Bio
Credentials
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Notary Public
Commonwealth of MassachusettsOct, 2013- May, 2026
Experience
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United States
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Capital Markets
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200 - 300 Employee
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Senior Manager, Benefits & People Systems, People & Diversity
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Nov 2022 - Present
Benefit Plan Administration: Manage the annual review and selection process of employee benefits; Manage open enrollment strategy, communication and execution; Manage financial aspects of plan administration; Manage 403(b) retirement plan and annual 403(b) audit with external auditor; Manage benefit and compliance audits; Act as a liaison to vendors to address staff questions. Oversee staff onboarding in payroll system. Manage employee leaves of absences and ensure legal compliance. Manage organization's Mentoring Program.
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Manager II, Employee Engagement, People & Operations
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Aug 2020 - Oct 2022
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Manager II, Finance
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Nov 2018 - Jul 2020
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Manager I, Finance
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Nov 2014 - Oct 2018
Management of accounts payable and accounts receivable. Prepare and distribute invoices for Ceres Company Network Members, INCR Network Members, BICEP Network Members and event sponsorships.Supervise finance associate. Manage employee VISA program. Responsible for integrating Payor payroll system with Intacct accounting system. Maintain the organization's grant projection workbook. Work closely with the CFO and Foundation staff on developing protocols and the methodology for allocating grant revenues to programs; gather grant documentation and maintain the grant book for review by auditors. Maintain employee benefits calculation workbook; prepare the yearly executive compensation schedule based on research using 990's; assist Human Resources with preparation of employee yearly compensation reports.
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Senior Associate, Finance/Operations
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May 2012 - Oct 2014
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United States
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Advertising Services
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1 - 100 Employee
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Marketing Database Manager
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Aug 2007 - Aug 2011
Establish and maintain all company and client databases for newsletters, by-lined articles and eBulletins utilizing FileMaker Pro and Excel. Distribute all eBulletins through Constant Contact and create and maintain tracker of all eBulletins sent. Monitor and analyze eBulletin reports to measure the performance of email campaigns. By analyzing open rates, click-throughs, bounces, opt-outs, day and time sent, increased overall open rate by average of 15-20%. Prepare monthly client mailings, including letters and personalized coupons. Prepare files for NCOA processing and review returned files. Analysis of returned NCOA files resulted in 30-40% reduction of undeliverable mail and substantial savings in postage costs.
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Business Manager
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Jan 2000 - Aug 2011
Manage all aspects of accounts receivable and accounts payable. Convert manual A/P system to computertized system with QuickBooks and update old A/R system to QuickBooks. Develop new invoice processing procedures to improve billing system and overall cash flow. Prepare monthly bank reconciliations; fund payroll accounts and provide backup payroll support; review and file quarterly payroll tax reports; calculate and file monthly sales tax reports; prepare quarterly financial reports and assist CPA with preparation of year-end financial statements and taxes; and prepare 1099’s for contract employees
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Office Manager
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Jan 1996 - Dec 1999
Direct day-to-day office operations, providing fundamental support to company President and team of Account Executives. Manage multiple client projects to ensure all deadlines are met and monitor overall work flow in the office. Responsible for proofreading and editing company and client newsletters, eBulletins, by-lined articles, press releases, brochures, flyers, etc. Maintain all employee personnel files and attendance records; update employee handbook; assist with administration of health insurance plans and 401(k) plans; hire and supervise receptionist. Maintain vendor/contractor relations.
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Education
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Bentley College
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Industry Focus. “Financial Services”
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