Senior Accountant at Keystone Partners LLC
Greater Boston Area
Senior Accountant at Keystone Partners LLC
Greater Boston Area
(Privately Held; Executive Office industry)
September 2009 — Present (3 months)
(Public Company; TPR; Education Management industry)
April 2009 — September 2009 (6 months)
(Public Company; TPR; Education Management industry)
December 2007 — April 2009 (1 year 5 months)
(Privately Held; 1001-5000 employees; Hospital & Health Care industry)
November 2005 — November 2007 (2 years 1 month)
• Participate in all aspects of the month-end close (bank reconciliations, fixed assets, accruals, reconciliations, analysis of accounts, creation of executive reporting schedules, etc.)
• Prepare invoices and detailed reconciliations for clients
• Process full cycle accounts payable
• Coordinate generation of monthly Sales and Use Tax Returns and annual 1099’s
• Monitor cash account and record cash receipts on a daily basis
• Train new employees on Great Plains Accounts Payable system
• Monitor and record Stock Option Activity and maintain option ledgers using option specific software
• Assist Accounting Manager and Assistant Controller with preparation for yearly financial audit
• Assist in establishment and maintenance of internal controls, policies and procedures
• Miscellaneous ad-hoc projects assigned by VP Finance and Assistant Controller
• Maintain required records, reports and files in an organized manner
(Public Company; 1001-5000 employees; TER; Semiconductors industry)
June 2004 — November 2005 (1 year 6 months)
Financial Analyst, FP&A
• Gather, analyze, and publish key financial information from all divisions in a set of reports distributed weekly to CEO, CFO, and executive committee
• Provide quarterly Earnings Call response information to CEO/CFO
• Assist in preparation of quarterly business review data that is distributed to CEO, CFO, and members of executive committee
Revenue Analyst, Semiconductor Test Division
• Maintain order integrity and consult with sales and A/R groups on proper invoicing policies and techniques using the Oracle Order Entry and Accounts Receivables ERP modules
• Reconcile various Balance Sheet accounts and prepare and enter journal entries to ensure proper revenue recognition
• Provide support for account analysis, reconciliation, and gap analysis against forecasts and/or prior periods
• Process and distribute all customer invoices for the division
(Partnership; 51-200 employees; Venture Capital & Private Equity industry)
April 2003 — May 2004 (1 year 2 months)
• Responsible for efficiently maintaining the recruiting database on a daily basis
• Trained new employees on the recruiting database software
• Took ownership of report preparation to support weekly recruiting status meetings with partners
• Provided general office support and floating administrative support to Human Capital partner
• Supported production and packaging of materials for performance reviews and project summary binders for benefits implementation and other strategic human capital initiatives
Bachelors , Corporate Finance & Accounting , 2000 — 2004