Alexis Forest's Email

A true accounting nerd to the core- I get excited about spreadsheets, binders, reconciliations and challenging projects in need of creative answers. I take pride in my ability to strategically think, and anticipate the needs of others given only general facts. I very much enjoyed my time doing tax returns, but have found creating the general ledger is much more fun. My experience has taught me that in order to succeed, both as an employee and as a company, there has to be interdepartmental collaboration and support, a ‘can do’ attitude and the sense that no task is beneath you. I hope to continue to learn new and innovative ideas as I grow, both personally and professionally, into my second decade as a professional accountant. My passion and drive come from a business’ mission, and I've been fortunate enough to feel strongly about the missions of both my current and past employers. My weaknesses include spelling and using the word “I” too many times in this summary paragraph.

Controller @ From May 2015 to Present (8 months) Controller @ Controller – January ‘13 – Present Assistant Controller – June ’11 – December ’13 Senior Accountant June ’10 – May ‘11 Responsibilities Include: - Handle all accounting and finance matters for both the US and London office, including SaaS revenue recognition, commission administration, partner revenue share, AP, AR, fixed assets, expense reporting, travel, credit, GL, payroll, loans, payroll tax, franchise / income tax; responsible for cash flow; close books and prepare financial reports for monthly and yearly review by board and external users. - Participate in financial strategic planning, prepare budget and forecasts of P&L and cash flow, review of budgets vs. actual to ensure accuracy - Manage annual audit and develop internal control systems, recommend areas for improvement both financial and operational, and establish new accounting policies and procedures - Streamlined the accounting process by going paperless, creating an accounting manual, and establishing process and structure around ACH, WIRE and CHECK payments and payroll - Involved in HR function including new employee on-boarding, benefits, salary, review and paid time off administration - Assisted in M&A activity culminating in the purchase of a UK based company - Created and implemented an accounting system which fit both UK & US accounting standards - Provide direct supervision to accounting staff, coaching and mentoring employees, while also recognizing employee accomplishments and providing constructive feedback. - Support Sales Operations in presale pricing review and post close administration - Extensive Experience with: QuickBooks Enterprise, Microsoft Office products (i.e. Excel, Outlook, PowerPoint), Salesforce, ADP, Paychex, Payright Payroll, Certify Expense Reporting and Atlas Travel From June 2010 to May 2015 (5 years) Business Manager @ Responsibilities include: - A/R, A/P, Cash, Payroll, Account Reconciliation, Annual Compliance Audit, Backup Schedules, Policy and Procedures - Create and present annual budget and cash flow plans for approval with quarterly updates directly to Head of School and Board of Directors - HR responsibilities include contract negotiations, benefit administration, payroll, CORI checks and plan administration, and support general employee needs - Managed the financial aspects of acquiring permanent space resulting in the purchase of lakeside real estate used as a summer camp - Created a 5 year plan with input from local bankers, major donors, alumni and guarantors From September 2005 to June 2010 (4 years 10 months) Accountant @ From April 2004 to July 2005 (1 year 4 months)

MBA, Accounting @ Suffolk University - Sawyer Business School From 2006 to 2009 MSA, Accounting @ Suffolk University - Sawyer Business School From 2006 to 2009 BS, Business Administration Concentration in Accounting @ Worcester State College From 2003 to 2005 Clark University From 2002 to 2003 Alexis Forest is skilled in: Microsoft Excel, Accounting, Budgets, PowerPoint, Microsoft Office, Microsoft Word, Accounts Receivable, Financial Analysis, Auditing, Customer Service, Financial Reporting, Non-profits, Consulting, Forecasting, Outlook