Experience

Clarus Capital

• United States
• Financial Services
• 1 - 100 Employee

• Business Analyst

  • Aug 2021 - Present

  United States



Radius Bank

• Construction

• VP/Lease Documentation Specialist

  • Aug 2018 - Aug 2021

  Boston, Massachusetts



Edaville Operations/Grafton & Upton Railroad

• Controller

  • Jun 2017 - Jul 2018

  Carver, MA



BTMU Capital Corporation

• Senior Business Systems Analyst

  • Jul 2008 - Nov 2015

  Greater Boston Area • Undertook the gathering and mapping of all data to be uploaded into Dynamics GP by devising SQL queries to obtain the appropriate information in a useable format based on established specifications culminating in a successful system go live. • Utilized expertise of the general ledger system and related technology to make recommendations to improve operating efficiencies and increase productivity such as the uploading of all AR documents through an Excel spreadsheet rather than… Show more • Undertook the gathering and mapping of all data to be uploaded into Dynamics GP by devising SQL queries to obtain the appropriate information in a useable format based on established specifications culminating in a successful system go live. • Utilized expertise of the general ledger system and related technology to make recommendations to improve operating efficiencies and increase productivity such as the uploading of all AR documents through an Excel spreadsheet rather than manually. • Participated as a key player in the implementation of the fixed asset and accounts receivables modules on the general ledger application (SmartStream). Ran the monthly fixed asset depreciation job and carried out any adjustments to the fixed asset database when requested. • Acted as the system lead on all projects and resolution of issues related to finance and any of the general ledger modules of AP, GL, AR and FA, as well as the reporting area. • Provided primary support services to the finance, business, and tax staff in the development of any necessary reports, MS access queries, and SQL queries to be used to make business decisions, correct issues, or carry out daily routines. • Assisted in the development of an in-house budget module, the creation of a budget database and the loading of the budget into the general ledger database producing more complete and accurate budget data.

• General Accounting Manager

  • Sep 2004 - Jul 2008

  Greater Boston Area • Supervised the accounts payable staff and a senior general ledger accountant. Acted as their backups when necessary, ensuring a continuous flow in the daily AP and accounting processing. • Oversaw the departmental operating expense reporting, booking of expense accruals, maintenance of various travel & entertainment expenses, and the analysis of all these expenses. • Provided details to department heads on significant budget to actual variances and monthly fluctuations on… Show more • Supervised the accounts payable staff and a senior general ledger accountant. Acted as their backups when necessary, ensuring a continuous flow in the daily AP and accounting processing. • Oversaw the departmental operating expense reporting, booking of expense accruals, maintenance of various travel & entertainment expenses, and the analysis of all these expenses. • Provided details to department heads on significant budget to actual variances and monthly fluctuations on departmental expenses in order to better manage their departments’ future expenses. • Responsible for the month-end close process and compiled supporting documentation from all accounting areas to be reviewed by management. • Oversaw the preparation of the monthly financial package and the quarterly board packages, verified the accuracy of the key results and key ratios produced and corrected any errors or miscalculations. • Worked closely with the internal auditors on all accounts payable audits and the external auditors at year end to ensure all requests for information were fulfilled in a judicious manner and followed generally accepted accounting principles. • Maintained the account reconciliation module and all corresponding back-up to substantiate period end balances and variances to corresponding sub-ledger balances. This process guaranteed problem accounts and account issues were resolved in a more timely manner. • Facilitated the creation of the payroll entries from ADP and reviewed the entries before uploading them into the general ledger system. Corrected issues if any were found.

• Finance Liaison/General Ledger and Reporting

  • May 1998 - Sep 2004

  Greater Boston Area • Acted as the liaison between the finance and systems department for all general ledger and reporting projects and problems. Helped to make sure finance’s needs/concerns were being communicated in a manner easily understood by systems which meant a faster turn-around by systems. • Coordinated with systems on the identification of new technologies to enhance efficiency of business operations and help to streamline daily processes for the users. • Developed, documented, and updated… Show more • Acted as the liaison between the finance and systems department for all general ledger and reporting projects and problems. Helped to make sure finance’s needs/concerns were being communicated in a manner easily understood by systems which meant a faster turn-around by systems. • Coordinated with systems on the identification of new technologies to enhance efficiency of business operations and help to streamline daily processes for the users. • Developed, documented, and updated general ledger and reporting procedures. • Created the mitigation and contingency plans for Y2K for the general ledger system, which was positively reviewed by the internal auditors. • Excelled at providing customer service to the various finance departments by effectively communicating schedules, issues, updates, and resolutions.

• Senior Staff Accountant

  • Jul 1991 - May 1998

  Greater Boston Area • Composed reports to ensure that the balance sheet and income statement are balanced on a daily basis by legal entity. • Updated, modified and created new reports per user’s requests. • Generated both the monthly and quarterly financial packages in excel. Compared actual to budget and prior year/prior month and determined reasons for substantial variances. • Prepared the quarterly board presentations in power point based on management’s requirements. • Participated in the… Show more • Composed reports to ensure that the balance sheet and income statement are balanced on a daily basis by legal entity. • Updated, modified and created new reports per user’s requests. • Generated both the monthly and quarterly financial packages in excel. Compared actual to budget and prior year/prior month and determined reasons for substantial variances. • Prepared the quarterly board presentations in power point based on management’s requirements. • Participated in the successful implementation of our ledger system as part of the original project team.