Maria Varela Almeida
Roxbury,MA
Summary
Goal-oriented professional offering many years of experience within non-profit and for-profit organizations. Expert in advising business executives to achieve financial goals and growth targets. Accomplished in improving financial operations by introducing robust internal controls, processes, and standards. Accomplished professional with several years of expertise overseeing accounting functions for multinational companies. Proficient in directing end-to-end accounting cycles, financial reporting and policy and procedure development. Well versed in us gaap, ifrs and other statutory requirements.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Controller
Cardiovascular Clinical Sciences
Boston, MA
03.2023 - Current
- Manage all aspects of accounting and finance for the company, reporting to the CEO
- Responsible for month-end close, including cash and balance sheet reconciliation, booking journal entries & accruals
- Produce budgets, variance analysis, and cash flow forecasts
- Responsible for reviewing payroll and HR functions in connection with the PEO service
- Responsible for coordinating with external Audit and Tax firms
- Recovered $3M in revenue by reviewing their general ledgers and invoices for studies and related passthrough costs not previously invoiced
- Redesign the price biding grid by automating it and making it more comprehensive
- Redesign the general ledger to clearly show the passthrough related to studies and company expenses to manage expenses and invoicing effectively
- Worked with departments to implement a uniform invoicing creation and review process that significantly increased efficiency and decreased questions from Sponsors
- Prepared and participated in study bidding that won the company $8M in revenue against its competitors
Controller
Browne Consulting Group
Boston, MA
10.2021 - 03.2023
- Direct and oversee all aspects of client engagement monthly/quarterly financial close
- Responsible for performing and overseeing various tasks related to the month and quarter-end close, including cash reconciliation, balance sheet accounts, booking journal entries, preparing, and reviewing stock compensation (using Black-Scholes Model or Cartar reports)
- Draft and review financial statements, analyses, footnotes, disclosures, and other support for SEC filings
- Prepare investors and board related financial reports and deck
- Produce budgets, variance analysis, and cash flow forecast
- Support Series A and Series B Preferred Stock financings, including preparation of necessary documents
- Process invoices for payment and makes payment once approved by each respective party
- Responds to vendor's inquiries about invoices and payments
- Work closely with a technical accounting firm to address any technical accounting issues
- Direct contact for anything related to finance and accounting of the clients I provide service
- Coordinate with brokers to enroll the client int the benefits
- Prepare/review payroll using ADP and Insperity
- Prepared quarterly R&D and G&A accruals
- Supervise, train and, guide senior accountants who work on my clients
- Responsible for interacting and coordinating with external Audit, Tax, and Valuation firms to manage the necessary deliverables and review deliverables
- Oversee all aspects of onboarding new employees
- Developed the Stock-Based compensation training materials for the training of new employees
- Implemented Carter for new clients
Director, Financial Reporting (consulting)
Nexamp Inc.
Boston, MA
06.2021 - 10.2021
- Prepare monthly and quarterly financial reports, including management reports under US GAAP and IFRS
- Assist SVP of Accounting and the FP&A team on annual budget, monthly/quarterly re-forecast, and budget to actual analysis
- Conduct technical accounting research according to US GAAP and IFRS for the issuance of Series 1D preferred shares, swap analysis, equity method investment and HLBV
- Prepare, maintain, and report internal and external financial records, metrics and analysis for management and investors
- Serve as the main point of contact for the investors and provide them with the necessary financial reports needed to report to Mitsubishi Corporation
- Responsible for coordinating the audit and manage the necessary deliverables
- Review lease (ground leases, office leases and vehicle leases) accounting for both US GAAP and IFRS
- Prepare and review debt roll forward, capitalized project development roll forward, investment roll forward, etc
- For both US GAAP and IFRS
Accounting Manager
MASSMUTUAL
Boston, MA
12.2018 - 05.2021
- Develop and implement effective strategies to control overall equity method investment by evaluating business results, while focusing on accomplishing targeted goals
- Manage accounting journal entries as well as troubleshoot technical accounting issues to streamline overall productivity and effectiveness
- Offer proactive support regarding sale of MassMutual Asia Limited to Yunfeng Financial Group and Oppenheimer Funds, Inc
- To Invesco by spotting/ rectifying issues and addressing accounting questions
- Conduct technical accounting research according to standard policies and procedures to achieve desired results
- Perform various tasks comprising financial statements assessment, progress reports development, and ad-hoc projects management
- Optimized overall performance by assisting in monitoring process of US GAAP/ SEC developments, evaluating the impacts of new accounting rules, and improving subsidiaries’ work papers for consistency and comparability
- Achieved organizational objectives by reviewing overall data and supporting FP&A team with modeling and analyzing financial results
- Spearheaded and delivered complex projects with keen focus on project outcomes and deliverables
- Facilitate training to new and existing team members and work closely with the Head of Investment Accounting to overseen about five team members
- Increased audit efficiency by working closely with auditors to provide timely support, leading to timely audit issuance
Senior Auditor
ERNST & YOUNG
Boston, MA
10.2016 - 11.2018
- Delivered exceptional performance in investigating balance sheet and income statement accounts, whilst leading cross-functional teams
- Created and executed strategic techniques to manage and review analytics associated with financial statement balances, sources of income/ expenditures, and other metrics for bank, hedge funds, private equities, and mutual funds clients
- Performed financial statement audits in compliance with Generally Accepted Auditing Standards (GAAP) through strategic analysis, planning, and implementation to achieve desired results
- Performed multiple duties including budgeting and forecast, task delegation, audit reports development, and overall team performance management
- Created and delivered training to team members to augment performance quality and efficiency
- Fostered, strengthened, and maintained effective relationship with clients by identifying and resolving technical accounting issues according to standards
- Reviewed SEC fillings (e.g., 10-Q, 10-K) and related footnotes
- Reduced scope work and the charge to client by $50k by conducting audit
Senior Tax Accountant
ERNST & YOUNG
Boston, MA
10.2015 - 09.2016
- Devised and deployed robust plans to identify proper treatment of accounts by reviewing state and federal income tax returns for investing partnerships, real estates, foreign corporations, foreign filings (1042, FBARs, 5471, 926, and 8858), and financial statements
- Provided assistance to energetic teams regarding $500K worth of client proposals to ensure client satisfaction and future success
- Utilized outstanding knowledge of accounting and finance to resolve any kind of queries from partners, senior manager, staff, and clients
- Enhanced client satisfaction and retention rate by providing exceptional customer service, discussing tax documents, offering dynamic solutions
- Achieved and exceeded targeted deadlines during peak season by collaborating with Indian and United State teams
- Reduced overall working time of staff by creating standardized paperwork and training for staff and senior managers
Education
Master of Science - Taxation
Bentley University
Waltham, MABachelor of Science - Corporate Accounting & Finance
Bentley University
Waltham, MASkills
- Strategic Planning & Execution
- Team Building & Leadership
- Accounting Operations Management
- GAAP & Tax Preparation
- Continuous Process Improvement
- Training & Development
- Client Satisfaction & Retention
- Exceptional Customer Service
- NetSuite Implementation
- Budgeting & Forecast
- Project Management
- Accounting & Finance Management
- Regulatory Compliance
- Account reconciliation
- AP/AR invoicing
- Payroll processing
- Public accounting
- Internal controls
Certification
Certified Public Accountant (CPA)
Languages
- English
- Portuguese
- Spanish
Project Management Certifications
Project Management Foundation
Timeline
Controller
Cardiovascular Clinical Sciences
03.2023 - Current
Controller
Browne Consulting Group
10.2021 - 03.2023
Director, Financial Reporting (consulting)
Nexamp Inc.
06.2021 - 10.2021
Accounting Manager
MASSMUTUAL
12.2018 - 05.2021
Senior Auditor
ERNST & YOUNG
10.2016 - 11.2018
Senior Tax Accountant
ERNST & YOUNG
10.2015 - 09.2016
Master of Science - Taxation
Bentley University
Bachelor of Science - Corporate Accounting & Finance
Bentley University
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