Experience

Community Resource Center
• United States
• Individual and Family Services
• 1 - 100 Employee
• Chief Operating Officer

  • May 2021 - Present


FREE Travel, LLC

• United States

• Patent Owner/Owner/CEO

  • 2009 - Present

  Affordable alternatives to modes and points of travel Affordable alternatives to modes and points of travel



SEIU Local 221

• United States
• 1 - 100 Employee

• Chief Financial Officer-Consultant

  • Aug 2016 - Feb 2022

  Successfully managed and facilitated 5-years of audits in less than four years. Currently, transitioning outsourced accounting software and processes into Netsuite. Currently, transitioning bank accounts and implementing electronic receivable and payable processes. Implementing measurable dashboards for the President and Executive Board to understand current financial position. Works directly with the President to develop annual and quarterly goals forecasting capital, facilities… Show more Successfully managed and facilitated 5-years of audits in less than four years. Currently, transitioning outsourced accounting software and processes into Netsuite. Currently, transitioning bank accounts and implementing electronic receivable and payable processes. Implementing measurable dashboards for the President and Executive Board to understand current financial position. Works directly with the President to develop annual and quarterly goals forecasting capital, facilities, and staff requirements. Identifying revenue sources and managing profitability of internal programming needs. Develops financial and operation action plans to include developing core financial and operational strategies for fiscal year ending goals. Develops measurable matrices for departmental goals that increases revenue potential and reduces spending habits on a quarterly basis. Establishes finance operational strategies by evaluating productivity, quality, and customer-service strategies. Oversee outside financial consultants to ensure the accuracy of the day-to-day activities. Show less Successfully managed and facilitated 5-years of audits in less than four years. Currently, transitioning outsourced accounting software and processes into Netsuite. Currently, transitioning bank accounts and implementing electronic receivable and payable processes. Implementing measurable dashboards for the President and Executive Board to understand current financial position. Works directly with the President to develop annual and quarterly goals forecasting capital, facilities… Show more Successfully managed and facilitated 5-years of audits in less than four years. Currently, transitioning outsourced accounting software and processes into Netsuite. Currently, transitioning bank accounts and implementing electronic receivable and payable processes. Implementing measurable dashboards for the President and Executive Board to understand current financial position. Works directly with the President to develop annual and quarterly goals forecasting capital, facilities, and staff requirements. Identifying revenue sources and managing profitability of internal programming needs. Develops financial and operation action plans to include developing core financial and operational strategies for fiscal year ending goals. Develops measurable matrices for departmental goals that increases revenue potential and reduces spending habits on a quarterly basis. Establishes finance operational strategies by evaluating productivity, quality, and customer-service strategies. Oversee outside financial consultants to ensure the accuracy of the day-to-day activities. Show less



Mission Edge

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

• Vice President of Finance and Administration/Client CFO

  • Oct 2019 - Apr 2021

  Expert in process improvements Expert and leader in audit management Responsible for helping to create new business opportunities Financial consulting to Fiscally Sponsored and Managed Service Clients Oversee all internal and fiscally sponsored accounting and finance functions . Managing cash flow, monitoring budget spending, as well as, financial reporting to internal Board and Finance Committee. Oversee all fiscally sponsored projects financial obligations, to… Show more Expert in process improvements Expert and leader in audit management Responsible for helping to create new business opportunities Financial consulting to Fiscally Sponsored and Managed Service Clients Oversee all internal and fiscally sponsored accounting and finance functions . Managing cash flow, monitoring budget spending, as well as, financial reporting to internal Board and Finance Committee. Oversee all fiscally sponsored projects financial obligations, to include: Reviewing and analyzing the financials of more than 20 fiscally sponsored projects ranging from $30K to up to $3 million dollars annually. Managing all 20 fiscally sponsored project transactions and cash flow for sustainability and selling of assets. Monitoring and overseeing various grants and the use of funds from various funding organizations for more than five fiscally sponsored projects. Providing financial consultation to more than 20 Project Directors regarding fiscally sponsored budgets, monthly financials, financial analysis and ensuring financial compliance at all times.

• Director of Finance and Administration/Client CFO

  • Jun 2017 - Sep 2019

  Accounting and Fiscal Sponsorship Responsible for helping to create new business opportunities Professional consulting to Fiscal Sponsored clients and Managed Service Clients Coordinating external client needs with management as well as, taking on a CFO role with a $4M non-profit client of Mission Edge. Oversee all internal and fiscally sponsored accounting and finance functions . Managing cash flow, monitoring budget spending, as well as, financial reporting to internal Board… Show more Accounting and Fiscal Sponsorship Responsible for helping to create new business opportunities Professional consulting to Fiscal Sponsored clients and Managed Service Clients Coordinating external client needs with management as well as, taking on a CFO role with a $4M non-profit client of Mission Edge. Oversee all internal and fiscally sponsored accounting and finance functions . Managing cash flow, monitoring budget spending, as well as, financial reporting to internal Board and Finance Committee. Oversee all fiscally sponsored projects financial obligations, to include: Reviewing and analyzing the financials of more than 25 fiscally sponsored projects ranging from $30K to up to $3 million dollars annually. Managing all 25 fiscally sponsored project transactions and cash flow for sustainability and selling of assets. Monitoring and overseeing various grants and the use of funds from various funding organizations for more than five fiscally sponsored projects. Providing financial consultation to more than 25 Project Directors regarding fiscally sponsored budgets, monthly financials, financial analysis and ensuring financial compliance at all times. Creating ad-hoc analytical reports for Executive Boards and funding organizations when needed both internally and for fiscally sponsored projects. Planning and directing the activities of three internal finance staff to include professional development and client interaction. Responsible for full accounting system conversion from installation to monthly reporting of financials statements.

• Accounting Manager

  • Aug 2016 - Jun 2017

  Coordinating external client needs with management as well as, taking on a CFO role with a $4M non-profit client of Mission Edge. Oversee all internal and fiscally sponsored accounting and finance functions at Mission Edge. Managing cash flow, monitoring budget spending, as well as, financial reporting to internal Board and Finance Committee. Oversee all fiscally sponsored projects financial obligations, to include: Reviewing and analyzing the financials of more than 25 fiscally… Show more Coordinating external client needs with management as well as, taking on a CFO role with a $4M non-profit client of Mission Edge. Oversee all internal and fiscally sponsored accounting and finance functions at Mission Edge. Managing cash flow, monitoring budget spending, as well as, financial reporting to internal Board and Finance Committee. Oversee all fiscally sponsored projects financial obligations, to include: Reviewing and analyzing the financials of more than 25 fiscally sponsored projects ranging from $3 million dollars to $30K annually. Managing all 25 fiscally sponsored project transactions and cash flow for sustainability and selling of assets. Monitoring and overseeing various grants and the use of funds from various funding organizations for more than five fiscally sponsored projects. Providing financial consultation to more than 25 Project Directors regarding fiscally sponsored budgets, monthly financials, financial analysis and ensuring financial compliance at all times. Creating ad-hoc analytical reports for Executive Boards and funding organizations when needed both internally and for fiscally sponsored projects. Planning and directing the activities of two internal finance staff to include professional development and client interaction. Responsible for full accounting system conversion from installation to monthly reporting of financials statements.



United Jewish Federation of San Diego

• Accounting Manager

  • Aug 2011 - May 2016

  Created two new positions within the department improving productivity and increasing internal controls set by GAAP. Successfully implemented a collections process; bringing in more than $50K of uncollectible debt, dating back to 2009, in less than 12 months; recognized by auditors and members of the Board. Implemented changes to the payment application process that reduced the past due receivables balances by more than 67%. Continuously reviewed and improved controls that prevented… Show more Created two new positions within the department improving productivity and increasing internal controls set by GAAP. Successfully implemented a collections process; bringing in more than $50K of uncollectible debt, dating back to 2009, in less than 12 months; recognized by auditors and members of the Board. Implemented changes to the payment application process that reduced the past due receivables balances by more than 67%. Continuously reviewed and improved controls that prevented misallocation of donor funds and payments on donor accounts. Increased the integrity of Federation’s donor database by verifying donor activity and recommending policy changes to other departments. Reconciled temporary and restricted funds and grants, as well as, pass-through giving. Improved payment of pass-through-giving by 100% through the implementation of a weekly downloading method and mail merge database created. The weekly download improved pass-through reconciliations and sped up the review of audited transactions. Achieved accounting operational objectives by contributing accounting information and recommendations to strategic plans and reviews; implementing production, productivity, quality, and customer-service standards; completing successfull audits each year for five years. Met financial obligations through forecasting of payroll and payable requirements, preparing annual budgets, scheduling expenditures, and analyzing variances to initiate corrective actions. Confirmed financial status by monitoring revenue and expenses; coordinating the collection, consolidation, and evaluation of financial data; preparing special reports. Maintained accounting controls by establishing an effective chart of accounts and defining accounting policies and procedures. Participated in departmental development through change by researching and interpreting best practices and by applying recommendations to operational issues related to new database system and internal change. Show less Created two new positions within the department improving productivity and increasing internal controls set by GAAP. Successfully implemented a collections process; bringing in more than $50K of uncollectible debt, dating back to 2009, in less than 12 months; recognized by auditors and members of the Board. Implemented changes to the payment application process that reduced the past due receivables balances by more than 67%. Continuously reviewed and improved controls that prevented… Show more Created two new positions within the department improving productivity and increasing internal controls set by GAAP. Successfully implemented a collections process; bringing in more than $50K of uncollectible debt, dating back to 2009, in less than 12 months; recognized by auditors and members of the Board. Implemented changes to the payment application process that reduced the past due receivables balances by more than 67%. Continuously reviewed and improved controls that prevented misallocation of donor funds and payments on donor accounts. Increased the integrity of Federation’s donor database by verifying donor activity and recommending policy changes to other departments. Reconciled temporary and restricted funds and grants, as well as, pass-through giving. Improved payment of pass-through-giving by 100% through the implementation of a weekly downloading method and mail merge database created. The weekly download improved pass-through reconciliations and sped up the review of audited transactions. Achieved accounting operational objectives by contributing accounting information and recommendations to strategic plans and reviews; implementing production, productivity, quality, and customer-service standards; completing successfull audits each year for five years. Met financial obligations through forecasting of payroll and payable requirements, preparing annual budgets, scheduling expenditures, and analyzing variances to initiate corrective actions. Confirmed financial status by monitoring revenue and expenses; coordinating the collection, consolidation, and evaluation of financial data; preparing special reports. Maintained accounting controls by establishing an effective chart of accounts and defining accounting policies and procedures. Participated in departmental development through change by researching and interpreting best practices and by applying recommendations to operational issues related to new database system and internal change. Show less



Vista Hill Foundation

• United States
• Hospitals and Health Care
• 1 - 100 Employee

• Senior Accountant

  • Oct 2005 - Aug 2011

  Managed the overall operation of county programs and related activities (e.g. all data processing activities, general ledger cash accounts, records retention and destruction, etc.) for the purpose of achieving outcomes in relation to contractual objectives and ensuring conformance with legal, financial and county requirements Directed, reviewed and approved A/P, A/R, and Cash Receipt transactions Performed monthly and annual closes for three sets of complex financials Submitted… Show more Managed the overall operation of county programs and related activities (e.g. all data processing activities, general ledger cash accounts, records retention and destruction, etc.) for the purpose of achieving outcomes in relation to contractual objectives and ensuring conformance with legal, financial and county requirements Directed, reviewed and approved A/P, A/R, and Cash Receipt transactions Performed monthly and annual closes for three sets of complex financials Submitted detailed analysis including any budget variances on a monthly basis to CFO Managed and reconciled Cash Flow statements – Individual and Consolidated Bank and Credit Card Reconciliations – Individual and Consolidated Managed and Reconciled Inter-Company transactions Managed Fixed Assets in FAS System Prepared Journal Entries – Manual and Uploaded Created, managed and reviewed balance sheet schedules and reconciliations monthly Prepared and managed Audit Schedules Non-Profit Fund Accounting; Restricted and Unrestricted funds and Grants Determined donation transfer requirements through analyses of financial outcomes Developed a wide variety of financial reports for the purpose of extracting and summarizing budget, fixed assets and other financial data for decision-making and meeting mandated reporting requirements Approved various contract and service program billings; non-county related Compiled data from a wide variety of sources (e.g. district expenditures, invoices, purchase orders, etc.) for the purpose of analyzing issues, ensuring compliance with established policies and procedures, and/or monitoring program components. Show less Managed the overall operation of county programs and related activities (e.g. all data processing activities, general ledger cash accounts, records retention and destruction, etc.) for the purpose of achieving outcomes in relation to contractual objectives and ensuring conformance with legal, financial and county requirements Directed, reviewed and approved A/P, A/R, and Cash Receipt transactions Performed monthly and annual closes for three sets of complex financials Submitted… Show more Managed the overall operation of county programs and related activities (e.g. all data processing activities, general ledger cash accounts, records retention and destruction, etc.) for the purpose of achieving outcomes in relation to contractual objectives and ensuring conformance with legal, financial and county requirements Directed, reviewed and approved A/P, A/R, and Cash Receipt transactions Performed monthly and annual closes for three sets of complex financials Submitted detailed analysis including any budget variances on a monthly basis to CFO Managed and reconciled Cash Flow statements – Individual and Consolidated Bank and Credit Card Reconciliations – Individual and Consolidated Managed and Reconciled Inter-Company transactions Managed Fixed Assets in FAS System Prepared Journal Entries – Manual and Uploaded Created, managed and reviewed balance sheet schedules and reconciliations monthly Prepared and managed Audit Schedules Non-Profit Fund Accounting; Restricted and Unrestricted funds and Grants Determined donation transfer requirements through analyses of financial outcomes Developed a wide variety of financial reports for the purpose of extracting and summarizing budget, fixed assets and other financial data for decision-making and meeting mandated reporting requirements Approved various contract and service program billings; non-county related Compiled data from a wide variety of sources (e.g. district expenditures, invoices, purchase orders, etc.) for the purpose of analyzing issues, ensuring compliance with established policies and procedures, and/or monitoring program components. Show less