Experience

Vista Life Innovations

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

• Vice President of Finance and Administration

  • Dec 2020 - Present

  United States



Homeward Bound, Inc.

• Director of Finance and Property

  • May 2010 - Dec 2020

  A residential service leader in quality and superior supportive care to children and adult with severe and profound disabilities.



Jewish Family and Children's Service

• Finance Director

  • Apr 2007 - Jan 2010

  Reported to the agency's CEO and managed all aspects of agency financial systems by overseeing a staff of seven associates with total responsibility for the general ledger, accounts receivable, accounts payable, fixed assets, cash management, expense allocations, financial reporting, grant reporting and compliance. Reported on financial issues to the Board of Directors, the HR/Finance Committee and the Investment Committee, keeping Directors informed through relevant and timely… Show more Reported to the agency's CEO and managed all aspects of agency financial systems by overseeing a staff of seven associates with total responsibility for the general ledger, accounts receivable, accounts payable, fixed assets, cash management, expense allocations, financial reporting, grant reporting and compliance. Reported on financial issues to the Board of Directors, the HR/Finance Committee and the Investment Committee, keeping Directors informed through relevant and timely information. Fully participated in the agency's decision- making team with candid and open discussions to further the agency's Mission. Key Achievements: Proactively initiated financial contingency planning for projected budget deficits due to unfavorable economic conditions. Reorganization of agency to reduce duplicated services, and an honest review of services provided. Provided analysis and feedback on cost saving plans while preparing multiple budget scenarios to support challenging and difficult decisions. Transitioned accounting reporting system from a predominately manual system with many year end adjustments, to an automated FAS-117 compliant system. Preparation of Financial Statements in-house versus auditor prepared. Implemented Uniform Prudent Management of Institutional Funds Act and FAS 117-1, including the full integration of the Endowment and Fundraising software with the General Ledger. Restructured finance department tasks and processes increasing data visibility, efficiency and effectiveness. Fostered greater teamwork and communication by implementing monthly department meetings and creating a department strategic plan. Provided for needed training to enhance job skills and empower team members. Implemented new, additional and revised internal controls using cost-benefit evaluations to improve segregation of duties, cross-training and improved processing efficiency. Show less



Wipfli, LLP

• Senior Accountant

  • Apr 2006 - Mar 2007

  Conducted financial statement and A-133 audits for a wide range of nonprofit and for profit entities, including but not limited to: community action, workforce development, Housing and Urban Development, nursing homes, health care, contribution driven nonprofit and governmental organizations. This position required the successful management of multiple jobs with time sensitive deadlines. Key Achievements: Successfully managed and completed multi-state audits from planning to… Show more Conducted financial statement and A-133 audits for a wide range of nonprofit and for profit entities, including but not limited to: community action, workforce development, Housing and Urban Development, nursing homes, health care, contribution driven nonprofit and governmental organizations. This position required the successful management of multiple jobs with time sensitive deadlines. Key Achievements: Successfully managed and completed multi-state audits from planning to preparation of financial statements and tax returns on time, for nonprofit and healthcare organizations. Applied for and received nonprofit status for start-up organization. Show less



Central Minnesota Jobs & Training Services

• Finance Manager

  • Jan 2003 - Apr 2006

  Directed financial management functions including development of monthly/quarterly financial statements, financial forecasts and budgets. Responsibilities included general accounting, quality assurance, information technology, and purchasing and property management function. In charge of administering all financial management systems, evaluating and integrating new applications, while developing a highly skilled accounting and financial management team to achieve established objectives. As… Show more Directed financial management functions including development of monthly/quarterly financial statements, financial forecasts and budgets. Responsibilities included general accounting, quality assurance, information technology, and purchasing and property management function. In charge of administering all financial management systems, evaluating and integrating new applications, while developing a highly skilled accounting and financial management team to achieve established objectives. As an active member of the executive team I advised and supported the Board of Directors and President on issues pertaining, but not limited to, agency financial forecasts and reports. Key Achievements: Championed, developed and organized a new Quality Assurance department. Implemented emergency measures to stabilize and resurrect agency's financial management system by creating internal controls, budgeting, and reporting systems; in the process, moving audit completion from a 12 month process to a 4 month process. Developed, implemented and created buy-in for a new five-year strategic planning process. Instituted new administrative cost controls to reign in overhead above allowed limits. Headed cross-functional team to develop and implement multi-site centralized internal database solutions. Successfully helped steer agency through a $ 3 million grant reduction. Designed and implemented agency wide training. Extracted organization from previous failed accounting software conversion, including full refund and successfully implemented a new system. Show less



St. Dominic's Home

• Assistant Fiscal Director

  • Sep 1998 - Jan 2003

  Direct report to Fiscal Director, with managerial oversight of accounting department including the functions of accounts payable, accounts receivable and payroll. Responsibility included monthly financial statements, semi-annual state reporting, audit preparation and coordination, and semi-annual budget process. Key Achievements: Directed the computerization of department, with responsibility for network maintenance and staff support. Revised and streamlined budgeting… Show more Direct report to Fiscal Director, with managerial oversight of accounting department including the functions of accounts payable, accounts receivable and payroll. Responsibility included monthly financial statements, semi-annual state reporting, audit preparation and coordination, and semi-annual budget process. Key Achievements: Directed the computerization of department, with responsibility for network maintenance and staff support. Revised and streamlined budgeting process. Reengineered semi-annual state reporting process and cut one month out of processing time. Oversaw conversion of accounts receivable processing from a manual to computerized system. Show less



Murphy & Associates

• Senior Accountnat

  • Aug 1993 - Sep 1998

  Participated in all aspects of financial audits for a wide variety of non-profit organizations. These functions included planning, implementation and oversight, issuance of financial statements, federal reporting, tax returns, and funding source reports. Other responsibilities included corporate and individual tax returns and quarterly tax filings. Key Achievements: Consultant projects completed: budgeting process, software conversion, special account analysis, computer and… Show more Participated in all aspects of financial audits for a wide variety of non-profit organizations. These functions included planning, implementation and oversight, issuance of financial statements, federal reporting, tax returns, and funding source reports. Other responsibilities included corporate and individual tax returns and quarterly tax filings. Key Achievements: Consultant projects completed: budgeting process, software conversion, special account analysis, computer and software training. Show less



PFIZER EMPLOYEE FEDERAL CREDIT UNION

• Internship

  • Jan 1990 - Aug 1992

  Responsibility for the Member Service department which consisted of account maintenance, direct deposits, US savings bonds, traveler's checks and other member service functions while assisting controller in general ledger entries, bank reconciliations, ATM reports and ACH reports. Other duties included initiation and processing of loan and credit card applications and performing bank teller duties.