My skill sets encompass the various CPA disciplines, operational management, planning and analysis, project management, business office management, and customer/vendor contract negotiations. My experience ranges from working within a multi-matrix global insurance company to the entrepreneurial software industry. |
Business Skill Sets:
Operational management and execution of plans
Negotiation and persuasion skills, across internal departments as well as with customers
Business planning (strategic and tactical)
Project management
Information technology planning and deployment
Financial modeling and forecasting
Revenue and expense budgeting
Auditing (external as well as internal auditing)
Financial reporting
Financial analysis
Due diligence reviews
Cash flow analysis and line of credit/ banking needs
Business process improvement (value added assessments)
Professional Assignments and Accomplishments:
Director of Business Office
Promoted to Director, responsible for all business office functions below and additionally all business-to-business contract negotiations, management of all new customer implementations, and growing new recurring revenues from the sale of annual software maintenance support contracts.
Business Manager
Promoted to Business Manger and responsible for the following key areas:
1) Processing of all financial transactions in the company including invoicing and accounts receivable/ payables management, maintenance of the companys sales commissions program, filing all state tax returns, and coordination of year end book closing with outside accountants.
2) Managing a direct staff of four accountants
3) Developing and implementing new business and maintenance support price increases
4) Implementation of new business processes that streamline hand-offs between sales, customer service, and accounting.
5) Financial analysis and business case development to support strategic decision making
6) Implementing and maintaining project profitability reporting using internal tracking systems that record time and expense on major projects
7) One of three senior management team members
8) Facilities management and vendor relations
Product/Project Manager
As the Product/Project manager for a leading niche software development firm, I managed delivery of new technology solutions to customers from idea to implementation. Significant achievements include:
1) Led development of three new lines of business using rapid development techniques, including all customer negotiations, pricing decisions, rollout of training, supporting technology development.
2) Coached and developed customer service employees to better execute on their roles and responsibilities in support of those new products
3) Implemented a disciplined and formal process of planning and managing multiple projects within a team that ensured key deliverables were delivered on schedule and within scope and budget. Coached other managers in project management techniques.
Product Director-Information Technology (Global Insurance Company)
As Product Director of Information Technology I was responsible for all business applications, data needs and related web sites for a 700 person consultancy group and 60 person research center. My job duties included consulting with application user groups to document and negotiate application business requirements and the subsequent development of screen specifications and prototype models. Significant achievements include the following:
1) Developed and managed company's first web ready customer electronic document filing application and service planning and project management application
2) Managed IT developers in a multi-matrix environment including overseas IT developers in Belfast, Ireland
3) Reduced problem resolution turn around time on business applications by more than 60% and reduced average problems per end user by 80%
Controller (Global Insurance Company)
As Controller of a 700 person consultancy group, I was responsible for all planning, budgeting and financial reporting. This role was new for the company and I was responsible for the creation of all infrastructure, and policies and procedures. Significant achievements include the following:
1) Provided planning, budgeting, financial analysis, and reporting of operational results to senior management and 22 field divisions
2) Significantly improved communication of monthly financial results through presentation of financials with appropriate business metrics
3) Implemented unit costs and business metrics to help measure and manage results (upstream and downstream measures)
4) Led the financial analysis and recommendations for merging a $20 million dollar consultancy group with the parent company that met executive management targets
Vice President of Finance (Global Insurance Company subsidiary)
As Vice President of Finance for a computer software company (certification testing software), I was responsible for all aspects of financial operations. My responsibilities included the management of on-site accountants along with the monitoring of financial and operational outcomes and recommendations for operations to achieve targets. Significant achievements include:
1) Led due diligence team on subsidiary acquisition including development of financial models and negotiated all aspects of the purchase and sale agreement with the acquired company's owner
2) Selected and installed a stand-alone accounting package and established and maintained line of credit agreements
Other Positions Held
1) Senior Financial Analyst
2) Senior Accountant
3) Senior Accountant/Auditor-Public Accounting
4) Senior EDP Auditor
Professional Designations:
Massachusetts Certified Public Accountant |
