Accounting Controller

• Aug 2020 - Present

Chief Financial Officer

• Sep 2016 - Aug 2020

Manage the Accounting and Finance Department for YEA!, an Allentown-based nonprofit that operates competitive drum and bugle coprs, an educational dance troupe, and the nation's largest circuit of high school marching band competitions. Operations peaked with a $6 million annual budget, 25 full-time staff, and over 300 seasonal contractors. Responsible for accounting, budgeting, audit coordination, payroll, benefits, human relations, insurance, and cash management. ▲ Budget and Fiscal… Show more Manage the Accounting and Finance Department for YEA!, an Allentown-based nonprofit that operates competitive drum and bugle coprs, an educational dance troupe, and the nation's largest circuit of high school marching band competitions. Operations peaked with a $6 million annual budget, 25 full-time staff, and over 300 seasonal contractors. Responsible for accounting, budgeting, audit coordination, payroll, benefits, human relations, insurance, and cash management. ▲ Budget and Fiscal Management - Developed and implemented comprehensive budget development process for six departments and over 150 project centers. ▲ Accounting – Deployed new chart of accounts and improved management reports. ▲ Crisis Management - Stabilized company after dramatic departure of CEO in 2018 and managed cash shortages through daily analysis and prioritizations. ▲ QuickBooks - online, ProAdviser certification. Show less Manage the Accounting and Finance Department for YEA!, an Allentown-based nonprofit that operates competitive drum and bugle coprs, an educational dance troupe, and the nation's largest circuit of high school marching band competitions. Operations peaked with a $6 million annual budget, 25 full-time staff, and over 300 seasonal contractors. Responsible for accounting, budgeting, audit coordination, payroll, benefits, human relations, insurance, and cash management. ▲ Budget and Fiscal… Show more Manage the Accounting and Finance Department for YEA!, an Allentown-based nonprofit that operates competitive drum and bugle coprs, an educational dance troupe, and the nation's largest circuit of high school marching band competitions. Operations peaked with a $6 million annual budget, 25 full-time staff, and over 300 seasonal contractors. Responsible for accounting, budgeting, audit coordination, payroll, benefits, human relations, insurance, and cash management. ▲ Budget and Fiscal Management - Developed and implemented comprehensive budget development process for six departments and over 150 project centers. ▲ Accounting – Deployed new chart of accounts and improved management reports. ▲ Crisis Management - Stabilized company after dramatic departure of CEO in 2018 and managed cash shortages through daily analysis and prioritizations. ▲ QuickBooks - online, ProAdviser certification. Show less

Commercial Loan Accounting

• Nov 2015 - Sep 2016

Account for transactions for commercial participation loans bought from and sold to other banks. ▲ Accounting - Post journal entries for payments and advances on participation loans. Setup loans for charge-offs and non-accruals. Prepare and send funding requests to participating banks for lead loan advances. Post and send wires for funding participation advance requests. ▲ Auditing - Review loan payoff statements. Account for transactions for commercial participation loans bought from and sold to other banks. ▲ Accounting - Post journal entries for payments and advances on participation loans. Setup loans for charge-offs and non-accruals. Prepare and send funding requests to participating banks for lead loan advances. Post and send wires for funding participation advance requests. ▲ Auditing - Review loan payoff statements.

Executive Director

• Apr 2013 - Jan 2015

CEO of fraternity comprised of 1,750 undergraduate members, 45 chapters, and 40,000 alumni in North America. ▲ Fiscal Management - Balanced $1.1 million budget while increasing staff from 6 to 10 employees, grew total assets by 0.6%, and reduced accounts receivable by 25%. ▲ Accounting – Modernized accounting systems and completed 3 audits. Served as staff accountant. ▲ Leadership - Guided Executive Board in development and strategic plan and exceeded annualized benchmarks. ▲… Show more CEO of fraternity comprised of 1,750 undergraduate members, 45 chapters, and 40,000 alumni in North America. ▲ Fiscal Management - Balanced $1.1 million budget while increasing staff from 6 to 10 employees, grew total assets by 0.6%, and reduced accounts receivable by 25%. ▲ Accounting – Modernized accounting systems and completed 3 audits. Served as staff accountant. ▲ Leadership - Guided Executive Board in development and strategic plan and exceeded annualized benchmarks. ▲ Sales Growth – Grew membership by 15.4% and active chapters by 10.5%. ▲ Development - Increased annual giving from $78,000 to $125,000 (60.3%). ▲ Process Improvement - Launched 3 modern websites (1 CRM, 1 ERP) that improved user and staff efficiencies. ▲ Planning - Directed 160-person international convention and developed new 4-day training conference. ▲ Human Resources – Managed benefits, payroll, hiring, and performance systems. Authored new employee manual. Show less CEO of fraternity comprised of 1,750 undergraduate members, 45 chapters, and 40,000 alumni in North America. ▲ Fiscal Management - Balanced $1.1 million budget while increasing staff from 6 to 10 employees, grew total assets by 0.6%, and reduced accounts receivable by 25%. ▲ Accounting – Modernized accounting systems and completed 3 audits. Served as staff accountant. ▲ Leadership - Guided Executive Board in development and strategic plan and exceeded annualized benchmarks. ▲… Show more CEO of fraternity comprised of 1,750 undergraduate members, 45 chapters, and 40,000 alumni in North America. ▲ Fiscal Management - Balanced $1.1 million budget while increasing staff from 6 to 10 employees, grew total assets by 0.6%, and reduced accounts receivable by 25%. ▲ Accounting – Modernized accounting systems and completed 3 audits. Served as staff accountant. ▲ Leadership - Guided Executive Board in development and strategic plan and exceeded annualized benchmarks. ▲ Sales Growth – Grew membership by 15.4% and active chapters by 10.5%. ▲ Development - Increased annual giving from $78,000 to $125,000 (60.3%). ▲ Process Improvement - Launched 3 modern websites (1 CRM, 1 ERP) that improved user and staff efficiencies. ▲ Planning - Directed 160-person international convention and developed new 4-day training conference. ▲ Human Resources – Managed benefits, payroll, hiring, and performance systems. Authored new employee manual. Show less

Program Director

• Jan 2011 - Jan 2013

Directed accounting, program, camping, retail and office operations for 18 Southern Indiana counties. ▲ Accounting - Coordinated conversion to new PeopleSoft accounting system, coded accounts payable, and implemented innovative use of outsourced professional services. Project leader for $1.2 million budget. Served as staff accountant. ▲ Management – Managed office and supervised 3 office staff and led growth 4.9% in $225k retail operation. ▲ Sales Growth - Increased camp… Show more Directed accounting, program, camping, retail and office operations for 18 Southern Indiana counties. ▲ Accounting - Coordinated conversion to new PeopleSoft accounting system, coded accounts payable, and implemented innovative use of outsourced professional services. Project leader for $1.2 million budget. Served as staff accountant. ▲ Management – Managed office and supervised 3 office staff and led growth 4.9% in $225k retail operation. ▲ Sales Growth - Increased camp participation by 20.6% over 2 years by improving marketing and programs offered. ▲ Creativity - Developed new program events and training seminars to deliver fun and values with net revenue gains. ▲ Technology – Launched new website/CRM to facilitate online event registration, and managed office network.

Senior District Executive

• Aug 2009 - Dec 2010

Executive officer for a 4-county district - fundraising, budgeting, membership, volunteer relationships, customer service, leadership training workshops, advancement standards, recognition and planning quality events. ▲ Budgeting & Controlling – Created budgets for multiple events and controlled expenses based on actual revenue. ▲ Marketing – Designed marketing materials and conducted sales presentations to grow membership and units 2%. ▲ Fundraising - Increased 2010 annual giving… Show more Executive officer for a 4-county district - fundraising, budgeting, membership, volunteer relationships, customer service, leadership training workshops, advancement standards, recognition and planning quality events. ▲ Budgeting & Controlling – Created budgets for multiple events and controlled expenses based on actual revenue. ▲ Marketing – Designed marketing materials and conducted sales presentations to grow membership and units 2%. ▲ Fundraising - Increased 2010 annual giving by 114% to $75,000 and managed 10.5% growth in $255k popcorn sale.

Director of Camping & Support Service

• Oct 2005 - Aug 2008

Managed camping operations and properties, office technology, training, and events across 23 counties. ▲ Budgeting & Controlling – Managed camping operations and program events with annual budget of $1.2 million. ▲ Project Management – Coordinated capital improvements in excess of $3 million across 7 camp properties. ▲ Supervision – Managed 4 camp operations and 150 seasonal employees. Implemented SMART goals and performance improvement plans for 5 full-time employees. ▲… Show more Managed camping operations and properties, office technology, training, and events across 23 counties. ▲ Budgeting & Controlling – Managed camping operations and program events with annual budget of $1.2 million. ▲ Project Management – Coordinated capital improvements in excess of $3 million across 7 camp properties. ▲ Supervision – Managed 4 camp operations and 150 seasonal employees. Implemented SMART goals and performance improvement plans for 5 full-time employees. ▲ Promotion – Produced comprehensive marketing materials that led to 11% increased camp attendance. ▲ Technology - Deployed new server, 40 new workstations, software upgrades, and online event registration. Show less Managed camping operations and properties, office technology, training, and events across 23 counties. ▲ Budgeting & Controlling – Managed camping operations and program events with annual budget of $1.2 million. ▲ Project Management – Coordinated capital improvements in excess of $3 million across 7 camp properties. ▲ Supervision – Managed 4 camp operations and 150 seasonal employees. Implemented SMART goals and performance improvement plans for 5 full-time employees. ▲… Show more Managed camping operations and properties, office technology, training, and events across 23 counties. ▲ Budgeting & Controlling – Managed camping operations and program events with annual budget of $1.2 million. ▲ Project Management – Coordinated capital improvements in excess of $3 million across 7 camp properties. ▲ Supervision – Managed 4 camp operations and 150 seasonal employees. Implemented SMART goals and performance improvement plans for 5 full-time employees. ▲ Promotion – Produced comprehensive marketing materials that led to 11% increased camp attendance. ▲ Technology - Deployed new server, 40 new workstations, software upgrades, and online event registration. Show less

Program Director

• May 1999 - Oct 2005

Directed communications, events, camping, expeditions, recognition dinners, and training conferences throughout Central and Northern New Mexico and the Four Corners Region. ▲ Budgeting – Developed complex spreadsheets to plan, analyze and control multiple budgets and related data. ▲ Planning – Organized and led multiple 2-week cross-country expeditions for up to 100 participants. ▲ Team Development – Directed 8 summer camp staffs of 45 seasonal employees through extensive training… Show more Directed communications, events, camping, expeditions, recognition dinners, and training conferences throughout Central and Northern New Mexico and the Four Corners Region. ▲ Budgeting – Developed complex spreadsheets to plan, analyze and control multiple budgets and related data. ▲ Planning – Organized and led multiple 2-week cross-country expeditions for up to 100 participants. ▲ Team Development – Directed 8 summer camp staffs of 45 seasonal employees through extensive training to be high-performing teams by using innovative lesson plans and Total Quality Management. ▲ Training – Led BSA’s premier leadership training courses for youth leaders, adult leaders, and camp administrators. ▲ Editing – Published quarterly 20-page newsletter and launched/maintained website. Show less Directed communications, events, camping, expeditions, recognition dinners, and training conferences throughout Central and Northern New Mexico and the Four Corners Region. ▲ Budgeting – Developed complex spreadsheets to plan, analyze and control multiple budgets and related data. ▲ Planning – Organized and led multiple 2-week cross-country expeditions for up to 100 participants. ▲ Team Development – Directed 8 summer camp staffs of 45 seasonal employees through extensive training… Show more Directed communications, events, camping, expeditions, recognition dinners, and training conferences throughout Central and Northern New Mexico and the Four Corners Region. ▲ Budgeting – Developed complex spreadsheets to plan, analyze and control multiple budgets and related data. ▲ Planning – Organized and led multiple 2-week cross-country expeditions for up to 100 participants. ▲ Team Development – Directed 8 summer camp staffs of 45 seasonal employees through extensive training to be high-performing teams by using innovative lesson plans and Total Quality Management. ▲ Training – Led BSA’s premier leadership training courses for youth leaders, adult leaders, and camp administrators. ▲ Editing – Published quarterly 20-page newsletter and launched/maintained website. Show less