Ascom Americas

Lead a team responsible for operational workflows, strategic planning, business analytics, and close partnerships with sales, finance, marketing, customer success, product marketing and professional services to increase efficiencies, develop rigorous analytics, develop strategic plans and create growth opportunities.

Initiate and guide transformative projects that improve business visibility and aid growth strategies.

Collaborate with the Head of Sales to refine business analytics, enhancing visibility and forecasting accuracy, achieving a 40% improvement in forecast precision.

Work with senior leadership to pinpoint growth drivers and establish systems, tools, and workflows that more effectively support business operations across the Americas, including a 30% reduction in administrative tasks for teams.

Design a comprehensive enablement program that achieves full participation from all teams.

Senior Director of Operations

The Carpineto Group LLC

Contract Consulting Services, with a focus on healthcare and medical devices, include: 

- Merger and acquisition strategies
- Strategic planning and roadmaps
- Fractional operations for increased operational efficiencies
- Competitive analysis
- Sales operations strategy
- Sales enablement

Founder and Chief Growth Officer

Xperience-U

Contract  Strategic consultant helping bootstrapped company with:

Strategic roadmap development
Operational workflows including better customer onboarding/customer success experience 
Growth and GTM strategy
Account management plan development

Go-to-Market and Strategic Planning Advisor

AposHealth

An FDA-approved medical device startup in the musculoskeletal (MSK) sector. 

Recruited by the CEO for my strategic and operational expertise, as well as my resilient and determined nature, to lead strategic and operational initiatives throughout the company. Additionally, tasked with overseeing go-to-market strategies and growth in the New England region, encompassing sales, business development, and account management.

• Launched a new telehealth service in Massachusetts, boosting revenue by 30% during the pandemic.
• Designed new operational workflows to enhance customer satisfaction.
• Oversaw the implementation of transformative new care models across all markets to increase revenue.
• Achieved a 60% monthly increase in patient sales and market penetration by securing four new client accounts.
• Instituted an incentive program that raised patient volumes from 20 to 75 patients month-over-month.
• Compiled a cross-departmental library of tools and resources for improved data transparency.
• Supervised two clinical and non-clinical staff members.
• Established clinic launch protocols, reducing the go-live time by 25% and accelerating revenue generation.
• Developed a sales enablement program to advance the skills of junior sales team members.

Director Operations, Director New England

Allscripts

An accomplished leader recognized with five internal employee awards for leading sales and marketing tool development, business strategy, and transformative cross-functional initiatives.

• Collaborated with Sales, Product Development, and Marketing to establish the sales process, forecast cadence, sales enablement, and marketing campaign strategies.

• Took charge of the ownership and delivery of sales training on tools, systems, and processes for 200 employees.

• Managed the integration of over ten mergers and acquisitions, encompassing all aspects of change management, training, workflow creation, operational efficiency, and customer success integration.

Key Achievements:

• Created an automated Whitespace application for Sales, Product, and Marketing that identified over $20 million in overlooked pipeline opportunities.

• Implemented a strategic win/loss process that improved RFP success rates by 40%.

• Served as the project manager for a 16-month intensive cross-functional initiative to consolidate two sales systems and processes into one Salesforce.com platform, saving the company over $3 million annually by eliminating redundant tools and processes.

• Formulated a win/loss analysis process to generate data for marketing campaign recommendations, operational spending increases, and sales process modifications.

• Established a quarterly business review process for sales, incorporating customer success feedback, marketing, and leadership insights.

• Enhanced forecast accuracy by 40% through the development of new sales tools and operational efficiencies.

Director Sales Operations

I was recruited to lead the development of new Market Research, Competitive Intelligence, and Product Marketing teams. I was also tasked with overseeing the company-wide strategic planning process, encompassing data analysis, strategic vision and growth, and the voice of sales.

- Established cohesive team processes and culture, and developed a comprehensive library of state-of-the-art market research, interactive data, and competitive intelligence tools that are still utilized today.
- Managed the healthcare analyst relationship program with third-party healthcare analysts, including Gartner and KLAS, to enhance brand recognition in the industry.
- Developed battle cards, win/loss surveys, sales playbooks, and briefing documents for the C-Suite to inform product and strategy decisions, working closely with Marketing, Development, Product Teams, and Sales.

Market Research and Competitive Intelligence Manager

Data-Driven Operations Leader | Digital Healthcare | Strategic Planning | Partnerships | Business Planning And Analysis | Servant Leadership

Passionate leader committed to building and fostering cross-collaboration to enhance operations and strategic planning for the benefit of all.

My focus lies in process improvement, revenue growth, company-wide efficiencies and planning and empowering team members to achieve success.

My experience spans sales, business development, marketing, operations, and strategic planning, providing me with a comprehensive understanding of how each element of the ecosystem works together and separately.

I have a background in healthcare, digital healthcare technology (SaaS), and medical devices, where I lead transformative business initiatives.

I apply my expertise in M&A planning, strategic planning roadmaps, competitive analysis, sales operations strategy, and enablement to bring value to clients, both internally and externally.

My results include:

* Developing a comprehensive enablement plan and revamping the sales and marketing processes and workflows, which led to a 45% improvement in forecasting accuracy.

* Implementing operational workflow changes in marketing, professional services, and sales, saving over 20 hours per week and $500k annually in administrative costs.

* Overseeing the integration of 10 M&A transactions, resulting in annual operational cost savings of over $2M by eliminating redundant processes.

* Introducing a cross-functional tool that identified $20M in overlooked pipeline opportunities.

* Establishing a telehealth care model that increased patient volumes by 30%.

* Creating a sales enablement program that significantly increased revenues at existing client locations.

* Closed 3 new clients contracts and doubled patient volumes in new PT clinics 

My skills include:

Operational Leadership
Business Planning
In-depth knowledge of the Healthcare and Medical Device sectors
Expertise in building Sales/Revenue Operations infrastructure
CRM Implementation
Account Management and Customer Success
M&A management
Project management
Data Analytics/Business Process

I can be reached at sherri.carpineto1@gmail.com

Sherri Carpineto

Don’t work for one company too long. Dont job hop. Don’t be laid off. Don’t have job gaps. Don’t show your gray hairs (yes that’s a thing).  

Don’t ask for remote work or hybrid work and maybe not in-person. At least be willing to work in any part of the world. 

Also only apply online but not easy apply and not on LinkedIn maybe Indeed but company websites.

Network but don’t reach out to recruiters. Maybe hiring managers, but only once a year. 

Write cover letters but complain that they’re useless but also say they’re good. 

ATS isn’t real but it’s also very real.

Oh and forget the green banner on Tuesdays but it’s good on Wednesdays. Or when someone wants to rage bait and get impressions. 

Don’t do projects without pay but also don’t say no because you need a job. 

6 rounds is bad, 5 rounds is borderline, 3.5 rounds is perfect 

This basically sums up the state of job searching these days.

It’s exhausting. Debilitating. Unstable.

And if you’re laid off or looking for a new job, it’s your reality. 

Just never give up on YOU, and control how you show up every day. 

Be a good human

Nothing reminds you that you’re unemployed like Thanksgiving dinner.
The questions.
The side glances.
The “you’ll bounce back” pep talks from someone who’s been at the same job since 2004.

It’s not just the layoff that hurts.
It’s being expected to smile through it.

The truth is, layoffs don’t take holidays.
They follow you to the table.
They sit quietly beside the cranberry sauce.
They echo in every “So what’s next?” from a cousin you haven’t seen in five years.

You don’t need to perform gratitude just because it’s November.
You’re allowed to feel the grief, the fear, the fatigue.

Not everything needs a silver lining.
Not every loss needs to be “a blessing in disguise.”

Sometimes it’s just hard.
And that’s the most honest thing you can bring to the table.

Be a good human

If you are laid off with kids, I’d like to offer help.

If you need some magic and  presents this holiday season we are ready to find ways to support. 

With some wonderful donors (more to come here) and my desire to bring some magic please comment below.

I’ll get to as many as I can.

And if you want to be a helper and donate please comment as well.

Just a gift to LinkedIn community to keep the magic going. We all need it these days. 

No need for embarrassment just pay it forward someday.  We all need to support each other 

Be a good human 

Comment below who we can help and who wants to help. Lists start now. (Can DM too)

PS: I am offering free 15 minute coaching sessions with an emailed plan at the end through the end of the year to those in need — just comment below and I’ll open up as many times as I can in between mom’ing, paid coaching and my busy FT job.  💕

A man commented on my post and told me I’m a “scam” because I coach people in life and careers.

Honestly?
If helping people untangle their burnout, their self-doubt, their Sunday dread, and their “why am I crying in the laundry room again” moments is a scam,  then adulthood is the biggest Ponzi scheme of all time.

You think I’m the threat?
Buddy, have you seen real life?

People are juggling:
	•	jobs that drain them
	•	kids who need something every 4 minutes
	•	aging parents
	•	a sense of purpose that evaporated sometime in 2019
	•	and stress-snacking behind a closed pantry door

But yes.
My 60-minute Zoom calls are apparently the danger.

Meanwhile the internet is like:
Just manifest!
Just be grateful!
Just hustle!
Just take a bubble bath!

Okay, thanks “experts” that fixed absolutely nothing.

Here’s the truth:
People don’t need perfection.
They don’t need toxic positivity.
They don’t need another corporate buzzword.

They need support.
They need direction.
They need someone in their corner when everything feels heavy.
They need a plan, some accountability and to be seen. 

If that makes me a scam?

Then I’m the nicest scammer on LinkedIn.

And at least I’m out here “scamming” people into believing in themselves again.

Be a good human

Here’s the truth no one wants to admit on LinkedIn:

Gratitude isn’t always inspirational.
Sometimes it’s messy, angry, and born from pure survival.

I’m not grateful because “everything happens for a reason.”
(That’s a lie we tell people so they stop talking about their pain.)

I’m grateful because I lived through things I shouldn’t have had to.

The burnout that companies call “a busy season.”
The layoffs that hit people who gave everything.
The pressure to be a perfect parent, perfect employee, perfect human all while running on empty.
The moments I kept working through heartbreak, exhaustion, and fear because life didn’t give me a choice.

I’m not grateful for any of that.
I’m grateful I didn’t let it harden me.
I’m grateful I held onto kindness when the world wasn’t kind back.
I’m grateful I didn’t become bitter, even when I had every reason.

Everyone posts the polished version of gratitude.

Here’s mine:

I’m grateful I didn’t break.
I’m grateful I didn’t quit.
And I’m grateful I don’t pretend the hard parts didn’t happen.

If your gratitude this year feels complicated, uncomfortable, or a little bit angry, 
you’re not alone.

Some of us are saying “thank you”
not because things were easy, 
but because we survived them

Be a good human

Crazy thought here:
You’re allowed to love your job and still count down to Friday like it’s a national holiday.

Both things can be true.
And honestly?
Most weeks… they are.

Be a good human

It’s the holiday season aka the busiest time of year to layoff or fire people. 

Goes to show how humanity is just not a part of the work world for so many. 

So the next time a company says, we’re all family. 

Think if your family would fire you and ruin your holidays (they may ruin your holidays but that’s different!) 

Be a good human

Sometimes you just need to grab what you want and hold on tight… even if others don’t think you should have it..

That’s what Cooper believes anyway. 

We all need a little bit of unapologetic determination and grit in our lives 

Be a good human. Or a good bloodhound.

No alternative text description for this image

If you’re willing to donate to laid off parents who need some presents this holiday season please comment 

If you need help with presents please comment and I’ll get back to you for details 

Thanks for giving starts now 

Be a good human

Anyone else still not used to the time change?

Because every day at 4:58 PM my body politely informs me that we’re done here. 

Shut it down. Bedtime. But…….

 My responsibilities are thinking something else. 

I still have emails, homework help, dinner, laundry, and a sudden existential crisis to handle.

This season is exhausting. But at least we’re all delusional together.

Be a good human

If you post an open to work post PLEASE make sure it’s set to allow everyone to comment not just connections. 

I see so many who have it set to connections only (I have done this accidentally) and it can greatly limit your reach.

Oh and use that Open to Work post to let yourself shine. Don’t waste time and space on your previous company 

S - share what you’ve done 

H - Highlight the impact you’ve made with metrics 

I - Invite others to connect and network with you 

N Niche down instead of saying open to anything and everything 

E - Elaborate on what you want, who you are, and why you matter 

SHINE 

Be a good human

Somewhere along the way, women were told that ambition expires once you have kids.

That choosing flexibility means you don’t care about growth.
That wanting a bigger career makes you selfish.
And wanting a slower season makes you “unmotivated.”

I reject all of it.

Working moms are allowed to want more.
More leadership.
More money.
More time.
More joy.
More balance.
More purpose.
More flexibility.
More LIFE.

You’re allowed to want a promotion.
You’re allowed to want to be home for dinner.
You’re allowed to want to build something of your own.
You’re allowed to dream of a different path entirely.

You’re allowed to want BOTH stability and excitement.
Both rest and ambition.
Both motherhood and career growth.

It doesn’t make you less committed.
It doesn’t make you unrealistic.
It doesn’t make you ungrateful.

It makes you honest.

I wish more women heard this:
Wanting more doesn’t mean you’re failing where you are. It means you’re growing.

And we deserve workplaces and lives that let us grow without guilt.

The Good Human Project
“Coaching with a Conscience”

Be a good human

Private Equity Fund

Senior Funds Controller

Hedge Fund

Worked directly with the controller in the month-end close process, including valuation and pricing of the portfolio.
Prepared ad-hoc reports for investor due diligence inquiries, involving the use of various data sources and Excel queries.
Ran pricing analysis to determine the appropriate pricing sources for various types of investments held.
Updated monthly valuation committee PowerPoint, presenting pricing inputs and conclusions directly to hedge fund partners.
Conducted due diligence meetings with pricing vendors and documents meeting summaries in compliance with SEC Rule 2a-5.
Prepared regulatory forms (FAR, PQR, TIC SLT) with a focus on efficiency and clean documentation.
Utilized Excel to streamline processes, including the creation of macros automating twenty hours of work each month.
Compiled monthly dashboard summarizing significant data by investor, as well as quarterly expense summary dashboard.
Recalculated and verified underlying data for management and incentive fee calculations.
Maintained shadow partnership allocations, performing monthly reconciliations against administrator records.
Calculated multiple funds’ returns and prepared formal performance estimate statements for investors.
Prepared monthly P&L reconciliation between shadow accounting records and independent third party administrator records.
Updated monthly accrued and prepaid expenses schedule, including true-ups and changes based on actual invoiced amounts.
Prepared comprehensive support for financial statements and reviews full financial statements for accuracy and completeness.
Reviewed third party administrator reports including expense files, allocation details, NAV packs, and investor statements.

Fund Accountant

CohnReznick LLP

Evaluated client accounting policies to ensure compliance with GAAP. This included researching accounting standards and preparing technical accounting memos for partner review to formally document that policies are in line with US GAAP and appropriately implemented. (Including ASC 606, ASC 860, ASC 946, and ASC 505.)
Conducted annual and interim financial audits with involvement in all areas including accounts receivable, journal entry testing, financial statement review and preparation, investments, revenue recognition, expenses, and equity.
Planned and coordinated concurrent audit engagements by developing audit strategies, preparing budgets, performing complex analyses, managing fieldwork, reviewing work papers, and training associates.
Managed various teams (remote, on-site, and abroad) through open communication and collaboration.
Corroborated established internal control procedures by examining relevant documentation, operating practices, records, and reports of the client. Discussed potential improvements with client management when necessary.
Coordinated and communicated effectively with internal and external stakeholders, ensuring all deadlines are met.
Communicated audit findings (when applicable) by preparing a final report and discussing findings with clients.
Collaborated across teams on internal budgeting, client negotiations, and general best practices.

Assurance Manager- Financial Services

Assurance Senior Associate

Friends of Yad Sarah, Inc.

Learned new organizational processes, policies and procedures with minimal training. 
Processed checks, entered records in multiple systems and reviewed for errors.

Office Intern

Jewish Community Council of the Rockaway Penninsula

After two weeks of training, performed controller level duties and substituted for controller while they were on two months of leave. 
Discovered missing cash receipts due to paperwork not being submitted; submitted necessary paperwork and recovered 100% of the grant. 
Distributed grants and other funding according to governmental specifications. 
Ensured that all state and city programs stayed within the allocated budget. 
Billed customers and funders for grant funding and other income. 
Provided bookkeeping servies utilizing the Quickbooks accounting system. 
Facilitated payroll with a third party provider.

Grants Manager

Ben Porat Yosef

Assisted with daily bank reconciliations and other cash functions such as Accounts Payable. 
Analyzed trends, costs, revenues, financial commitments and obligations incurred to predict future revenues and expenses. 
Gathered required information for various management reporting purposes. 
Allocated costs to correct accounts and ensure accuracy of reimbursement requests.

Accounting Intern

Dermatology Office

Completed the billing for over one hundred patients a week. 
Fixed any errors made in claims or charges.

Medical Biller

Funds Controller | Public Speaker | Creator | Pun Enthusiast

I am a CPA with extensive experience in accounting for private equity funds, hedge funds, and management companies. 

I enjoy implementing improved collaboration strategies and leading projects to increase efficiencies. 

Some highlights of my experience:

💫 Multi-year speaker at AICPA & CIMA ENGAGE on a variety of hot topics, from accounting and generative AI (ChatGPT) to bridging the gap between Boomers and Gen Z at work.

💫 Implementing the use of Microsoft OneNote to enhance seamless collaboration and communication within various teams. This ensured efficiency and a timely focus on high-priority work, shortening the learning curve for 20+ new employees.

💫 Autonomously researching various detailed accounting standards to ensure proper implementation by niche clients and financial statement presentation. 

💫 Collaborating effectively with various teams as needed to ensure work was done in time for deadlines throughout the year- including financial services audits, non-profit audits, audits of consolidated commercial entities, and employee benefit plan audits.

💫 Performing detailed review of client records for clients with small accounting teams. This included review of clients’ trial balances, annual financial statements and footnotes, as well as quarterly and annual allocation schedules. Detailed, hands-on guidance was provided to ensure financial statements were correctly stated and various calculations (management fees, carried interest, etc.) were calculated in accordance with LPAs and any side letters. 

💫 Obtaining the MVP award of the NYSSCPA Family Office Cup Competition- a public speaking competition where my team presented on the benefits of investing in cannabis-related fintech.

💫 Winning the CohnReznick "Passion for Excellence" award twice during my six-year tenure at the firm.

taplio

The Battle

Sherri Carpineto

Tova Morrison, CPA

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The Battle

Sherri Carpineto

Tova Morrison, CPA

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Sherri Carpineto's LinkedIn Performance

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