Teresa Blackwood
Senior Financial Analyst
| Phone: | (617) 555-0147 |
| Address: | Boston, MA 02116 |
| Website: | https://linkedin.com/in/teresablackwood |
| Email: | t.blackwood@email.com |
- Results-driven CPA with 6+ years of progressive experience in financial analysis, reporting, and strategic planning across manufacturing and technology sectors
- Proven track record of streamlining financial processes, reducing month-end close time by 40% while maintaining 99.8% accuracy in financial reporting
- Expert in advanced financial modeling, variance analysis, and budget forecasting with demonstrated ability to identify $3.2M+ in cost savings opportunities
- Strong business partner with exceptional communication skills, regularly presenting complex financial insights to C-suite executives and cross-functional teams
- Advanced proficiency in SAP FI/CO, Oracle ERP, and sophisticated Excel modeling including Monte Carlo simulations and dynamic dashboards
Licenses and Certifications
Certified Public Accountant (CPA) - Commonwealth of Massachusetts
Commonwealth of Massachusetts
June 2021
QuickBooks ProAdvisor Certification
QuickBooks
March 2023
Professional Experience
InnovateTech Solutions
Senior Financial Analyst
2022-Present
Lead financial planning and analysis for this $85M SaaS company's core product division, managing budgets exceeding $25M annually and reporting directly to the CFO during strategic planning cycles.
- Redesigned monthly financial reporting package, reducing preparation time from 12 to 7 days while enhancing executive dashboard functionality for 15+ stakeholders
- Developed comprehensive variance analysis framework that identified $1.8M in operational inefficiencies, leading to 22% improvement in gross margin
- Built dynamic financial models for new product launches, accurately forecasting revenue within 3% variance and supporting $12M investment decisions
- Collaborated with Sales and Marketing teams to implement activity-based costing model, improving customer acquisition cost accuracy by 35%
- Led implementation of Oracle NetSuite ERP system, training 25+ users and ensuring seamless transition with zero data loss
Meridian Manufacturing Corp
Staff Accountant
2019-2022
Managed full-cycle accounting operations for $45M manufacturing division, overseeing accounts payable, receivable, and monthly close processes while supporting annual audit preparations.
- Streamlined accounts payable process, reducing invoice processing time by 45% while managing 800+ monthly vendor transactions
- Prepared detailed cost accounting analysis for 12 product lines, identifying $750K in material cost savings through vendor renegotiation
- Assisted in year-end audit preparation for 3 consecutive years, achieving clean audit opinions with zero material weaknesses
- Implemented automated reconciliation procedures using Excel VBA, reducing manual reconciliation time by 60% across 50+ accounts
- Mentored 2 junior accounting clerks, developing training materials that reduced onboarding time from 6 weeks to 4 weeks
Beacon Financial Services
Junior Accountant
2018-2019
Supported senior accountants in preparing financial statements and tax returns for diverse client portfolio of 35+ small to medium-sized businesses across multiple industries.
- Prepared monthly financial statements for 15+ clients, maintaining 99.5% accuracy rate while meeting all deadline requirements
- Assisted in preparation of corporate tax returns generating $180K in identified tax savings through strategic deduction optimization
- Conducted detailed account reconciliations and journal entry preparation, processing 200+ transactions monthly
- Developed client-specific Excel templates that improved data collection efficiency by 30% during busy season
Education
Northeastern University
Master of Science in Accounting
May 2018
GPA: 3.9/4.0
Completed 150 credit hours meeting CPA education requirements
Relevant Coursework: Advanced Financial Reporting, Corporate Taxation, Forensic Accounting, International Accounting Standards
Completed 150 credit hours meeting CPA education requirements
Relevant Coursework: Advanced Financial Reporting, Corporate Taxation, Forensic Accounting, International Accounting Standards
Boston College
Bachelor of Science in Finance
May 2016
Magna Cum Laude | GPA: 3.7/4.0
Beta Alpha Psi National Honor Society - Vice President, managed professional development events for 80+ members
Beta Alpha Psi National Honor Society - Vice President, managed professional development events for 80+ members
Technical Skills and Software Proficiencies
Accounting Software and ERP Systems:
- SAP FI/CO: 4+ years configuring general ledger, cost center accounting, and financial reporting modules
- Oracle NetSuite: Advanced user with implementation experience, custom dashboard creation, and workflow automation
- QuickBooks Enterprise: Certified ProAdvisor with multi-company consolidation expertise
- Sage Intacct: 2+ years experience in multi-dimensional reporting and project accounting
Advanced Analytics and Modeling:
- Microsoft Excel: Expert-level including VBA programming, pivot tables, Monte Carlo simulations, and dynamic financial modeling
- Power BI: Advanced data visualization and automated reporting dashboard creation
- SQL: Intermediate querying capabilities for financial data analysis and reporting
- Tableau: Financial data visualization and executive reporting
Specialized Accounting Knowledge:
- US GAAP and IFRS financial reporting standards
- ASC 606 Revenue Recognition implementation and compliance
- ASC 842 Lease Accounting standards and system implementation
- SOX compliance and internal controls documentation
- Multi-state tax compliance and nexus analysis
Publications
Navigating ASC 842: A Practical Implementation Guide for Mid-Market Companies
MSCPA Journal
September 2023
2,500+ reader engagement
Cost Accounting in the Digital Age: Leveraging Technology for Strategic Decision Making
New England CPA Conference
November 2023
Presented to 200+ attendees
Awards and Publications
Outstanding Young Professional Award
Massachusetts Society of CPAs
2023
Recognized for exceptional contribution to the accounting profession and community service
Beta Alpha Psi Outstanding Graduate Award
Northeastern University
2018
Selected from 150+ accounting graduate students for academic excellence and leadership
Professional Affiliations and Continuing Education
Massachusetts Society of CPAs (MSCPA)
Active Member
2021-Present
American Institute of CPAs (AICPA)
Member
2021-Present
Advanced Excel for Financial Professionals
16 CPE Credits
2024
Boston University
Cryptocurrency and Digital Assets: Accounting and Tax Implications
8 CPE Credits
2023
AICPA
Data Analytics for CPAs: Power BI Fundamentals
12 CPE Credits
2023
MSCPA