Experience

TERC

• United States
• Research Services
• 1 - 100 Employee

• Chief Financial Officer

  • Sep 2023 - Present

  Cambridge, Massachusetts, United States



Action for Boston Community Development, Inc.

• Non-profit Organization Management
• 300 - 400 Employee

• Chief Financial Officer

  • Nov 2021 - Sep 2023



Boston Symphony Orchestra

• United States
• Performing Arts
• 200 - 300 Employee

• Controller

  • Nov 2017 - Nov 2021

  Boston, Massachusetts



City Year

• United States
• Non-profit Organizations
• 700 & Above Employee

• Vice President, Controller

  • Oct 2005 - Nov 2017

  Boston, MA Vice President & Controller 2010-Present Controller 2007-2010 Assistant Controller 2005-2007 • Direct all aspects of finance department for a $145M, 25 site not-for-profit organization • Oversee all fiscal operations, reporting directly to the CFO • Redesigned all accounting systems by integrating disparate systems and processes into one integrated service model • Increased organizational cash flow by creating balance sheet and cash flow… Show more Vice President & Controller 2010-Present Controller 2007-2010 Assistant Controller 2005-2007 • Direct all aspects of finance department for a $145M, 25 site not-for-profit organization • Oversee all fiscal operations, reporting directly to the CFO • Redesigned all accounting systems by integrating disparate systems and processes into one integrated service model • Increased organizational cash flow by creating balance sheet and cash flow statements for each City Year Site • Developed accounting management systems that allowed the organization to double in size without adding additional headcount to the accounting function • Ensure compliance with all AmeriCorps, State and Local and School contracts • Prepare monthly financial statements and review of trial balance • Ensure accuracy and compliance with GAAP of all revenue recording • Manage all aspects of annual financial statement audit, including A-133, 401(k) and Form 990 • Oversee the production of all financial statements for annual audits • Managed diverse staff including Finance Director for Government Grants, Director of Accounting Operations, Gift Processing Manager, and Payroll Manager • Partner with Vice President and Director of Financial Planning and Analysis on annual budgeting and financial forecasting • Fiscal contact for international affiliates • In conjunction with the Director of Government Relations, ensure productive relationships with each state commission and the Corporation for National Community Service • Oversee all cash, depository, endowment, and daily cash management activity and balance monitoring • Ensure compliance with all state regulatory agencies • Lead several system conversion products including Workday (ERP) Financials and Salesforce.com Show less



The Community Builders, Inc.

• United States
• Real Estate
• 300 - 400 Employee

• Assistant Controller

  • Aug 2004 - Oct 2005

  Boston. Ma • Restructured property management and accounting departments • Managed staff of 12 including 4 regional accounting managers • Established goals and objectives for the accounting department • Partnered with all Regional Directors and Asset Managers to meet budgetary and operational goals of real estate portfolios • Managed all aspects of year end audit with external auditors



Franklin Street Properties

• Accounting Manager

  • Mar 2003 - Aug 2004

  Wakefield, MA • Responsible for all day-to-day operations of a complex accounting department • Developed and monitored departmental goals to ensure alignment with overall corporate objectives • Spearheaded MRI Software Conversion project with a project team of seven individual contributors. Delivered software on-time and on-budget with no re-work • Coordinated year-end audit for senior leadership, external auditor and governmental reporting agencies



MassHousing

• United States
• Government Administration
• 200 - 300 Employee

• Project Manager

  • May 2001 - Feb 2003

  Boston, MA • Developed technical infrastructure for governmental reporting group • Managed, developed, and maintained asset management database • Managed project teams for development, implementation, training and evaluation of software applications-including a cutting edge table application that allowed agents to enter data real-time on site • Developed regression testing projects and researched potential applications for the Agency’s use



Lend Lease Real Estate Investments

• Senior Analyst & Associate

  • Aug 1993 - Dec 2001

  Boston, MA Accounting Manager – Portfolio Reporting Assistant Controller & Assistant Vice President – Property Management Senior Accountant – Property Management • Managed and created policies and procedures for a new group designed to support asset management department • Analyzed and reviewed all management practices, physical sites and market conditions of managed properties • Prepared and reviewed public and corporate financial statements including Form 10Q, 10K documents, and… Show more Accounting Manager – Portfolio Reporting Assistant Controller & Assistant Vice President – Property Management Senior Accountant – Property Management • Managed and created policies and procedures for a new group designed to support asset management department • Analyzed and reviewed all management practices, physical sites and market conditions of managed properties • Prepared and reviewed public and corporate financial statements including Form 10Q, 10K documents, and Management Discussion and Analysis (MD&A) • Managed Accounts Payable staff of seven including AP Supervisor, Accounting Team of six Senior Associates and eight staff accountants Show less