Experience

Programs for Parents, Inc.

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

• Chief Financial Officer

  • Jun 2019 - Present

  Lead the Finance Team Develop and maintain timely accurate financial statements that are appropriate for the users and are in accordance with Generally Accepted Accounting Principles (GAAP) Develop, implement, and ensure compliance with internal accounting policies and procedures Ensure that all statutory requirements of the organization are met including Government funding, payroll taxes, federal taxes and Government Audit Standards (GAS) Prepare and review all… Show more Lead the Finance Team Develop and maintain timely accurate financial statements that are appropriate for the users and are in accordance with Generally Accepted Accounting Principles (GAAP) Develop, implement, and ensure compliance with internal accounting policies and procedures Ensure that all statutory requirements of the organization are met including Government funding, payroll taxes, federal taxes and Government Audit Standards (GAS) Prepare and review all supporting documentation for the annual independent audit and government audits Manage pre and post government contracts including subcontractors Supervise and sign off on the bank and investments reconciliations Administer the organizations pension plan and investments, staff the investment committee Liaise with the Board of Directors, staff the Finance Committee, Audit Committee, and Investment Committee Oversee the bookkeeping function including maintenance of the general ledger, accounts payable, accounts receivable, payroll, and benefits Pension Accounting Show less Lead the Finance Team Develop and maintain timely accurate financial statements that are appropriate for the users and are in accordance with Generally Accepted Accounting Principles (GAAP) Develop, implement, and ensure compliance with internal accounting policies and procedures Ensure that all statutory requirements of the organization are met including Government funding, payroll taxes, federal taxes and Government Audit Standards (GAS) Prepare and review all… Show more Lead the Finance Team Develop and maintain timely accurate financial statements that are appropriate for the users and are in accordance with Generally Accepted Accounting Principles (GAAP) Develop, implement, and ensure compliance with internal accounting policies and procedures Ensure that all statutory requirements of the organization are met including Government funding, payroll taxes, federal taxes and Government Audit Standards (GAS) Prepare and review all supporting documentation for the annual independent audit and government audits Manage pre and post government contracts including subcontractors Supervise and sign off on the bank and investments reconciliations Administer the organizations pension plan and investments, staff the investment committee Liaise with the Board of Directors, staff the Finance Committee, Audit Committee, and Investment Committee Oversee the bookkeeping function including maintenance of the general ledger, accounts payable, accounts receivable, payroll, and benefits Pension Accounting Show less



Fifth Avenue Presbyterian Church

• United States
• Religious Institutions
• 1 - 100 Employee

• Chief Financial Officer

  • Jun 2017 - Jun 2018

  Manage Religious organization Finance Department, Preparing monthly financial statements, accounting for endowment fund Oversee Payroll and Human Resources. Manage Religious organization Finance Department, Preparing monthly financial statements, accounting for endowment fund Oversee Payroll and Human Resources.



Inclusiv

• Financial Services
• 1 - 100 Employee

• Federation Controller

  • Aug 2013 - Jun 2018

  Manage 3, member staff in day-to-day Fiscal, and Administration Generate financial reports and analysis for Board, employees and investors. Ensure compliance with established internal controls Oversees the preparation of regulatory and governmental reports. Reviews financial information needed to ensure an accurate statement of the Credit Union’s financial position to various regulatory agencies Assists in establishing or revising internal financial and operational… Show more Manage 3, member staff in day-to-day Fiscal, and Administration Generate financial reports and analysis for Board, employees and investors. Ensure compliance with established internal controls Oversees the preparation of regulatory and governmental reports. Reviews financial information needed to ensure an accurate statement of the Credit Union’s financial position to various regulatory agencies Assists in establishing or revising internal financial and operational controls to ensure the adequate protection of Credit Union assets Coordinates implementation of ALM strategies throughout the Credit Union Ensure appropriate use of Credit Union resources by accounting staff Stay informed of developments in the accounting field and of changing governmental and legal requirements Develop a cash flow projection process and reporting mechanism, which includes a minimum cash threshold to meet operating needs. Liaison for external financial institutions; providing them with financial reports when necessary Communicates and promote the mission, goals and vision of the organization both internally and externally. Participate in the preparation of the annual operating and capital budgets Contribute to corporate strategy and operations Responsible for management of cash and other investments and bank relationship(s) Credit and collection management in a timely fashion Disseminate organizational or industry specific information Contract Compliance of all Federal regulations of all Government Funded Federal Projects including but not limited to Housing and Urban Development (HUD), Community Development, Financial Institutions (CDFI) Processing and Accounting of approved Secondary Capital Loans, Nominee Deposits, Non- Member Deposits, PRIDE loans, and Micro Economic Loans Show less Manage 3, member staff in day-to-day Fiscal, and Administration Generate financial reports and analysis for Board, employees and investors. Ensure compliance with established internal controls Oversees the preparation of regulatory and governmental reports. Reviews financial information needed to ensure an accurate statement of the Credit Union’s financial position to various regulatory agencies Assists in establishing or revising internal financial and operational… Show more Manage 3, member staff in day-to-day Fiscal, and Administration Generate financial reports and analysis for Board, employees and investors. Ensure compliance with established internal controls Oversees the preparation of regulatory and governmental reports. Reviews financial information needed to ensure an accurate statement of the Credit Union’s financial position to various regulatory agencies Assists in establishing or revising internal financial and operational controls to ensure the adequate protection of Credit Union assets Coordinates implementation of ALM strategies throughout the Credit Union Ensure appropriate use of Credit Union resources by accounting staff Stay informed of developments in the accounting field and of changing governmental and legal requirements Develop a cash flow projection process and reporting mechanism, which includes a minimum cash threshold to meet operating needs. Liaison for external financial institutions; providing them with financial reports when necessary Communicates and promote the mission, goals and vision of the organization both internally and externally. Participate in the preparation of the annual operating and capital budgets Contribute to corporate strategy and operations Responsible for management of cash and other investments and bank relationship(s) Credit and collection management in a timely fashion Disseminate organizational or industry specific information Contract Compliance of all Federal regulations of all Government Funded Federal Projects including but not limited to Housing and Urban Development (HUD), Community Development, Financial Institutions (CDFI) Processing and Accounting of approved Secondary Capital Loans, Nominee Deposits, Non- Member Deposits, PRIDE loans, and Micro Economic Loans Show less



Cooperative Home and Health Services, LLC

• Hospitals and Health Care
• 1 - 100 Employee

• Director of Finance

  • Feb 2014 - Apr 2015

  Manage 5, member staff in day-to-day Fiscal, and Administration Directly supervise the Finance Manager and Accounting Staff. Work collaboratively with all members of the unit, as well as the other units within the organization Generate financial reports and analysis for Board, employees and worker-owners. Ensure compliance with established internal controls Develop and manage a cash flow projection process and reporting mechanism, which includes a minimum cash… Show more Manage 5, member staff in day-to-day Fiscal, and Administration Directly supervise the Finance Manager and Accounting Staff. Work collaboratively with all members of the unit, as well as the other units within the organization Generate financial reports and analysis for Board, employees and worker-owners. Ensure compliance with established internal controls Develop and manage a cash flow projection process and reporting mechanism, which includes a minimum cash threshold to meet operating needs. Liaison for external financial institutions; providing them with financial reports when necessary Communicate and promote the mission, goals and vision of the organization both internally and externally. Participate in the preparation of the annual operating and capital budgets. Contribute to corporate strategy and operations Responsible for management of cash and other investments and bank relationship(s) Credit and collection management in a timely fashion. Responsible for Disseminating organizational or industry specific information. Manage and evaluate the department’s resources in order to fulfill objectives Develop department’s short and long-term goals and strategies. Monitor and evaluate department’s overall functions. Established a professional, competent, supportive tone for the department, which promotes and ensures respect and teamwork Disseminate organizational or industry specific information Evaluate the department’s resources in order to fulfill its objectives. Accounting for Medicare and Medicaid billing Show less Manage 5, member staff in day-to-day Fiscal, and Administration Directly supervise the Finance Manager and Accounting Staff. Work collaboratively with all members of the unit, as well as the other units within the organization Generate financial reports and analysis for Board, employees and worker-owners. Ensure compliance with established internal controls Develop and manage a cash flow projection process and reporting mechanism, which includes a minimum cash… Show more Manage 5, member staff in day-to-day Fiscal, and Administration Directly supervise the Finance Manager and Accounting Staff. Work collaboratively with all members of the unit, as well as the other units within the organization Generate financial reports and analysis for Board, employees and worker-owners. Ensure compliance with established internal controls Develop and manage a cash flow projection process and reporting mechanism, which includes a minimum cash threshold to meet operating needs. Liaison for external financial institutions; providing them with financial reports when necessary Communicate and promote the mission, goals and vision of the organization both internally and externally. Participate in the preparation of the annual operating and capital budgets. Contribute to corporate strategy and operations Responsible for management of cash and other investments and bank relationship(s) Credit and collection management in a timely fashion. Responsible for Disseminating organizational or industry specific information. Manage and evaluate the department’s resources in order to fulfill objectives Develop department’s short and long-term goals and strategies. Monitor and evaluate department’s overall functions. Established a professional, competent, supportive tone for the department, which promotes and ensures respect and teamwork Disseminate organizational or industry specific information Evaluate the department’s resources in order to fulfill its objectives. Accounting for Medicare and Medicaid billing Show less



Global Nomads Group

• United States
• International Affairs
• 1 - 100 Employee

• Director Of Finance And Administration

  • Aug 2013 - Feb 2014

  Manage 10-member staff in day-to-day Fiscal, and Administration Responsible for setting up and managing chart of accounts, and set up of financial software Prepare financial statements for the Board and international stakeholders Pre and Post Government contract processing with both U.S. Department of the Interior and United States Agency for International Development Set up and negotiate both voluntary and mandatory benefits Manage 10-member staff in day-to-day Fiscal, and Administration Responsible for setting up and managing chart of accounts, and set up of financial software Prepare financial statements for the Board and international stakeholders Pre and Post Government contract processing with both U.S. Department of the Interior and United States Agency for International Development Set up and negotiate both voluntary and mandatory benefits



Metropolitan Charities

• United States
• Retail

• Vice President Of Finance And Operations

  • Jun 2011 - Jun 2013

  Manage 100-member staff in day-to-day Fiscal, and Administration Directly supervise all finance and related staff, including finance, Human Resources and Information Technology and facilities in Tampa, St. Petersburg and New Port Richey offices Administer risk management functions, including managing insurance policies and review and monitoring of existing and future leases of office space Staff liaison to Finance and Investment Committees of the Board Prepare… Show more Manage 100-member staff in day-to-day Fiscal, and Administration Directly supervise all finance and related staff, including finance, Human Resources and Information Technology and facilities in Tampa, St. Petersburg and New Port Richey offices Administer risk management functions, including managing insurance policies and review and monitoring of existing and future leases of office space Staff liaison to Finance and Investment Committees of the Board Prepare monthly financial statements according to GAAP Oversee budgeting, financial forecasting and planning, and cash flow for administration and operations Work with outside legal and compliance experts, and monitor Metropolitan Charities operations to ensure compliance with local, state, and federal laws, grant requirements OMB A133, and Generally Accepted Accounting Principles, including keeping abreast of changes in applicable laws and regulations Coordinate all audit activities including working with outside CPA, Federal, State, DCF auditors Assess current financial software, systems and processes, recommend and implement enhancements Review and analyze monthly budget variance reports with Executive Director and Department Directors. Show less Manage 100-member staff in day-to-day Fiscal, and Administration Directly supervise all finance and related staff, including finance, Human Resources and Information Technology and facilities in Tampa, St. Petersburg and New Port Richey offices Administer risk management functions, including managing insurance policies and review and monitoring of existing and future leases of office space Staff liaison to Finance and Investment Committees of the Board Prepare… Show more Manage 100-member staff in day-to-day Fiscal, and Administration Directly supervise all finance and related staff, including finance, Human Resources and Information Technology and facilities in Tampa, St. Petersburg and New Port Richey offices Administer risk management functions, including managing insurance policies and review and monitoring of existing and future leases of office space Staff liaison to Finance and Investment Committees of the Board Prepare monthly financial statements according to GAAP Oversee budgeting, financial forecasting and planning, and cash flow for administration and operations Work with outside legal and compliance experts, and monitor Metropolitan Charities operations to ensure compliance with local, state, and federal laws, grant requirements OMB A133, and Generally Accepted Accounting Principles, including keeping abreast of changes in applicable laws and regulations Coordinate all audit activities including working with outside CPA, Federal, State, DCF auditors Assess current financial software, systems and processes, recommend and implement enhancements Review and analyze monthly budget variance reports with Executive Director and Department Directors. Show less



Alternative Two Healing Arts Center

• Financial Controller

  • Jul 2009 - Mar 2011

  Develop, maintain and modify annual operating budget Manage and prepare cash flow projections Prepare monthly financial statements in accordance to GAAP for review by CEO Oversee all IT Functions, including One Write Accounting Software Cost Accounting and Medicare and Medicare Reimbursement Manage Medical Coding and Medicare and Medicaid reimbursement Develop, maintain and modify annual operating budget Manage and prepare cash flow projections Prepare monthly financial statements in accordance to GAAP for review by CEO Oversee all IT Functions, including One Write Accounting Software Cost Accounting and Medicare and Medicare Reimbursement Manage Medical Coding and Medicare and Medicaid reimbursement



Physicians for Reproductive Health

• United States
• Political Organizations
• 1 - 100 Employee

• Director Of Finance And Operations

  • Oct 2006 - Jun 2009

  Manage 29-member staff in day-to-day Fiscal, and Operations Acting Executive Director during Executive Directors sabbatical Maintain and implement HR personnel policies/procedures, updating employee handbook as needed Responsible for maintaining facilities in NY and San Francisco Oversee all IT functions, including Accounting system Responsible for the implementation of Blackbaud Accounting software from One Write Plus Review and analyze monthly… Show more Manage 29-member staff in day-to-day Fiscal, and Operations Acting Executive Director during Executive Directors sabbatical Maintain and implement HR personnel policies/procedures, updating employee handbook as needed Responsible for maintaining facilities in NY and San Francisco Oversee all IT functions, including Accounting system Responsible for the implementation of Blackbaud Accounting software from One Write Plus Review and analyze monthly budget variance reports with Executive Director and Department Directors Prepare monthly financial statements for review by Executive Director, Board Chair and Treasurer Analyzing financial reports of organizations receiving funding Assure PRCH’s financial functions confirm to GAAP and organizational policy Maintain a system of internal controls to protect PRCH’s assets Manage and prepare cash flow schedules and projections Supervise annual fiscal audit and serve as liaison between PRCH and external auditors Review and submit annual 990 audit instructions Research, negotiate and manage employee benefits; liaison with benefits managers Maintain personnel files, assuring compliance with regulations and industry standards Manage administration of payroll via ADP software and liaison w/payroll company Monitor and review contracts; maintain contract files for consultants, subcontractors and vendors Renegotiate leases, contracts and other long-term obligations. Show less Manage 29-member staff in day-to-day Fiscal, and Operations Acting Executive Director during Executive Directors sabbatical Maintain and implement HR personnel policies/procedures, updating employee handbook as needed Responsible for maintaining facilities in NY and San Francisco Oversee all IT functions, including Accounting system Responsible for the implementation of Blackbaud Accounting software from One Write Plus Review and analyze monthly… Show more Manage 29-member staff in day-to-day Fiscal, and Operations Acting Executive Director during Executive Directors sabbatical Maintain and implement HR personnel policies/procedures, updating employee handbook as needed Responsible for maintaining facilities in NY and San Francisco Oversee all IT functions, including Accounting system Responsible for the implementation of Blackbaud Accounting software from One Write Plus Review and analyze monthly budget variance reports with Executive Director and Department Directors Prepare monthly financial statements for review by Executive Director, Board Chair and Treasurer Analyzing financial reports of organizations receiving funding Assure PRCH’s financial functions confirm to GAAP and organizational policy Maintain a system of internal controls to protect PRCH’s assets Manage and prepare cash flow schedules and projections Supervise annual fiscal audit and serve as liaison between PRCH and external auditors Review and submit annual 990 audit instructions Research, negotiate and manage employee benefits; liaison with benefits managers Maintain personnel files, assuring compliance with regulations and industry standards Manage administration of payroll via ADP software and liaison w/payroll company Monitor and review contracts; maintain contract files for consultants, subcontractors and vendors Renegotiate leases, contracts and other long-term obligations. Show less



EngenderHealth

• United States
• Non-profit Organizations
• 400 - 500 Employee

• Deputy Controller/Manager of Internal Financial Reporting

  • Jun 2004 - Oct 2006

  Manage staff in day-to-day fiscal and international finance operations Managed federal, state, and restricted contributions Managed all outsourced IT functions, including Accounting system Oversaw international petty and discretionary accounts, check requests, invoicing, and fee-for- service revenue Worked w/Finance Manager to ensure contract compliance and to monitor unit spending vs. budget Coordinated government and private RFPs, work-scopes… Show more Manage staff in day-to-day fiscal and international finance operations Managed federal, state, and restricted contributions Managed all outsourced IT functions, including Accounting system Oversaw international petty and discretionary accounts, check requests, invoicing, and fee-for- service revenue Worked w/Finance Manager to ensure contract compliance and to monitor unit spending vs. budget Coordinated government and private RFPs, work-scopes, budgets and contracts Responsible for Government reporting and reimbursement to United States Agency for International Development (USAID) Responsible for the USAID’s Payment Management Reimbursement Systems (PMS) and reconciliation Provided support to staff in Latin America (Honduras) on financial and management issues Prepare monthly financial statements for review by Board Chair and Treasurer Conducted group and individual employee meetings to gain and disseminate information in identifying and resolving employee-relations problems Responsible for establishing, developing, and documenting policies and procedures of financial management. Show less Manage staff in day-to-day fiscal and international finance operations Managed federal, state, and restricted contributions Managed all outsourced IT functions, including Accounting system Oversaw international petty and discretionary accounts, check requests, invoicing, and fee-for- service revenue Worked w/Finance Manager to ensure contract compliance and to monitor unit spending vs. budget Coordinated government and private RFPs, work-scopes… Show more Manage staff in day-to-day fiscal and international finance operations Managed federal, state, and restricted contributions Managed all outsourced IT functions, including Accounting system Oversaw international petty and discretionary accounts, check requests, invoicing, and fee-for- service revenue Worked w/Finance Manager to ensure contract compliance and to monitor unit spending vs. budget Coordinated government and private RFPs, work-scopes, budgets and contracts Responsible for Government reporting and reimbursement to United States Agency for International Development (USAID) Responsible for the USAID’s Payment Management Reimbursement Systems (PMS) and reconciliation Provided support to staff in Latin America (Honduras) on financial and management issues Prepare monthly financial statements for review by Board Chair and Treasurer Conducted group and individual employee meetings to gain and disseminate information in identifying and resolving employee-relations problems Responsible for establishing, developing, and documenting policies and procedures of financial management. Show less