Rich Crowley

About Rich Crowley

High energy, collaborative finance and accounting professional with track record of developing and maintaining best practices for GAAP and management reporting, financial planning and analysis. Leadership ability gained through successful assignments to supervise and train staff. Known for delivering accurate, timely financial information and actionable analysis to management. Experienced in helping organizations grow and scale by providing system implementation knowledge. Areas of expertise include GAAP reporting, general ledger/monthly close, audit preparation and interface with internal and external auditors, budgeting/forecasting. Systems experience includes SalesForce, Zoho Project Management, Intaact, SAP, Cognos, Expensify and Concur. M.S. in Accounting – Sawyer Business School - GPA 3.5

Experience

1. Controller, Corporate & Investment Finance

   Social Finance

   Jan 2022 — Present · Boston, MA, US

   Focused on the financial operations of an innovative Impact Advisory and Investment 501(c)(3) corporate entity, registered investment adviser, subsidiaries and affiliates. Charged with being a Finance Team business partner to the legal, facilities, IT and administration teams. Overall responsibilities have been comprised of, but not limited to:• Management of all financial statement audits: standalone, consolidated and uniform guidance.• Tax filing preparation and review of Form 990, Limited Partnership K-1s and Form 1099.• Providing board of directors, senior leadership and investor relations reporting for the subsidiaries and affiliates.• Financial, operational and treasury management of thirteen operating and investment subsidiaries with AUM of $300 million.• Managing the financial operations for the corporate entity, its wholly owned subsidiaries, affiliates and loan trusts.• Financial analysis, contracting, due diligence, planning and structuring of new business lines.• Oversight of budgeting, forecasting, accounts payable, accounts receivable, revenue and payroll. • Responsible for the management of all three grant stages for its federal, foundation, philanthropic and donor advised fund grants.• Supervision of up to three senior staff accountants as well as indirect supervision of the project team staff.• Implementation and improvement of financial, project and customer relationship management systems.

Education

• Curry College

  Accounting Certificate

  2011 — 2012

• Providence College

  Bachelor of Science - BS, Accounting and Finance

  2001 — 2005

• Suffolk University - Sawyer Business School

  Master of Science in Accounting

  2012 — 2017