Experience

Episcopal Diocese of Massachusetts

• Religious Institutions
• 1 - 100 Employee

• Assistant Treasurer

  • Jan 2009 - Present

  Hired as Controller, filling a position that had be vacant for 9 months. After 3 months selected to assume Interim Assistant Treasurer duties along with Controller responsibilities. In January 2010 installed as permanent Assistant Treasurer. In this capacity provides direction and management of the financial affairs of the Diocese of Massachusetts, the Cathedral Church of St. Paul, the Trustees of Donations, the Society for the Relief of Disabled and Aged Clergy, the Society for the Relief of Widows, Widowers and Orphans and other related organizations. • Implemented a re-designed Chart of Accounts provided training and support for Treasurer’s Office and Diocesan staff. • Provided oversight and direction to Treasurer’s office staff and outside consultant to get all prior year financial activity for Diocese, Cathedral, TOD, and Societies on the books in preparation for Fiscal Year end Audits. • Negotiated payroll service contracts to reduce base service costs by 50% allowing for improved technical service and additional employee benefit services while still realizing a net savings. • Redefined functions and responsibilities of Treasurer’s Office staff to maximize performance and better utilize staff skills. Show less



North Shore Community Action Programs (NSCAP)

• Non-profit Organizations
• 1 - 100 Employee

• Fiscal Director

  • Jan 2004 - Dec 2008

  Hold decision-making authority for all financial and administrative functions of this social service agency which provides services in over 13 distinct programmatic areas which are funded by over 35 federal, state, and private sources. Identify and mitigate program and operational risks, with accountability for budgeting, accounting, contract scope of client service requirements, payroll, payables/receivables, IT, HR and facilities. Report to the Executive Director and manage 7 direct and 50 indirect support staff. • Improved agency’s financial position from one of significant deficit to now having significant surplus revenue. • Implemented routine and standardized accounting functions, established standardized expenditure, allocation methods, developed budgets and reporting systems leading to audits with no-finding and funding source site visits with no financials areas of improvement needed cited. • Direct the Home Care Service Department and moved it from an operation that was loosing revenue to one which is now billing in excess of $1,000,000 million annually and provides the agency with approximately $100,000 in unrestricted revenue. Show less



Peabody Housing Authority

• Controller

  • Jan 1988 - Dec 2003

  Managed the day-to-day operations of the finance and accounting functions, with direct accountability for budgeting, forecasting, internal controls, payroll, operational planning, payables/receivables and closing/reporting activities. • Facilitated the conversion of all authority program and financial operations from totally manual procedures to fully integrated computer-supported operations. • Defined and implemented a complete organizational re-structuring and conducted the associated training of personnel. • Implemented and maintained complete online Financial Accounting and Reporting for state and federal funded housing programs. Show less