Experience

KIPP North Carolina Public Schools

• United States
• Education Management
• 1 - 100 Employee

• Chief Financial Officer

  • Sep 2021 - Present

  Founding CFO of a newly merged school network, which consists of three affiliated nonprofits across four North Carolina campuses, serving 3,300+ students, consisting of 400+ employees, and has a combined annual budget of $54MM. Brought all financial functions in-house. Implemented a digital accounts payable system, a credit card management platform, created the organization's first long-term financial budget model, and developed interactive financial dashboards through Tableau for schools and leadership.



Turnaround for Children

• Director, Finance

  • May 2020 - Sep 2021

  Managed the finances and oversaw the accounting functions of a progressive education focused non-profit organization with $8MM budget and a myriad of restricted, non-restricted, and earned revenue streams. Supported the organization in shifting to a back-office managed accounting team. Updated financial policies and procedures. Developed a budget that linked the strategic priorities of the organization to its budget. Created revenue models to test assumptions on newly developed earned revenue modesl.



Hope Enterprise Corporation

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Vice President, Education Financing

  • Jun 2019 - May 2020

  Responsible for the growth and improvement of HOPE’s Educational Lending Portfolio. Provided facility development, technical assistance to schools, child care facilities, and education-oriented nonprofits. This work included managing HOPE’s $20MM in USDOE Credit Enhancements for Charter School Facilities and leveraging more than $165MM in charter school facility capital. Responsible for the growth and improvement of HOPE’s Educational Lending Portfolio. Provided facility development, technical assistance to schools, child care facilities, and education-oriented nonprofits. This work included managing HOPE’s $20MM in USDOE Credit Enhancements for Charter School Facilities and leveraging more than $165MM in charter school facility capital.



New Harmony High School

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

• Co-Founder / Chief Financial & Operations Officer

  • Oct 2017 - Jun 2019

  Co-founder and co-creator of XQ Super School, New Harmony High, an independent public high school in New Orleans focused on empowering youth to address climate change. Supported the successful XQ Super School grant process and subsequent award of $10MM. Navigated the organization through a successful charter approval process through the Louisiana Department of Education. Developed the school's financial, operational, and anti-racist personnel policies. Created and led the school's Finance Committee and Facility Committee.



KIPP Colorado Schools

• United States
• Education Administration Programs
• 100 - 200 Employee

• Director of Finance & Accounting

  • Jul 2016 - Oct 2017

  Responsible for all financial and accounting functions of a rapidly expanding public school network with a budget of roughly $30MM and 300 employees. Led the streamlining of multiple processes to reduce reporting time, improve reporting accuracy, strengthen internal controls, and improve financial reporting clarity. Led the network's Advisory Committee and presented monthly reports to the Finance Committee. Responsible for all financial and accounting functions of a rapidly expanding public school network with a budget of roughly $30MM and 300 employees. Led the streamlining of multiple processes to reduce reporting time, improve reporting accuracy, strengthen internal controls, and improve financial reporting clarity. Led the network's Advisory Committee and presented monthly reports to the Finance Committee.



4th Sector Solutions

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

• Finance Manager

  • Jun 2014 - Jul 2016

  Led the financial, operations, and human resources consulting for four independent schools and an education-focused nonprofit client. Managed financial reporting, budgeting, grants, payroll process, and client audit preparation. Reinvented the organization's financial models and budgeting instruments to reduce reporting errors, reduce monthly closing timeline, and improving clarity of financial reports. Led the financial, operations, and human resources consulting for four independent schools and an education-focused nonprofit client. Managed financial reporting, budgeting, grants, payroll process, and client audit preparation. Reinvented the organization's financial models and budgeting instruments to reduce reporting errors, reduce monthly closing timeline, and improving clarity of financial reports.



Education Pioneers

• United States
• Education Administration Programs
• 400 - 500 Employee

• Analyst Fellow

  • Aug 2013 - Jun 2014



Ernst & Young

• China
• Accounting
• 700 & Above Employee

• Assurance Associate

  • Oct 2011 - Sep 2013

• Assurance Intern

  • Jun 2010 - Aug 2010