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accounting

Resume for Debra Marciano

Debra Marciano

Nashua, New Hampshire 03064| (978) 273-3556

www.linkedin.com/in/debra-marciano-07472918/  [email protected]  

 

Financial Reporting| Auditing & Compliance | Government Finance | Leadership & Development

Dedicated and experienced leader with expertise in all facets of financial analysis and project management with proven history of delivering accurate financial reporting and forecasting products.

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Knowledge and extensive experience with Corporate Financial Reporting, GAAP, Sarbanes Oxley requirements, multi-unit consolidation, and government financial reporting and auditing.

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Instrumental in streamlining and improving processes, increasing productivity through detailed cost analysis, and implementing innovative and effective solutions.

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Front-runner and manager of government finance requirements including proposal development, indirect rate analysis, rate structures, and disclosure statement preparation. A seasoned government reporting specialist including DCAA/DCMA reporting, FAR, DFAR and JTR obligations.

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Extensive experience working with Defense Contracting Audit Agency in the development and support of billing rate audits and various Cost Accounting Standard (CAS) audits resulting in many 100% audit success rates.

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Recognized as subject matter expert in MS Office Suite, Advanced Excel, Access, Cognos, CRM and SQL queries, Costpoint, Deltek, People Soft, Oracle, Budget and Planning, TM1 and Hyperion Forecasting tools.

KEY ATTRIBUTES

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Large Data Manipulation

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Team Leadership & Development

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Strategic Planning & Analysis

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Financial Project Management

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Long Range Planning & Forecasting

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Critical Issue Resolution

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Process & Procedure Adherence

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Process Improvement

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Process Center Management

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Integrity Based Client Relations

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Deadline Driven

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Decision Making

Professional Experience

McNulty & Associates Inc., Littleton, Massachusetts, 2017 – Present

Senior Financial Analyst

Senior analyst responsible for enhancing corporate footprint by delivering expert knowledge of WRAP rate development and modeling for purchase by client companies. Prepare competitive rate analysis based on public data gathered by executing extensive research and managing and organizing large sets of data. Sole contributor providing mentorship and guidance to junior analysts and expertise in government cost pools and rates.

· Utilized extensive professional finance background designed to enrich existing product and provided expert knowledge and advice on various product options.

 

Schafer Corporation, A Belcan Company Billerica, Massachusetts, 2010 – 2017

Director of Financial Planning and Analysis / Compliance Manager

Key contributor for the monthly reporting of expense, headcount, and key performance indicators (Gross Margin contribution, EBITDA) to ensure management team has actionable information to drive business change. Sector finance manager responsible for preparing financial annual operating plans and monthly forecasts that aligned with corporate strategic plans. Produced accurate monthly, quarterly and annual operating plans and forecasts and prepared complex year over year analysis, trend analysis, and multi-year forecasts. Managed ad-hoc financial analysis including government financial modeling and rate structures. Supervised financial analyst’s and monitored accounting team to ensure alignment of CRM new business opportunities with long-range forecasts. Collaborated with key executives to build a solid understanding of business priorities, identify strategic initiatives, and deliver effective, timely, and centralized reporting solutions across multiple business groups.

 

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Built financial models and increased the level of sophistication of automated models and standardize processes resulting in a decrease in processing time by 50%.

  • Played a key role in delivering real time operational forecasts, gross margin analysis, management review plans and variance analysis aligned with corporate’s rigorous reporting deadlines
  • Delivered ad-hoc analysis for cross matrix organizations to provide profitable decision-making guidance

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Developed and implemented enhanced reporting tools with business intelligence and IT groups to prepare sufficient and real time reporting involving multi-functional teams significantly increasing delivery time and enabling highly effective decision-making processes.

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Considered a subject matter expert in back end Cost Point System through the ERP system creating a more efficient forecasting model and enabling real time accurate data delivery.

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Executed a multi-year audit with zero questioned costs resulting in a 100% billable rate for all expenses incurred YTD.

Dynamics Research Corporation, Andover, Massachusetts, 2000 – 2010

Senior Financial Analyst, Federal Systems Group, 2006 – 2010

Responsible for division overall P&L including budgeting, forecasting, and analysis with a $70M revenue target. Established department direct and indirect budgets to produce forecasts for multiple complex government contract types including cost type, fixed price, and T&M. Managed an accelerated forecast schedule while executing month end department cost and revenue reporting. Built and managed queries to enhance project cost and revenue analysis. Supervised staff accountants and monitored program control and billing.

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Organized and led monthly meetings in a newly created matrix organization designed to build relationships between finance and operations thus creating a more accurate financial forecasts.

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Delivered finance staff training on new queries designed to reduce the close process by 2 work days

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Built solid professional relationships between DRC management and health insurance carriers improving accuracy of the fringe benefit budgets and forecasts by more than 20%

 

Additional Finance project management experience and interest in financial services, Government, Construction, and R&D Industries

Education, Certifications & associations

Bachelor of Science

Central Connecticut State University, New Britain, Connecticut

 

Certifications

MIS Audit in IT Auditing and Controls

New Horizons Advanced Excel and Leadership

ONLC Training Center – Excel Power User

Finance Graduate Certificate Program (Current)

Member National Contract Management Association (NCMA)

Meet Peter Witts of Peter Witts CPA

pete

Peter Witts is a Certified Public Accountant with over fifteen years of Government Contract Accounting experience. His background includes tenure with the Defense Contract Audit Agency (DCAA), Northeastern Regional Office, until leaving in September 2000 to found his own public accounting firm. While with the DCAA, Peter was involved in a wide variety of audit related activities for large aerospace contractors as well as small business contractors in the Northeastern region of the DCAA. Mr. Witts has designed and implemented government contract accounting systems, prepared incurred cost submissions, developed forward pricing rates, conducted NIH A-133 Program Audits and supported several DCAA audits for clients.

The firm services individuals and small to medium-sized businesses. The firm provides general accounting, auditing, tax preparation and US Government accounting services. The firm’s client base is comprised of companies doing business with the US Government.

The firm utilizes a wide range of technologies to provide high-quality services to its clients. The firm uses the following computerized accounting packages.

• QuickBooks Pro
• Peachtree Accounting Software
• Deltek GCS Premier

Tax preparation involves the use of Intuit ProSeries Software. The firm also has implemented a paperless filing system called Laserfiche. The Firm has recently begun to implement the use of GoToMeeting, to facilitate communications with clients and oversight agencies.

 

Contact:

Phone: 978-957-9665

Website: www.wittscpa.com

Facebook: https://www.facebook.com/wittscpa

Twitter: @wittscpa

 

Resume for David Perkins

 

David M. Perkins

22 Hemlock Road

Andover, MA  01810

C 978-886-7987

[email protected]

 

 SUMMARY

Financial professional with experience including accounting, financial reporting, financial planning and analysis, process improvement, operational performance tracking, resource utilization, business review and staff development.

 

SKILLS

   . Accounting                                                . Financial reporting                                        . Cost accounting

   . Budgeting                                      . Financial systems                                          . Audits

   . Management reporting                   . Insurance and risk management                    .Treasury

   . Strategic partner                             . Mentor

 

 

Experience

Thrive Networks, Inc                                                                                                       Tewksbury, MA

Provider of outsourced IT solutions that includes managed, cloud and professional services. Thrive Networks was acquired by MetTel in September 2014.  Annual sales $13M.

Director of Finance                                                                                                               2013 - 2016

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Managed the overall financial planning and reporting processes, including monthly closings quarterly

re-forecasts and annual statements.

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Managed revenue, deferred revenue and unbilled Professional Services revenue ensuring accurate recognition.

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Provided financial information and analysis of the operations for the company to make sound business decisions (e.g. product line profitability, project profitability and customer profitability) and to drive the performance of the company.

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Drove continuous improvement and standardization in the Finance area. Created operating metrics and measured performance to the established metrics and recommend corrective actions as necessary.

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Led the company’s financial and system conversion to MAS500 from QuickBooks.

 

Horizon Technology, Inc                                                                                            Salem, NH

Manufacturer of automated Sample Preparation Systems for the analysis of organic compounds and Oil & Grease in aqueous samples.  Annual sales $7M.

Controller                                                                                                                              2007 - 2012

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Managed fiscal and operating activities of the business performance and provided timely and accurate financial reports and financial trends to the CEO, management and external constituents.

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Managed manufacturing, production planning, inventory management, purchasing, sourcing, warehousing and fulfillment including US export regulatory compliance to meet demand.

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Developed and coordinated yearly budget, forecast and financial plans, and associated variance analysis and review with management.

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Implemented upgrades and simplification of the MRP, cost accounting and financial software system to give real-time results and program progress to senior management.

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Performed financial modeling, due diligence, audits, analysis and other activities requested by Investment Bankers, regulatory agencies and Owners/Founders.

  

Perkins LLC                                                                                                                                Andover, MA

Financial and Accounting Consultant                                                                     2003 - 2007

Provided consulting and management services related to accounting and financial operations, cost accounting, audits, cash management, due diligence, workouts, SOX compliance, tax returns, payroll and benefits, financial planning and analysis, financial modeling and systems for clients in emerging market and owner managed businesses. Clients include software, internet, high technology manufacturing, venture capital and medical collaborative industries.

 

Supercritical Combustion Corporation                                                    Woburn, MA

Venture capital backed Research and Development Company in the field of nanotechnology and energy development that was developed at the Massachusetts Institute of Technology.

Director of Finance and Administration                                                                 1998 - 2003

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Member of management team responsible for, developing, securing and implementing alliances with strategic partners in investment and technology.

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Provided financial support to Sr. Scientists in the design and implementation of DoD and ONR grants, contracts, procurement procedures, cost proposals and audits.

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Managed and performed all financial, human resources and office management activities.

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Prepared and formulated immediate and long-range financial plans, budgets and forecasts, directed the financial planning function and plan.

 

Optimax Systems Corporation                                                                          Cambridge, MA

Provider of advanced planning and scheduling solutions with a primary focus on make-to-order manufacturing.  Annual sales $10M.

Director of Finance and Administration                                                                 1996 - 1998

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Key member in negotiating the sale, due diligence and integration of merger of Optimax Systems with i2 Technologies, Inc.

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Developed, aligned and managed business plans, infrastructure, and finances.

 

Cayman Systems, Inc.                                                                                                        Stoneham, MA

Venture capital backed company, which designs and manufactures an intelligent networking gateway for computers.  Annual sales $15M.

Director of Finance and Administration                                                                 1988 - 1996

Joined the company during the active start-up phase as its first financial manager. Responsible for building and structuring the finance organization.

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Developed and implemented policies, procedures, and information systems to facilitate the management of business activities.

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Structured banking relationships and secured $2 million in working capital and equipment lines.

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Member of management team, which raised in excess of $10 million in venture capital financing.

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Managed all aspects of financial control, including payroll, accounts receivable, accounts payable, cost accounting, asset management, employee stock plans, human resources and financial reporting.

 Education

University of Maine, Orono, ME

 

B.S. Business Administration / Accounting

Resume for Sandhya Karajgi

Sandhya M. Karajgi                                                     (603) 494-3026  s [email protected]

                                                                                            https://www.linkedin.com/pub/sandhya-karajgi/21/215/146  

 

Senior Financial Accountant & Analyst

 

Experienced Accounting Professional with a demonstrated history of successfully managing all daily facets of organizational financial efforts.  A strong communicator who interacts effectively with staff at every level of the organization.  Expertise in streamlining processes and reporting for cost reduction and time savings. A proven ability to identify key risks for internal control purposes as well as compliance.  A critical thinker with the ability to find solutions to problems.  

 

General Ledger  s  Financial Accounting  s  Comprehensive Analysis

Budgeting  s  Reporting  s  Planning

Statutory & GAAP Compliance  s  Sarbanes Oxley (SOX)  s  Managing Closings

 

 

Professional Experience

Senior Accountant (Consultant position) - Statutory & Financial Reporting                    8/2015-12/2015

Enel Green Power North America, Andover, MA     

  • Prepared financial statements & supported Manager preparing analysis over the landowner payments for all entities.
  • Prepared accounting principles GAAP analysis (IFRS & USGAAP). Prepared standalone financial statements report to be provided to company’s partners. Performed analysis & prepared reports over the tax partnerships revenues for each closing period.
  • Assisted with Audit requests. Provided assistance with the Treasury Dept Project in uploading the monthly activity into SAP, check   clearing. Identified discrepancies, researched & found resolutions. Prepared & uploaded necessary entries into SAP.

   

Accounting/Finance Consultant - Dodd Frank – Regulatory Reporting Automation   10/2014 – 4/2015

TD Band, Bedford, NH          

  • Reviewed, researched and found resolution for edit check failures & RAID items.
  • Reviewed & verified the mapping logic & worked with FWGs to resolve any questions & prepared the Audit Matrix. 

           

Senior Staff Accountant (Consultant position) BPC Implementation Project                9/2013 – 12/2013

Bruker Corporation (Manufacturing – Scientific Instruments) Billerica, MA                     

  • Reconciled various systems to BPC in local currency & USD and identify variances. Reconciled I/C balances and identified variances.
  • Worked with Group Managers to find resolution & made appropriate entries. Tested BPC for accuracy.

   

Financial Analyst – New England Region                                                                    6/2012 – 12/2012

USI Holdings (Insurance - Brokerage) Woburn, MA

  • Managed the monthly closing & forecasting & the annual Planning and Budget Process for the Boston OpCo.
  • Produced & presented monthly financial package to Sr. Mgmt. Prepared revenue & expense variance analysis. Special Projects.
  • Developed & maintained Regional & Corporate financial models. Provided standard & ad hoc analysis and reporting as needed.
  • Worked with Sales as a business partner to provide production & cash reports, commission reconciliations & earn-out calculations.

 

Senior Financial Analyst (Consultant Position) – Corp Ops Administration                   10/2011 – 4/2012

Fidelity Investments, Boston, MA (Shared Services Fin Ops)                                                                      

  • Managed the annual Planning & Budget Process (submission to Corporate) for Corp. Operations / Enterprise Functions.
  • Managed the Corporate Operations/Enterprise Functions consolidation Essbase cubes. Produced monthly standard P&L reporting.
  • Consolidated Report Verification & Validation & maintained account & reporting structure for the entire group.
  • Led (jointly) reporting improvement efforts & led the Budget Adjustment Process.
  • Prepared Monthly Corporate Flash Reports for all Corp. Operations / G&A Business Units.

 

Sr Financial Analyst (Consultant Position) – Financial Planning & Analysis Dept (CPD)  3/2010 – 9/2010

Graphic Packaging Int’l (Manufacturing – Packaging & Containers) Concord, NH             

  • Provided timely & relevant forecasts & analysis to Sr. Mgmt. Prepared Profit Elimination & assisted in the budgeting process.
  • Worked with Sales & Senior Management to develop appropriate reporting package.
  • Prepared & distributed Customer Margin Analysis & Divisional Margin Analysis. Special Projects.
  • Enhanced Reporting capabilities. Provided standard & ad hoc analysis & reporting as needed.

 

Senior Financial Analyst (Consultant Position) – Financial Planning & Analysis Dept     5/2009 – 2/2010

Sterling Commerce, INC. (IBM Company) (Software) Lowell, MA                                     

  • Worked with functional groups (domestic & int’l) as a business partner to determine their financial needs.
  • Responsible for the timely & competent analysis of budgets, forecasts, operating results to determine business achievement of stated business objectives. Provided timely & relevant forecasts & analysis to Sr. Management. Special Projects.
  • Performed customer, product or market analysis as needed to support each functional area.
  • Coordinated, prepared & distributed monthly financial package (domestic & int’l) to Sr. Mgmt.
  • Worked with Executive Mgmt to identify & report against KPIs. Provided standard & ad hoc analysis & reporting as needed.

 

Senior Financial Analyst / Senior Accountant - Reinsurance Accounting Dept          12/2003 – 10/2008

Liberty Mutual/ Liberty Agency Markets, Boston, MA

  • Managed Internal Controls Attestation (SOX) for the whole Dept. System Administration & training for Certus System.
  • Supported, communicated & coordinated audits with internal & external auditors & handled special projects.
  • Coordinated & prepared quarterly GAAP & SAP Disclosure Checklist & detailed expense analysis with commentaries on variances & presented to Sr. Mgmt. Coordinated & prepared annual Ceded Premium Plan & monthly Operations Report.
  • Managed the Affiliated Database for the whole Company & coordinated Business Continuity Plan.
  • Financial Analysis with narratives for monthly, quarterly & annual activity.
  • Budget & Planning for departmental expenses & Reinsurance activity. Participated in the Reinsurance System development. Oversaw accounting activities for all Residual Markets.
  • Reviewed & approved journal entries & account recons for accuracy & completeness.
  • Provided functional guidance and training for entry & staff Accountants.

 

Senior Reinsurance Analyst - Reinsurance Operations Unit                                         10/1999 – 12/2003

International Insurance Company, Manchester, NH

  • Procured and maintained Letters of Credit for all unauthorized reinsurers.
  • Coordinated the issuance of Letters of Credit on Assumed business and handled special projects.
  • Handled commutation proposals and liquidation companies as well as coordinated global commutations.

 

Senior Accountant – Financial Reporting Department                                                     7/1996 – 10/1999

National Grange Mutual, Keene, NH

  • Maintained General Ledger for six Subsidiary Companies.
  • Reconciled B/S & I/S accounts on a monthly basis, investigated unusual activities & found resolution.
  • Prepared prepooled financials, coordinated and prepared Statutory Annual & Quarterly financials.
  • Supported audits by the Insurance Dept, External & Internal Auditors & handled special projects.

 

Manager – Corporate Financial Accounting & Reporting Department                                   6/1996 & prior

AXA Re & AXA America (Insurance – Reinsurance) NYC, NY

  • Trained personnel and evaluated their performance.
  • Coordinated and prepared consolidated GAAP report to AXA Consolidation.
  • Coordinated and prepared Consolidated Report for Budgets, Forecasts, Semi Annual and Annual Consolidations.
  • Prepared expense budget and assisted in overall budget process including commentaries.
  • Detailed review and completion of STAT, GAAP financials including Revenue Recognition.
  • Oversaw fixed assets and all bookkeeping functions to ensure accuracy and timely disbursement of checks to vendors.
  • Analysis of general expenses and commentaries on the variance.
  • Executed Investment Accounting and State Compliance related schedules and reports.
  • Preparation of GAAP and Statutory formatted board reports and assisted in the forecasting process including commentaries.

 

Technical Skills

Proficient in Microsoft Word, Excel (pivot tables, v-lookups, h-lookups, macros, etc.), Power Point, Essbase, Hyperion Planning Models, Various Reinsurance Systems, Certus System (Attestation), Change Point, PeopleSoft, OutLookSoft, SharePoint, EDMS, Sagitta, SAP System, TM1 Reporting System, BPC Reporting System.

 

Education

 

BBA in Accounting, Pace University, New York, NY

Resume for SCOTT J. VAUGHAN

SCOTT J. VAUGHAN

9855 E. Southern Ave.

PO Box 50867

Mesa, AZ 85209

Phone: (480) 516-6918

E-mail: [email protected]

 

PROFESSIONAL EXPERIENCE: 

5/13 – 8/13        NIIT Technologies Limited                                                       Phoenix, AZ

                             Consultant – Project Manager

  • Responsible for managing a team of financial services professionals for a high level project for a local third party service provider in Phoenix. The project entailed providing solutions and best practices for the firms overall operations. 

6/11 – 9/11        Provident Trust Group                                                             Las Vegas, NV

                             Director of Trust Operations, Fund Administration & Compliance

  • Responsible for overseeing the financial reporting, trust operations, fund administration and compliance departments.
  • Responsible for ensuring all necessary internal controls are adequately in place to maintain compliance and overall accuracy of information.
  • Ensure all clients self-directed IRA’s and 401(k) plans are compliant and establish productivity benchmarks and metrics for services and service delivery to provide superior customer service. 

12/10 – 3/11      John Hancock Financial Services (John Hancock Funds)       Boston, MA

    Consultant – Financial Reporting & Tax

  • Assisted the General Director of Financial Reporting in the overall management and review of the 11/30/10 NQ, 12/31/10 Annual Report, 1/31/11 Semi-annual and NQ cycles and all tax provisions. 

5/10 – 9/10          Genworth Financial Trust Company                                      Phoenix,AZ

   Consultant – Global Custody Operations

  • Assisted Global Custody Operations Leader in leading team responsible for mutual fund trading, corporate action processing, income processing, pricing, security set up, trade error corrections, transaction processing and reconciliation.
  • Reviewed and audited all daily workflow processing to ensure completion within service levels which included monitoring work queues, team e-mail box, and ad hoc processing requests.
  • Performed daily tracking of workflow metrics and monthly preparation of key volume, performance (KPI) and risk (KRI) measures for executive leadership team.
  • Ensured immediate and accurate resolution of all reconciliation outages. Processes included root cause analysis identification, resolution, and improvement implementation.
  • Established and maintained a culture of continuous business process improvement, a strong compliance mindset, and increasing operational effectiveness to the asset management and trust custody operations. 

12/08 – 8/09        Brown Brothers Harriman & Co.                                             Boston,MA

                           Vice President/Treasurer

  • Responsible for overseeing the financial reporting, fund accounting, treasury and tax operations for five open-end mutual fund complexes (over 120 funds - Goldman Sachs, Deutsche Bank, Quaker, Japan Post and PIMCO) and seven investment offshore partnerships (PIMCO PARS hedge funds).
  • Managed the internal oversight of the fund accounting, custody and the transfer agency functions.
  • Assisted in the evaluation, development and implementation of enhancements to internal systems to achieve automation for financial reporting and expense budgeting processes (Confluence Unity).
  • Oversaw the project management and implementation of the Confluence financial reporting software including the data modeling, mapping, tagging and review of the XBRL. Ensured that all quarterly, semi-annual and yearly filings were in accordance to S.E.C. filing requirements.
  • Leader of team selected to develop and implement best practice tools and techniques as well as ongoing process improvements. 

3/02 – 9/08          ING Investment Management, Inc. (ING Funds)                      Scottsdale, AZ

                           Vice President/Department Head

  • Oversaw and managed the day-to-day operations of the fund accounting, financial and board reporting, treasury, accounts payable and tax groups under the CFO.
  • Provided financial management and control for over 230 mutual funds (including 50 sub-advisors with over $100 billion in assets) consisting of service provider oversight (accounting & custody - State Street, Brown Brothers Harriman and Bank of New York Mellon and transfer agent - DST Systems), month-end fee calculations, expense budgeting, audit package work papers review, financial and board reporting.
  • Successfully spearheaded Six Sigma DMAIC initiatives under mentorship of Six Sigma Master Black Belt. Assisted in developing proposal that resulted in $300k savings across product platform and also implemented process improvements that resulted in increased productivity and contributed to numerous cost efficiencies and reductions for the firm. Spearheaded efforts to design and create an Accounts Payable system
  • Recipient ofING Circleof Honor Award for Outstanding Team Achievement (led the overall conversion of the ING Funds complex fromState Streetand Brown Brothers Harriman to the Bank of New York Mellon). 

OTHER: 

10/11 – 10/12    South Mountain Community College                                        Phoenix, AZ

                           Head Coach – Men’s and Women’s Soccer,

                           Student Success Coach and Adjunct Faculty 

10/12 - 1/13      Gilbert Public Schools - Mesquite High School                        Gilbert, AZ

                             Head Coach – Girls Varsity Soccer 

 EDUCATION:    

FITCHBURGSTATEUNIVERSITY; B.S. in Business Administration - 12/93                   

  • Concentration in Accounting 

MIDDLESEX COMMUNITY COLLEGE; A.S. in Business Administration - 5/91              

  • Concentration in Accounting