Experience

Bethany House Services

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

• Chief Financial Officer

  • Sep 2022 - Present

  As CFO, I serve as an active member of the Executive Management Team, helping to develop and implement the agency’s vision and mission. I provide accounting, budgetary, operational, and programmatic support to all agency programs and activities. This includes directing all aspects of the financial operations for the agency involving cash flow planning, preparing and reviewing budgets and forecasts, and tracking operational metrics (KPIs.) As CFO, I serve as an active member of the Executive Management Team, helping to develop and implement the agency’s vision and mission. I provide accounting, budgetary, operational, and programmatic support to all agency programs and activities. This includes directing all aspects of the financial operations for the agency involving cash flow planning, preparing and reviewing budgets and forecasts, and tracking operational metrics (KPIs.)



Meals on Wheels Southwest Ohio & Northern Kentucky

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• VP of Finance

  • May 2021 - Sep 2022

  I provide financial oversight for accounting and billing day-to-day operations. I ensure compliance with all funding requirements and oversee independent and federal single audits, tax filings (990, 5500, 1095c, 1099, & 1096), contract compliance, and implementation of new accounting standards. The presentation of accurate reports detailing the financial budget to actuals, projections, trends, and cash flow requirements to key members of the senior management team as well as the Finance Committee is my primary responsibility. I provide oversight for and maintenance of an adequate system of accounting records, billing protocol, and a comprehensive set of controls designed to mitigate risk.



Cincinnati Area Senior Services

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

• CFO

  • Jul 2018 - May 2021

  I serve as the internal consultant to the CEO, COO, Board, Personnel and other key stakeholders on all financial matters. I manage all budgets, forecasts and internal financial plans and processes. I conduct regular reporting, measuring projections against actual performance and generate weekly, monthly, quarterly and annual reports as needed to monitor, evaluate and optimize cash-flow and liquidity. Keeping up with new trends in the financial industry is a requirement by attending conferences, participating in professional development and sharing this information with the senior leadership team. I supervise the accounting department to ensure smooth day-to-day transactions, and I am accountable for the accounting operations of the company, to include cash management, month end closing, and reconciliations. I provide oversight for and maintenance of an adequate system of accounting records, billing system, and a comprehensive set of controls designed to mitigate risk.

• Controller

  • Dec 2014 - Jun 2018

  I am accountable for the accounting operations of the company, to include the production of periodic financial reports, maintenance of an adequate system of accounting records, and a comprehensive set of controls and budgets designed to mitigate risk, enhance the accuracy of the company's reported financial results, and ensure that reported results comply with generally accepted accounting principles. My position is also responsible for cash management, billing systems and risk management.



City of Cincinnati

• United States
• Government Administration
• 700 & Above Employee

• Accountant

  • Oct 2013 - Dec 2014

  I worked with the Capital Project and Fixed Asset Fund. I also was responsible for reporting of the Fixed Asset and Enterprise Fund-parking for the City of Cincinnati Financial Reports. I worked with the Capital Project and Fixed Asset Fund. I also was responsible for reporting of the Fixed Asset and Enterprise Fund-parking for the City of Cincinnati Financial Reports.



Cincinnati Area Senior Services

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

• AP/AR/Payroll Clerk & Billing Specialist

  • Feb 2009 - Oct 2013

  I am responsible for the routine processing of payroll, the processing of Accounts Payable and monthly billing for COA and other funding sources.

• Representative Payee Technician

  • Dec 2006 - Feb 2009

• Senior Transportation Driver

  • Dec 2004 - Dec 2006