• Cortney Steinbacher, CPA

    Providing services: Financial Advisory, Business Consulting, Financial Consulting, Tax Advisory, Legal Consulting, Budgeting, Financial Accounting, Financial Analysis, Financial Planning, Financial Reporting

    Boston, MA

    Summary: I'm a CPA specializing in business financial planning and strategic profit analysis. My journey in the financial world has been a continuous quest for improvement, innovation, and strategic foresight. I hold a BS in Business Administration and a Master's in Accounting from Northeastern University. I am a Kolbe Certified Consultant and Certified Actionstep Partner. My career began with key internships at Ernst & Young and TJX, where I developed a keen eye for auditing and investigative analysis. These experiences laid the groundwork for my role at RSM in Boston, where I further honed my auditing and financial compliance skills. Since joining Steinbacher, Goodall & Yurchak, I've ascended from Senior Staff Accountant to a pivotal role in financial planning and analysis, showcasing my ability to drive financial optimization and management with unparalleled efficiency. At the Million Dollar Solution, I apply my expertise as a Strategic Profit Analyst. My strategic, hands-on approach helps firms meet and exceed their financial goals. My focus on identifying inefficiencies, streamlining operations, and implementing robust financial practices ensures that businesses easily navigate financial complexities, fostering sustainable growth and resilience. Outside work, you'll find me exploring Boston Harbor with my dog, Minnie, diving into a good book, or traveling the world to seek new adventures and perspectives. I believe in the transformative power of financial management, not just for businesses but as a principle that guides personal growth and understanding.

  • Daniella Diniz

    Providing services: Leadership Development, Team Building, Non-profit Consulting, Event Planning, Product Launch Events, Budgeting, Financial Accounting, Data Reporting, Strategic Planning

    Boston, MA

    Summary: Seasoned program manager and network activator with over ten years of experience building capacity and developing programs, networks, and initiatives with equity at its core. Track record developing and managing over 200 programs, including fellowships, professional development modules, and courses. Nominated the top 100 most influential academics in government by Apolitical, where I shared ideas and experiences in an article on leadership and gender equity. Program designer of the Columbia Women Leadership Network in Brazil.

  • Julian Ruggeri

    Providing services: Accounting, Bookkeeping, Financial Accounting, Real Estate, Business Analytics, Editing, Technical Writing

    United States

  • Dragan Filipovic

    Providing services: Budgeting, Financial Accounting, Financial Analysis, Financial Planning, Financial Reporting, IT Consulting

    Greater Boston

  • Bryan San Souci Jr.

    Providing services: Small Business Tax, Tax Preparation, Tax Advisory, Bookkeeping, Personal Tax Planning, Financial Accounting, Financial Reporting, Retirement Planning, Payroll Services

    Boston, MA

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  • Mark Morse

    Providing services: Financial Accounting

    Greater Boston

    Summary: We serve businesses and individuals with bookkeeping. We tailor our services to the needs and desires of our clients; no "off the shelf" or "a la carte" prepackaged options. We can help set up books for the first time, jump into an established business, clean up past messes, and embed ourselves into existing finance departments, as needed. We strive to integrate with our clients as seamlessly as possible.

  • Nikhil Jhingade

    Providing services: Financial Accounting, Financial Analysis, Financial Planning, Financial Reporting, Wealth Management, Commercial Real Estate, Strategic Planning, Budgeting, Financial Consulting, Financial Advisory

    Greater Boston

    Summary: Graduated with a Masters of Science in Finance(Investments) from Suffolk University, Boston, MA. I posses 4 years of professional experience under my belt. Having worked on various projects throughout my professional career, a few of my accomplishments include: *Slashed the administration cost by 9% by negotiating prices and fees, while ensuring the continuation and enhancements of services *Ensured accurate and timely valuations of all assets within the portfolios with emphasis on international blue-chip securities, stock-index futures and options and, exchange rate hedges *Explored optimal capital structure considerations involving equity linked, high grade blue chip and high yield debt products in accordance with client’s risk tolerance and profile *Received the award for “Most Efficient Analyst” in the team, December 2018 *Managed a $500,000 budget, with a reduction of costs totaling 15% over 3 years *Supported and exercised business development and project accounting controls (development of proposals, presentations, valuation, general ledgers etc.) *Managed multiple equity and debt portfolios *I also do have exposure to an open, corporate and multicultural working environment

  • Yingjie Wu

    Providing services: Financial Accounting, Financial Analysis, Financial Reporting

    Boston, MA

    Summary: -Two professional internships as an auditor in an accounting firm and a government institution. -Experienced professional with a strong background in financial analysis and project management. Proven ability to establish effective communication with clients. -Passed 6 ACCA exams, Proficient in Microsoft Project, Microsoft Office (World, Excel, PowerPoint) -Preparing CPA

  • Michael Irving

    Providing services: Accounting, Financial Accounting, Business Consulting, Financial Consulting, Budgeting, Financial Analysis, Financial Reporting, Commercial Real Estate

    Boston, MA

    Summary: Proven Corporate Controller, VP Finance, CFO with extensive pharmaceutical and biotech start-up experience with a focus on process excellence and increasing business performance with reduced costs. Experienced in designing fully automated processes which improves performance and satisfies all cGMP, SOX and GAAP requirements. Highly skilled in building trust and relationships at all levels, stakeholders, investors, bankers, and regulators. Expert in delivering results that exceed expectations.

  • Chloe H.

    Providing services: Wealth Management, Financial Planning, Financial Analysis, Financial Accounting, Commercial Real Estate, Real Estate, Real Estate Marketing, Commercial Lending

    Boston, MA

    Summary: Dedicated finance professional with robust accounting expertise and proven track record in financial analysis, reporting, and portfolio management. Skilled in optimizing cash flows and leading teams to success. Seeking to leverage skills for driving organizational growth and profitability.