Experience

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  ZurickDavis

  • United States
  • Hospitals and Health Care
  • 1 - 100 Employee

  • Chief Financial Officer (left Feb 2024)

    • Apr 2020 - Present

    Working directly with the owners, I managed all financial aspects of the business, including revenue and tax strategies, project management, stimulus strategies, stock re-alignments, debt management, pricing models, assisting in the creation of a new division and service offerings, custom contract work, legal assessments, budgeting, forecasting, payroll, AP/AR/GL, M&A due diligence, and more. I also played a key leadership role in integrating Diversity, Equity, Inclusion, & Belonging (DEIB) into business operations.

  • Controller

    • Nov 2017 - Apr 2020

    Responsible for all general ledger work, oversaw AP/AR, and financial statement preparation. Reformed AR system to reduce receivable collections time by 75%. Established programs for weekly financial review with owners to keep focus on critical financial issues. Implemented new commission systems for sales and recruitment staff to remove bias and ensure consistent and equitable treatment for all staff

• 

  Matthew L. Mangels CPA LLC

  • Lowell, Massachusetts, United States

  • Owner

    • Jan 1997 - Present
    • Lowell, Massachusetts, United States

    In my spare time, I have a passion for assisting small businesses and individuals with tax and business strategy issues, so I maintain this boutique practice.During the pandemic, I helped dozens of small businesses obtain grants, loans, and tax credits. I also guided individuals /businesses in navigating the complex rules of the various COVID stimulus programs-PPP application, PPP forgiveness, ERC applications, EIDL, PUA, unemployment, writing unemployment claims appeals, and the bazillion other programs with complex rules that were constantly evolving.I also have a specialization in assisting homeowners/condominium associations with the complexities of managing rules/regulations compliance, deed work, and various tax/accounting/insurance matters.

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  ZDinterim

  • Woburn, Massachusetts, United States

  • Partner

    • Apr 2020 - Jan 2024
    • Woburn, Massachusetts, United States

    Primary partner responsible for negotiations, contract development, and management of executive interims placed with our clients. Also oversaw the day to day business operations, financial operations and billing, corporate partnerships, and philanthropic activities. Played key role in building the business to double-digit annual growth.

• 

  Innovative Ideas Unlimited, Inc.

  • Lowell, Massachusetts, United States

  • Sr. Consultant | Chief Operating Officer

    • Jan 1998 - Apr 2020
    • Lowell, Massachusetts, United States

    I co-led this firm that developed collaborative software solutions and delivered implementation and migration consulting and training to small and large businesses, nationally and globally. We were engaged by IBM as a partner to lead Domino Document Management (DDM) migrations for hundreds of their customers. We also architected and led development of a Dept of Defense 5015.2 Certified application, with specific focus on small and medium size business customers.I managed a team of 10-12 developers, consultants, and offshore partners, as well as company contracts, budgets, P&L, and ongoing operations.

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  Landa & Altsher P C

  • Randolph, MA

  • CPA

    • 1997 - 1999
    • Randolph, MA

    Staff accountant. Assisted with financial audits and cost report preparation for profit and nonprofit long term healthcare facilities.