SmartBooks Corp.
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SmartBooks Corp. Employees
Employee
Years
Job
Industry
Calvin Wilder Calvin Wilder's SmartBooks Corp. Experience January 2009 - Present
Job
Industry Accounting
Experience
SmartBooks Corp. January 2009 - Present
Minuteman Capital LLC and Special Opportunities LP 2000 - 2014
Thrive Networks, Inc. 2000 - March 2008
Thrive Networks, a division of Staples, Inc. 2000 - March 2008
Media Group Investors, L.P. July 1998 - July 2000
Skills
Small Business, Consolidation, SaaS, Finance, Account Management, Business Strategy, Business Acquisition, Business Development, Strategic Planning, Internal Controls, Entrepreneurship, Process Improvement, Cloud Computing, Mergers, Financial Reporting, Budgets, Financial Goals, Start-ups
Education
Duke University 1994 — 1998
BS, Biology and chemistry
Bedford High School 1990 — 1994
SmartBooks Corp. January 2009 - Present
Minuteman Capital LLC and Special Opportunities LP 2000 - 2014
Thrive Networks, Inc. 2000 - March 2008
Thrive Networks, a division of Staples, Inc. 2000 - March 2008
Media Group Investors, L.P. July 1998 - July 2000
Skills
Small Business, Consolidation, SaaS, Finance, Account Management, Business Strategy, Business Acquisition, Business Development, Strategic Planning, Internal Controls, Entrepreneurship, Process Improvement, Cloud Computing, Mergers, Financial Reporting, Budgets, Financial Goals, Start-ups
Education
Duke University 1994 — 1998
BS, Biology and chemistry
Bedford High School 1990 — 1994
Jonathan Yankum Jonathan Yankum's SmartBooks Corp. Experience March 2015 - Present
Job Reconciliation Accountant at SmartBooks Corp.
Industry Accounting
Experience
SmartBooks Corp. March 2015 - Present
Seelye & Schulz PA CPA December 2014 - January 2015
Gallagher, Flynn & Company, LLP September 2013 - August 2014
Maponics September 2012 - October 2013
H&R Block December 2011 - December 2012
Hannaford Bros. Co. March 2012 - August 2012
RGIS December 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Internal Controls, Invoice Processing, QuickBooks, Accounting, Auditing, Inventory Control, Financial Statements, US GAAP, External Audit, General Ledger, Reports, Tax Preparation, Accounts..., Payroll, Microsoft Office
Education
Southern New Hampshire University 2011 — 2013
MS, Accounting
University of New Hampshire 2006 — 2010
B.A., Spanish/International Affairs
Centro de Lenguas Modernas 2007 — 2007
Spanish
Cony High School 2002 — 2006
SmartBooks Corp. March 2015 - Present
Seelye & Schulz PA CPA December 2014 - January 2015
Gallagher, Flynn & Company, LLP September 2013 - August 2014
Maponics September 2012 - October 2013
H&R Block December 2011 - December 2012
Hannaford Bros. Co. March 2012 - August 2012
RGIS December 2010 - May 2011
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Spanish, Internal Controls, Invoice Processing, QuickBooks, Accounting, Auditing, Inventory Control, Financial Statements, US GAAP, External Audit, General Ledger, Reports, Tax Preparation, Accounts..., Payroll, Microsoft Office
Education
Southern New Hampshire University 2011 — 2013
MS, Accounting
University of New Hampshire 2006 — 2010
B.A., Spanish/International Affairs
Centro de Lenguas Modernas 2007 — 2007
Spanish
Cony High School 2002 — 2006
John L. Peruzzi, CPA John L. Peruzzi, CPA's SmartBooks Corp. Experience September 2014 - February 2015
Job Controller at Aldeyra Therapeutics
Industry Accounting
Experience
Accounting Management Solutions, Inc. April 2015 - June 2015
Boston, Massachusetts January 2012 - June 2015
SmartBooks Corp. September 2014 - February 2015
Goodwin Procter LLP January 2008 - January 2012
State Street Bank July 2007 - January 2008
Investors Bank & Trust February 2006 - July 2007
Sun Life Financial December 2004 - January 2006
John Hancock Life Insurance Company Bond & Corporate Finance Group November 2001 - May 2004
New England Securities Corporation July 1996 - November 2001
New England Mutual Life Insurance Company June 1985 - July 1996
Skills
Financial Reporting, Accounts Payable, Accounting, Budgeting, Payroll, Process Improvement, Tax, SOX, General Ledger, Cash Flow, Financial Analysis, Financial Accounting, Access, Excel, Compliance, Word, Insurance, Outlook, Internal Controls, Strategic Planning, Spreadsheets, Financial Modeling, Forecasting, Problem Solving, Reconciliation, Cash Management, Partnership Accounting, Partnership Taxation, Executive Pay, Outsourcing, Visio, GAAP, Microsoft Excel, Whiteboarding, Microsoft Word, Budgets, Auditing, Account Reconciliation, Analysis, Sarbanes-Oxley Act
Education
Northeastern University 1975 — 1980
Bachelor of Science, Business Administration, concentration in Accounting
Accounting Management Solutions, Inc. April 2015 - June 2015
Boston, Massachusetts January 2012 - June 2015
SmartBooks Corp. September 2014 - February 2015
Goodwin Procter LLP January 2008 - January 2012
State Street Bank July 2007 - January 2008
Investors Bank & Trust February 2006 - July 2007
Sun Life Financial December 2004 - January 2006
John Hancock Life Insurance Company Bond & Corporate Finance Group November 2001 - May 2004
New England Securities Corporation July 1996 - November 2001
New England Mutual Life Insurance Company June 1985 - July 1996
Skills
Financial Reporting, Accounts Payable, Accounting, Budgeting, Payroll, Process Improvement, Tax, SOX, General Ledger, Cash Flow, Financial Analysis, Financial Accounting, Access, Excel, Compliance, Word, Insurance, Outlook, Internal Controls, Strategic Planning, Spreadsheets, Financial Modeling, Forecasting, Problem Solving, Reconciliation, Cash Management, Partnership Accounting, Partnership Taxation, Executive Pay, Outsourcing, Visio, GAAP, Microsoft Excel, Whiteboarding, Microsoft Word, Budgets, Auditing, Account Reconciliation, Analysis, Sarbanes-Oxley Act
Education
Northeastern University 1975 — 1980
Bachelor of Science, Business Administration, concentration in Accounting
Doris Hui Niu Doris Hui Niu's SmartBooks Corp. Experience March 2013 - November 2014
Job Staff Accountant at Nova Biomedical
Industry Accounting
Experience
Nova Biomedical December 2014 - Present
SmartBooks Corp. March 2013 - November 2014
BioScale, Inc. July 2012 - December 2012
Boston Pedorthic December 2011 - April 2012
The Ritz-Carlton Grand Cayman May 2008 - July 2011
The Ritz-Carlton Buckhead January 2008 - May 2008
Sheraton Vistana Resorts June 2007 - August 2007
PetroChina Company Limited December 2005 - February 2006
China Merchants Bank May 2005 - August 2005
Skills
Quickbooks, Excel, Accounting, PowerPoint, PeopleSoft, Opera, Micros, Internal Audit, Financial Analysis, QuickBooks, General Ledger, Microsoft Excel, Account Reconciliation, Accounts Payable, Accounts Receivable
Education
Bentley University 2011 — 2013
Master, Accounting
University of South Carolina-Columbia 2006 — 2007
Master, International Hotel, Tourism and Restaurant Management
Jilin University 2002 — 2006
Bachelor, Finance
Nova Biomedical December 2014 - Present
SmartBooks Corp. March 2013 - November 2014
BioScale, Inc. July 2012 - December 2012
Boston Pedorthic December 2011 - April 2012
The Ritz-Carlton Grand Cayman May 2008 - July 2011
The Ritz-Carlton Buckhead January 2008 - May 2008
Sheraton Vistana Resorts June 2007 - August 2007
PetroChina Company Limited December 2005 - February 2006
China Merchants Bank May 2005 - August 2005
Skills
Quickbooks, Excel, Accounting, PowerPoint, PeopleSoft, Opera, Micros, Internal Audit, Financial Analysis, QuickBooks, General Ledger, Microsoft Excel, Account Reconciliation, Accounts Payable, Accounts Receivable
Education
Bentley University 2011 — 2013
Master, Accounting
University of South Carolina-Columbia 2006 — 2007
Master, International Hotel, Tourism and Restaurant Management
Jilin University 2002 — 2006
Bachelor, Finance
Annie McClain's SmartBooks Corp. Experience January 2015 - Present
Job Accountant at SmartBooks Corp.
Industry Hospitality
Experience
SmartBooks Corp. January 2015 - Present
Greater Boston Real Estate Board October 2012 - January 2015
The Hotel Veritas October 2011 - September 2012
The Colonnade Hotel May 2010 - September 2011
Skills
Customer Relations, Accounting, Benefits Administration, Accounts Payable, Accounts Receivable, Bank Reconciliation, General Ledger, Journal Entries, 1099 Preparation, Monthly Closing, Internal Audit
Education
Northeastern University 2015 — 2016
Advanced Accounting Certificate, Accounting
University of South Carolina-Columbia 2005 — 2009
Bachelor's Degree, Hotel Management, Cum Laude
SmartBooks Corp. January 2015 - Present
Greater Boston Real Estate Board October 2012 - January 2015
The Hotel Veritas October 2011 - September 2012
The Colonnade Hotel May 2010 - September 2011
Skills
Customer Relations, Accounting, Benefits Administration, Accounts Payable, Accounts Receivable, Bank Reconciliation, General Ledger, Journal Entries, 1099 Preparation, Monthly Closing, Internal Audit
Education
Northeastern University 2015 — 2016
Advanced Accounting Certificate, Accounting
University of South Carolina-Columbia 2005 — 2009
Bachelor's Degree, Hotel Management, Cum Laude
JENNIFER STRANGE JENNIFER STRANGE's SmartBooks Corp. Experience June 2014 - June 2015
Job Accountant at Rowland Roofing & Cladding, LLC
Industry Accounting
Experience
Rowland Roofing & Cladding, LLC June 2015 - Present
SmartBooks Corp. June 2014 - June 2015
Swiss Technologies of New England September 2013 - June 2014
Bean-counter's Bookkeeping 2013 - 2014
JMJ Remodeling 2011 - 2013
Remtec, Inc. October 2007 - October 2011
Skills
Video, Books, Outlook, Customer Service, Microsoft Office, Microsoft Word, Office Management, PowerPoint, Training, Microsoft Excel, Team Building, Sales, Customer Satisfaction, Data Entry, Retail, Accounting, Bookkeeping, Social Networking, Payroll, Event Planning
Education
Southern New Hampshire University 2015 — 2018
Masters in Accounting with Concentration in Forensic Accounting, Accounting
University of Phoenix 2011 — 2013
Bachelor of Science (BS), Accounting, 3.22
University of Phoenix 2009 — 2011
Associate of Arts (AA), Business Administration and Management, General, 3.41
CSUDH-Dominguez Hills 2008 — 2010
Certificate, Purchasing, Procurement/Acquisitions and Contracts Management, 3.8
Katherine Gibbs College 1992 — 1993
Certificate, Executive Assistant/Executive Secretary, 3.7
Rowland Roofing & Cladding, LLC June 2015 - Present
SmartBooks Corp. June 2014 - June 2015
Swiss Technologies of New England September 2013 - June 2014
Bean-counter's Bookkeeping 2013 - 2014
JMJ Remodeling 2011 - 2013
Remtec, Inc. October 2007 - October 2011
Skills
Video, Books, Outlook, Customer Service, Microsoft Office, Microsoft Word, Office Management, PowerPoint, Training, Microsoft Excel, Team Building, Sales, Customer Satisfaction, Data Entry, Retail, Accounting, Bookkeeping, Social Networking, Payroll, Event Planning
Education
Southern New Hampshire University 2015 — 2018
Masters in Accounting with Concentration in Forensic Accounting, Accounting
University of Phoenix 2011 — 2013
Bachelor of Science (BS), Accounting, 3.22
University of Phoenix 2009 — 2011
Associate of Arts (AA), Business Administration and Management, General, 3.41
CSUDH-Dominguez Hills 2008 — 2010
Certificate, Purchasing, Procurement/Acquisitions and Contracts Management, 3.8
Katherine Gibbs College 1992 — 1993
Certificate, Executive Assistant/Executive Secretary, 3.7
Wendy Coulter's SmartBooks Corp. Experience March 2013 - Present
Job Accountant at SmartBooks Corp.
Industry Construction
Experience
SmartBooks Corp. March 2013 - Present
The Hanover Insurance Group May 2012 - March 2013
Liberty Rental Corp January 2003 - June 2011
Thayer Symphony Orchestra August 2008 - August 2010
Spectrum Health Systems May 2002 - December 2002
Inforonics February 2000 - September 2001
Workers' Credit Union November 1999 - February 2000
Rollstone Bank & Trust February 1998 - November 1999
Insights Manufacturing October 1995 - December 1997
Internal Revenue Service February 1995 - May 1995
Skills
Accounts Payable, Reconciliation, Accounts Receivable, Payroll, Cash Management, Journal Entries, Accruals, Reconciliations, Great Plains, Cash Receipts, Reconciling, Solomon, Accounting, Bookkeeping, Payroll Processing, Great Plains Software, Job Costing, Invoicing, Expenses, Billing, Statements, Cash, ADP, Excel, Spreadsheets, Quickbooks, Timberline, Benefits Administration, Account Reconciliation, Customer Service
Education
Fitchburg State College
SmartBooks Corp. March 2013 - Present
The Hanover Insurance Group May 2012 - March 2013
Liberty Rental Corp January 2003 - June 2011
Thayer Symphony Orchestra August 2008 - August 2010
Spectrum Health Systems May 2002 - December 2002
Inforonics February 2000 - September 2001
Workers' Credit Union November 1999 - February 2000
Rollstone Bank & Trust February 1998 - November 1999
Insights Manufacturing October 1995 - December 1997
Internal Revenue Service February 1995 - May 1995
Skills
Accounts Payable, Reconciliation, Accounts Receivable, Payroll, Cash Management, Journal Entries, Accruals, Reconciliations, Great Plains, Cash Receipts, Reconciling, Solomon, Accounting, Bookkeeping, Payroll Processing, Great Plains Software, Job Costing, Invoicing, Expenses, Billing, Statements, Cash, ADP, Excel, Spreadsheets, Quickbooks, Timberline, Benefits Administration, Account Reconciliation, Customer Service
Education
Fitchburg State College
Aaron Silverman's SmartBooks Corp. Experience March 2014 - February 2015
Job
Industry Financial Services
Experience
Advantage Payroll Services April 2015 - Present
SmartBooks Corp. March 2014 - February 2015
Putnam Investments March 2013 - November 2013
SEI February 2012 - March 2013
Wells Fargo December 2010 - February 2012
United States Soccer Federation January 1998 - December 2009
The Cambridge Rindge & Latin School Soccer Program 2004 - 2009
CYS 2004 - 2009
Skills
Mutual Funds, Financial Services, Relationship Management, 401k, Retirement, Team Building, Business Development, Strategy, Sales, Program Management, Coaching, Strategic Planning, Banking, Organizational..., Organizational..., Outsourced Business..., New Business Development, Sales Operations, Defined Contribution, Sales Process, Board of Directors, Direct Sales, Retirement Planning, Salesforce.com, Lead Generation, Communication, Financial Solutions, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint
Education
Penn State University
B.S. Organizational Leadership
Concord-Carlisle High School
Advantage Payroll Services April 2015 - Present
SmartBooks Corp. March 2014 - February 2015
Putnam Investments March 2013 - November 2013
SEI February 2012 - March 2013
Wells Fargo December 2010 - February 2012
United States Soccer Federation January 1998 - December 2009
The Cambridge Rindge & Latin School Soccer Program 2004 - 2009
CYS 2004 - 2009
Skills
Mutual Funds, Financial Services, Relationship Management, 401k, Retirement, Team Building, Business Development, Strategy, Sales, Program Management, Coaching, Strategic Planning, Banking, Organizational..., Organizational..., Outsourced Business..., New Business Development, Sales Operations, Defined Contribution, Sales Process, Board of Directors, Direct Sales, Retirement Planning, Salesforce.com, Lead Generation, Communication, Financial Solutions, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint
Education
Penn State University
B.S. Organizational Leadership
Concord-Carlisle High School
Lisa (Gallo) Paterson, PHR, SHRM-CP's SmartBooks Corp. Experience May 2012 - Present
Job People, Talent & Culture Manager
Industry Accounting
Experience
SmartBooks Corp. May 2012 - Present
Melanoma Foundation of New England May 2012 - December 2014
Blue Star Computer Corp. June 2010 - November 2012
Hester Landscape & Tree November 2011 - March 2012
BELFOR Property Restoration March 2007 - June 2010
The Map Guys August 2005 - July 2008
Lesley University January 2003 - July 2005
Boston College August 2002 - January 2003
Virgin Megastore November 2001 - July 2002
Inc. Magazine June 2001 - September 2001
Skills
QuickBooks, Payroll, Human Resources, Management, Microsoft Office, Software Documentation, Account Reconciliation, Accounting, Employee Benefits, Time Management, Microsoft Excel, Training, Bookkeeping, Benefits Administration, Nonprofits, Recruiting, Microsoft Word, Team Building, Event Planning, General Ledger, Office Management, Accounts Payable, Accounts Receivable, Customer Service, ADP Payroll, Outlook, Financial Statements, Employee Relations, Social Networking, HRIS, Paylocity, QuickBooks Online, Microsoft PowerPoint, Microsoft Publisher, Google Drive
Education
University of Massachusetts, Amherst 2009 — 2010
Bachelors, Human Resources Management
University of Massachusetts, Amherst 1989 — 1992
Bachelor of Arts achieved December 2010, Human Resources Management & Organizational Development
Medway High School 1984 — 1989
High School Diploma
SmartBooks Corp. May 2012 - Present
Melanoma Foundation of New England May 2012 - December 2014
Blue Star Computer Corp. June 2010 - November 2012
Hester Landscape & Tree November 2011 - March 2012
BELFOR Property Restoration March 2007 - June 2010
The Map Guys August 2005 - July 2008
Lesley University January 2003 - July 2005
Boston College August 2002 - January 2003
Virgin Megastore November 2001 - July 2002
Inc. Magazine June 2001 - September 2001
Skills
QuickBooks, Payroll, Human Resources, Management, Microsoft Office, Software Documentation, Account Reconciliation, Accounting, Employee Benefits, Time Management, Microsoft Excel, Training, Bookkeeping, Benefits Administration, Nonprofits, Recruiting, Microsoft Word, Team Building, Event Planning, General Ledger, Office Management, Accounts Payable, Accounts Receivable, Customer Service, ADP Payroll, Outlook, Financial Statements, Employee Relations, Social Networking, HRIS, Paylocity, QuickBooks Online, Microsoft PowerPoint, Microsoft Publisher, Google Drive
Education
University of Massachusetts, Amherst 2009 — 2010
Bachelors, Human Resources Management
University of Massachusetts, Amherst 1989 — 1992
Bachelor of Arts achieved December 2010, Human Resources Management & Organizational Development
Medway High School 1984 — 1989
High School Diploma
Enrico Palmerino's SmartBooks Corp. Experience December 2012 - Present
Job Managing Director at SmartBooks
Industry Accounting
Experience
Fidelity Bank April 2014 - Present
TBT Group, Inc 2014 - Present
Fidelity Bank December 2013 - Present
GVNA Healthcare 2013 - Present
SmartBooks Corp. December 2012 - Present
The viaNetwork September 2012 - Present
ThinkLite LLC September 2011 - Present
MIT $100K Entrepreneurship Competition 2014 - 2014
B.E.T.A. Challenge 2014 - 2014
BUILD 2014 - 2014
Skills
Start-ups, Entrepreneurship, MatLab, SSPS, Microsoft Office, Marketing Strategy, Sales Management, Sales Operations, Salesforce.com, Social Networking, IT Solutions, Quantitative Analytics, Statistics, Statistical Modeling, Multivariate Statistics, Quantitative Risk, Strategic Consulting, Management Consulting, Cleantech, Lighting Design, IP, OEM Management, Business Development, Leadership, Business Planning, Management, Business Strategy, Sales, SaaS, Strategic Planning, Marketing, Strategy, Matlab, Integration
Education
Babson College 2007 — 2011
Bachelor of Science (BS), Triple Major: Quantitative Methods, Strategic Managment, Entrepreneurship
Fidelity Bank April 2014 - Present
TBT Group, Inc 2014 - Present
Fidelity Bank December 2013 - Present
GVNA Healthcare 2013 - Present
SmartBooks Corp. December 2012 - Present
The viaNetwork September 2012 - Present
ThinkLite LLC September 2011 - Present
MIT $100K Entrepreneurship Competition 2014 - 2014
B.E.T.A. Challenge 2014 - 2014
BUILD 2014 - 2014
Skills
Start-ups, Entrepreneurship, MatLab, SSPS, Microsoft Office, Marketing Strategy, Sales Management, Sales Operations, Salesforce.com, Social Networking, IT Solutions, Quantitative Analytics, Statistics, Statistical Modeling, Multivariate Statistics, Quantitative Risk, Strategic Consulting, Management Consulting, Cleantech, Lighting Design, IP, OEM Management, Business Development, Leadership, Business Planning, Management, Business Strategy, Sales, SaaS, Strategic Planning, Marketing, Strategy, Matlab, Integration
Education
Babson College 2007 — 2011
Bachelor of Science (BS), Triple Major: Quantitative Methods, Strategic Managment, Entrepreneurship
Elizabeth Kent Elizabeth Kent's SmartBooks Corp. Experience December 2012 - Present
Job Senior Accountant at SmartBooks Corp.
Industry Accounting
Experience
SmartBooks Corp. December 2012 - Present
SmartBooks Corp. November 2011 - December 2012
EPOCH Senior Living October 2005 - August 2010
EPOCH Senior Living May 2004 - October 2005
EPOCH Senior Living September 2002 - May 2004
Hitachi Computer Products (America), Inc October 2001 - July 2002
Driveitaway.com, Inc December 1999 - October 2001
Snapdragon Technologies, Inc December 1999 - October 2001
Wisdom Publications, Inc June 1999 - March 2000
Wisdom Publications, Inc May 1997 - June 1999
Skills
QuickBooks, Accounting, Account Reconciliation, Bookkeeping, Financial Reporting, Leadership, Small Business, Great Plains Software, Access, Internal Controls, Accounts Payable, General Ledger, GAAP, Accounts Receivable
Education
Harvard and Radcliffe Colleges
AB, Linguistics
National Outdoor Leadership School
Northeastern University
Porter Gaud School
Yorktown High School
SmartBooks Corp. December 2012 - Present
SmartBooks Corp. November 2011 - December 2012
EPOCH Senior Living October 2005 - August 2010
EPOCH Senior Living May 2004 - October 2005
EPOCH Senior Living September 2002 - May 2004
Hitachi Computer Products (America), Inc October 2001 - July 2002
Driveitaway.com, Inc December 1999 - October 2001
Snapdragon Technologies, Inc December 1999 - October 2001
Wisdom Publications, Inc June 1999 - March 2000
Wisdom Publications, Inc May 1997 - June 1999
Skills
QuickBooks, Accounting, Account Reconciliation, Bookkeeping, Financial Reporting, Leadership, Small Business, Great Plains Software, Access, Internal Controls, Accounts Payable, General Ledger, GAAP, Accounts Receivable
Education
Harvard and Radcliffe Colleges
AB, Linguistics
National Outdoor Leadership School
Northeastern University
Porter Gaud School
Yorktown High School
Kelly LaPrade Kelly LaPrade's SmartBooks Corp. Experience July 2014 - Present
Job Senior Accountant at Smartbooks Corp.
Industry Accounting
Experience
SmartBooks Corp. July 2014 - Present
Franklin Pierce University January 2010 - June 2014
HealthAlliance Hospital 2008 - 2009
Skills
Higher Education, Non-profits, Research, Customer Service, Microsoft Office, Microsoft Excel, Budgets, Leadership, Nonprofits, Data Analysis, Fundraising, Outlook, PowerPoint, Operating Budgets, Microsoft Word, Financial Reporting, Analysis, Administration, Team Building, Strategic Planning, Public Speaking
Education
Franklin Pierce University 2006 — 2008
MBA, Business
Franklin Pierce University 2002 — 2006
BS, Accounting
SmartBooks Corp. July 2014 - Present
Franklin Pierce University January 2010 - June 2014
HealthAlliance Hospital 2008 - 2009
Skills
Higher Education, Non-profits, Research, Customer Service, Microsoft Office, Microsoft Excel, Budgets, Leadership, Nonprofits, Data Analysis, Fundraising, Outlook, PowerPoint, Operating Budgets, Microsoft Word, Financial Reporting, Analysis, Administration, Team Building, Strategic Planning, Public Speaking
Education
Franklin Pierce University 2006 — 2008
MBA, Business
Franklin Pierce University 2002 — 2006
BS, Accounting
Tom Reid Tom Reid's SmartBooks Corp. Experience September 2013 - September 2014
Job Actively looking for a management positon at a Technology startup in the Greater Boston area.
Industry Accounting
Experience
SmartBooks Corp. September 2013 - September 2014
CFO Advisory Services - Independent Consultant 2008 - 2013
Onaro, Inc. 2004 - 2008
ProQuent Systems Corporation 2003 - 2004
Lexra, Inc. 2001 - 2003
GeoTel Communications 1996 - 2000
VMark Software, Inc. 1992 - 1996
Deloitte & Touche 1983 - 1992
Skills
Start-ups, Venture Capital, Strategy, Mergers, Lead Generation, Enterprise Software, Business Strategy, Business Planning, Mergers & Acquisitions, Finance, Business Intelligence, IPO, Bill.com Expert..., Auditing, Executive Management, Forecasting, Budgets, Management
Education
Stonehill College 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting, Graduated Cum Laude
Archbishop Williams High School 1975 — 1979
High School, College Preparation
SmartBooks Corp. September 2013 - September 2014
CFO Advisory Services - Independent Consultant 2008 - 2013
Onaro, Inc. 2004 - 2008
ProQuent Systems Corporation 2003 - 2004
Lexra, Inc. 2001 - 2003
GeoTel Communications 1996 - 2000
VMark Software, Inc. 1992 - 1996
Deloitte & Touche 1983 - 1992
Skills
Start-ups, Venture Capital, Strategy, Mergers, Lead Generation, Enterprise Software, Business Strategy, Business Planning, Mergers & Acquisitions, Finance, Business Intelligence, IPO, Bill.com Expert..., Auditing, Executive Management, Forecasting, Budgets, Management
Education
Stonehill College 1979 — 1983
Bachelor of Business Administration (B.B.A.), Accounting, Graduated Cum Laude
Archbishop Williams High School 1975 — 1979
High School, College Preparation
Giuseppe Fornaro, MBA Giuseppe Fornaro, MBA's SmartBooks Corp. Experience 2014 - Present
Job Director of Client Services
Industry Financial Services
Experience
SmartBooks Corp. 2014 - Present
Bank of America 2011 - 2014
Becker Professional Education 2010 - 2011
Massachusetts Society of CPAs, Inc. 2006 - 2010
Ariett Business Solutions 2005 - 2006
Eastern Bank 1999 - 2005
Skills
Strategic Marketing, Territory Expansion, Business Strategy, Promotional Events, Team Building, persuasive communication, Problem Analysis, Marketing, Sales Motivation, Campaign Management, Leadership, Strategy, Management, Customer Service, Marketing Strategy, Presentation Skills, Marketing Communications, Business Development, Strategic Planning, Event Management, Microsoft Excel, PowerPoint, Microsoft Word, QuarkXPress, Sales, InDesign, Team Motivation, Microsoft Office, Project Management, Critical Thinking
Education
Suffolk University - Sawyer Business School 2006 — 2009
MBA, Marketing
Suffolk University - Sawyer Business School 2000 — 2004
BSBA, Marketing
SmartBooks Corp. 2014 - Present
Bank of America 2011 - 2014
Becker Professional Education 2010 - 2011
Massachusetts Society of CPAs, Inc. 2006 - 2010
Ariett Business Solutions 2005 - 2006
Eastern Bank 1999 - 2005
Skills
Strategic Marketing, Territory Expansion, Business Strategy, Promotional Events, Team Building, persuasive communication, Problem Analysis, Marketing, Sales Motivation, Campaign Management, Leadership, Strategy, Management, Customer Service, Marketing Strategy, Presentation Skills, Marketing Communications, Business Development, Strategic Planning, Event Management, Microsoft Excel, PowerPoint, Microsoft Word, QuarkXPress, Sales, InDesign, Team Motivation, Microsoft Office, Project Management, Critical Thinking
Education
Suffolk University - Sawyer Business School 2006 — 2009
MBA, Marketing
Suffolk University - Sawyer Business School 2000 — 2004
BSBA, Marketing
Stephanie Beaulieu, EA's SmartBooks Corp. Experience December 2014 - Present
Job Client Services Manager at SmartBooks Corp.
Industry Accounting
Experience
SmartBooks Corp. December 2014 - Present
SmartBooks Corp. January 2013 - December 2014
SmartBooks Corp. July 2012 - December 2012
Henry C. Kulik Jr. CPA LLC June 2006 - July 2012
DanaFilms, Inc. August 2004 - June 2006
Wisehart & Associates 2001 - 2002
Skills
Monthly Close, Fixed Assets, QuickBooks, GAAP, Journal Entries, General Ledger, Bookkeeping, Account Reconciliation, Tax Preparation, Revenue Recognition, Variance Analysis, Treasurers, Microsoft Office, Accounts Payable, Accounts Receivable, Financial Reporting, Accounting, Sales Tax, Financial Statements, IRS Enrolled Agent, Coaching, Peachtree, UltraTax CS, ProSeries, Payroll, Cash Flow, Accruals, Tax, Depreciation, Cash Management, Year-end Close, Bank Reconciliation, Lacerte, Tax Accounting, Turbo Tax, Sales, Quicken, Intacct, Management, Budgets, Internal Controls
Education
Bryant College 1997 — 1997
Accounting
Anna Maria College 1996 — 1997
Accounting
SmartBooks Corp. December 2014 - Present
SmartBooks Corp. January 2013 - December 2014
SmartBooks Corp. July 2012 - December 2012
Henry C. Kulik Jr. CPA LLC June 2006 - July 2012
DanaFilms, Inc. August 2004 - June 2006
Wisehart & Associates 2001 - 2002
Skills
Monthly Close, Fixed Assets, QuickBooks, GAAP, Journal Entries, General Ledger, Bookkeeping, Account Reconciliation, Tax Preparation, Revenue Recognition, Variance Analysis, Treasurers, Microsoft Office, Accounts Payable, Accounts Receivable, Financial Reporting, Accounting, Sales Tax, Financial Statements, IRS Enrolled Agent, Coaching, Peachtree, UltraTax CS, ProSeries, Payroll, Cash Flow, Accruals, Tax, Depreciation, Cash Management, Year-end Close, Bank Reconciliation, Lacerte, Tax Accounting, Turbo Tax, Sales, Quicken, Intacct, Management, Budgets, Internal Controls
Education
Bryant College 1997 — 1997
Accounting
Anna Maria College 1996 — 1997
Accounting
Seamus McGrath Seamus McGrath's SmartBooks Corp. Experience June 2015 - Present
Job Business Development Executive at SmartBooks Corp.
Industry Accounting
Experience
SmartBooks Corp. June 2015 - Present
SmartBooks Corp. December 2014 - August 2015
ADP August 2013 - December 2014
Marketing Association September 2010 - May 2013
Skills
Innovator, Microsoft Office, Customer Service, Human Resources, Windows Server, Enduring, Business Intelligence, Extrovert, HubSpot, Photoshop Elements, Entrepreneurship, gorilla marketing, Time Management, Investment Decisions, Social Networking, PowerPoint, Retail, Social Media Marketing, Guerrilla Marketing, Microsoft Word, Event Planning, Facebook, Social Media, Endurance, Marketing, Customer Satisfaction, Team Leadership, Public Relations, Event Management, Microsoft Excel, Critical Thinking, Analysis, Research, Sales Management, B2B
Education
Plymouth State University 2009 — 2013
Bachelor of Science, Business Administration
St John International University 2012 — 2012
Environmental Science
St. Peter Marian Jr/Sr High School 2005 — 2009
SmartBooks Corp. June 2015 - Present
SmartBooks Corp. December 2014 - August 2015
ADP August 2013 - December 2014
Marketing Association September 2010 - May 2013
Skills
Innovator, Microsoft Office, Customer Service, Human Resources, Windows Server, Enduring, Business Intelligence, Extrovert, HubSpot, Photoshop Elements, Entrepreneurship, gorilla marketing, Time Management, Investment Decisions, Social Networking, PowerPoint, Retail, Social Media Marketing, Guerrilla Marketing, Microsoft Word, Event Planning, Facebook, Social Media, Endurance, Marketing, Customer Satisfaction, Team Leadership, Public Relations, Event Management, Microsoft Excel, Critical Thinking, Analysis, Research, Sales Management, B2B
Education
Plymouth State University 2009 — 2013
Bachelor of Science, Business Administration
St John International University 2012 — 2012
Environmental Science
St. Peter Marian Jr/Sr High School 2005 — 2009
Megan Drevitch's SmartBooks Corp. Experience August 2015 - Present
Job Accounting Project Manager at SmartBooks Corp.
Industry Accounting
Experience
SmartBooks Corp. August 2015 - Present
Play Like a Pro Hockey Camps 2005 - Present
SmartBooks Corp. October 2012 - August 2015
Restaurant Accounting Services April 2007 - February 2009
First Arena, Elmira Jackals 2005 - 2006
Total Benefit Management 2004 - 2005
Skills
QuickBooks, Accounting, Accounts Payable, Account Reconciliation, Small Business, Employee Benefits, Auditing, Management, Customer Service, Bookkeeping, Tax Preparation, Account Management, Internal Controls, Microsoft Office, Access, CPA, General Ledger, Financial Reporting, Tax Returns, Budgets, Payroll, Accounts Receivable, Finance, Financial Analysis, GAAP, Variance Analysis, Fixed Assets, Financial Statements, Revenue Recognition, Journal Entries, Accruals, Bank Reconciliation, Cash Receipts, ADP Payroll, Financial Accounting, Microsoft Excel, Leadership, Great Plains Software
Education
Union College 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
SmartBooks Corp. August 2015 - Present
Play Like a Pro Hockey Camps 2005 - Present
SmartBooks Corp. October 2012 - August 2015
Restaurant Accounting Services April 2007 - February 2009
First Arena, Elmira Jackals 2005 - 2006
Total Benefit Management 2004 - 2005
Skills
QuickBooks, Accounting, Accounts Payable, Account Reconciliation, Small Business, Employee Benefits, Auditing, Management, Customer Service, Bookkeeping, Tax Preparation, Account Management, Internal Controls, Microsoft Office, Access, CPA, General Ledger, Financial Reporting, Tax Returns, Budgets, Payroll, Accounts Receivable, Finance, Financial Analysis, GAAP, Variance Analysis, Fixed Assets, Financial Statements, Revenue Recognition, Journal Entries, Accruals, Bank Reconciliation, Cash Receipts, ADP Payroll, Financial Accounting, Microsoft Excel, Leadership, Great Plains Software
Education
Union College 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government
Sara Franz Sara Franz's SmartBooks Corp. Experience December 2013 - May 2015
Job Accountant at Mobius Imaging
Industry Accounting
Experience
Mobius Imaging, LLC September 2015 - Present
SmartBooks Corp. December 2013 - May 2015
Venning & Jaques, P.C. January 2009 - December 2013
Sterilite Corporation May 2005 - November 2005
Skills
GAAP, General Ledger, Accounting, Tax, Corporate Tax, Financial Reporting, Income Tax, Financial Accounting, Auditing, Account Reconciliation, Internal Controls, Journal Entries, Financial Statements, Tax Returns, QuickBooks, Payroll, Bookkeeping, Variance Analysis, Accounts Payable, Accounts Receivable, Microsoft Excel, Analysis, Financial Analysis, Fixed Assets, Preparation, Accruals, Monthly Close, Customer Service, Internal Audit, Bank Reconciliation, Spreadsheets, Cash Flow, Invoicing, Tax Preparation, Microsoft Word, US GAAP, Small Business, Microsoft Office, Revenue Recognition, Budgets, Finance, Process Improvement
Education
Fitchburg State College 2005 — 2008
Bachelors of Science, Accounting
Mount Wachusett Community College 2003 — 2005
Associate of Science (AS), Business Administration and Management, General
Mobius Imaging, LLC September 2015 - Present
SmartBooks Corp. December 2013 - May 2015
Venning & Jaques, P.C. January 2009 - December 2013
Sterilite Corporation May 2005 - November 2005
Skills
GAAP, General Ledger, Accounting, Tax, Corporate Tax, Financial Reporting, Income Tax, Financial Accounting, Auditing, Account Reconciliation, Internal Controls, Journal Entries, Financial Statements, Tax Returns, QuickBooks, Payroll, Bookkeeping, Variance Analysis, Accounts Payable, Accounts Receivable, Microsoft Excel, Analysis, Financial Analysis, Fixed Assets, Preparation, Accruals, Monthly Close, Customer Service, Internal Audit, Bank Reconciliation, Spreadsheets, Cash Flow, Invoicing, Tax Preparation, Microsoft Word, US GAAP, Small Business, Microsoft Office, Revenue Recognition, Budgets, Finance, Process Improvement
Education
Fitchburg State College 2005 — 2008
Bachelors of Science, Accounting
Mount Wachusett Community College 2003 — 2005
Associate of Science (AS), Business Administration and Management, General
Alexander Cugini's SmartBooks Corp. Experience November 2014 - Present
Job Controller at SmartBooks Corp.
Industry Accounting
Experience
SmartBooks Corp. November 2014 - Present
SmartBooks Corp. January 2013 - November 2014
SmartBooks Corp July 2010 - December 2012
Belmont Savings Bank June 2008 - July 2010
Elliot Alumni Center 2007 - July 2010
Robert Half International December 2009 - January 2010
Skills
Accounting, Microsoft Excel, Management, Financial Analysis, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Internal Controls, Finance, Access, Bookkeeping, QuickBooks, Leadership, Payroll, Time Management, Budgets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
MS, Accounting
University of New Hampshire 2006 — 2010
B.S, Business Administration; Finance and Accounting; Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
BS, Accounting, Finance
SmartBooks Corp. November 2014 - Present
SmartBooks Corp. January 2013 - November 2014
SmartBooks Corp July 2010 - December 2012
Belmont Savings Bank June 2008 - July 2010
Elliot Alumni Center 2007 - July 2010
Robert Half International December 2009 - January 2010
Skills
Accounting, Microsoft Excel, Management, Financial Analysis, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Internal Controls, Finance, Access, Bookkeeping, QuickBooks, Leadership, Payroll, Time Management, Budgets
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2011 — 2012
MS, Accounting
University of New Hampshire 2006 — 2010
B.S, Business Administration; Finance and Accounting; Finance
University of New Hampshire -- Peter T. Paul College of Business and Economics 2006 — 2010
BS, Accounting, Finance
Sandra Drolet Sandra Drolet's SmartBooks Corp. Experience March 2015 - Present
Job Accountant at SmartBooks Corp.
Industry Nonprofit Organization Management
Experience
SmartBooks Corp. March 2015 - Present
Class October 2007 - March 2015
Courier Corporation 1992 - 2001
Skills
Accruals, Monthly Close, Fixed Assets, Financial Statements, Account Reconciliation, Variance Analysis, Revenue Recognition, Great Plains Software, GAAP, Nonprofits, General Ledger, Microsoft Excel, Financial Accounting, Internal Controls, Financial Reporting, Payroll, Fundraising, Strategic Planning, Microsoft Office, Project Accounting, Year-end Close, Public Speaking, Microsoft Dynamics GP, Accounts Payable
Education
UMass Lowell
Bachelor of Science (BS), Accounting and Finance
SmartBooks Corp. March 2015 - Present
Class October 2007 - March 2015
Courier Corporation 1992 - 2001
Skills
Accruals, Monthly Close, Fixed Assets, Financial Statements, Account Reconciliation, Variance Analysis, Revenue Recognition, Great Plains Software, GAAP, Nonprofits, General Ledger, Microsoft Excel, Financial Accounting, Internal Controls, Financial Reporting, Payroll, Fundraising, Strategic Planning, Microsoft Office, Project Accounting, Year-end Close, Public Speaking, Microsoft Dynamics GP, Accounts Payable
Education
UMass Lowell
Bachelor of Science (BS), Accounting and Finance
Chanelle Romano Chanelle Romano's SmartBooks Corp. Experience May 2013 - Present
Job Accountant at SmartBooks Corp.
Industry Internet
Experience
SmartBooks Corp. May 2013 - Present
Louis W. Mian, Inc April 2007 - Present
Airwide Solutions April 2010 - March 2011
Topaz Partners May 2005 - April 2007
GlassHouse Technologies March 2004 - May 2005
Savantis Systems, Inc August 2002 - February 2004
TranSystems Corporation January 2001 - August 2002
iXL Enterprises April 2000 - August 2000
Skills
Online Retail, Networking, Payroll, Social Shopping, Accounts Payable, Human Resources, Accounts Receivable, Budgets, Accounting, Invoicing, Employee Benefits, Account Reconciliation, Bookkeeping, Management, General Ledger, Sales
Education
University of Phoenix 2006 — 2008
Bachelors, Business/Accounting
Middlesex Community College
Associates, Business/Accounting
Suffolk University
Business Management/Computer Information Systems Major
University of Massachusetts Lowell
Accounting Major
SmartBooks Corp. May 2013 - Present
Louis W. Mian, Inc April 2007 - Present
Airwide Solutions April 2010 - March 2011
Topaz Partners May 2005 - April 2007
GlassHouse Technologies March 2004 - May 2005
Savantis Systems, Inc August 2002 - February 2004
TranSystems Corporation January 2001 - August 2002
iXL Enterprises April 2000 - August 2000
Skills
Online Retail, Networking, Payroll, Social Shopping, Accounts Payable, Human Resources, Accounts Receivable, Budgets, Accounting, Invoicing, Employee Benefits, Account Reconciliation, Bookkeeping, Management, General Ledger, Sales
Education
University of Phoenix 2006 — 2008
Bachelors, Business/Accounting
Middlesex Community College
Associates, Business/Accounting
Suffolk University
Business Management/Computer Information Systems Major
University of Massachusetts Lowell
Accounting Major
Holly Platt Holly Platt's SmartBooks Corp. Experience March 2015 - Present
Job Accounting Project Manager at SmartBooks Corp.
Industry Telecommunications
Experience
SmartBooks Corp. March 2015 - Present
Boston Investment Staffing Group, Inc. October 2009 - Present
HKP Consulting January 2005 - Present
Outerlink Corporation August 2010 - August 2014
CareerEncore, Inc August 2009 - March 2013
Michael T. Gaffney, Attorney January 2008 - May 2010
Boston Networking Group June 2008 - January 2009
St. Mary's Star of the Sea School September 2007 - December 2008
Gaming Green Pages December 2005 - June 2007
Robert Half International 2003 - 2005
Skills
Human Resources, Accounting, Payroll, QuickBooks, Nonprofits, Accounts Receivable, General Ledger, Account Reconciliation, Financial Analysis, Finance, Budgets, Variance Analysis, Financial Reporting, Financial Statements, Invoicing, Management
Education
Providence College 1991 — 1995
B.A., English
BRHS East
SmartBooks Corp. March 2015 - Present
Boston Investment Staffing Group, Inc. October 2009 - Present
HKP Consulting January 2005 - Present
Outerlink Corporation August 2010 - August 2014
CareerEncore, Inc August 2009 - March 2013
Michael T. Gaffney, Attorney January 2008 - May 2010
Boston Networking Group June 2008 - January 2009
St. Mary's Star of the Sea School September 2007 - December 2008
Gaming Green Pages December 2005 - June 2007
Robert Half International 2003 - 2005
Skills
Human Resources, Accounting, Payroll, QuickBooks, Nonprofits, Accounts Receivable, General Ledger, Account Reconciliation, Financial Analysis, Finance, Budgets, Variance Analysis, Financial Reporting, Financial Statements, Invoicing, Management
Education
Providence College 1991 — 1995
B.A., English
BRHS East
Lisa Dowell's SmartBooks Corp. Experience December 2012 - Present
Job Accountant at SmartBooks Corp.
Industry Accounting
Experience
SmartBooks Corp. December 2012 - Present
Safety Insurance Company September 1998 - December 2012
Graham Kim Ltd 1991 - 1998
Education
Salem State College 1986 — 1990
Bachelor of Science, Business Administration and Management, General
SmartBooks Corp. December 2012 - Present
Safety Insurance Company September 1998 - December 2012
Graham Kim Ltd 1991 - 1998
Education
Salem State College 1986 — 1990
Bachelor of Science, Business Administration and Management, General
Cristina Dorestant's SmartBooks Corp. Experience October 2013 - October 2014
Job Assistant Controller
Industry Accounting
Experience
C.K. Smith Superior Oil June 2015 - Present
Mill City Environmental 2007 - Present
Tiger Presentations, LLC December 2014 - June 2015
SmartBooks Corp. October 2013 - October 2014
MassHousing April 2013 - October 2013
Calvary Baptist Church 2006 - 2012
Andover Healthcare, Inc. 2005 - 2007
Watts Water Technologies 2002 - 2004
Genuity Solutions, Inc. 2000 - 2001
HarvardNet 1998 - 2000
Skills
Financial Reporting, Accounting, Finance, Accounts Payable, Payroll, Account Reconciliation, Accounts Receivable, Auditing, Budgets, Management, Invoicing, Financial Accounting, Tax, Financial Statements, Bank Reconciliation, Bookkeeping, Fixed Assets, QuickBooks, Internal Controls, General Ledger, Forecasting, GAAP, Microsoft Excel, Financial Analysis, Managerial Finance, Cash Flow, Accruals, Journal Entries, Training, Customer Service, Revenue Recognition, Cash Management, Microsoft Office, Microsoft Dynamics GP
Education
Southern New Hampshire University 2010 — 2013
Bachelor of Science (BS), History
Northern Essex Community College 2005 — 2008
Associate's degree, Accounting and Business/Management
C.K. Smith Superior Oil June 2015 - Present
Mill City Environmental 2007 - Present
Tiger Presentations, LLC December 2014 - June 2015
SmartBooks Corp. October 2013 - October 2014
MassHousing April 2013 - October 2013
Calvary Baptist Church 2006 - 2012
Andover Healthcare, Inc. 2005 - 2007
Watts Water Technologies 2002 - 2004
Genuity Solutions, Inc. 2000 - 2001
HarvardNet 1998 - 2000
Skills
Financial Reporting, Accounting, Finance, Accounts Payable, Payroll, Account Reconciliation, Accounts Receivable, Auditing, Budgets, Management, Invoicing, Financial Accounting, Tax, Financial Statements, Bank Reconciliation, Bookkeeping, Fixed Assets, QuickBooks, Internal Controls, General Ledger, Forecasting, GAAP, Microsoft Excel, Financial Analysis, Managerial Finance, Cash Flow, Accruals, Journal Entries, Training, Customer Service, Revenue Recognition, Cash Management, Microsoft Office, Microsoft Dynamics GP
Education
Southern New Hampshire University 2010 — 2013
Bachelor of Science (BS), History
Northern Essex Community College 2005 — 2008
Associate's degree, Accounting and Business/Management
Cecilia Arnulphi, CMA's SmartBooks Corp. Experience June 2014 - Present
Job Accounting Manager at SmartBooks Corp.
Industry Accounting
Experience
SmartBooks Corp. June 2014 - Present
SmartBooks Corp. May 2013 - June 2014
Photovac October 2008 - June 2012
Photovac, Inc September 2007 - September 2008
Holland Mark Advertising 2000 - 2001
Education
Institute of Management Accountants 2009 — 2011
CMA, Accounting Management
Suffolk University - Sawyer Business School 1998 — 2001
MSF, Finance
SmartBooks Corp. June 2014 - Present
SmartBooks Corp. May 2013 - June 2014
Photovac October 2008 - June 2012
Photovac, Inc September 2007 - September 2008
Holland Mark Advertising 2000 - 2001
Education
Institute of Management Accountants 2009 — 2011
CMA, Accounting Management
Suffolk University - Sawyer Business School 1998 — 2001
MSF, Finance
Dawn Darnell's SmartBooks Corp. Experience July 2014 - Present
Job Accountant at SmartBooks Corp.
Industry Accounting
Experience
SmartBooks Corp. July 2014 - Present
Spartanburg Regional Healthcare System August 2008 - March 2012
Education
University of Central Missouri 2000 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
SmartBooks Corp. July 2014 - Present
Spartanburg Regional Healthcare System August 2008 - March 2012
Education
University of Central Missouri 2000 — 2005
Bachelor of Business Administration (B.B.A.), Accounting
Michael Dane Karazim's SmartBooks Corp. Experience November 2014 - Present
Job at
Industry Accounting
Experience
SmartBooks Corp. November 2014 - Present
D Muzzioli Associates March 2014 - Present
CVS June 2010 - Present
La Riviera Gourmet October 2013 - January 2014
Arcadia Solutions June 2013 - September 2013
National Patient Safety Foundation October 2011 - August 2012
Auburndale Donut Group April 2011 - May 2011
Aclara Software August 2010 - March 2011
Gnarus Advisors LLC January 2010 - August 2010
MaidPro December 2007 - September 2009
Skills
Accounting, Payroll, Benefits Administration, Accounts Payable, Excel, Great Plains, Accounts Receivable, Month End Close, Sales and Use Tax, FRx, French, Active Directory, Fiserv CSCS, RegOnline, CVS, ADP Payroll, Pay eXpert, Paychex, Ceridian, OpenOffice, Trinet, HR Passport, Français, Account Reconciliation, Deferred Revenue, Accruals, Great Plains Software, QuickBooks, Microsoft Excel, Lotus Notes, Data Entry, PeopleSoft, Spreadsheets, Outlook, General Ledger, Nonprofits, Tax, Quicken, Monthly Close, Payroll Taxes, Fixed Assets, Financial Reporting, Microsoft Office, Customer Service, Bank Reconciliation, Small Business, Vlookup, Auditing, Finance, Microsoft Word
Education
Massachusetts Bay Community College 2010 — 2011
Certificate, Medical Coding and Billing
Massachusetts Bay Community College 2010 — 2011
Certificate, Medical Coding
Spring Arbor University 2002 — 2006
BA, Accounting
SmartBooks Corp. November 2014 - Present
D Muzzioli Associates March 2014 - Present
CVS June 2010 - Present
La Riviera Gourmet October 2013 - January 2014
Arcadia Solutions June 2013 - September 2013
National Patient Safety Foundation October 2011 - August 2012
Auburndale Donut Group April 2011 - May 2011
Aclara Software August 2010 - March 2011
Gnarus Advisors LLC January 2010 - August 2010
MaidPro December 2007 - September 2009
Skills
Accounting, Payroll, Benefits Administration, Accounts Payable, Excel, Great Plains, Accounts Receivable, Month End Close, Sales and Use Tax, FRx, French, Active Directory, Fiserv CSCS, RegOnline, CVS, ADP Payroll, Pay eXpert, Paychex, Ceridian, OpenOffice, Trinet, HR Passport, Français, Account Reconciliation, Deferred Revenue, Accruals, Great Plains Software, QuickBooks, Microsoft Excel, Lotus Notes, Data Entry, PeopleSoft, Spreadsheets, Outlook, General Ledger, Nonprofits, Tax, Quicken, Monthly Close, Payroll Taxes, Fixed Assets, Financial Reporting, Microsoft Office, Customer Service, Bank Reconciliation, Small Business, Vlookup, Auditing, Finance, Microsoft Word
Education
Massachusetts Bay Community College 2010 — 2011
Certificate, Medical Coding and Billing
Massachusetts Bay Community College 2010 — 2011
Certificate, Medical Coding
Spring Arbor University 2002 — 2006
BA, Accounting
Daniel Kowalik's SmartBooks Corp. Experience September 2014 - Present
Job Senior Accountant at SmartBooks Corp.
Industry Accounting
Experience
SmartBooks Corp. September 2014 - Present
Actifio July 2013 - September 2014
Acme Packet September 2012 - June 2013
Acme Packet June 2011 - September 2012
KPMG LLP 2006 - 2011
Skills
IFRS, Assurance, Sarbanes-Oxley Act, Financial Accounting, Corporate Tax, Internal Audit, Financial Analysis, International Tax, IT Audit, Income Tax, Financial Modeling, Business Valuation, Financial Audits, Corporate Finance, Valuation, Tax Accounting, Tax Advisory, Consolidation, Enterprise Risk...
Education
Babson College 2002 — 2006
Bachelor of Science (BS), Business Administration - Concentration: Accounting
SmartBooks Corp. September 2014 - Present
Actifio July 2013 - September 2014
Acme Packet September 2012 - June 2013
Acme Packet June 2011 - September 2012
KPMG LLP 2006 - 2011
Skills
IFRS, Assurance, Sarbanes-Oxley Act, Financial Accounting, Corporate Tax, Internal Audit, Financial Analysis, International Tax, IT Audit, Income Tax, Financial Modeling, Business Valuation, Financial Audits, Corporate Finance, Valuation, Tax Accounting, Tax Advisory, Consolidation, Enterprise Risk...
Education
Babson College 2002 — 2006
Bachelor of Science (BS), Business Administration - Concentration: Accounting
Julie K. Mandello's SmartBooks Corp. Experience May 2014 - December 2014
Job Contract Accountant at Nielsen
Industry Accounting
Experience
Nielsen January 2015 - Present
SmartBooks Corp. May 2014 - December 2014
Affinnova, Inc. August 2013 - June 2014
Affinnova October 2012 - July 2013
Keltron Corporation November 2005 - October 2012
O'Keefe Real Estate Team July 2004 - September 2005
Skills
Microsoft Office, Team Building, Microsoft Excel, Market Research, Accounts Payable, Payroll, Bookkeeping, SPSS, Real Estate Transactions, Procurement, Sales, Management, Outlook, Customer Service, Financial Analysis, Budgets, Basic statistics, Negotiation, Accounting, Access, Retail, PowerPoint, Data Analysis, Internet, Inventory Management, Software Documentation, Invoicing, Analysis, Microsoft Word, Time Management, Accounts Receivable, Finance, Human Resources, Marketing Research, Leadership, QuickBooks, Financial Reporting, Competitive Intelligence, Inventory procurement, Revenue Recognition, General Ledger, Microsoft Dynamics, Salesforce.com, ADP Payroll, EPM, XML, Journal Entries, Period End Closing, 1099 Preparation, Concur
Education
Southern New Hampshire University 2014 — 2015
Master's Degree, Accounting
Southern New Hampshire University 2013 — 2014
Bachelor's Degree, Accounting, 3.97
Middlesex Community College 2007 — 2008
AS, Business Management with Accounting Focus, 3.95
Nielsen January 2015 - Present
SmartBooks Corp. May 2014 - December 2014
Affinnova, Inc. August 2013 - June 2014
Affinnova October 2012 - July 2013
Keltron Corporation November 2005 - October 2012
O'Keefe Real Estate Team July 2004 - September 2005
Skills
Microsoft Office, Team Building, Microsoft Excel, Market Research, Accounts Payable, Payroll, Bookkeeping, SPSS, Real Estate Transactions, Procurement, Sales, Management, Outlook, Customer Service, Financial Analysis, Budgets, Basic statistics, Negotiation, Accounting, Access, Retail, PowerPoint, Data Analysis, Internet, Inventory Management, Software Documentation, Invoicing, Analysis, Microsoft Word, Time Management, Accounts Receivable, Finance, Human Resources, Marketing Research, Leadership, QuickBooks, Financial Reporting, Competitive Intelligence, Inventory procurement, Revenue Recognition, General Ledger, Microsoft Dynamics, Salesforce.com, ADP Payroll, EPM, XML, Journal Entries, Period End Closing, 1099 Preparation, Concur
Education
Southern New Hampshire University 2014 — 2015
Master's Degree, Accounting
Southern New Hampshire University 2013 — 2014
Bachelor's Degree, Accounting, 3.97
Middlesex Community College 2007 — 2008
AS, Business Management with Accounting Focus, 3.95
Terry O'Brien's SmartBooks Corp. Experience July 2013 - July 2014
Job Director of Finance & IT, South Shore Elder Services
Industry Nonprofit Organization Management
Experience
South Shore Elder Services August 2014 - Present
SmartBooks Corp. July 2013 - July 2014
Globe Composite Solutions, Ltd December 2012 - July 2013
HESSCO Elder Services October 2011 - December 2012
Computer Sports Medicine, Inc (CSMI) August 2010 - November 2011
Schuremed June 2008 - June 2010
Fidelity Investments December 1983 - January 2004
Fidelity Investments 1990 - 1994
Fidelity Investments 1988 - 1990
Skills
Organizational..., Personnel Management, Deferred Compensation, Change Management, Management, Project Management, Program Management, Finance, Analysis, Accounting, Leadership, Process Improvement, Strategy
Education
Tufts University - The Fletcher School of Law and Diplomacy 1991 — 1991
International Finance
Babson College 1986 — 1989
MBA, Finance
Boston College
B.S., Operations Management
South Shore Elder Services August 2014 - Present
SmartBooks Corp. July 2013 - July 2014
Globe Composite Solutions, Ltd December 2012 - July 2013
HESSCO Elder Services October 2011 - December 2012
Computer Sports Medicine, Inc (CSMI) August 2010 - November 2011
Schuremed June 2008 - June 2010
Fidelity Investments December 1983 - January 2004
Fidelity Investments 1990 - 1994
Fidelity Investments 1988 - 1990
Skills
Organizational..., Personnel Management, Deferred Compensation, Change Management, Management, Project Management, Program Management, Finance, Analysis, Accounting, Leadership, Process Improvement, Strategy
Education
Tufts University - The Fletcher School of Law and Diplomacy 1991 — 1991
International Finance
Babson College 1986 — 1989
MBA, Finance
Boston College
B.S., Operations Management
Marie Dunham's SmartBooks Corp. Experience July 2015 - Present
Job Accountant at SmartBooks Corp.
Industry Real Estate
Experience
SmartBooks Corp. July 2015 - Present
Wellesley Companies August 2009 - November 2012
Skills
Real Estate, Accounting, Property Management, Financial Analysis
Education
University of Massachusetts at Lowell 2008 — 2013
Bachelor of Arts (BA), English and History, Magna Cum Laude
University of Massachusetts at Lowell
Master's degree, Peace Studies and Conflict Resolution
SmartBooks Corp. July 2015 - Present
Wellesley Companies August 2009 - November 2012
Skills
Real Estate, Accounting, Property Management, Financial Analysis
Education
University of Massachusetts at Lowell 2008 — 2013
Bachelor of Arts (BA), English and History, Magna Cum Laude
University of Massachusetts at Lowell
Master's degree, Peace Studies and Conflict Resolution
Shameer Ghaswala's SmartBooks Corp. Experience November 2011 - July 2012
Job Accountant at Charles River Laboratories
Industry Accounting
Experience
Charles River Laboratories July 2012 - Present
SmartBooks Corp. November 2011 - July 2012
Brown Brothers Harriman December 2010 - November 2011
EZ Tax and Accounting Services, Inc. January 2010 - May 2011
Bentley University May 2006 - May 2010
Skills
QuickBooks, Accounts Payable, Account Reconciliation, Auditing, Internal Controls, Tax Preparation, Access, Bookkeeping, Customer Service, Microsoft Office, Small Business, Employee Benefits, Financial Reporting, General Ledger, Financial Services
Education
Bentley University 2009 — 2010
MS, Accounting
Bentley University 2005 — 2009
BS, Corporate Finance and Accounting
Cambridge Rindge and Latin School 2001 — 2005
Charles River Laboratories July 2012 - Present
SmartBooks Corp. November 2011 - July 2012
Brown Brothers Harriman December 2010 - November 2011
EZ Tax and Accounting Services, Inc. January 2010 - May 2011
Bentley University May 2006 - May 2010
Skills
QuickBooks, Accounts Payable, Account Reconciliation, Auditing, Internal Controls, Tax Preparation, Access, Bookkeeping, Customer Service, Microsoft Office, Small Business, Employee Benefits, Financial Reporting, General Ledger, Financial Services
Education
Bentley University 2009 — 2010
MS, Accounting
Bentley University 2005 — 2009
BS, Corporate Finance and Accounting
Cambridge Rindge and Latin School 2001 — 2005
Dorothy Jarvis's SmartBooks Corp. Experience October 2013 - November 2014
Job Club Accountant at The International Golf Club
Industry Accounting
Experience
SmartBooks Corp. October 2013 - November 2014
Atlantic components 2004 - 2013
Americana Hospitality Group August 1988 - September 2000
Skills
Accounting, Accounts Receivable, Accounts Payable, Financial Reporting, Journal Entries, QuickBooks, Account Reconciliation, General Ledger, Bookkeeping, Peachtree, Team Management, Customer Support, Vendor Relations, Restaurant Management, Inventory Control, Warehouse Management, Logistics, Customer Service
Education
University of Massachusetts Lowell 2009 — 2009
Did not earn a degree while attending the Univeristy, Creative writing
Middlesex Community College 2006 — 2009
Associate's degree, Business Management/Accounting, 3.8 GPA
SmartBooks Corp. October 2013 - November 2014
Atlantic components 2004 - 2013
Americana Hospitality Group August 1988 - September 2000
Skills
Accounting, Accounts Receivable, Accounts Payable, Financial Reporting, Journal Entries, QuickBooks, Account Reconciliation, General Ledger, Bookkeeping, Peachtree, Team Management, Customer Support, Vendor Relations, Restaurant Management, Inventory Control, Warehouse Management, Logistics, Customer Service
Education
University of Massachusetts Lowell 2009 — 2009
Did not earn a degree while attending the Univeristy, Creative writing
Middlesex Community College 2006 — 2009
Associate's degree, Business Management/Accounting, 3.8 GPA