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financial reporting

Resume for David Perkins


David M. Perkins

22 Hemlock Road

Andover, MA  01810

C 978-886-7987

[email protected]



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



   . Accounting                                                . Financial reporting                                        . Cost accounting

   . Budgeting                                      . Financial systems                                          . Audits

   . Management reporting                   . Insurance and risk management                    .Treasury

   . Strategic partner                             . Mentor




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


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

re-forecasts and annual statements.


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


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.


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.


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


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.


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


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


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


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


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


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


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


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


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


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.


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


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


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


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


University of Maine, Orono, ME


B.S. Business Administration / Accounting



9855 E. Southern Ave.

PO Box 50867

Mesa, AZ 85209

Phone: (480) 516-6918

E-mail: [email protected]



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). 


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 


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

  • Concentration in Accounting 

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

  • Concentration in Accounting