Experience

St. Andrew's Schools

• United States
• Education Administration Programs
• 1 - 100 Employee

• Director of Finance

  • Oct 2021 - Present

• Chief Financial Officer

  • Jan 2020 - Present

• Registrar

  • Aug 2017 - Jan 2020

  Responsible for student records, reports, and annual registration. Supported student course registration, award ceremonies, and commencement activities. Improved accuracy, presentation, and production of student reports and transcripts by analyzing and revising report field codes and report format. Improved student information registration completion rate from 30% to 96% through personalized email and phone communications to parents. Created a system to track student… Show more Responsible for student records, reports, and annual registration. Supported student course registration, award ceremonies, and commencement activities. Improved accuracy, presentation, and production of student reports and transcripts by analyzing and revising report field codes and report format. Improved student information registration completion rate from 30% to 96% through personalized email and phone communications to parents. Created a system to track student consumables and reimbursable charges. Improved delivery of student consumables to classrooms before the first day of school. Cleaned up, deduped, and standardized contact information in the school database.



Foothills Art Center

• United States
• Museums, Historical Sites, and Zoos
• 1 - 100 Employee

• Executive Director

  • Nov 2013 - Nov 2015

  Director at downtown arts center located in two historic facilities. Operated a lean budget of $750,000 with a staff of four full time, five part time employees, and more than 25 volunteers to serve more than 15,000 people through five exhibits annually and educational programming for adults and summer camp program for children. Improved cash flow, operating efficiency and financial accountability by restructuring online giving platform and linking point of sale system to accounting… Show more Director at downtown arts center located in two historic facilities. Operated a lean budget of $750,000 with a staff of four full time, five part time employees, and more than 25 volunteers to serve more than 15,000 people through five exhibits annually and educational programming for adults and summer camp program for children. Improved cash flow, operating efficiency and financial accountability by restructuring online giving platform and linking point of sale system to accounting software; restated chart of accounts, and established operating metrics. Produced monthly financial statements with dashboard, key performance indicators, and variance report. Produced zero-based budgets and narratives. Conducted feasibility study with consultant to identify major gift donors in preparation of future capital campaign. Increased membership by 8% over two years through new visitors and improved membership renewal processes. Improved fundraising capacity through establishment of data entry protocols, donor tracking, and donor relations. Led grant team to successfully apply for state historical preservation grant and raised matching funds to create design documents to rehabilitate structures on the National Historic Register. Worked with facilities committee to establish a facilities maintenance plan, budget and schedule as well as a facilities vendor list. Managed board committees for finance, investment, fundraising, facilities, and exhibitions. Responsible for marketing and communications and facilities contractors; managed employees for exhibitions, education, retail, volunteers, visitor services, and accounting. Show less Director at downtown arts center located in two historic facilities. Operated a lean budget of $750,000 with a staff of four full time, five part time employees, and more than 25 volunteers to serve more than 15,000 people through five exhibits annually and educational programming for adults and summer camp program for children. Improved cash flow, operating efficiency and financial accountability by restructuring online giving platform and linking point of sale system to accounting… Show more Director at downtown arts center located in two historic facilities. Operated a lean budget of $750,000 with a staff of four full time, five part time employees, and more than 25 volunteers to serve more than 15,000 people through five exhibits annually and educational programming for adults and summer camp program for children. Improved cash flow, operating efficiency and financial accountability by restructuring online giving platform and linking point of sale system to accounting software; restated chart of accounts, and established operating metrics. Produced monthly financial statements with dashboard, key performance indicators, and variance report. Produced zero-based budgets and narratives. Conducted feasibility study with consultant to identify major gift donors in preparation of future capital campaign. Increased membership by 8% over two years through new visitors and improved membership renewal processes. Improved fundraising capacity through establishment of data entry protocols, donor tracking, and donor relations. Led grant team to successfully apply for state historical preservation grant and raised matching funds to create design documents to rehabilitate structures on the National Historic Register. Worked with facilities committee to establish a facilities maintenance plan, budget and schedule as well as a facilities vendor list. Managed board committees for finance, investment, fundraising, facilities, and exhibitions. Responsible for marketing and communications and facilities contractors; managed employees for exhibitions, education, retail, volunteers, visitor services, and accounting. Show less



LiveWell Colorado

• United States
• Health, Wellness & Fitness
• 1 - 100 Employee

• Chief Financial Officer

  • Jul 2009 - Apr 2013

  Direct FYE 2012 $9.6M annual budget, 17 employees. Chief financial officer for a startup operation. Instituted accounting system and procedures to track revenue and expenses by fund, restriction, funding source, department and project, and create separation of duties and dual control. Established online treasury management including ACH and positive pay systems. Executed payroll, benefits and human resources administration. Worked with investment bankers to conserve and manage… Show more Direct FYE 2012 $9.6M annual budget, 17 employees. Chief financial officer for a startup operation. Instituted accounting system and procedures to track revenue and expenses by fund, restriction, funding source, department and project, and create separation of duties and dual control. Established online treasury management including ACH and positive pay systems. Executed payroll, benefits and human resources administration. Worked with investment bankers to conserve and manage cash flow through laddered investments. Migrated office technology from internal server, network and backup systems to MS Office 365 cloud servers. Created contract and contract process management system. Setup independent contractor contract template, collaborated with managers to edit contract scope of work and payment schedules. Tracked contract payments. Led grant writing and reporting team to collect operating and program data, milestones and outputs, and budget information for multi-year, multi-million dollar foundation and government grants. Edited and successfully submitted applications, interim and final reports. Acted as to the finance committee of the board of directors. Presented budgets, financial statements and variance reports, cash flow, and sources and uses schedules. Show less Direct FYE 2012 $9.6M annual budget, 17 employees. Chief financial officer for a startup operation. Instituted accounting system and procedures to track revenue and expenses by fund, restriction, funding source, department and project, and create separation of duties and dual control. Established online treasury management including ACH and positive pay systems. Executed payroll, benefits and human resources administration. Worked with investment bankers to conserve and manage… Show more Direct FYE 2012 $9.6M annual budget, 17 employees. Chief financial officer for a startup operation. Instituted accounting system and procedures to track revenue and expenses by fund, restriction, funding source, department and project, and create separation of duties and dual control. Established online treasury management including ACH and positive pay systems. Executed payroll, benefits and human resources administration. Worked with investment bankers to conserve and manage cash flow through laddered investments. Migrated office technology from internal server, network and backup systems to MS Office 365 cloud servers. Created contract and contract process management system. Setup independent contractor contract template, collaborated with managers to edit contract scope of work and payment schedules. Tracked contract payments. Led grant writing and reporting team to collect operating and program data, milestones and outputs, and budget information for multi-year, multi-million dollar foundation and government grants. Edited and successfully submitted applications, interim and final reports. Acted as to the finance committee of the board of directors. Presented budgets, financial statements and variance reports, cash flow, and sources and uses schedules. Show less



Graland Country Day School

• United States
• Education Management
• 100 - 200 Employee

• Director of Finance and Operations

  • Jul 2007 - Dec 2008

  Enrollment of 630 students, 120 employees, $12 million operating budget, seven acres, and nine buildings. Directly supervised five clerical and professional staff, two department heads with nine employees. Financial reporting and management, budgeting and forecasting. Variance analysis. Treasury and investment reporting and monitoring. Responsible for monthly and annual financial reports. Chief staff person for Finance Committee. Oversaw budget and audit process and… Show more Enrollment of 630 students, 120 employees, $12 million operating budget, seven acres, and nine buildings. Directly supervised five clerical and professional staff, two department heads with nine employees. Financial reporting and management, budgeting and forecasting. Variance analysis. Treasury and investment reporting and monitoring. Responsible for monthly and annual financial reports. Chief staff person for Finance Committee. Oversaw budget and audit process and reports. Buildings and grounds management. Supervised Facilities Manager. Increased training and management of workman's compensation insurance program and training to reduce risk and manage claims. Technology management. Supervised Technology Director, implemented the addition of 120 Macbook laptops, two Apple servers, 40 projectors and 10 SmartBoards. Improved guest network, telephone and voicemail infrastructure, and server room conditions. Budgeting and expense monitoring for technology. Managed technology consultants. Managed Food Service Contractors. Made incremental improvements to campus dining experience. Coordinated transportation, created bus routes, hired bus drivers. Show less Enrollment of 630 students, 120 employees, $12 million operating budget, seven acres, and nine buildings. Directly supervised five clerical and professional staff, two department heads with nine employees. Financial reporting and management, budgeting and forecasting. Variance analysis. Treasury and investment reporting and monitoring. Responsible for monthly and annual financial reports. Chief staff person for Finance Committee. Oversaw budget and audit process and… Show more Enrollment of 630 students, 120 employees, $12 million operating budget, seven acres, and nine buildings. Directly supervised five clerical and professional staff, two department heads with nine employees. Financial reporting and management, budgeting and forecasting. Variance analysis. Treasury and investment reporting and monitoring. Responsible for monthly and annual financial reports. Chief staff person for Finance Committee. Oversaw budget and audit process and reports. Buildings and grounds management. Supervised Facilities Manager. Increased training and management of workman's compensation insurance program and training to reduce risk and manage claims. Technology management. Supervised Technology Director, implemented the addition of 120 Macbook laptops, two Apple servers, 40 projectors and 10 SmartBoards. Improved guest network, telephone and voicemail infrastructure, and server room conditions. Budgeting and expense monitoring for technology. Managed technology consultants. Managed Food Service Contractors. Made incremental improvements to campus dining experience. Coordinated transportation, created bus routes, hired bus drivers. Show less



SCFD

• Non-profit Organizations
• 1 - 100 Employee

• Executive Director

  • Oct 1999 - Jun 2007

  Managed the distribution of $38 million in tax funds to over 300 cultural facilities. Reported to 11 member Board of Directors, managed open Board meetings schedules and agendas. Reported monthly financial statements. Created and monitored annual budget, reported variances of budget to actual. Monitored and reported investment activity. Conducted RFP's for banking and investment services; transferred accounts to save fees and increase automation. Worked closely with auditors, bankers… Show more Managed the distribution of $38 million in tax funds to over 300 cultural facilities. Reported to 11 member Board of Directors, managed open Board meetings schedules and agendas. Reported monthly financial statements. Created and monitored annual budget, reported variances of budget to actual. Monitored and reported investment activity. Conducted RFP's for banking and investment services; transferred accounts to save fees and increase automation. Worked closely with auditors, bankers, and investment advisors to meet organization goals. Managed contractors for lobbying, legal, communications, computer maintenance, bookkeeping and auditing. Led two successful legislative efforts to pass state bills to reauthorize the District through election and to update SCFD statute, and to place a unique cap on future election costs. Implemented computer network and backup system, database, web site recreation, and hardware and software updates. Assessed grant making operations to decrease paperwork, improve consistency in procedures, create efficiency, reduce costs, and to align practices with state statute and internal policies. Led District during the 2001 recession by reducing expenditures and maintaining staffing. Show less Managed the distribution of $38 million in tax funds to over 300 cultural facilities. Reported to 11 member Board of Directors, managed open Board meetings schedules and agendas. Reported monthly financial statements. Created and monitored annual budget, reported variances of budget to actual. Monitored and reported investment activity. Conducted RFP's for banking and investment services; transferred accounts to save fees and increase automation. Worked closely with auditors, bankers… Show more Managed the distribution of $38 million in tax funds to over 300 cultural facilities. Reported to 11 member Board of Directors, managed open Board meetings schedules and agendas. Reported monthly financial statements. Created and monitored annual budget, reported variances of budget to actual. Monitored and reported investment activity. Conducted RFP's for banking and investment services; transferred accounts to save fees and increase automation. Worked closely with auditors, bankers, and investment advisors to meet organization goals. Managed contractors for lobbying, legal, communications, computer maintenance, bookkeeping and auditing. Led two successful legislative efforts to pass state bills to reauthorize the District through election and to update SCFD statute, and to place a unique cap on future election costs. Implemented computer network and backup system, database, web site recreation, and hardware and software updates. Assessed grant making operations to decrease paperwork, improve consistency in procedures, create efficiency, reduce costs, and to align practices with state statute and internal policies. Led District during the 2001 recession by reducing expenditures and maintaining staffing. Show less



Scientific and Cultural Facilities Distrtict

• Tier III Coordinator

  • Sep 1996 - Sep 1999

  Managed $3 million grants distribution budget to over 280 organizations in the seven county Denver metropolitan area. Coordinated the grant administration process for each county, and assisted 60 volunteers. Improved accountability of the process by aligning statutory requirements to eligibility and grant making processes. Consolidated five grant applications into one common grant application. Oversaw development of grant making database and installation of computer network. Managed $3 million grants distribution budget to over 280 organizations in the seven county Denver metropolitan area. Coordinated the grant administration process for each county, and assisted 60 volunteers. Improved accountability of the process by aligning statutory requirements to eligibility and grant making processes. Consolidated five grant applications into one common grant application. Oversaw development of grant making database and installation of computer network.