Impact Aligned LLC

Founder

Treehouse Technology Group

Vice President of Solutions 

Solutions Architect

Ieso Digital Health

Business Transformation Manager

EthosWell

EthosWell was acquired by SimplaFYI in November 2017.

Accenture

IT Strategy Management Consultant

GE Aviation

Contracts Management Leadership Program

BostInnovation.com

Conducted interviews with local entrepreneurs, venture capitalists, and angel investors to provide insight on Boston's technology and innovation sector.

VC Bijan Sabet on Seed Programs and Why Startups Should “Go for it”
http://bostinno.streetwise.co/2010/03/23/vc-bijan-sabet-on-seed-programs-and-why-startups-should-go-for-it/

Nothing Great Is Built In A Vacuum: Q&A with Adam Marchick from Bain Capital
http://bostinno.streetwise.co/2010/03/16/nothing-great-is-built-in-a-vacuum-qa-with-adam-marchick-from-bain-capital/

TechStars: Bootcamp for Boston Start-Ups
http://bostinno.streetwise.co/2010/01/19/techstars-bootcamp-for-boston-start-ups/

RacePoint Capital Group Merges With LaunchPad Venture Group
http://bostinno.streetwise.co/2010/12/08/racepoint-capital-group-merges-with-launchpad-venture-group/

Local Startup Pioneers Future Gifting: Interview with GiftsOnTime CEO
http://bostinno.streetwise.co/2010/09/25/local-startup-pioneers-future-gifting-interview-with-giftsontime-ceo/

The Secret Sauce to Inc. Mag’s Boston Companies feat. Carbonite & Gazelle
http://bostinno.streetwise.co/2010/08/25/the-secret-sauce-to-inc-mag%E2%80%99s-boston-companies-feat-carbonite-gazelle/

Christopher Mirabile of Race Point Demystifies Angel Investing
http://bostinno.streetwise.co/2010/08/18/christopher-mirabile-of-race-point-demystifies-angel-investing/

Venture Café Planning to Serve Up a Brand New Spot for Startupers to Meet and Mingle
http://bostinno.streetwise.co/2010/08/06/venture-cafe-planning-to-serve-up-a-brand-new-spot-for-startupers-to-meet-and-mingle/

Kate Castle: Flybridge Capital’s Marketing Pinch Hitter
http://bostinno.streetwise.co/2010/04/29/kate-castle-flybridge-capitals-marketing-pinch-hitter/

Got an iPhone App Idea? Appswell Just Might Buy It
http://bostinno.streetwise.co/2010/01/26/got-an-iphone-app-idea-appswell-just-might-buy-it/

Contributing Writer

Gelfand, Rennert & Feldman

Royalties Analyst

UBP Asset Management

Institutional Sales

University of Michigan - Office of Technology Transfer

Business Development Summer Associate

• Solutions-driven leader with 13 years of experience at the crossroads of strategy, technology, data, and growth.

• Track record of advising cross-functional executive teams on developing strategies, making data-driven
decisions, and implementing measurement systems to enhance organizational performance.

• Demonstrated success collaborating cross-functionally, aligning resources, and navigating market dynamics to drive strategic vision, spur product innovation, and roll out transformative solutions.

• Experienced business and data analyst skilled at organizational and technology transformation initiatives.

• Excels at the complete product lifecycle, from requirements analysis and strategic planning to innovative design, successful delivery, and responsive user feedback integration.

Sarah Merion

K Shulman Bookkeeping

I am a Certified QuickBooks Online Pro Advisor with 12 years of experience managing the finances of nonprofit organizations and small businesses.  Organizations of all sizes need quality professionals to support their goals and move their organization forward. K Shulman Bookkeeping provides the work of an experienced Finance Director without the expense of a full time employee.

Fractional Finance Director

Boys & Girls Clubs of Metro South

Full financial management of $4M organizational budget with 22 departments and over 100 employees.
•	Combined finances of two clubhouses into one merged entity within 2 months of hire. 
•	Ensured compliance with FASB standards for revenue recognition, donor restricted net assets, and proper delegation of expenses funded by both government and private sources.
•	Prepared all audit schedules and compliance selections.
•	Collaborated to complete the 990 and UFR for the Commonwealth of MA. 
•	Procured PPP funding and full forgiveness as well as the Employee Retention Credit totaling over $900k to maintain the labor force during the pandemic.
•	Created revenue and expense projections with weekly monitoring to ensure fiscal solvency through the pandemic.  
•	Coached Program Directors to create, monitor, and manage their budgets over the course of the fiscal year by creating forecasting and variance tools to support their success.

Director of Finance

United Way of Greater Attleboro/Taunton, Inc.

Full financial management of $2M fundraising campaign and fund allocation payments.
•	Successful completion of a full fiscal year through audit upon hire in 6 months.
•	Responsible for donation collections and oversight of grants and state funds.
•	Ensure timely  payment for operating costs and all designated funds to non-profit agencies.
•	Create budgets for operations, fund allocations, and capital expenditures.
•	Maintain all accounts utilizing Andar donor database and Abila MIP accounting software.
•	Facilitate improvements to efficiency and cost-cutting initiatives.  
•	Average of 97% collection rate over 3 fiscal years while focusing on donor relations  and retention. 
•	Month and fiscal year end reporting to Finance Committee and Board of Directors.
•	Responsible for full audit preparation annually. 
•	Payroll and benefit administration including health, dental, life and disability insurance as well    as 
        SEP and TDA accounts.
•	Collaborated to update and improve personnel policies and handbook.
•	Serve as direct liaison to Finance, Building and Personnel Committees. 
•	Manage maintenance and leases for facility with 3 commercial tenants. 
•	Recruit, train and coach Operations Associate.
•	Property management including project management of all repairs and upgrades, responding to 
        tenant inquiries and needs, monitor and prepare commercial leases.
•	Provided critical input during merger exploration and merge process by preparing financial 
        analysis of potential merge partners, participating in presentations and meetings, and completing 
        all due diligence for the final merge agreements.

E Street LLC d/b/a Boch Ice Center

Boch Ice Center									2014 
Finance Director
Dedham, MA
Full financial management of rink, including payroll and benefits administration.  
•	Responsible for full financial oversight of a rink with approximately $2.5M in annual sales.
•	Payroll (Paychex) and benefits administration for full and part time staff as well as independent contractors and seasonal employees. 
•	Managed all aspects of billing, payment agreements and collections for rink rentals, instructional programs, and hockey leagues.
•	Ensured timely payment to vendors and effectively managed cash flow. 
•	Created budgets, performed cost and profit margin analysis.  
•	Performed all accounting duties including general journal entries and reconciliations through trial balance.  
•	Provided accurate and timely month end reports.

Finance Director

BBA Remanufacturing, Inc

Provided financial management and accounting services for the U.S. workshop of an electronic auto parts repair company based in London, England.  
•	Full financial management of workshop with over $3M in annual sales
•	Excellent cash flow management capabilities – reduced Accounts Payable from $250k to current in six months
•	401K oversight 
•	Accurate accounting services including Accounts Payable; Accounts Receivable; Pay Pal, petty cash, merchant account and bank reconciliations
•	Month end management reports including Profit and Loss, Balance Sheet, Creditors Report, Debtors Report, Management Report – always accurate, always ahead of deadline 
•	Filed sales and quarterly estimated tax payments
•	Filed 1099 and 1096 forms 
•	Maintained strong relationships with vendors
•	Utilized Quick Books Enterprise Manufacturing and Wholesale edition

Management Accountant

Better Balance Bookkeepping

Better Balance Bookkeeping						         Quick Books Certified Bookkeeper
Provided bookkeeping services for small businesses with clients in the trades, legal services, and manufacturing. 
•	Accounts Receivable invoicing, tracking, and collecting
•	Accounts Payable processing
•	Bank statement and credit card reconciliation
•	Financial Statements
•	Sales tax filing
•	QuickBooks set up and clean up
•	Quick Books training
•	Working knowledge of GAAP
•	Skilled in both accrual and cash based accounting

Certified Bookkeeper

Knowledge Learning Corporation					                         2006-2009

Organized and created systems to stabilize child care centers in financial crisis or transition. Provided full financial management including 
•	Accounts Receivable tracking and collecting
•	Accounts Payable processing and coding
•	Customer invoicing and third party billing
•	Payroll and 1099 for contracted specialists
•	Budget creation and Profit & Loss analysis
•	Ensured that licensing regulations were met and company policies upheld
•	Corrected financial and billing errors
•	Restored customer confidence and built staff morale

Field Director

The Children's Workshop								2004

Managed a nationally accredited child care center licensed for 91 children. 
•	Reviewed profit & loss statements and prepared annual budgets
•	Monitored monthly ledgers for accuracy
•	Managed billing &  payroll
•	Ensured compliance with both state licensing regulations and national accreditation requirements.
•	Hired and supervised professional team of 25.

Director

SUMMARY OF QUALIFICATIONS
 I welcome challenges as opportunities for growth.  I have a keen eye for detail and trends and truly enjoy helping  organizations thrive and create positive change.  

Specialties:  Financial management both non-profit and for-profit  organizations, budgets and forecasting, cash flow management, financial reporting, QuickBooks, Abila MIP,  Andar, Excel, Microsoft Office Suite, Google Workspace, accounts payable,  accounts receivable, third party billing, invoicing, payroll and benefits administration.

taplio

The Battle

Sarah Merion

Kim Shulman

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