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Work Background
Corporate Director of Human Resources
Senior HelpersCorporate Director of Human Resources
May. 2022United StatesSenior Helpers- Boston North, Senior Helpers-Merrimack Valley & Senior Helpers-Southeastern MA
Accounting Manager
Minuteman Senior ServicesAccounting Manager
Nov. 2021 - May. 2022Bedford, Massachusetts, United States
Director Of Finance And Operations
Springboard Schools Director Of Finance And Operations
Apr. 2021 - Dec. 2021Westford, Massachusetts, United States
Director Of Finance And Operations
Leading Edge Before and After SchoolDirector Of Finance And Operations
Apr. 2021 - Dec. 2021Greater Boston
Accountant
Town of Dracut Public SchoolsAccountant
May. 2017 - Apr. 2021Dracut, Massachusetts
Director of Finance
Foxx Life SciencesDirector of Finance
Oct. 2016 - May. 2018Salem, NHFoxx Life Sciences https://www.linkedin.com/company/foxx-life-sciences Rab Lat Gifts https://www.labratgifts.com/
Controller
UTECController
Jun. 2015 - Oct. 2016Lowell, MA
Accountant
IPT AssociatesAccountant
Nov. 2013 - Jun. 2015Billierica, MA
Accountant Consultant
Clearview National PartnersAccountant Consultant
Jun. 2012 - Jan. 2015Waltham, MA
Financial Director
miEdgeFinancial Director
Jun. 2012 - Jun. 2013Greater Boston AreamiEdge is a revolutionary new insurance prospecting tool for professionals in the Employee Benefits and Health & Welfare industries. miEdge was designed to provide up-to-date, cutting-edge information at your finger tips with NO data entry.
Notary Public
Commonwealth of MassachusettsNotary Public
May. 2012
CFO
SmithFest EventsCFO
Jan. 2010 - Apr. 2021Greater Boston AreaThe SmithFest Vision At SmithFest Events we dedicate ourselves to “different”. This means providing our patrons and sponsors with events that you wouldn’t expect to see from anyone else. We make it our goal to add “WOW” factor in every event, and make our events unpredictable and exciting. When you buy a ticket for a SmithFest Event be prepared to buckle up and enjoy the ride. An unmatched level of participant service is an essential element in every event we produce.
Financial Manager
Rosse Enterprises LtdFinancial Manager
Jan. 2010 - Jun. 2012Greater Boston AreaSenior Accountant promoted to Financial Manager for Venture Capitalist Company / Family Office.
Payroll Specialist / Staff Accountant
Weston & Sampson Engineers, IncPayroll Specialist / Staff Accountant
Jan. 2001 - Jan. 2003Internal multiple state payroll processing for 400+employee's Payroll Tax Return and W-2 processing & filing Accounts Payable processing Created and Implemented training manual for web based timesheet software
Payroll Specialist
Weston & Sampson EngineersPayroll Specialist
Jan. 2001 - Dec. 2003
Bookkeeper / Staff Accountant
Caras & ShulmanBookkeeper / Staff Accountant
Jan. 2001 - Jan. 2001Maintained financial activity and data for clients of the CPA firm
Senior Accountant
Rosse Enterprise Ltd.Senior Accountant
Jan. 2000 - Jun. 2012promoted to Financial Manager in 2010 for Venture Capitalist Firm / High Net-worth Family Office In-House Accountant for 13 different entities. Primary responsibilities for Venture Capital Entity / Family Office. Entities include: Charitable Foundation, Family Trust, Real Estate Development, Real Estate Property Rental, Medical Device R & D, IT Service and Development as well as other industries. All Accounting duties and functions necessary to drive annual tax return(s). Liaison for Family members and Family Office regarding cash needs and personal matters (i.e.) traveling, moving, international travel, etc. Management and processing of annual Gifts and Cash Distributions from multiple Trust Funds Review, Preparation & issue of Financial Statements, both cash & accrual based on a monthly basis Budget Forecasting Break Even & Cash Flow Projections Cash Flow Management Sales & Use Tax Audit & Review for multiple states Reconciliation and review of Security portfolios cash activity >$300M, Including Stock & Bond trading, Option trading, Calls, Puts, Buy-backs Payroll processing & Quarterly Payroll Taxes processing both in house and through Paychex 401K Account Administration Web based customer billing for multi-state Small Aircraft Aviation Ownership & Leasing company Charitable Foundation Accounting & Securities account reconciliations Promissory Note management and reconciliation Rental property accounting & Tenant accounts financial management QuickBooks Pro Certified Consultant. Versions in current use: QuickBooks Pro

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