Charles River CFO, Inc.

Controller

• Cost accounting and controls
• Implement processes to control costs and assess profitability of manufacturing operations
• Implement processes to monitor, value, and account for inventory assets
• Oversee daily accounting and ensure accurate financial reporting
• Assess, manage, and apply process improvement to the monthly close process
• Manage cash flow, debt, and collections to maintain liquidity and financial stability
• Create and monitor budgets and forecasts

Controller, PT Hybrid

• Lead all accounting operations in support of executive management
• Ensure compliance with GAAP , NCUA , and other regulatory reporting requirements
• Coordinate annual financial audits and quarterly reviews with external auditors
• Implement and maintain effective accounting and internal control frameworks
• Manage internal control audits and risk assessments
• Analyze and report monthly, quarterly, and annual financial results
• Prepare materials and presentations for management and board meetings
• Oversee treasury management, liquidity, and cash flow forecasting
• Assist with budgeting, financial planning, and performance analysis

PT Remote Controller, Credit Union Industry

Accountant

• Perform general ledger accounting, accounts payable, and accounts receivable functions
• Research and reconcile discrepancies
• Audit and verify financial documents
• Follow and maintain internal controls
• Conduct financial analysis as requested
• Work collaboratively under the client’s Controller to support daily accounting operations

Part-Time Accountant – Non-Profit

Part-Time Accountant – Credit Union Industry

• Close out and finalize the Organization’s FY 2024 financial records
• FY 2026 budget planning and creation
• Cash flow projections and modeling
• Review of monthly expense reports / functional expense line items
• Invoice auditing
• Perform other tasks as assigned

Interim Controller

Financial Planning and Analysis

• Provide strategic leadership and oversight for all financial operations.
• Manage accounting, budgeting, forecasting, and financial reporting functions.
• Deliver insightful financial guidance to support executive and board-level decision-making.
• Partner with leadership to align financial strategy with business goals in e-commerce and digital customer experience.
• Lead financial planning and analysis (FP&A), operational planning, and performance tracking.
• Support strategic initiatives including mergers and acquisitions (M&A).
• Oversee compliance, investor relations, and risk management.
• Leverage data and technology to optimize financial performance and enable scalable growth.

Fractional CFO, Travel Industry

• Collaborates with executive staff and departmental teams to develop, implement, maintain, and control essential operating, financial, and information systems.
• Defines and tracks key performance indicators and strategic objectives, reporting results to the executive team.
• Advises senior leadership on the impact of long-term planning, new initiatives, and regulatory developments.
• Oversees the organization’s fiscal functions and financial performance.
• Builds credibility for the finance department by delivering timely, accurate analysis of budgets, financial reports, and trends to support executive decision-making.
• Improves operational effectiveness by developing and enforcing policies, procedures, and systems organization-wide.