Independent Consultant Resume
Waltham, MA
PROFESSIONAL PROFILE
Experienced and well organized MBA candidate (part time) with a dual concentration in Accountancy and Law & Taxation complemented by work in the manufacturing, retail, telecommunications and service sectors.
Additional strengths include:
- Analytical mindset, with a positive attitude, strong work ethic and well attuned people skills.
- Solid knowledge of accounting principles, financial statements preparation, and month-end procedures.
- Skilled in supporting payroll functions, AR / AP, journal entries, monthly account reconciliation, agent commissions tracking, discrepancy audits, quarterly and yearly fillings.
- Accurately perform budget and cash flow forecasting, profit margin analysis, inventory procedures, fixed assets tracking, process modeling, activity-based costing.
- Experienced in team leadership, driving innovation efforts, project coordination, business development, international trade & logistics, and process optimization for increased efficiency.
- Demonstrated ability to plan, organize, and orchestrate interdepartmental collaboration to achieve time sensitive results, while maintaining dynamic stability of the situation.
- Oriented towards customer service and customers’ perception of what service should be.
- Solid communication, verbal and written--including business and technical writing--skills.
TOOLS, APPLICATIONS, CERTIFICATIONS
- Software platforms: MS Excel, Access; Peachtree, MAS90, Sage, SAP, QuickBooks.
- Reporting: W2, 1099, Federal 940 & 941, MA DUA UI/WFT/UHI, Health Plan & FSC, IRA
- Fixed assets tracking/depreciation/disposal. Inventory & activity costing. Internal audit procedures.
- Certified Help Desk (via UMass CITS): Windows and MacOS; Instructor for MS Office, trained in network
security and support.
PROFESSIONAL EXPERIENCE
Confidential–Waltham, MA June 2009 – Present
Independent Consultant
- Provide business and technical due-diligence, assessment and analysis, serve as accountant, analyst, auditor and/or tax forms preparer for small - medium size business clients in transportation, real estate, construction, hospitality.
- Tracked Fixed Assets acquisitions, depreciation and disposal procedures for a realty investor. (Quckbooks)
- Redesigned processes/accounting procedures to achieve increased efficiency for a mid-sized service company.
- Conducted reporting for asset management, P&L and preparation for quarterly and yearly statements. (Quckbooks)
- Ran weekly payroll, including benefits, deductions and all required fillings for a 75 person company. (Peachtree)
Confidential–Newton, MAJune 2006 – June 2009
Sr. Operations Coordinator Feb. 2008 – June 2009
Staff Accountant June 2006 – Feb. 2008
Provides viscometers and viscosity control technology expertise from the viscosity cups to integrated viscosity control
systems for complete process control
- Worked closely with Finance Director and the President to compile weekly accounting and production reports; supervised status of A/P and A/R, major order processing and overall compliance.
- Successfully integrated intricate status reports—incorporating data from Accounting, Sales, Manufacturing—for use in company-wide meetings to determine current and past performance. (Excel)
- Handled full range of accounting responsibilities, including payroll and 401K calculation, invoice and commission batch verification, journal entry and month/year-end reporting packages for the external CPA firm. (Sage MAS90)
- Designed and implemented processes for handling foreign currencies to simply foreign invoicing and reduce losses due to transaction fees and exchange rate fluctuations.
- Assigned work orders to the Production Team and coordinated all specific fulfillment requirements; acted as liaison between Sales and Fulfillment, resulting in achieving faster production times.
Confidential–Newton, MA….continued
- Oversaw all overseas contracts, delivery logistics, export reporting documents, and project planning.
- Provided support to sales department and handled PO verifications, expense reports and equipment purchasing.
- Partnered with Sales and R&D to develop new products in response to competitive market analysis gathered from OEM requests and multinational trade shows and exhibitions.
- Monitored production cycle and introduced improvements in inventory tracking and BOM procedures. (Sage MAS90)
- Supervised six overseas Sales Agents; analyzed their numbers and the overall cycle performance.
Confidential–Malden, MA Nov. 2005 – May 2006
Process Analyst Consultant
Specializes in computer hardware: networking, video cards, gigabit ethernet controllers, NIC cards, Qlogic, Emulex,
3Com, USR, JNI, Adaptec to accommodate vendor\'s needs to liquidate excess and end-of-life inventory.
- Conducted process design and implementation in fulfillment and return procedures for awholesaler of computer parts, networking equipment and internet telephony.
- Analyzed sales data and compared costs for revenues accumulated through a variety sales channels. (Access)
- Streamlined fulfillment by reorganizing RMA and upstream inventory procedures in the warehouse.
Confidential–Allston, MA Sept. 1999 – Nov. 2005
Bookkeeper Sept. 2001 – Nov. 2005
Store Manager Sept. 1999- Sept. 2001
Regional retail chain offering cellular phones and service contracts.
- Managed all financial and operational aspects for this retail chain--including cash management, new site rollout support, equipment ordering and supervision of fulfillment.
- Oversaw seven sites’ compliance for revenue, site upkeep, and stocked literature / display materials.
- Maintained pricing, entered purchase orders and RMA for a vast inventory of phones and accessories.(Teletracker)
- Monitored payables process for independent distributors\' commissions and chargeback procedures.
- Designated daily report procedures to branch Store Managers and audited locations’ daily cash deposits.(Commware)
- Spearheaded company’s efforts for network compliance in fraud prevention and better customer retention.
- Contributed to rapid business growth by effective team management, best in class customer
service/support and site redesign to engage walk-in in and repeat business.
EDUCATION
Confidential University
MBA, candidate (part time while working full time)
Dual Concentration: Accountancy and Law & Taxation
Confidential University Bachelor of Science
Major: Finance
Global Business Experience:Traveled to Stuttgart, Frankfurt, Munich and Hanover Germany; met with leaders from best in class multinationals—Mercedes, Ernst & Young, Hewlett Packard, Porsche/BMW—to study global business.