Director, Accounting Services

• Mar 2023 - Present

Director, Foundation Finance

• May 2022 - Mar 2023

Interim Director, Foundation Finance

• Aug 2021 - May 2022

Manager, Foundation Finance

• Sep 2019 - Jul 2021

Manager, Financial Reporting

• Nov 2016 - Sep 2019

Reporting • Generated Board of Trustee reporting materials for Executive, Finance, and Audit, Risk, and Compliance committees • Produce monthly reporting suite to guide and inform senior leadership, including Vice President for Financial Operations & Treasurer, Associate Vice President for Finance, and Controller • Develop and present ad hoc financial reports and presentations utilized by senior leadership • Construct and fine-tune methodology to project year-end revenue and… Show more Reporting • Generated Board of Trustee reporting materials for Executive, Finance, and Audit, Risk, and Compliance committees • Produce monthly reporting suite to guide and inform senior leadership, including Vice President for Financial Operations & Treasurer, Associate Vice President for Finance, and Controller • Develop and present ad hoc financial reports and presentations utilized by senior leadership • Construct and fine-tune methodology to project year-end revenue and expense line items of significant interest and project Operating Statement Collaboration & Leadership • Advise Office of Budget and Planning on GAAP accounting treatments, refining their seven year financial framework model • Contributed material to support the issuance of $500 million taxable debt with Treasury • Combined inputs from Treasury, Budget, and Facilities Management to orchestrate the plan for financing construction with taxable debt issuance, weighing liquidity requirements and desire to maximize capitalized interest • Develop and prepare reconciliation for Budget and Alumni Relations and Development reporting to GAAP figures • Coordinate, design, improve the processing of internal loans with input from Budget and Facilities Management • Update system-generated accounting reports with IT to reduce the need for reclassifications Accounting • Consolidate, analyze, and summarize year-end and quarterly GAAP financial reporting for presentation to the Board of Trustees • Streamlined and led designed and implementation of unified accounting work papers, significantly reducing preparation time and risk of error • Responsible for GAAP presentation of bonds, notes, and other debt payable, interest on indebtedness, and functional classification of expense in annual Financial Report

Gift Accountant

• Jul 2014 - Oct 2016

• Produced quarterly work papers and analysis for multiple fund groups • Prepared contributions receivable note for Northwestern’s Financial Report, coordinating with the office of Alumni Relations and Development • Streamlined multiple gift, stock, and cash reconciliations expanding capacity to continue rotational roll • Communicated with internal and external auditors • Provided backup for endowment related accounting entries • Consulted on cross-departmental projects

Staff Accountant & Procurement Card Program Administrator

• Jun 2011 - Jun 2014

• Co-managed procurement card program: 900+ cardholders, $20M+ spend • Expanded and customized reporting for administrative units including the President’s Office and Travel services • Automated processing checks for policy violation and completeness greatly improving program efficiency and increasing accuracy • Negotiated rotation roll through other accounting areas due to substantial process improvement

Financial Assistant

• Apr 2008 - Jun 2011

• Prepared budgets, managed all purchasing, and participated in strategic planning • Made significant process improvements in payroll, budget planning, and bulk mailings

Program Assistant

• Mar 2006 - Apr 2008

• Supported Dean’s Office, faculty, students, visitors, and affiliates • Managed purchasing, reimbursements, and space for school and sponsored projects