Theresa Curtis

About Theresa Curtis

Accounting and finance senior leader with strong IT skills. Passionate about continuous improvement and streamlining processes to improve operational efficiency. Adept at re-engineering financial analysis and reporting procedures. Proven ability to cultivate business relationships and manage teams and resources to improve operating results. Experience with migrating complex and disparate processes to a standardized corporate-wide platform. Skilled at assessing operational risks and implementing controls. ACCOMPLISHMENTS• Created Sarbanes-Oxley (SOX) internal guidelines to ensure proper compliance with the SEC• Analyzed financial data and developed chart of accounts mapping for the implementation of Hyperion Financial Management (HFM) • Ensured that financial reports, budgets, forecasts, and other information are accurately compiled and submitted within specified time limits• Managed operational risk exposure by determining risks and implementing controls• Managed the monthly, quarterly and annual financial reporting, consolidation, and complex analysis process, addressing multi-currency factors and exchange rate effects• Re-engineered servicing and management fee consolidated analysis, resulting in increased accuracy and robust reporting capability; reduced processing time by 70%• Provided business and technical leadership to convert legacy general ledger systems to Oracle for 100+ legal entitiesAREAS OF EXPERTISE:Financial Reporting and Analysis Problem Resolution & Decision MakingSystems Support and ImplementationProcess ImprovementOperations ManagementRisk ManagementArticulate CommunicationStrategic planningChange ManagementFinancial Compliance and Auditing AccountingBudget planningAccount ReconciliationBusiness AnalysisTo know more about me, or how I can help you or your business, contact me at: t••••••••@gmail.com

Experience

1. Sr Director, Accounting Ops and Compliance, Exec Office of Technology Svcs and Security (Eotss)

   Commonwealth of Massachusetts

   Nov 2017 — Present · Boston, MA, US

   Direct all activities of accounting operations. Oversee the timely and accurate processing of all encumbrance, accounts payable, fixed asset, and interagency activities. • Reorganize work processes to maximize productivity, develop and implement tools that realize greater operating efficiencies.• Establish new streamlined processes and controls to monitor, identify, and maintain accurate IT fixed asset records. Reduced time needed to certify results by 80%• Work closely with the CFO to ensure financial transactions and activities are executed on time and within budget.• Improve prompt payment discount savings by 40% by implementing process improvements, monitoring activities, and training staff.• Oversee compliance function for the fiscal team; identify risks and implement controls, processes and procedures to mitigate risk, and contribute to the development of the Internal Control Plan.

Education

• Bentley University

  Bachelor of Science, Finance

  2005 — 2008

• New England College of Business

  Associate of Science, Accounting and Finance

  1995 — 2000

Skills

• Operations Management
• Financial Services
• Financial Risk
• Valuation
• Leadership
• Project Management
• Microsoft Office
• Management
• Data Analysis
• Banking
• Risk Management
• Corporate Finance
• Microsoft Excel
• Reuters
• Budget Management
• Financial Modeling
• Project Portfolio Management
• Brio Query
• Business Transformation
• Treasury Management
• Sql
• Business Intelligence Tools
• Procure-to-Pay
• Financial Accounting
• Process Improvement
• Account Reconciliation
• Internal Audit
• Foreign Exchange
• Fixed Income
• Warehouse Management Systems
• Financial Analysis
• Business Analysis
• Securities
• Accounting
• Financial Systems Implementation
• Finance
• Portfolio Management
• Financial Reporting
• Software Development Life Cycle (Sdlc)
• Bloomberg