Sherri Evans

Sherri Evans

Accounting

Followers of Sherri Evans583 followers
location of Sherri EvansPortland, Maine Metropolitan Area

Connect with Sherri Evans to Send Message

Connect

Connect with Sherri Evans to Send Message

Connect
  • Timeline

  • About me

    Chief Financial Officer

  • Education

    • Husson College

      1998 - 2002
      Bachelor of Science Accounting Summa Cum Laude
  • Experience

    • Goodwill Industries of NNE

      Jan 1996 - Jan 2002
      Accounting
    • Dawson, Smith, Purvis & Bassett

      Jan 2002 - Jan 2004
      Staff Accountant

      -Prepared corporate, partnership, individual, estate, trust and non-profit income tax returns-Performed compilations, reviews and audits of financial statements in accordance with generally accepted accounting principles (GAAP)-Performed agreed upon procedures, such as internal control examinations-Assisted clients with income tax planning and calculated income tax projections-Researched various tax and GAAP issues-Assisted clients with bookkeeping, software and accounting concerns-Completed special projects such as litigation support and forecasts Show less

    • Pepperell Bank & Trust

      Sept 2004 - Oct 2007
      Chief Financial Officer

      -Directed and oversaw all financial activities of the bank, including the preparation of current financial reports, as well as summaries and forecasts for future growth-Directed the preparation of all financial reports, including income statements, balance sheets, reports to shareholders, and reports for government regulatory agencies-Established and maintained internal controls within the bank-Coordinated the bank’s budget and forecasting processes, including the financial aspects of the bank’s strategic plan-Managed the Human Resources function-Managed the asset-liability and investment strategies-Supervised and developed accounting staff Show less

    • TruChoice FCU

      Jun 2008 - Jan 2015
      Chief Financial Officer

      -Responsible for Finance, Information Technology, Human Resources, Administration, Security, and Facilities departments and staff-Directed and oversaw all financial activities of the credit union, including the preparation of current financial reports, government regulatory reports as well as summaries and forecasts for future growth-Coordinated the credit union’s budget and forecasting processes, including the financial and technological aspects of the strategic and business plans-Responsible for asset-liability and investment strategies-Directed the development of technology planning and business continuity Show less

    • EmpoweringParents.com

      Jan 2015 - Sept 2015
      Director of Operations

      -Directs all activities related to Finance, HR, IT, Operations, and Customer Service -Conducts due diligence and manages projects to align operations with new business model-Developed budget and cash forecasts-Manages staff and vendor partnerships

    • Goodwill Northern New England

      Oct 2015 - now

      Oversees Finance, Risk Management, Procurement, Property Management, HR and IT.

      • Chief Financial Officer

        May 2018 - now
      • Controller

        Oct 2015 - May 2018
  • Licenses & Certifications

    • Certified Forensic Accountant

      American College of Forensic Examiners
    • Certified Fraud Examiner

      Association of Certified Fraud Examiners
    • Certified Public Accountant

      State of Maine
  • Volunteer Experience

    • Board Member - Maine Chapter

      Issued by American Foundation for Suicide Prevention on Oct 2023
      American Foundation for Suicide PreventionAssociated with Sherri Evans