SUMMARY:

EXPERIENCE: (continued)

• Managing Consultant - Business Solutions Group
  Long term consulting position responsible for project management and integration support
  
  
• Provided analytical and project management support to a multidisciplinary team (7 corporate and 8 functional teams) involved in the post acquisition integration of a $1.4B book of business.
  
  
• Participated in several strategic cost reduction efforts including back office support consolidations, regional office "right sizing", etc.
  
  
• Participated in a variety of special projects initiated by executive management including an analysis of the merits of outsourcing "run off" business
  
• Provided "on call" support to member companies for local issues involving work flow, process redesign, staff allocation, etc.

1999 to 2000

SHEPHERD & GOLDSTEIN CPAs - Worcester, MA

A $4M (annual fees) Certified Public Accounting & Consulting Firm

• Tax Manager and Business Development Consultant Long term consulting position responsible for managing all tax accounting and business consulting engagements
  
• Managed, researched and reported on all tax accounting issues within the firm for clients ranging from $.5M-$60M in gross annual revenues.
  
• Consulted on, managed and prepared financial projection packages for high tech start-up companies seeking venture and/or institutional funding.

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• Certified Public Accountant and Tax Specialist with varied industry and public experience.
  
  
• Project management and system implementation experience
  
  
• Key analytical, evaluation and software skills for financial and operational management with over fourteen years of practical experience.
  
  
• Expert in Microsoft Excel and Proseries/Lacerte Tax Preparation Software. Fluent in Microsoft Powerpoint, Word and Access as well as Quickbooks and Peachtree Complete. Extensive exposure to AACTS Tax Preparation Software.

EXPERIENCE:

2000 - Present

JOHN S. CRAITE, CPA, MST Leominster, MA

Self-employed Certified Public Accountant

• Perform public accounting services for a variety of industries. Review and compiled full disclosure financial statements for corporations, partnerships, estates and trusts. Prepare corporate, partnership, estate, trust and individual income tax returns. Manage staff of one professional.