Experience

Frank Lloyd Wright Foundation
• United States
• Museums, Historical Sites, and Zoos
• 1 - 100 Employee
• VP of Finance

  • Mar 2007 - Present


Wright Foundation

• United Kingdom
• Education Administration Programs

• Vice President

  • Mar 2007 - Present

  Oversees Finance & Accounting, Tour Department, Bookstore, Membership, Human Resources, Events Coordination, Legal, Kitchen Operations, Office Management Responsible for all financial reporting and direct communication and close interaction with the Board of Trustees Responsible for internal administration of company's investments Entirely responsible for annual budget Responsible for managing company's line of credit and cash flows Point person and coordinator of annual… Show more Oversees Finance & Accounting, Tour Department, Bookstore, Membership, Human Resources, Events Coordination, Legal, Kitchen Operations, Office Management Responsible for all financial reporting and direct communication and close interaction with the Board of Trustees Responsible for internal administration of company's investments Entirely responsible for annual budget Responsible for managing company's line of credit and cash flows Point person and coordinator of annual independent audit Responsible for company re-zoning and land use analysis efforts Responsible for ensuring proper commercial insurance and Directors & Officers coverage Acts as primary liaison with bank, attorneys and numerous other vendors Serves as company Treasurer as well as Treasurer of the Board of the School of Architecture Show less Oversees Finance & Accounting, Tour Department, Bookstore, Membership, Human Resources, Events Coordination, Legal, Kitchen Operations, Office Management Responsible for all financial reporting and direct communication and close interaction with the Board of Trustees Responsible for internal administration of company's investments Entirely responsible for annual budget Responsible for managing company's line of credit and cash flows Point person and coordinator of annual… Show more Oversees Finance & Accounting, Tour Department, Bookstore, Membership, Human Resources, Events Coordination, Legal, Kitchen Operations, Office Management Responsible for all financial reporting and direct communication and close interaction with the Board of Trustees Responsible for internal administration of company's investments Entirely responsible for annual budget Responsible for managing company's line of credit and cash flows Point person and coordinator of annual independent audit Responsible for company re-zoning and land use analysis efforts Responsible for ensuring proper commercial insurance and Directors & Officers coverage Acts as primary liaison with bank, attorneys and numerous other vendors Serves as company Treasurer as well as Treasurer of the Board of the School of Architecture Show less



Century Distributors, Inc

• Financial Officer

  • Aug 2003 - Mar 2007

  Responsible for all finance and accounting operations of a $200M organization Responsible for financial reporting and communication to upper management Oversees Human Resource, Payroll, IT, Accounts Payable, Accounts Receivable, and Customer Service Departments Responsible for company's $16M bank line of credit and equipment line of credit Responsible for internal administration of $7.5M company profit sharing plan Coordinates annual independent audit and quarterly bank… Show more Responsible for all finance and accounting operations of a $200M organization Responsible for financial reporting and communication to upper management Oversees Human Resource, Payroll, IT, Accounts Payable, Accounts Receivable, and Customer Service Departments Responsible for company's $16M bank line of credit and equipment line of credit Responsible for internal administration of $7.5M company profit sharing plan Coordinates annual independent audit and quarterly bank audits Responsible for coordination of all company benefit programs Coordinates all general insurance and banking issues Show less Responsible for all finance and accounting operations of a $200M organization Responsible for financial reporting and communication to upper management Oversees Human Resource, Payroll, IT, Accounts Payable, Accounts Receivable, and Customer Service Departments Responsible for company's $16M bank line of credit and equipment line of credit Responsible for internal administration of $7.5M company profit sharing plan Coordinates annual independent audit and quarterly bank… Show more Responsible for all finance and accounting operations of a $200M organization Responsible for financial reporting and communication to upper management Oversees Human Resource, Payroll, IT, Accounts Payable, Accounts Receivable, and Customer Service Departments Responsible for company's $16M bank line of credit and equipment line of credit Responsible for internal administration of $7.5M company profit sharing plan Coordinates annual independent audit and quarterly bank audits Responsible for coordination of all company benefit programs Coordinates all general insurance and banking issues Show less



CSIS

• United States
• Think Tanks

• Director

  • Nov 2000 - Aug 2003

  Coordinated and oversaw the activities of the finance and accounting department Responsible for the accurate and timely preparation of a large body of financial reporting for the Board of Directors and upper management Responsible for the coordination of, and preparation for, the annual audit Presented quarterly financial slide presentations to the Board of Directors and Executive Committee Possessed heavy involvement in the procurement of, and full accounting for, federal, and… Show more Coordinated and oversaw the activities of the finance and accounting department Responsible for the accurate and timely preparation of a large body of financial reporting for the Board of Directors and upper management Responsible for the coordination of, and preparation for, the annual audit Presented quarterly financial slide presentations to the Board of Directors and Executive Committee Possessed heavy involvement in the procurement of, and full accounting for, federal, and private grants and contracts Strategic planner for the Center's $25M endowment Responsible for the preparation and filing of various tax returns Acted as key decision-maker in the revenue allocation process Acted as the focal point for all decisions regarding insurance coverage levels and issues Show less Coordinated and oversaw the activities of the finance and accounting department Responsible for the accurate and timely preparation of a large body of financial reporting for the Board of Directors and upper management Responsible for the coordination of, and preparation for, the annual audit Presented quarterly financial slide presentations to the Board of Directors and Executive Committee Possessed heavy involvement in the procurement of, and full accounting for, federal, and… Show more Coordinated and oversaw the activities of the finance and accounting department Responsible for the accurate and timely preparation of a large body of financial reporting for the Board of Directors and upper management Responsible for the coordination of, and preparation for, the annual audit Presented quarterly financial slide presentations to the Board of Directors and Executive Committee Possessed heavy involvement in the procurement of, and full accounting for, federal, and private grants and contracts Strategic planner for the Center's $25M endowment Responsible for the preparation and filing of various tax returns Acted as key decision-maker in the revenue allocation process Acted as the focal point for all decisions regarding insurance coverage levels and issues Show less



Cato Institute

• United States
• Think Tanks
• 200 - 300 Employee

• Controller

  • Dec 1997 - Nov 2000

  Directed and controlled all accounting and reporting functions Responsible for the accurate preparation of various financial statements including monthly disseminations to the Board of Directors Acted in the capacity of accounting system administrator responsible for procurement and maintenance of new accounting software Coordinated investment activity, including receipt and sale of donated securities as well as assisting in the establishment of charitable trusts Acted as the… Show more Directed and controlled all accounting and reporting functions Responsible for the accurate preparation of various financial statements including monthly disseminations to the Board of Directors Acted in the capacity of accounting system administrator responsible for procurement and maintenance of new accounting software Coordinated investment activity, including receipt and sale of donated securities as well as assisting in the establishment of charitable trusts Acted as the focal point for all accounting and tax issues, as well as selected legal affairs Responsible for the maintenance and integrity of all balance sheet and income statement accounts Planned and coordinated annual independent audit Prepared six different annual tax returns Show less Directed and controlled all accounting and reporting functions Responsible for the accurate preparation of various financial statements including monthly disseminations to the Board of Directors Acted in the capacity of accounting system administrator responsible for procurement and maintenance of new accounting software Coordinated investment activity, including receipt and sale of donated securities as well as assisting in the establishment of charitable trusts Acted as the… Show more Directed and controlled all accounting and reporting functions Responsible for the accurate preparation of various financial statements including monthly disseminations to the Board of Directors Acted in the capacity of accounting system administrator responsible for procurement and maintenance of new accounting software Coordinated investment activity, including receipt and sale of donated securities as well as assisting in the establishment of charitable trusts Acted as the focal point for all accounting and tax issues, as well as selected legal affairs Responsible for the maintenance and integrity of all balance sheet and income statement accounts Planned and coordinated annual independent audit Prepared six different annual tax returns Show less



Gale Research, Inc

• Free-lance Writer

  • Jan 1996 - Aug 1996

  Researched and wrote an entire chapter for an almanac Researched and wrote an entire chapter for an almanac