Experience

Bridge Over Troubled Waters

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

• Finance Associate

  • Jan 2019 - Present

• Finance Associate

  • Mar 2016 - Jan 2019



Independent Contractor

• United States
• IT Services and IT Consulting

• Small Business Administrator

  • Jan 2006 - Dec 2018

  Tax Preparation, bookkeeping, and computer systems administration in rental property, private medical practice, and legal trust management. • Created bookkeeping and tax preparation system for rental property and medical trust. • Audited, organized and calculated small business and landlord tax return in 2 days. • Negotiated tax and business refunds and amnesty. • Performed systems and virus triage, data recovery, hard drive cleanse and system restore. Tax Preparation, bookkeeping, and computer systems administration in rental property, private medical practice, and legal trust management. • Created bookkeeping and tax preparation system for rental property and medical trust. • Audited, organized and calculated small business and landlord tax return in 2 days. • Negotiated tax and business refunds and amnesty. • Performed systems and virus triage, data recovery, hard drive cleanse and system restore.



The Mystic Chorale, Inc

• Treasurer - Volunteer Position

  • Sep 2011 - Jun 2014

  Chief finance officer of a 250 singer non-profit community choir with an annual budget of approximately $130,000. Managed bookkeeper, coordinated with contractors and volunteers to manage finances and fulfill legal obligations. • Identified and corrected minor reporting inconsistencies created by our accountants. • Created 30 page documentation of the treasurer role. • Identified critical need and collaborated on inventory control and planning process Chief finance officer of a 250 singer non-profit community choir with an annual budget of approximately $130,000. Managed bookkeeper, coordinated with contractors and volunteers to manage finances and fulfill legal obligations. • Identified and corrected minor reporting inconsistencies created by our accountants. • Created 30 page documentation of the treasurer role. • Identified critical need and collaborated on inventory control and planning process



CGI

• Canada
• Information Technology & Services
• 1 - 100 Employee

• Consultant

  • Aug 2003 - Oct 2008

  Trained and managed project teams of up to 15 people in the analysis of client purchasing and accounts payable data. Researched and provided analysis of billions of dollars in expenses across diverse corporate, state, local and federal entities. Provided spend analysis software support, training and documentation updates to over 50 users. Assisted with software and saas (software as a service) product development, market analysis, and sales efforts. Worked directly with the CFO and a team on a P-card (purchasing card) implementation and an Arriba Buyer software implementation. Show less



Silver Oak Solutions

• Business Consulting and Services

• Business Analyst

  • Aug 2003 - Sep 2005

  Trained and managed teams of analysts in accounts payable purchasing data using SQL server, Excel, Access and patented proprietary software at this niche market firm before it was acquired by CGI. Coordinated with DBA (data base administrator), software engineers, product development management, and multinational contractors from entry level to management level. Analyzed international purchasing and vendor data for a Fortune 100 client. Negotiated with temporary employment companies for the best value on contractors and office space. Show less



Genuity

• South Africa
• Financial Services
• 1 - 100 Employee

• Team Lead in Circuit Finance

  • Feb 1997 - May 2002

  Researched and resolved pricing discrepancies between telecommunications invoices and contractual prices. Audited and transitioned the corporate telecommunications services in merger and spin-off activities with Verizon after BBN Corporation was acquired by GTE and Nynex before rebranding as Verizon. Documented procedures and trained new hires. Escalation point and mentor for team of 6 circuit finance analysts and lead on all international circuit invoice processing and payments. Researched and resolved pricing discrepancies between telecommunications invoices and contractual prices. Audited and transitioned the corporate telecommunications services in merger and spin-off activities with Verizon after BBN Corporation was acquired by GTE and Nynex before rebranding as Verizon. Documented procedures and trained new hires. Escalation point and mentor for team of 6 circuit finance analysts and lead on all international circuit invoice processing and payments.