Chief Financial Officer

• Apr 2012 - Present

• Responsible for budget, internal controls and financial reporting of diocese as well as 59 parishes within the 9 counties of Southwest Michigan • Took over and ran Business office that had not had a Finance Officer for 10 months • Developed and presented Fiscal Budget for organization with no prior year budget • Reviewed and implemented policies at diocesan offices and parishes to safeguard assets • Implemented changes to save over 10% on expenses over prior year in first… Show more • Responsible for budget, internal controls and financial reporting of diocese as well as 59 parishes within the 9 counties of Southwest Michigan • Took over and ran Business office that had not had a Finance Officer for 10 months • Developed and presented Fiscal Budget for organization with no prior year budget • Reviewed and implemented policies at diocesan offices and parishes to safeguard assets • Implemented changes to save over 10% on expenses over prior year in first year. • Implemented new payroll system conversion diocese wide • Pension board member responsible for major improvements to priests’ pension plan • New IT direction for diocese form managed service contracts to matrix internal/external service set up providing savings, improved service and additional functionality to the system. • Convinced Diocesan and Parish leadership of value in plan to increase revenue by over 20% over 3 years • Key participant with other Diocesan Chief Financial Officers on a team to select a preferred payroll provider for all parishes and other Diocesan operations in the State of Michigan. Show less • Responsible for budget, internal controls and financial reporting of diocese as well as 59 parishes within the 9 counties of Southwest Michigan • Took over and ran Business office that had not had a Finance Officer for 10 months • Developed and presented Fiscal Budget for organization with no prior year budget • Reviewed and implemented policies at diocesan offices and parishes to safeguard assets • Implemented changes to save over 10% on expenses over prior year in first… Show more • Responsible for budget, internal controls and financial reporting of diocese as well as 59 parishes within the 9 counties of Southwest Michigan • Took over and ran Business office that had not had a Finance Officer for 10 months • Developed and presented Fiscal Budget for organization with no prior year budget • Reviewed and implemented policies at diocesan offices and parishes to safeguard assets • Implemented changes to save over 10% on expenses over prior year in first year. • Implemented new payroll system conversion diocese wide • Pension board member responsible for major improvements to priests’ pension plan • New IT direction for diocese form managed service contracts to matrix internal/external service set up providing savings, improved service and additional functionality to the system. • Convinced Diocesan and Parish leadership of value in plan to increase revenue by over 20% over 3 years • Key participant with other Diocesan Chief Financial Officers on a team to select a preferred payroll provider for all parishes and other Diocesan operations in the State of Michigan. Show less

Finance Manager

• Jun 2002 - Present

Finance Officer at diocese of Kalamazoo, responsible for all financial operations of the diocese in addition to other responsibilities as a member of the Bishop’s Leadership Team at the diocese Finance Officer at diocese of Kalamazoo, responsible for all financial operations of the diocese in addition to other responsibilities as a member of the Bishop’s Leadership Team at the diocese

Tax Audit

• 2016 - 2016

Audit / Tax Associate - CPA

• Jan 1995 - Jun 2002

Performed and managed audits and other engagements including Tax preparation /review and consulting services. for a variety of clients ranging from manufacturing, professional service firms and automobile dealerships to school district, municipalities and non-for-profit organizations. Quickly took on role leading engagements, recruiting and training new staff. Worked as one of two staff on a project to access client ledgers remotely to provide consulting and benchmarking services, and… Show more Performed and managed audits and other engagements including Tax preparation /review and consulting services. for a variety of clients ranging from manufacturing, professional service firms and automobile dealerships to school district, municipalities and non-for-profit organizations. Quickly took on role leading engagements, recruiting and training new staff. Worked as one of two staff on a project to access client ledgers remotely to provide consulting and benchmarking services, and then trained other staff on the same to enhance service provided to niche market serviced by the firm. Show less Performed and managed audits and other engagements including Tax preparation /review and consulting services. for a variety of clients ranging from manufacturing, professional service firms and automobile dealerships to school district, municipalities and non-for-profit organizations. Quickly took on role leading engagements, recruiting and training new staff. Worked as one of two staff on a project to access client ledgers remotely to provide consulting and benchmarking services, and… Show more Performed and managed audits and other engagements including Tax preparation /review and consulting services. for a variety of clients ranging from manufacturing, professional service firms and automobile dealerships to school district, municipalities and non-for-profit organizations. Quickly took on role leading engagements, recruiting and training new staff. Worked as one of two staff on a project to access client ledgers remotely to provide consulting and benchmarking services, and then trained other staff on the same to enhance service provided to niche market serviced by the firm. Show less

Auditor

• 1995 - 2002

Audit and Tax Audit and Tax

Corporate Accountant

• Jun 1991 - Dec 1993

Financial Reports, Audit Workpapers and Tax Financial Reports, Audit Workpapers and Tax