Experienced accounting leader with strong focus on financial strategy, compliance, and operational efficiency. Adept at fostering team collaboration and adapting to changing needs to achieve impactful results. Skilled in financial analysis, budgeting, forecasting, and regulatory reporting. Recognized for reliability, integrity, and results-driven approach.
Overview
30
30
years of professional experience
Work History
Director of Accounting
Convergent Dental Inc.
Needham, MA
01.2022 - Current
Managed day-to-day accounting functions including A/P, A/R, inventory, general ledger, and reporting.
Responsible for the development, implementation, and documentation of accounting policies and procedures.
Responsible for development, implementation, and documentation of accounting policies and procedures.
Led adoption of new accounting standards including (ASC 606 & ASC 842).
Oversaw all A/P, A/R, inventory, general ledger, and reporting.
Coordinated with external auditors to facilitate thorough bank and financial audits.
Privately owned dental equipment and technology company and developer of Solea, the world's first computer-aided, CO2 laser system to ever be cleared by the FDA for both hard and soft tissue indications.
Sr. Accounting Manager
Convergent Dental Inc.
Needham, MA
01.2018 - 01.2021
Administered the Netsuite system.
Led cross-functional team on implementation of NetSuite ERP
Successfully executed implementation of standard costing
Led cross functional team in establishment of standard costing
Managed the month-end closing and financial statement preparation process.
Oversaw all A/P, A/R, inventory, general ledger, and reporting.
Managed Netsuite system administration to ensure optimal functionality and support for financial processes
Accounting Manager
Convergent Dental Inc.
Needham, MA
01.2014 - 01.2017
Preparation of cash, income statement, and balance sheet forecasts.
Collaborated with operations departments to develop KPIs and streamline reporting processes
Managed payroll and benefits processes to ensure compliance and accuracy.
Oversight of payroll, benefits, and HR
Led the annual audit process.
Developed automated integrations between NetSuite and Salesforce
Managed monthly, quarterly, and annual sales tax filings.
Privately owned dental equipment and technology company and developer of Solea, the world's first computer-aided, CO2 laser system to ever be cleared by the FDA for both hard and soft tissue indications.
Assistant Controller
National Dentex Corporation
Natick, MA
01.2013 - 01.2014
Led cross-functional team to implement modified reporting and data structure, enhancing reporting accuracy and accessibility.
Created a robust board level financial reporting package including consolidated financial statements, balance sheet, statement of cash flows, and KPIs.
Contributed to accounting re-location and trained Florida-based accounting and FP&A staff.
Directed finance team in implementing Cognos BI software, improving data analysis and reporting capabilities.
Contributed to team efforts Oracle R-12 upgrade team.
Large manufacturer of custom-fabricated dental prostheses with annual revenues of $190 million serving an active customer base of over 28,000 dentists from their 42 full-service and 4 branch dental laboratories.
Accounting Manager
National Dentex Corporation
Natick, MA
01.2007 - 01.2013
Manage department consisting of 4 senior level staff accountants.
Consolidated financial results for forty-five facilities, multiple corporate cost centers, and foreign operations.
Calculated WIP, finished goods in inventory, and inventory market valuation adjustments.
Provide detailed analysis of budget to actual results on a facility and consolidated level.
Coordinated annual budgeting process for facilities and corporate cost centers, aligning financial goals with operational strategies.
Analyzed budget to actual results at facility and consolidated levels, identifying variances and supporting strategic decision-making.
Partnered with external auditors on annual audit.
Created a new board-level financial reporting package.
Participated in the successful conversion of company from public to private without any interruption of accounting operations.
Led seamless conversion of general ledger data for multiple acquired facilities from Great Plains to Oracle.
Performed Sarbanes-Oxley and key item inventory control procedure audits for several facilities.
Maintained level of 95% Sarbanes-Oxley compliance on accounting department key controls.
Responsible for adaptation of financial reporting to reflect company change from publicly traded to privately held.
Completed purchase accounting and subsequent integration of acquired dental labs
Adapted financial reporting to reflect the company's transition from publicly traded to privately held.
Large manufacturer of custom-fabricated dental prostheses with annual revenues of $190 million serving an active customer base of over 28,000 dentists from their 42 full-service and 4 branch dental laboratories.
Division Controller
Casella Waste Services
Southbridge, MA
01.2006 - 01.2007
In addition to managing staff of 4 up to 8, including clerical, staff and middle management level members, responsibilities included reporting of financial results, day-to-day management of billing, collections, accounts payable, oversight of purchasing, capital management, and human resources, for multiple facilities, (including two start-up facilities) of a waste removal company with annual net revenues of $500 million.
Extensively worked with Division General Managers on development of profit improvement strategies centered on productivity, pricing, and the management of collectability risks.
Forecasted sales volume, profitability, and cash flow on weekly, monthly, annual, and multi-year basis to inform financial planning.
Administered annual budgeting process to align financial resources with organizational goals.
Provided detailed analysis of budget to actual results on a facility and consolidated level.
Provide consolidated financial reporting to departmental supervisors, facility managers, senior management, and outside auditors.
Contributed to multiple re-organizations and management changes.
Managed cost tracking on several multi-million-dollar landfill construction projects.
Managed Sarbanes-Oxley compliance independently.
Executed collection activities to recover outstanding debts from clients.
Regional solid waste management organization providing waste removal and recycling services to a wide array of residential, municipal, and commercial customers.
Business Unit Controller
Waste Management of MA
Westboro, MA
01.2005 - 01.2005
Managed the complete accounting, financial reporting, and operations analysis for a group of four separate businesses (i.e., collection, transportation, transfer, and landfill).
Developed and presented monthly, quarterly, and annual forecasts to inform strategic decision-making.
Prepare monthly, quarterly, and annual forecasts
Mentored junior accounting staff on best practices
Collaborated with operations to develop and implement cost-saving measures, enhancing overall financial performance.
Financial Analyst
Waste Management of MA
Westboro, MA
01.2004 - 01.2005
Preparation of and analysis of monthly, quarterly, and annual budgets
Developed monthly, quarterly, and annual forecasts to project financial performance and guide decision-making.
Conducted analysis and variance reconciliation of monthly financial statements to identify discrepancies and ensure accuracy
Senior Accountant
Waste Management of MA
Westboro, MA
01.2002 - 01.2004
Executed monthly close process for 4-7 business units, ensuring timely and accurate financial reporting
Prepared and entered journal entries, processed intercompany transactions, and generated financial statements to support management decision-making
Conducted physical inventories and variance analysis to budget, performing monthly audits of field locations for compliance and accuracy
Accounting Manager
Bickford’s Family Restaurants
Boston, MA
01.2000 - 01.2002
Supervised 2 staff level accountants, enhancing team efficiency and accuracy in financial reporting.
Managed complete general accounting, financial reporting, and analysis for 65 family restaurants and corporate, including 10 cost centers.
Prepared annual budgets for 70 business units as well as corporate departments
Prepared consolidated operating reports for multiple locations and business segments
Prepared consolidated operating reports for multiple locations and business segments, facilitating informed decision-making.
Tracked fixed assets records to ensure accuracy and compliance.
Maintained all general accounting on Solomon G/L system.
Supervised staff of 2 staff level accountants.
Maintained fixed assets tracking
Developed and implemented internal auditing program, resulting in 75% reduction in cash losses.
Staff Accountant
Bickford’s Family Restaurants
Boston, MA
01.1997 - 01.2000
Prepared and entered journal entries, processed intercompany transactions, and generated monthly financial statements to ensure accurate financial reporting.
Conducted physical inventories, performed variance analysis against budget, and audited monthly financial procedures at field locations to maintain compliance and accuracy.
Collaborated with outside vendors on projects including implementation of new computer and phone systems to enhance operational efficiency.