Qualifications Summary:
Results-oriented accounting supervisor with nearly 15 years of experience with an in-depth understanding of the construction industry. Exceptional ability to comprehend multifaceted problems and frame effective solutions. Proficient in financial analysis, cost reviews, construction audits, preparation of financial reports and preparation of business valuations. Outstanding communication skills, with expertise in developing and maintaining strong productive working relationships with clients and staff at all levels. Knowledge and skill areas include
Construction Cost Reviews Construction Accounting Claims & Changes Construction Cost Audits Cost Reduction Analysis Budget Preparation/Management Accounts Receivable/Payable Prepared & Presented Reports Negotiating Skills Customer Relations Financial Reconciliation Client Development Financial Modeling Revenue/Profit Growth Staff supervision/Development
Experience:
GILBANE BUILDING CO. MA 2005-November 2009 Senior Project Accountant
Ran the field office for the accounting/finance of a $200 million dollar construction project at Fidelity in Boston and a $52 million dollar construction project at Malden High School Prepared and assisted in the preparation of general condition budgets for well over 40 individual floors within the construction projects Compared budget to actual costs to identify cost over/under runs Corresponded with both the client and subcontractors on a regular basis Prepared monthly deferred revenue and unbilled revenue for upper management Reviewed and post the monthly cost reports Supervised a staff of two to make sure that all accounts payables and accounts receivables were being processed correctly as well as performing this function myself Helped with the set up of new projects and made sure that the bills were prepared and paid in a timely manner. Including the gathering and reviewing of AIA documents on a monthly basis Processed change orders Supervised staff to make sure projects are closed out in a timely manner with the appropriate backup waivers, general guarantees, MBE, general release, out of state tax compliance, etc Prepared tax life schedules for completed projects Successfully completed OSHA 30 training course
RUBINO & MCGEEHIN, INC MA 2003-2005 Account Supervisor/Consultant
Performed multi-million dollar construction cost audits which typically led to a 40% reduction in the claim amount for the $14.6 billion Big Dig project Worked on construction projects with costs ranging from $250,000 to more that $500 million Analyzed contractors claims for delay, acceleration, scope of work changes, escalation, extended overhead and loss of productivity Reviewed source documents supporting the hours and rates calculated for labor and equipment as well as material costs for Time and Material based claims Calculated claim damages based on total cost, modified total cost, and measured mile methodologies Reviewed the pricing of claims submitted for resequencing and impact costs resulting from access delays and changes to base contract Recalculated labor productivity based on contractors actual manhours and prepared analysis due to inefficiencies resulting from overtime, turnover, acceleration and changes Audited and recorded invoices and timesheets, prepared cost variance analysis and calculated damages Calculated wage escalation in varying wage periods using the agreed upon union rates Compared budget to actual costs to identify cost over/under runs Reviewed change orders to ensure costs are fair and reasonable and that competent and sufficient documentation is provided. Calculated extended home office and field office overhead (i.e. Eichleay and daily rate calculation) Recalculated equipment rates using Blue Book and Army Corps of Engineers Rates Corresponded with contractors on a regular basis Prepared and presented reports on findings and conclusions to managing partners and clients
TOFIAS PC, MA 2000-2002 Consultant in the valuation and litigation group Litigation
Performed construction cost reviews and related consulting services on major construction projects for colleges and universities Analyzed contract agreements and determined whether the submitted costs are in accordance with the contract. Prepared and analyzed buyout items included in the schedule of values and verified that the amounts have been incurred in accordance with the terms of the contract Prepared and presented reports on findings and conclusions to managing partners and clients Provided services to owners during contract negotiation process that resulted in significant cost savings. Prepared and analyzed labor rates and labor burden and determined additional potential savings to the owner Assisted with pre contract review of contractor labor, equipment and subcontractor rates. This analysis typically led to a 2% reduction of costs before the start of the project Reviewed applications for payment and examined change orders to determine whether amounts are in accordance with the terms of the contract Communicated with the appropriate parties to facilitate audit of project costs and records Analyzed financial statements, tax returns and economic data in order to develop the appropriate models for use in the estimation of financial loss or damages Prepared Rule 401 financial statements for parties in matrimonial disputes
Valuation
Performed an analysis of the overall performance of individual companies in order to determine their fair market value Prepared business valuations of several closely held companies including: pension plan consultants, adult health care center and adult health care transportation, moving and storage company, structural steel contractor and a toy distributor for purposes such as tax and strategic planning, financing, marital dissolution, and purchase price allocation Analyzed financial information to help evaluate past and future financial performance Prepared, analyzed, communicated and advised on the key metrics and drivers of the business. This includes analyzing performance against historical performance, forecasts, and competitive results Performed financial statement analysis, build and update extensive spreadsheets and prepare reports in excel Prepared and analyzed budgeted and/or forecasted financial data for the purpose of determining the fair market value of a clients business
SPECTOR ABBOTT & COMPANY, INC.,MA 1999-2000 Staff Accountant and consultant
Performed compilations and reviews for a variety of Businesses with sales ranging from $100,000 to 40 million Prepared 5 year projections and budgets for analysis and presented results to owner Identified major cost areas and recommended solutions for cutting costs Prepared monthly, quarterly and annual financial statements Prepared individual, corporate, partnership and trust tax returns Conducted an in-depth inventory observation as part of team Designed questionnaires for the consulting division Designed input sheets for TBR a financial consulting package interpreted findings and presented recommendations Interacted with clients on a daily basis
ROBERT, SHARKANSKY & COMPANY, MA 1997-1999 Staff Accountant
Assisted supervisors with field work for audits of several Businesses with sales ranging from $500,000 to 70 million Involved with 401k audit from fieldwork to completed financial statement Prepared monthly, quarterly, and annual financial statements Performed compilations, reviews and audits Completed individual, corporate, fiduciary and partnership tax returns Interacted with clients in order to collect documentary evidence Assisted with the implementation of Ace Audit a new computer system Corresponded with the IRS and helped managers develop management letters XEROX, WALTHAM, MA 1997 Market Research Consultant
Conducted an in-depth market research study as part of a team to determine how client can increase its market share Interpreted findings and presented recommendations to client Designed questionnaire and surveyed former employees of competitors to gain insight into sales and service coverage Compiled competitive information for analysis and created graphs to summarize customer benchmark data
Education: 1997 Simmons College Graduate School of Management, Boston, MA; Masters of Business Administration degree
1993 Roger Williams University, Bristol, RI; Bachelor of Science degree in Accounting and Business Administrations; and minor in Economics and Marketing
Awards:Jane Trahey award for Marketing (MBA)
Other: Computer literate (Microsoft Excel, Microsoft Word, Power Point, JD Edwards, Internet, E-mail, Pro FX, A-Plus, Mergerstats, Pratt Stats, Alacra, IBA Market Research, Quicken)
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