Experience

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  Ey

  Jun 1991 - Apr 1994

  Senior accountant

  Performed audit functions for first year and a half and tax services for remaining period.

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  Priscilla of boston

  Apr 1994 - Sept 1995

  Accounting manager

  Managed accounting functions at multiple retail locations, factory and corporate office. Created accounting manual and training to standardize accounting functions for retail store managers.

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  Deloitte

  Sept 1995 - Sept 1999

  Senior consultant

  Performed accounting systems evaluations, selections and implementation services. Business process redesign. Customized end user training.

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  Needel, welch & stone, p.c.

  Sept 1999 - Sept 2002

  Supervisor

  CPA attestation and tax services.

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  Carlson gmac real estate

  Jan 2003 - Jan 2006

  Real estate broker

  Worked independently to generate leads. Performed market evaluations on residential properties to determine estimated fair market values. Marketed properties in MLS, newspaper ads and on the web. Faciliated negotiations between home buyers and sellers in order to close deals.

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  Johnson o'connor feron & carucci llp

  Sept 2006 - Oct 2010

  Cpa, mst

  Prepared accounting, attestation and corporate tax work for privately held companies. Complete various tax projects such as basis schedules for pass through entities. Perform the internal accounting function for the firm and provide montly budget to actual analysis for the Partner group. Drafted the WISP and other firm policies and procedures manuals. Invovled in the hiring and training process for new employees. Performed evaluation and selection for new practice management software for the firm. Show less

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  The captive advantage llc

  Sept 2010 - now

  Cfo

  Establish all accouting policies and procedures for the company. Implement internal control processes. Manage all areas of accounting, HR, payroll and taxation functions. Prepare monthly financials and analyze budget to actual results. Conduct quarterly Finance Committee meetings. Responsible for budgeting and forecasting. Present quarterly financial results to the Board. Manage customer and vendor relations. Experience with QuickBooks, Microsoft Excel, Office, PowerPoint, Visio.

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  Fish p.c.

  Sept 2010 - Jun 2012

  Cpa, mst

  Corporate and Individual tax planning and tax preparation using ProFx tax software. Assist with business valuations.

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  Lynnfield middle school pto

  Sept 2012 - Jul 2013

  Treasurer