Chief Financial Officer

• Aug 2019 - Present

CFO

• Jul 2008 - May 2019

Oversaw and managed financial matters, investments and information systems. Provided strategic direction and leadership for YMCA business operations and initiatives. Led all financial administration which includes analysis and reporting, planning and budgeting, forecasting and capital management. Oversaw the annual audit and year-end tax return Form 990. Worked with branches to develop, monitor and report on the budget. Met with finance committee and Board of Directors to discuss all… Show more Oversaw and managed financial matters, investments and information systems. Provided strategic direction and leadership for YMCA business operations and initiatives. Led all financial administration which includes analysis and reporting, planning and budgeting, forecasting and capital management. Oversaw the annual audit and year-end tax return Form 990. Worked with branches to develop, monitor and report on the budget. Met with finance committee and Board of Directors to discuss all financial matters and future direction. Part of successful growth plan from a $24M to a $70M budget. Worked with staff, the construction team and bankers to build three new facilities in order to expand Y services. Successfully organized our corporate office move with tenant improvement buildout, logistics and office furniture purchasing. Show less Oversaw and managed financial matters, investments and information systems. Provided strategic direction and leadership for YMCA business operations and initiatives. Led all financial administration which includes analysis and reporting, planning and budgeting, forecasting and capital management. Oversaw the annual audit and year-end tax return Form 990. Worked with branches to develop, monitor and report on the budget. Met with finance committee and Board of Directors to discuss all… Show more Oversaw and managed financial matters, investments and information systems. Provided strategic direction and leadership for YMCA business operations and initiatives. Led all financial administration which includes analysis and reporting, planning and budgeting, forecasting and capital management. Oversaw the annual audit and year-end tax return Form 990. Worked with branches to develop, monitor and report on the budget. Met with finance committee and Board of Directors to discuss all financial matters and future direction. Part of successful growth plan from a $24M to a $70M budget. Worked with staff, the construction team and bankers to build three new facilities in order to expand Y services. Successfully organized our corporate office move with tenant improvement buildout, logistics and office furniture purchasing. Show less

Controller

• 2002 - 2008

Supervised and directed a team of ten professionals with four direct reports. Assisted in the growth of the Companies from an overall count of six companies to a list of just over sixty companies. Managed policies and procedures to support the other divisions in the Company. Reconciled all general ledger accounts and completed monthly financial statements. Completed an analytical review of the financial statement highlights to discuss with the division leads of the various companies.… Show more Supervised and directed a team of ten professionals with four direct reports. Assisted in the growth of the Companies from an overall count of six companies to a list of just over sixty companies. Managed policies and procedures to support the other divisions in the Company. Reconciled all general ledger accounts and completed monthly financial statements. Completed an analytical review of the financial statement highlights to discuss with the division leads of the various companies. Created efficiencies in the billing process, job costing and project reconciliation completion. Managed cash accounts and lines of credit to optimum balances with weekly reports to the President. Established a relationship with division leads, accounting team members, vendors and customers. Oversaw insurance, Department of Revenue and payroll audits. Managed and coordinated with the outside CPA's the year-end review and completion of approximately sixty tax returns. Show less Supervised and directed a team of ten professionals with four direct reports. Assisted in the growth of the Companies from an overall count of six companies to a list of just over sixty companies. Managed policies and procedures to support the other divisions in the Company. Reconciled all general ledger accounts and completed monthly financial statements. Completed an analytical review of the financial statement highlights to discuss with the division leads of the various companies.… Show more Supervised and directed a team of ten professionals with four direct reports. Assisted in the growth of the Companies from an overall count of six companies to a list of just over sixty companies. Managed policies and procedures to support the other divisions in the Company. Reconciled all general ledger accounts and completed monthly financial statements. Completed an analytical review of the financial statement highlights to discuss with the division leads of the various companies. Created efficiencies in the billing process, job costing and project reconciliation completion. Managed cash accounts and lines of credit to optimum balances with weekly reports to the President. Established a relationship with division leads, accounting team members, vendors and customers. Oversaw insurance, Department of Revenue and payroll audits. Managed and coordinated with the outside CPA's the year-end review and completion of approximately sixty tax returns. Show less

Business Assurance Manager

• 1995 - 2002

Worked in public accounting for over seven years where I developed managerial, communication and professional skills. Directed, planned and supervised several audit and review engagements simultaneously. Worked with a variety of companies in various industries (hospitality, manufacturing, and forest products). Reconciled cash, accounts receivable, inventory, fixed assets, accounts and notes payable, payroll and equity accounts. Used problem solving skills to determine corrective… Show more Worked in public accounting for over seven years where I developed managerial, communication and professional skills. Directed, planned and supervised several audit and review engagements simultaneously. Worked with a variety of companies in various industries (hospitality, manufacturing, and forest products). Reconciled cash, accounts receivable, inventory, fixed assets, accounts and notes payable, payroll and equity accounts. Used problem solving skills to determine corrective adjustments. Trained and evaluated advancement potential of my audit team under my supervision. I developed and achieved management and departmental goals. Show less Worked in public accounting for over seven years where I developed managerial, communication and professional skills. Directed, planned and supervised several audit and review engagements simultaneously. Worked with a variety of companies in various industries (hospitality, manufacturing, and forest products). Reconciled cash, accounts receivable, inventory, fixed assets, accounts and notes payable, payroll and equity accounts. Used problem solving skills to determine corrective… Show more Worked in public accounting for over seven years where I developed managerial, communication and professional skills. Directed, planned and supervised several audit and review engagements simultaneously. Worked with a variety of companies in various industries (hospitality, manufacturing, and forest products). Reconciled cash, accounts receivable, inventory, fixed assets, accounts and notes payable, payroll and equity accounts. Used problem solving skills to determine corrective adjustments. Trained and evaluated advancement potential of my audit team under my supervision. I developed and achieved management and departmental goals. Show less