Joseph Capuano
Stoneham
Summary
Results-driven Financial Operations Associate skilled in budgeting, forecasting, and financial reporting. Experienced in implementing ERP systems and enhancing sales compensation processes. Specializes in financial analysis, risk management, and regulatory compliance, driving process improvements that optimize performance. Financial Aid Officer with a strong background in document processing and student support, dedicated to advancing organizational goals.
Overview
14
14
years of professional experience
Work History
Finance Operations Associate
Bamboo Rose
01.2025 - 01.2026
- Oversaw cash and revenue forecasting for SaaS business, contributing to strategic financial planning and decision-making.
- Managed global sales compensation for all sales reps, overseeing sales tracking, reconciliation, commission calculation, and systems management to ensure accurate and timely compensation.
- Managed Global Professional Services compensation for Quarterly, Semiannual, and Annual bonuses.
- Coordinated with sales groups on SaaS subscription billing and renewals, enhancing alignment between teams and streamlining processes.
- Assisted in implementing a new ERP System focusing on Annual Recurring Revenue and Services Modules.
Financial Analyst, Finance Business Partner
WAVE LIFESCIENCES
01.2023 - 01.2025
- Managed the budgeting, forecasting, and financial reporting for all G&A functions and Wave’s Alpha-1 rare disease clinical trial from pre-clinical to Phase 1 completion.
- Led annual planning process for G&A functions and Alpha-1 clinical trial, mentoring business users in departmental financial planning.
- Built and maintained complex management reports, dashboards and models for all G&A functions, and Board of Directors.
- Contributed to ERP system enhancements and process improvements, ensuring alignment with departmental objectives.
- Fostered development of business users and teammates, creating SOPs and providing cross-functional training.
Finance Operations Analyst
NEXCELOM BIOSCIENCE, Revvity
01.2020 - 01.2022
- Managed sales compensation for all sales representatives, overseeing global sales tracking, reconciliation, commission calculations, and systems management to maintain alignment with compensation plans.
- Oversaw P&L monitoring, profitability analysis, and EBITDA evaluation.
- Executed transactional accounting functions, including accounts receivable, cash applications, accounts payable, sales reconciliations, accruals, and monthly close for US and UK branches, ensuring accurate financial reporting.
- Processed payroll, national insurance, and pension for UK branch, ensuring compliance with regulations and timely disbursements.
- Assisted production and operations with inventory and material review.
Invoicing Specialist, 3rd Party Sales Compensation
WATSON MARLOW FLUID TECHNOLOGY GROUP
Wilmington
01.2018 - 01.2020
- Managed sales operations by accruing and processing third-party sales commissions, analyzing sales margins, and reporting operational performance to support decision-making.
- Managed the recognition of $140M in revenues by processing orders and projects, handling returns of materials, and executing credit and re-billing of invoices.
- Implemented ISO 9001:2015 management framework to ensure compliance and enhance quality management across the organization.
Accounts Receivable Specialist
WATSON MARLOW FLUID TECHNOLOGY GROUP
Wilmington
01.2016 - 01.2018
- Managed 700+ accounts, enhancing aging receivables management.
- Oversaw Credit Hold and Releasing process, ensuring timely resolution of account issues.
- Managed customer invoicing processes to ensure timely billing.
- Reconciled accounts to maintain accurate financial records.
- Facilitated payment collections through effective communication with clients.
Bookkeeper
CITY of SOMERVILLE –COMMUNITY of SCHOOLS
Somerville
01.2013 - 01.2016
- Managed cash receivables and reconciled all accounts, ensuring accuracy and financial integrity.
- Prepared business and financial reports using MUNIS financial software, supporting informed decision-making.
- Conducted ad hoc financial analyses for directors and superintendent, enhancing strategic planning.
- Managed the financials, contracts, and transactional accounting for a $1.5M per year afterschool program.
MRP Controller, Purchase Part Planner
RAYTHEON INTEGRATED DEFENSE SYSTEMS
Andover
01.2012 - 01.2013
- Managed supply, procurement, and purchasing for Raytheon in compliance with government contracts.
- Purchased materials for all integrated defense programs.
- Developed and implemented strategic demand planning to optimize procurement prices and costs.
- Coordinated plant inventory to streamline purchasing and reduce excess materials.
- Recognized for taking on a role to monitor and eliminate excess inventory which saved the company millions of dollars.
- Facilitated communication among teams to address and resolve supply, demand, and technical challenges.
- Generated requisitions for programs in need of additional funding.
Education
Master of Business Administration (MBA) - Finance
Southern New Hampshire University
Manchester, NH01.2014
Bachelor of Arts - Organizational Communication
Assumption College
Worcester, MA01.2010
Skills
- Financial reporting
- Budget forecasting
- Revenue forecasting
- Cash forecasting
- Cost control
- Financial planning
- Revenue recognition
- Bank reconciliation
- Accounts reconciliation
- Auditing
- ERP implementation
- Oracle NetSuite
- SAP
- Microsoft Dynamics
- QuickBooks
- Workday
- Adaptive
- OfficeConnect
- Microsoft Teams
- Data modeling
- Process improvement
- Project management
- ISO 9001:2015 Certified
- Financial software
- GAAP
- CRM
- Microsoft Office
- Training
Timeline
Finance Operations Associate
Bamboo Rose
01.2025 - 01.2026
Financial Analyst, Finance Business Partner
WAVE LIFESCIENCES
01.2023 - 01.2025
Finance Operations Analyst
NEXCELOM BIOSCIENCE, Revvity
01.2020 - 01.2022
Invoicing Specialist, 3rd Party Sales Compensation
WATSON MARLOW FLUID TECHNOLOGY GROUP
01.2018 - 01.2020
Accounts Receivable Specialist
WATSON MARLOW FLUID TECHNOLOGY GROUP
01.2016 - 01.2018
Bookkeeper
CITY of SOMERVILLE –COMMUNITY of SCHOOLS
01.2013 - 01.2016
MRP Controller, Purchase Part Planner
RAYTHEON INTEGRATED DEFENSE SYSTEMS
01.2012 - 01.2013
Master of Business Administration (MBA) - Finance
Southern New Hampshire University
Bachelor of Arts - Organizational Communication
Assumption College