Experience

RDM Associates

• United States
• Accounting
• 1 - 100 Employee

• Director, Grants & Finance Management

  • Oct 2022 - Jun 2023

• Accounting Manager

  • Jun 2014 - Sep 2022

   Oversee the financial activities for nonprofit clients assigned - accounts payable, accounts receivables, cash disbursements, invoicing/billing, payroll, fixed asset records, general ledger maintenance, and other general accounting matters  Responsible for month-end closing as well as the monthly preparation/analysis of financial statements for two clients  Present monthly financial statements to the Finance/Executive Committees as well as the Board of… Show more  Oversee the financial activities for nonprofit clients assigned - accounts payable, accounts receivables, cash disbursements, invoicing/billing, payroll, fixed asset records, general ledger maintenance, and other general accounting matters  Responsible for month-end closing as well as the monthly preparation/analysis of financial statements for two clients  Present monthly financial statements to the Finance/Executive Committees as well as the Board of Directors  Coordinates/Manages the annual audit process (including preparation of SEFA schedule, if applicable), any grant/contract or funder-based audits, as well as oversee the preparation of the Form 990  Manage/Prepare/Monitor client budgets and forecasting activities  Engaged in the strategic planning process as well as evaluating new business/program initiatives and business plan development  Coordinate with grant/program staff to ensure funds are spent on established/allowable line items and within grant period  Responsible for implementing/reviewing client internal control policies and procedures  Participate in client contract negotiations, new client implementations, and ensuring that client work performed is being maintained within the agreed upon RDMA scope of services grid  Monitor and train RDMA “client team” while coordinating and enforcing RDMA policies, procedures, and productivity standards (i.e. – deadlines, quality, etc.) as well as provide oversight to client accounting staff  Manage client requests and ensure questions/requests are being addressed in a timely manner by RDMA Staff /Management  Responsible for ensuring RDMA Management is aware of new accounting standards impacting our clients and that these standards are implemented accordingly  Involved in the staff evaluation process as well as interviewing candidates for firm and client related positions



Greater Flint Health Coalition

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

• Staff Accountant/Special Projects Assistant

  • Aug 2010 - May 2014

   Handles day-to-day financial activities of the organization - accounts payable, accounts receivables, cash disbursements, invoicing/billing, payroll, fixed asset records, general accounting, and Human Resources  Ensure an accurate and timely monthly and year end close  Prepares/Presents monthly Financial Statements to the President & Chief Executive Officer as well as Board of Directors  Coordinates and handles work relating to external audits of the organization’s financial… Show more  Handles day-to-day financial activities of the organization - accounts payable, accounts receivables, cash disbursements, invoicing/billing, payroll, fixed asset records, general accounting, and Human Resources  Ensure an accurate and timely monthly and year end close  Prepares/Presents monthly Financial Statements to the President & Chief Executive Officer as well as Board of Directors  Coordinates and handles work relating to external audits of the organization’s financial records  Responsible for reviewing/maintaining Grant and Vendor Contracts and ensuring compliance with all reporting deadlines  Prepares/Monitors budgets and forecasting activities  Responsible for establishing/monitoring internal control policies and procedures  Handles personnel issues relating to employee benefits, payroll, etc. Show less  Handles day-to-day financial activities of the organization - accounts payable, accounts receivables, cash disbursements, invoicing/billing, payroll, fixed asset records, general accounting, and Human Resources  Ensure an accurate and timely monthly and year end close  Prepares/Presents monthly Financial Statements to the President & Chief Executive Officer as well as Board of Directors  Coordinates and handles work relating to external audits of the organization’s financial… Show more  Handles day-to-day financial activities of the organization - accounts payable, accounts receivables, cash disbursements, invoicing/billing, payroll, fixed asset records, general accounting, and Human Resources  Ensure an accurate and timely monthly and year end close  Prepares/Presents monthly Financial Statements to the President & Chief Executive Officer as well as Board of Directors  Coordinates and handles work relating to external audits of the organization’s financial records  Responsible for reviewing/maintaining Grant and Vendor Contracts and ensuring compliance with all reporting deadlines  Prepares/Monitors budgets and forecasting activities  Responsible for establishing/monitoring internal control policies and procedures  Handles personnel issues relating to employee benefits, payroll, etc. Show less



Lewis & Knopf, CPAs, P.C.

• United States
• Accounting
• 1 - 100 Employee

• Senior Staff Accountant

  • Dec 2005 - Jan 2010

   Participate in and manage audits of profit, governmental and not-for-profit organizations.  Supervise staff, organize work assignments and schedules.  Developed strong client relationships through various projects and proposal work.  Contribute to and participate in preparation of financial statements and board presentations.  Prepare and review business as well as individual income tax returns and conduct year end tax planning.  Participate in and manage audits of profit, governmental and not-for-profit organizations.  Supervise staff, organize work assignments and schedules.  Developed strong client relationships through various projects and proposal work.  Contribute to and participate in preparation of financial statements and board presentations.  Prepare and review business as well as individual income tax returns and conduct year end tax planning.



Deloitte

• Business Consulting and Services
• 700 & Above Employee

• Senior Consultant

  • Jan 2004 - Feb 2005

   Perform extensive analytical scoping procedures, conduct interviews and review documentation to systematically identify and quantify client method change opportunities.  Perform and document an array of tax consulting offerings in accordance with current technical authority.  Conduct complex technical tax research to substantiate or challenge critical client positions.  Communicate effectively and efficiently with client and team to achieve results while facing demanding client… Show more  Perform extensive analytical scoping procedures, conduct interviews and review documentation to systematically identify and quantify client method change opportunities.  Perform and document an array of tax consulting offerings in accordance with current technical authority.  Conduct complex technical tax research to substantiate or challenge critical client positions.  Communicate effectively and efficiently with client and team to achieve results while facing demanding client deadlines. Show less  Perform extensive analytical scoping procedures, conduct interviews and review documentation to systematically identify and quantify client method change opportunities.  Perform and document an array of tax consulting offerings in accordance with current technical authority.  Conduct complex technical tax research to substantiate or challenge critical client positions.  Communicate effectively and efficiently with client and team to achieve results while facing demanding client… Show more  Perform extensive analytical scoping procedures, conduct interviews and review documentation to systematically identify and quantify client method change opportunities.  Perform and document an array of tax consulting offerings in accordance with current technical authority.  Conduct complex technical tax research to substantiate or challenge critical client positions.  Communicate effectively and efficiently with client and team to achieve results while facing demanding client deadlines. Show less



PwC

• Professional Services
• 700 & Above Employee

• Senior Tax Associate

  • Jul 2002 - Dec 2003

   Participate in and manage expatriate, alien, and domestic income tax returns as well as assist with client program coordination and special projects.  Manage tax assistance process as well as communicate with clients delivering quality and proactive tax services.  Effectively communicates tax return positions and company policies to taxpayers.  Conduct pre-assignment and repatriation consultations to individuals prior to or after assignment to discuss the impact on their U.S… Show more  Participate in and manage expatriate, alien, and domestic income tax returns as well as assist with client program coordination and special projects.  Manage tax assistance process as well as communicate with clients delivering quality and proactive tax services.  Effectively communicates tax return positions and company policies to taxpayers.  Conduct pre-assignment and repatriation consultations to individuals prior to or after assignment to discuss the impact on their U.S. taxes.  Demonstrates strong relationship management skills through attending client conference calls, meetings and events.  Contribute to and participate in presentation of annual reports.  Continually assist our foreign offices and client contacts with administrative matters and policy questions.  Tax contact for large assignee population assisting them with administrative matters and personal tax questions.  Involved in client transition process allowing me to develop and understand the proper process and procedures for the engagements.  Assist in coordination of worldwide engagements to ensure company policies and expectations are communicated and understood.  Provided expert tax advice through various consulting and payroll projects.  Help manage financial aspects of engagements (budgeting, billing, foreign billing, and collecting).

• Tax Associate

  • Aug 2000 - Jul 2002

   Prepared approximately 200 tax returns and 75 tax equalization calculations in 2001.  Draft client bills and review foreign invoices to ensure fees and services are within contractual agreements.  Selected by management to train new hires and co-workers on various tax and technical topics.