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Work Background
Odyssey Financial & Accounting Solutions, LLCFractional CFO
Jan. 2024Boston, Massachusetts, United States• Fractional CFO providing expertise and support to help businesses overcome challenges, increase profits and reach its goals.
• Provide daily bookkeeping, reporting, reconciliation, and payroll management
• Team lead of reconciliation, audit and clean-up projects of client businesses.
• Provide financial forecasts, projections, cash flow management, and process improvements for clients.
Vivo ArchitectureFinancial Controller
Aug. 2022 - Oct. 2023Boston, Massachusetts, United States• Spearheaded the ERP conversion from QuickBooks to Ajera (Deltek) for an architecture firm in the life sciences space
• Learned the previous bookkeeping procedures while simultaneously being introduced to new ERP to perform financial and operational conversion
• After successful conversion, produced all financial activity and some operational undertaking to ensure company moved forward
• Created between 50-70 monthly client invoices consisting of labor, consultants and reimbursable expenses
• Created weekly and monthly financial reporting for the Partners to ensure company progress
The Hampshire HouseSenior Accountant
Sep. 2021 - Apr. 2022• Sr. Accountant for a hospitality group with $10 million in annual revenue
• Created daily sales reports for Cheers, 75 Chestnut and 75 on Liberty Wharf, retail gallery and function services
• Produced weekly reports for 7 Day Average Sales, meals tax and cash flow analysis
• Updated AP weekly and produced check run
• Oversaw cash accountant
Gibson Sotheby's International RealtyFinance Manager
Jan. 2021 - Sep. 2021Boston, Massachusetts, United States• Finance Manager for a Boston real estate company with over $3 billion in annual real estate sales through their 24 MA office locations
• Produced daily finances with the Chief Accounting Officer reporting to the Chairman and CEO
• Reconciled bank statements and franchise fees weekly
• Created daily reports for projected closings and cash balances while creating the weekly cash flow analysis for the company
• Prepared financial statements for the CAO
• Oversaw the accounting function for the 6 Cape Cod offices
Clover Food LabAccounting Manager
Mar. 2019 - Feb. 2020Boston• Accounting Manager for a restaurant group that owned and operated 15 restaurants
• Completed assisting in the 5-month conversion of accounting duties to a third party • Took over a majority of daily duties for the Director of Finance when departed Clover
• Oversaw the daily accounting for restaurant group with 13 locations in the Boston area
• Closed out monthly reporting to ensure accuracy for the owner and Board of Directors
• Completed weekly reporting through various data mining extracted from multiple reporting platforms such as Square, Stripe, Metabase, MarginEdge, and Clover POS
• Created complex pivot tables and V-Lookups to report sales, receivables, meals tax, discounts and refunds
• Performed monthly reconciliation for chart of accounts
• Provided secondary support to the GMs to keep licensing and permitting current
Independent Accounting ContractorIndependent Accounting Contractor
Jan. 2009 - Jan. 2019United States• Worked several accounting contract jobs in industries such as E-Commerce, Entertainment, Nonprofit, and Real Estate with a majority in start-ups in Massachusetts, Florida, Washington, and California
• Built up the accounting department for many small businesses by creating the books through their sales, expenses and bank reconciliation from inception
• Audited accounts which has led to embezzlement discovery
• Hired specifically for forensic accounting duties which has produced conviction in the court of law
• Processed payroll and set up company payroll through ADP, Paychex and QuickBooks
• Hired and trained accounting staff
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