Facilitated strategic insights and guidance to enhance fiscal planning processes within agency.
Engaged with central office and regional teams to optimize financial workflows and support organizational growth.
Managed federal grant administration and reporting to ensure compliance and optimize financial performance.
Assessed effective use cases of agency funding to support agency and state goals while navigating various line-item constraints and funding programs.
Analyzed payroll accounts and staffing levels to ensure compliance with state finance law and federal regulations, enhancing service delivery efficiency.
Redesigned state procurement framework to facilitate effective management of federal grant funds and streamline operations across state agencies.
Led fiscal team to deliver timely and supportive responses to financial information requests from internal and external stakeholders.
Reviewed and approved fiscal recommendations to enhance financial planning and provide critical insights to senior management and program staff.
Finance Director (Acting Chief Financial Officer) (Full-time)
Commonwealth of Massachusetts/DOER
09.2023 - 06.2024
Exhibited strong leadership capabilities while overseeing comprehensive fiscal management strategies.
Directed implementation of comprehensive financial systems across agency operations.
Oversaw state procurement process for encumbrance of federal grant funds to ensure effective distribution to local agencies.
Collaborated with executive staff to oversee fiscal planning initiatives across agency operations.
Directed and supervised fiscal staff to ensure efficient and precise operations.
Evaluated and authorized financial planning and control recommendations, ensuring alignment with organizational goals.
Assisted functional heads in reviewing business operations from a financial perspective. Supported identification of growth drivers and challenges within the agency. Collaborated with teams to enhance financial understanding and strategic planning.
Directed fiscal and program leadership for project, overseeing administrative processes, fiscal management, subcontract management, and accounting practices.
Finance Operations Manager (Contract)
National Grid/ICON
07.2022 - 10.2022
Spearheaded ad hoc analysis initiatives to optimize cost efficiency.
Oversaw review and verification processes for vendor payments.
Directed implementation of financial systems across regional operations.
Directed project initiatives to enhance accuracy of vehicle utilization tracking.
Deputy Director of Finance (Full-time)
Commonwealth of Massachusetts/EOHLC
08.2020 - 07.2022
Leveraged extensive financial management expertise to guide teams and drive strategic initiatives.
Ensured adherence to federal (FAR) and state contracting regulations and policies to support organizational integrity.
Managed deployment of financial systems to enhance operational efficiency within the agency.
Provided expertise on operational aspects of agency financial systems to enhance efficiency.
Collaborated with IT to implement application improvements that address agency needs.
Directed procurement operations for encumbrance of federal grant funds, facilitating timely allocation to local agencies.
Partnered with fiscal director and senior management to drive financial strategy aimed at optimizing agency performance.
Provided leadership to fiscal team, facilitating timely and supportive responses to financial inquiries from municipalities and agencies.
Reviewed and approved fiscal recommendations to enhance financial oversight and support senior management decision-making.
Led cross-functional collaboration with functional heads to analyze business performance from a financial standpoint. Identified key growth drivers and challenges impacting agency success. Developed strategic insights to inform decision-making processes.
Led project fiscal and program initiatives to ensure compliance with planning policies and procedures while managing administrative functions.
Conducted comprehensive reviews of departmental financial records utilizing Power BI for enhanced accuracy.
Directed efforts in the implementation and enhancement of financial applications, ensuring alignment with agency objectives.
Established and nurtured effective working relationships with public and private sectors alongside academic institutions to facilitate knowledge exchange and collaboration.
Analyzed financial needs and allocated funds effectively, ensuring adherence to established spending priorities.
Achieved improved software performance through effective issue management and client security enhancements. Delivered robust solutions that strengthened data protection and user satisfaction.
Facilitated staff understanding of cost analysis principles and effective fiscal allocation strategies.
Evaluated existing procedures and suggested improvements to drive cost efficiency and revenue growth.
Reviewed accounting documentation to ascertain financial requirements for optimal operational performance and program execution.
Analyzed financial data and submitted recommendations for budget adjustments to support organizational goals.
Facilitated communication among planning staff and policy representatives to maximize the application of existing knowledge and data.
Developed and implemented electronic systems to streamline processes for documenting, reconciling, and analyzing data.
Consulted with staff to optimize functionality and support the transition to newly implemented systems and procedures.
Evaluated financial data and communicated insights regarding departmental financial status to stakeholders.
Established clear communication channels with customers, vendors, and employees to ensure seamless operations.
Senior Financial Analyst (Full-time)
PTC
05.2017 - 08.2019
Collaborated with department heads and executives to enhance forecast accuracy and accountability.
Oversaw management of $1 billion in revenue streams.
Led business and corporate finance initiatives as a functional project manager for SAP implementation.
Collaborated with executives and department heads to oversee SAP project implementation lifecycles, ensuring timely achievement and documentation of all project milestones in JIRA.
Oversaw enterprise and data analytics initiatives for US and global finance divisions.
Facilitated communication and collaboration as primary liaison for SAP implementation.
Collaborated with department heads and executives to oversee P&L management for sales and marketing initiatives.
Facilitated implementation of efficient business models across organization in collaboration with regional director.
Redesigned and streamlined KPI management reporting to align operational performance with financial outcomes.
Spearheaded development and maintenance of comprehensive management reporting and analytical insights.
Facilitated preparation and participation in quarterly and annual business operations reviews.
Spearheaded implementation of innovative initiatives within sales and marketing to enhance subscription service offerings.
Collaborated with sales executives to develop annual and quarterly budgets for global sales initiatives.
Developed financial models to evaluate sales productivity compensation and optimize expense management controls.
Oversaw associate-level staff within business finance team, ensuring effective performance and collaboration.
Drove monthly budget and forecast accuracy exceeding 90% through development and implementation of a comprehensive sales and marketing planning process.
Senior Financial Analyst (Full-time)
Centage Corporation
09.2013 - 05.2017
Led financial planning and budgeting teams as a consultant at client locations.
Directed CFO and controllers in formulating a comprehensive project plan for budget completion utilizing Budget Maestro software and Jira.
Executed consulting services to develop comprehensive client budgets.
Conducted client interviews to identify business nature, budgeting methodology, and reporting requirements.
Served as subject matter expert and liaison, facilitating resolution of technical software issues for clients and staff.
Directed implementation of highly complex financial technology projects, ensuring alignment with organizational goals.
Enhanced client financial reporting systems through software optimization.
Enhanced visibility of cloud performance and spearheaded implementation initiatives to optimize Budget Maestro performance.
Facilitated user training and support for effective software planning and functionality.
Diagnosed and resolved systemic issues through effective troubleshooting and collaboration with IT teams.
Collaborated with clients to formulate a comprehensive project plan, facilitating transition into the design phase of budget creation using acquired technology.
Oversaw software documentation processes and developed user modules for client implementation.
Mentored and directed associate-level staff on adherence to company policies and procedures.
Senior Budget Analyst (Full-time)
Commonwealth of Massachusetts/DDS
08.2012 - 09.2013
Developed and implemented financial strategies for two regional offices, ensuring effective management of ten area offices and two hundred vendor relationships.
Analyzed budgetary data and generated reports for area offices, facilitating informed decision-making for area directors.
Analyzed regional workforce data to generate precise payroll forecasts.
Reviewed and analyzed vendor budget performance metrics to guarantee adherence to established budgetary limits.
Conducted thorough review of historical financial data to ensure appropriate vendor contracts were established.
Coordinated efforts with area offices and vendors to streamline contract modifications for the upcoming fiscal year.
Oversaw strategic financial communications with area directors and vendors, promoting cohesive teamwork and improved operational outcomes.
Managed liaison activities to address vendor expense and payroll concerns, ensuring alignment between area offices and regional operations.
Oversaw development and execution of strategies aimed at optimizing vendor relations and ensuring robust account management.
Conducted comprehensive assessments of vendor invoicing and departmental spending to identify and forecast financial trends.
Coordinated all aspects of contracting and fiscal management for residential day and family support programs, including budget creation and payment history documentation.
Education
Master of Business Administration - undefined
Endicott College
Beverly, MA
01.2014
Bachelor of Science - Business Administration
Emmanuel College
Boston, MA
01.2006
Skills
Compiled and presented detailed financial reports, highlighting key performance indicators and trends for stakeholder review
Certification
Lean Six Sigma certification, 2019-01-01
PMP certification, 2014-01-01
Timeline
Chief Financial Officer (Full-time)
Commonwealth of Massachusetts/DYS
06.2024 - Current
Finance Director (Acting Chief Financial Officer) (Full-time)
Peer Support Manager (Program Manager IV) at Commonwealth of Massachusetts- DPPCPeer Support Manager (Program Manager IV) at Commonwealth of Massachusetts- DPPC