Experience

Episcopal Diocese of Massachusetts

• Religious Institutions
• 1 - 100 Employee

• Controller

  • Aug 2018 - Present



Federation for Children with Special Needs (FCSN)

• United States
• Individual and Family Services
• 1 - 100 Employee

• Director of Finance

  • Aug 2012 - Jul 2018



Health Leads

• Boston, MA

• Director of Finance and Administration

  • Sep 2009 - Jun 2012

  Directed centralized finance and administrative functions for national nonprofit that mobilizes college volunteers to connect patients and their families with the basic resources needed to be healthy. • Served as first full time finance staff, developing financial, administrative, and HR systems to prepare for projected rapid growth. • Managed budget growth that quadrupled from $2.3M to $9M over 3 years. • Reduced time to close monthly books in half, from 5 to 2.5… Show more Directed centralized finance and administrative functions for national nonprofit that mobilizes college volunteers to connect patients and their families with the basic resources needed to be healthy. • Served as first full time finance staff, developing financial, administrative, and HR systems to prepare for projected rapid growth. • Managed budget growth that quadrupled from $2.3M to $9M over 3 years. • Reduced time to close monthly books in half, from 5 to 2.5 weeks. • Improved expense management using new policies and technology by boosting on time submission of expense reports from 50% to 95%, while reducing processing time by 50%, and increasing coding accuracy. • Created simplified budgeting process to more accurately project and track expenses for 13 sites and departmental budgets, including education of novice budget managers. • Led committee through search for first office space; implemented first benefits plan; wrote first employee handbook. Show less Directed centralized finance and administrative functions for national nonprofit that mobilizes college volunteers to connect patients and their families with the basic resources needed to be healthy. • Served as first full time finance staff, developing financial, administrative, and HR systems to prepare for projected rapid growth. • Managed budget growth that quadrupled from $2.3M to $9M over 3 years. • Reduced time to close monthly books in half, from 5 to 2.5… Show more Directed centralized finance and administrative functions for national nonprofit that mobilizes college volunteers to connect patients and their families with the basic resources needed to be healthy. • Served as first full time finance staff, developing financial, administrative, and HR systems to prepare for projected rapid growth. • Managed budget growth that quadrupled from $2.3M to $9M over 3 years. • Reduced time to close monthly books in half, from 5 to 2.5 weeks. • Improved expense management using new policies and technology by boosting on time submission of expense reports from 50% to 95%, while reducing processing time by 50%, and increasing coding accuracy. • Created simplified budgeting process to more accurately project and track expenses for 13 sites and departmental budgets, including education of novice budget managers. • Led committee through search for first office space; implemented first benefits plan; wrote first employee handbook. Show less



CoGenerate (Formerly Encore.org)

• Non-profit Organizations
• 1 - 100 Employee

• Consultant

  • Jun 2009 - Sep 2009

  Consulted with initial Director of Finance to set up financial systems. Consulted with initial Director of Finance to set up financial systems.



Outdoor Explorations

• Medford, MA

• Director of Operations

  • Feb 2008 - May 2009

  Directed day to day finance, HR, administration, and technology for nonprofit that makes the outdoors a welcoming place to those with disabilities. • Served as Interim Executive Director from Oct 2008 - Dec 2008. • Analyzed fixed operational and program costs, reduced them by 28%, and educated program staff on program pricing. • Stabilized/created solid team through restructuring hiring process. • Simplified, created and implemented administrative systems, freeing 4 hrs/week… Show more Directed day to day finance, HR, administration, and technology for nonprofit that makes the outdoors a welcoming place to those with disabilities. • Served as Interim Executive Director from Oct 2008 - Dec 2008. • Analyzed fixed operational and program costs, reduced them by 28%, and educated program staff on program pricing. • Stabilized/created solid team through restructuring hiring process. • Simplified, created and implemented administrative systems, freeing 4 hrs/week for staff. • Created standard financial reports, including cash flow, for Finance Committee and Board of Directors. • Served as staff point of contact for Board of Advisors. • Member, Outdoor Explorations Board of Directors (2005 – 2008). Show less Directed day to day finance, HR, administration, and technology for nonprofit that makes the outdoors a welcoming place to those with disabilities. • Served as Interim Executive Director from Oct 2008 - Dec 2008. • Analyzed fixed operational and program costs, reduced them by 28%, and educated program staff on program pricing. • Stabilized/created solid team through restructuring hiring process. • Simplified, created and implemented administrative systems, freeing 4 hrs/week… Show more Directed day to day finance, HR, administration, and technology for nonprofit that makes the outdoors a welcoming place to those with disabilities. • Served as Interim Executive Director from Oct 2008 - Dec 2008. • Analyzed fixed operational and program costs, reduced them by 28%, and educated program staff on program pricing. • Stabilized/created solid team through restructuring hiring process. • Simplified, created and implemented administrative systems, freeing 4 hrs/week for staff. • Created standard financial reports, including cash flow, for Finance Committee and Board of Directors. • Served as staff point of contact for Board of Advisors. • Member, Outdoor Explorations Board of Directors (2005 – 2008). Show less



Treacher Collins Connection

• Co-Founder

  • Aug 2001 - Aug 2008

  Co-founded national organization to connect people with Treacher Collins Syndrome to each other and medical professionals. Co-founded national organization to connect people with Treacher Collins Syndrome to each other and medical professionals.



Literations/(formerly Generations Incorporated)

• Boston, MA

• Director of Operations

  • Feb 2001 - Feb 2008

  Directed day to day finance, HR, administration, and technology for nonprofit (www.generationsinc.org) that engages older adults to improve students’ reading skills. • Led effort to build organizational structure in support of strategic plan with the completed goal of 500% growth in volunteers in 4 years with limited resources. • Led budget process to ensure achievement of budget goals, resulting in 3 straight years of net asset gains (following 2 years of losses) while GI grew from… Show more Directed day to day finance, HR, administration, and technology for nonprofit (www.generationsinc.org) that engages older adults to improve students’ reading skills. • Led effort to build organizational structure in support of strategic plan with the completed goal of 500% growth in volunteers in 4 years with limited resources. • Led budget process to ensure achievement of budget goals, resulting in 3 straight years of net asset gains (following 2 years of losses) while GI grew from 50 to 300 volunteers. • Played key role in building case for major grant applications, funded for a total of $4M including $1.1M, 4 year expansion grant, approximately 35% of overall GI budget. • Led Board Finance Committee. Standardized reporting format, and changed focus from reviewing reports to solving problems. Served on Board Strategic Planning Committee. • Directed writing of technology plan to update organizational infrastructure. Helped build case to write grants that were fully funded; then oversaw implementation of new, updated software, phone system, servers, and computer network. • Orchestrated development of program database that tracked student and volunteer numbers providing instantaneous reports that freed up 15 staff hours a month. • Recognized by IG auditors for having “the cleanest audit of all AmeriCorps programs in Massachusetts.” The IG audit covered 5 years of AmeriCorps government funding. Staff lead for 11 clean organizational audits, recognized annually by auditors for excellent systems and bookkeeping. Show less Directed day to day finance, HR, administration, and technology for nonprofit (www.generationsinc.org) that engages older adults to improve students’ reading skills. • Led effort to build organizational structure in support of strategic plan with the completed goal of 500% growth in volunteers in 4 years with limited resources. • Led budget process to ensure achievement of budget goals, resulting in 3 straight years of net asset gains (following 2 years of losses) while GI grew from… Show more Directed day to day finance, HR, administration, and technology for nonprofit (www.generationsinc.org) that engages older adults to improve students’ reading skills. • Led effort to build organizational structure in support of strategic plan with the completed goal of 500% growth in volunteers in 4 years with limited resources. • Led budget process to ensure achievement of budget goals, resulting in 3 straight years of net asset gains (following 2 years of losses) while GI grew from 50 to 300 volunteers. • Played key role in building case for major grant applications, funded for a total of $4M including $1.1M, 4 year expansion grant, approximately 35% of overall GI budget. • Led Board Finance Committee. Standardized reporting format, and changed focus from reviewing reports to solving problems. Served on Board Strategic Planning Committee. • Directed writing of technology plan to update organizational infrastructure. Helped build case to write grants that were fully funded; then oversaw implementation of new, updated software, phone system, servers, and computer network. • Orchestrated development of program database that tracked student and volunteer numbers providing instantaneous reports that freed up 15 staff hours a month. • Recognized by IG auditors for having “the cleanest audit of all AmeriCorps programs in Massachusetts.” The IG audit covered 5 years of AmeriCorps government funding. Staff lead for 11 clean organizational audits, recognized annually by auditors for excellent systems and bookkeeping. Show less



Blackfeet Youth Initiative

• Browning, MT

• Accountant

  • Jun 1998 - Dec 2000

  Start-up nonprofit on Blackfeet Indian Reservation developing 4th, 5th, and 6th graders into leaders through year-round cross-cultural, service learning based programs. Conducted needs analysis, set up internal financial systems and consulted on grants budgeting and reporting. Start-up nonprofit on Blackfeet Indian Reservation developing 4th, 5th, and 6th graders into leaders through year-round cross-cultural, service learning based programs. Conducted needs analysis, set up internal financial systems and consulted on grants budgeting and reporting.



Lincoln Benefits Group

• Investment Management
• 1 - 100 Employee

• Controller

  • Jul 1995 - Jun 1998

  Hired as Corporate Accountant and promoted to Controller for company that provides a complete benefits package to clients. Managed all accounting functions for $2M budget. Chosen 1996 Employee of the Year. Hired as Corporate Accountant and promoted to Controller for company that provides a complete benefits package to clients. Managed all accounting functions for $2M budget. Chosen 1996 Employee of the Year.



Villanova University

• Student

  • 1991 - 1995