Experience

Zozimus Agency

• United States
• Advertising Services
• 1 - 100 Employee

• Accounting Controller

  • Nov 2021 - Present

  Greater Boston Month end close, financial reporting, forecasting and planning, staff supervision, and all external 401K/benefit/audit/tax firm relationships.



Accounting Consultant - Controller, CPA, Contractor, Employee/Cyberanalyst

• Accounting Consultant

  • Jun 2015 - Oct 2021

  various Key Engagements: West Coast US: Technical Accounting in anticipation of SPAC. E-commerce: Month End Close/Account Reconciliations and Review/Staffing up department. Amazon Vendor Central, Shopify Plus, Amazon Seller Central, other e commerce platforms. Family Office/Wealth Management using Fidelity Family Office/Eton software. Accounting consolidation and financial reporting in multi entity IFRS and US GAAP environment. E-Commerce Growth Organizations:… Show more Key Engagements: West Coast US: Technical Accounting in anticipation of SPAC. E-commerce: Month End Close/Account Reconciliations and Review/Staffing up department. Amazon Vendor Central, Shopify Plus, Amazon Seller Central, other e commerce platforms. Family Office/Wealth Management using Fidelity Family Office/Eton software. Accounting consolidation and financial reporting in multi entity IFRS and US GAAP environment. E-Commerce Growth Organizations: Involved in budgeting, audit, cost, financial statement prep, journal entries, NetSuite implementation. Working directly with CFOs. Biotech: Bringing client ready for IPO. Heavy Cost/Assistant Controller roles: Focused on financial analysis (answering the "why" when looking at income statement trends) for VP/Finance, standard cost/cost the whole way for power industry client, cash management. Heavy Excel. 501C3/Arts Nonprofits: Handled Assistant Controller role in Museum nonprofit. 501c3 expert. Wealth Management: Manage quarterly client expense billing in multi-tiered Private Wealth Management environment. Handle Assets Under Management reporting. AP backup, AR management, Payroll backup. Professional Services: Large data integrity and database management review for professional services (consulting) firm. Heavy excel environment, highly sensitive database. Resolved 4 month Controller absence and left client audit-ready in a span of four weeks. In a small growth oriented business, I solved financial reporting and certain general accounting problems. My focus was on reducing the close process/timeline without sacrificing accuracy. In large organization focused on auditing large vendor master file (VMF) in anticipation of external audit. Shut down more than 35% of the VMF. Led Foreign Currency Restatement project for two different fiscal years ahead of external audit. Cybersecurity: Password Management; 2FA Implementation in biotech and e-commerce. Show less



Self employed

• Real Estate
• 1 - 100 Employee

• Professor, Finance/Accounting (Adjunct): MBA and Undergrad Programs

  • 2012 - 2017

  Salem State, Endicott College I specialized in Cash Flow statements and the IFRS and GAAP principles used to put together the various external reporting financial statements. More importantly, I showed students how to apply financial concepts for use in their everyday lives in order to make them more comfortable with finance, more marketable, and more attractive to future employers.



BioScale, Inc.

• Accounting Manager

  • Sep 2013 - Feb 2015

  Billerica, MA Key Focus Areas: * Cost, including physical inventory counts * G/L (Quickbooks) * Month End Close * A/P * Payroll (ADP PCPW)



Beacon Hospice, an Amedisys company

• United States
• Hospitals and Health Care
• 200 - 300 Employee

• Volunteer, Hospice

  • 2013 - 2013

  Greater Boston Area What would you say to someone who knows they may have a few days to a few months to live? I spent volunteer time listening to those who had reached their end of life. I didn't engage in a pity party - they didn't want that either. I was as communicative as people wanted me to be and as available as the friends of those people needed me to be. It was a wonderful, reflective experience as I came to know people with great legacies and strong work ethics at the end of their lives.



State Garden

• United States
• Restaurants

• Accounting Manager/Controller

  • 2010 - 2012

  Financial Statement Analysis, development and testing of internal controls, oversee month end close, staff supervision (5), IT systems management, HR, operational support, Cost Accounting



CHAI

• United States
• Biotechnology Research
• 1 - 100 Employee

• Senior Accountant

  • 2009 - 2010

  Senior Accountant in $200 Million international environment with FX, GAAP, IFRS issues which operated in more than 50 countries. Focused on challenges faced by governments/non profits world-wide relating to maternal health.



American Dental Partners, Inc

• United States
• Non-profit Organizations

• Senior Corporate Accountant

  • 2006 - 2009

  Consolidations Support SEC Reporting Footnote Support Month End Close General Ledger Management Captive Insurance Accounting Big 4 Audit Team interaction Derivative Financial Instruments Accounting Fixed Assets Cash and Account Reconciliations Sarbanes Oxley Compliance Review