. Considerable use of Quickbooks and Excel.



Accounting Management Solutions is now CliftonLarsonAllen LLP

• United States
• Accounting
• 1 - 100 Employee

• Consultant

  • Dec 2005 - Mar 2010

  Waltham, MA Outsourced Controller for clients that included small investment advisory firms and a software start up.



BankBoston

• Banking
• 1 - 100 Employee

• Manager, Financial Analysis and Reporting

  • May 1990 - Jan 2000

  Boston, MA Finance support to Retail Banking and Operations. Primary duties were budgeting, forecasting, financial analysis and reporting. Central reporting role as the liaison between Corporate Finance and Business unit finance. Consistently commended for technical accounting skills, communication skills and providing superior customer service to my internal business partners.



PwC

• Professional Services
• 700 & Above Employee

• Audit Supervisor

  • Aug 1985 - May 1990

  Boston, MA • Managed all phases of audit engagements including: Technical review of accounting issues, Financial Statement preparation, Supervision of staff, and Engagement coordination with client and Firm Senior Management. • Audit clients included: Bank of Boston, Boston College, The Boston Symphony Orchestra, Fidelity Funds, Museum of Fine Arts and small manufacturing clients