Experience

Blackstone Valley Tech HS

• Education Administration Programs
• 1 - 100 Employee

• Assistant Business Manager

  • Sep 2018 - Present



Northborough & Southborough Public Schools

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Financial Accountant

  • Dec 2017 - Sep 2018



Westborough Public Schools

• Assistant to the Director of Finance and Administration

  • Jan 2015 - Dec 2017

  Assists with the development of the annual operating, revolving, and capital budgets. Analyzes and prepares corresponding budget documents and reports. Performs financial analysis of school department programs and accounts. Assists with bidding and procurement processes. Researches and evaluates financial/operational policies, procedures, and practices. Coordinates and manages special projects as required by the Director of Finance and Administration. Serves as a resource for financial/budget issues for schools and District personnel. Helps with payables, receivables, billing, payroll and managing the budget and the general ledger. Assists the Director of Finance and Administration with all administrative requirements.

• District Billing Coordinator

  • Sep 2013 - Jan 2015

   Responsible for reviewing and processing invoices on a daily basis Assist Director of Finance and Director of Community Education in monthly review of revenues billed Responsible for applying payments to customer accounts for the district (including Community Education, Special Education, Kindergarten Tuition, Activity Fees, and Building Use Charges), and researching and resolving issues associated with account receivables Responsible for Medicaid in schools federal reimbursement. Including tracking parental authorizations and service documentation, and completing quarterly and annual reports, and other requests as needed. Back up for other Accounting/Office functions



North Brookfield Public Schools

• Assistant to the Business Manager

  • 2011 - Jun 2012

  Serves as the responsible person, assisting the superintendent, for the receipt, disbursement, control, reporting, and accounting of all school district financial obligations. Computerized preparation of all invoices for process and payment. Completion of all local, state and federal fiscal reports as requested by the Superintendent and School Committee. Preparation of monthly summary, computerized financial reports of all school department expenditures and budgetary balance information. Work with the Superintendent and all other administrators in the development of the annual school department budget. Prepare revisions to all projections, as necessary. Responsibility for the receipt of all purchase requisitions and developing encumbrances when necessary. Accounting for all receipts and expenditures for various accounts. Completion of all required activities related to the closing of book for the year. Preparation of all required Fiscal Year End Report, and all DESE reports. Prepares bi-weekly warrant for the Superintendent and School Committee approval and submission to town officials. Receives and records all payments, receipts and gifts, and prepares and submits to theTown Treasurer for deposit. Implement all approved budgetary revisions, including line item transfers. Works cooperatively all administrators in the monitoring and reporting of all appropriate budgets. Works cooperatively with town offices with regard to the accounting and processing of all fiscal issues. Responsible to have all appropriate fiscal records completed up to date, and available for review by federal, state or other auditors as needed and as requested. Monitors all federal and state grants, in coordination with an appropriate administrator, to be certain reports are completed on a timely basis and funds are requested and expended in coordination with grant requirements. Develops a payroll system and monitors its implementation on a daily basis.



Ernst & Young, LLP

• Senior Tax Compliance Specialist

  • Oct 2005 - May 2010

  Financial Services Office - Tax  Supervised tax compliance engagements, with a focus on Private Equity and Partnership tax Served as leading senior on multiple concurrent projects  Worked closely with client’s tax and accounting teams on gathering and processing information Reviewed tax compliance products, including Federal and State tax forms, investor K-1s and K-1 statements covering PFIC, UBTI and other tax related issues for both taxable and tax exempt investors  Analyzed foreign tax filing requirements for funds’ subsidiaries, and reviewed work paper and tax forms for international tax filing, including Form 5471, 8621, 8858 and 8865 Reviewed withholding tax documents for funds’ foreign subsidiaries Assisted in tax advisory projects, researched complex tax theory and position, and applied them to specific client needs Attended client’s meetings and took notes on key tax issues Built client relationships and communicated with clients on various engagement issues Reported directly to managers and partners of engagement status and managed performance of staffs Developed staff and interns through on-the-job and in-house training courses



Masterman's, LLP

• Accounts Receivable

  • Oct 2003 - Aug 2005

  Maintained general ledger accounts and customer accounts, issued credit/debit memos, validated credit statuses, and ascertained customer and employee needs. Assisted with daily bank reporting and various other daily reports. Maintained general ledger accounts and customer accounts, issued credit/debit memos, validated credit statuses, and ascertained customer and employee needs. Assisted with daily bank reporting and various other daily reports.



Nichols College

• United States
• Higher Education
• 300 - 400 Employee

• Office Assistant

  • Sep 2001 - May 2005

  Office of Graduate and Professional Studies - Assisted in the office with various tasks, including but not limited to phone calls, paperwork, organization, registration of classes, renewal of contracts. Assisted both students and professors in various needs for continued education. Office of Graduate and Professional Studies - Assisted in the office with various tasks, including but not limited to phone calls, paperwork, organization, registration of classes, renewal of contracts. Assisted both students and professors in various needs for continued education.