Jacquie Valatka's Résumé


professional experience

6/01 - Present
  • Business development through deal sourcing and proposal development.
  • Assess client needs, development and implementation of business and software solutions.
12/12 - 8/17
Salem Public Schools - Salem, MA
  • Processing of free lunch applications for the Food Services Department, including updating SIS.
  • Claims and reconciliations for 4 major programs.
  • Grant management, preparation, reconciliation and analysis of daily and monthly schedules.
  • Processing payables, managing receivables, payroll and tracking attendance as well as scheduling substitutes.
Senior Revenue Analyst
2/10 - 7/11
North Shore Medical Center - Salem, MA
  • Analyze workflow of service areas from registration, authorization, charge entry and coding and follow-up.
  • Charge capture analysis including identifying problem trends and implementing corrective action plans.
  • Work with service areas to provide reports needed to identify and resolve denial trends.
  • Develop policies in conjunction with service area to improve the revenue cycle process.
Financial Analyst
9/04 - 1/10
Shaughnessy-Kaplan Rehabilitation Hospital - Salem, MA
  • Oversee development of the annual operating and capital budgets
  • Analysis of monthly financial and statistical information
  • Analysis of operation by segment and service
  • Built a net revenue model
  • Implemented internally developed budget system and later Business Objects
7/02 - 9/04
Enterprise Fleet Services - Billerica, MA
  • Preparation of statement related items (i.e., standard entries and income reconciliation and analysis)
  • Preparation and reconciliation of monthly schedules
  • Preparation of state sales and use tax reports
  • Entry and audit of monthly deliveries
  • Customer credit reviews
  • Analyze and streamline current business management processes to improve efficiency
  • Accounts Payable and Accounts Receivable
Senior Consultant
5/00 - 6/01
IdeaScope Associates - Boston, MA
  • Consulting - research and delivery of client projects including alignment interviews, market probes, & recruiting of foresight panels
  • Championed experimentation with new methodologies such as the ThinkShop™ Diagnostics and Strategic Innovation Network
  • Contributed to Sales and New Business Development through deal sourcing, qualifying new prospects, and developing proposals
Revenue Accountant / Process Specialist
1/00 - 5/00
Eaton, Inc. - Beverly, MA
  • Revenue Accounting - forecasting, tracking and analysis of the income for the semiconductor division
  • Analysis of AP, AR and Working Fund Processes to determine improvements.
Financial Analyst
1/98 - 1/00
Bostik, Inc. - Middleton, MA
  • Preparation of consolidated financial reports, annual budgets and strategic plan.
  • Monthly accounting and reporting for Bostik Canada.
  • Reviewed and processed capital expenditures.
  • Ad hoc senior management reporting, including forecasting, financial statement and acquisition analysis.
Business Analyst
10/96 - 1/98
Sodexho-Marriott Inc. - Waltham, MA
  • Preparation of annual budgets and three year strategic plan.
  • Monthly reporting requirements including maintenance of new and lost business budgets and preparation of the management team book.
  • Senior management reporting, analysis for strategy teams, incentive compensation policy and client relations.
  • Development and maintenance of daily cash forecast model.
Financial Analyst
1/96 - 9/96
Fidelity Investments - Boston, MA
  • Developed and implemented performance management reporting and analysis systems.
6/94 - 6/95
Prospect Street - New York, NY
  • Monitored and documented portfolio of six companies.
  • Deal sourcing.
    • Actively sought investments in response to requests for funding proposals.
    • Critiqued 21 potential Prospect Street initiatives.
    • Performed due diligence and financial modeling for 7 potential investments.
    • Drafted and presented investment memoranda to Investment Committee.
  • Created turnaround-pricing model for consumer goods manufacturing firm.

cooperative education experience

Staff Accountant
12/92 - 3/93
Vance, Cronin & Stephenson P.C. - Boston, MA
  • Completed personal, trust and corporate tax returns for various states.
  • Formulated and reviewed corporate annual financial statements.
Financial Analyst
12/91 - 6/92
The Boston Company - Boston, MA
  • Developed and analyzed closing schedules for various P&L lines.
  • Prepared financial statements, performance reports & trends that were published by The Finance Division.
Annual Acct. Preparer
3/91 - 6/91
Fiduciary Trust Company - Boston, MA
  • Reconciled and examined trust accounts, generated principal and income fees, prepared final statements.
Accounting Coop
6/90 - 12/90
Samek & Fanueil - Boston, MA
  • Managed cash disbursements, cash receipts, payroll, petty cash and completed monthly bank reconciliations.
Software Support
1/90 - 9/95
Northeastern University - Boston, MA
  • Promoted four levels to Assistant Lab Manager.

computer experience

Microsoft Certified Instructor CompUSA
Operating Systems PC-DOS, MS-DOS, Windows, VAX/VMS, Macintosh
Business Software Adaytum, Hyperion, JD Edwards, MAPICS XA, BusinessWorks, Quicken, Quickbooks, PeopleSoft, Edge, Aspen, MUNIS, iPass
Other Software Access, Act, Excel, Lotus 1-2-3, Harvard Graphics, PowerPoint, MS-Project, Superpaint, Pascal, WordPerfect, WriteNow, Word, Hypercard, DbaseIII, Minitab, Lindo, SAS, Outlook


M.B.A. Northeastern University - Boston, MA 6/95
  Dual Concentration Finance and Entrepreneurship; GPA=3.73/4.00
  M.B.A. Thesis Examined the accuracy of the projected financial statement in plans of reorganization of companies under distress.
B.S. Bus. Admin. Northeastern University - Boston, MA 9/93
  Dual Concentration Accounting; Finance and Insurance; GPA=3.52/4.00 magna cum laude
  Senior Honors Thesis Studied the impact of performance of top US banks on the determination of their executive compensation packages.

language skills

Working knowledge of French, Spanish and Swahili.

honors & awards

  • Amelia S. Peabody Scholarship; The Presidential Honors Scholarship; AIMR-FMA CFA Scholarship
  • Beta Gamma Sigma; Vice President National Golden Key Honor Society; FMA National Honors Society
  • University Honors Society; University Honors Program Distinction; Dean's List all quarters
  • President - The Computer Association; Member Investment Club
  • Awarded Graduate Assistantship {Merit Based}

other skills and awards

  • Wollen Cup 1st Place Piano Soloist, Kenya Music Festival
  • One of eight AFS Exchange Students to represent Kenya in the United States 1988-1989
  • YMCA Certified Aerobics Instructor
  • Red Cross Certified Lifeguard
Brick Link, the Unofficial LEGO® Marketplace
Bobbie Bush Photography
Lauren Poussard Photography
Tony Vacca's World Rhythms

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