Experience

The Boston Foundation

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Director of Investment Accounting

  • Sep 2015 - Present

• Accounting Manager

  • Oct 2011 - Sep 2015



Accounting Management Solutions is now CliftonLarsonAllen LLP

• United States
• Accounting
• 1 - 100 Employee

• Consultant

  • Oct 2009 - Oct 2011

  Provided accounting and audit assistance for $700M non-profit foundation. Prepared de-consolidation file for 990 tax return. Analyzed investment portfolio for gain/loss return distribution. Provided accounting and audit assistance for $700M non-profit foundation. Prepared de-consolidation file for 990 tax return. Analyzed investment portfolio for gain/loss return distribution.



IHRSA

• United States
• Wellness and Fitness Services
• 1 - 100 Employee

• Controller

  • Aug 2002 - Jul 2009

  Financial Data Conversion - Developed new accounting system and converted financial data to new system Financial Reporting - Developed process for month end closing process and reporting financial data Accounting Department development - Structured accounting team and developed job descriptions and processes increasing the efficiency of the department Audit preparation - Streamlined the audit process to be more efficient. Financial Data Conversion - Developed new accounting system and converted financial data to new system Financial Reporting - Developed process for month end closing process and reporting financial data Accounting Department development - Structured accounting team and developed job descriptions and processes increasing the efficiency of the department Audit preparation - Streamlined the audit process to be more efficient.



Independant

• Financial Consultant

  • May 2001 - Aug 2002

  Worked as Interim Controller and Financial Consultant for various companies improving systems, processes and procedures. Also performed various financial system conversions. Worked as Interim Controller and Financial Consultant for various companies improving systems, processes and procedures. Also performed various financial system conversions.



Robert Half

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Financial Consultant

  • Feb 1998 - Apr 2001

  Hoyts Cinemas - PeopleSoft financial software conversion - Converted legacy system to PeopleSoft software, Project management and Asset management Payroll automation - Developed automated G/L upload for employee payroll data to the general ledger Payroll time clock implementation - Automated theater payroll recording process through implementing time clocks. Millenium Pharmaceuticals - Financial Consultant - worked with accounting team to develop more efficient processes for month end closes. Show less



Kforce Inc

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Financial Consultant

  • 2000 - 2001



Hoyts Cinema

• Consultant

  • 1998 - 2000



College Pro

• Canada
• Consumer Services
• 400 - 500 Employee

• Controller

  • Sep 1990 - Feb 1998

  Developed Accounting department, transitioned from centralized accounting to decentralized structure. Implemented policies, procedures and processes. Trained and developed accounting personnel. Developed month end closing and reporting process. Automated accounting functions to improve efficiency, i.e. importing of billing invoices and G/L allocations. Implemented 401K program, worked on insurance benefits, in charge of hiring and training of accounting personnel. Worked very closely with HR on benefit plans. Supervision of Accounting/Admin staff. Show less