Experience

Association of American Law Schools

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

• Chief Financial Officer

  • Mar 2023 - Present

  Provide strategic financial leadership and, financial oversight. Lead, oversee, and manage other business operations and business administration activities. Provide strategic financial leadership and, financial oversight. Lead, oversee, and manage other business operations and business administration activities.



National School Boards Association

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

• Chief Financial Officer

  • Jul 2021 - Nov 2022

  • Direct the day-to-day fiscal functions of the Association, including oversight of all financial operations such as budgeting, long range planning, accounting, audit and tax activities, and financial reporting. • Serve as strategic financial advisor to CEO, Board of Directors, Finance Committee, Audit Committee, and Pension Trustee Committee. Ensure the Board has full visibility of the information they need to execute their fiduciary responsibilities. • Evaluate and strengthen, where… Show more • Direct the day-to-day fiscal functions of the Association, including oversight of all financial operations such as budgeting, long range planning, accounting, audit and tax activities, and financial reporting. • Serve as strategic financial advisor to CEO, Board of Directors, Finance Committee, Audit Committee, and Pension Trustee Committee. Ensure the Board has full visibility of the information they need to execute their fiduciary responsibilities. • Evaluate and strengthen, where necessary, the Association’s system of policies, internal controls, standards, and procedures. Establish practices and implement systems to support high performance and accountability. • Be responsible for the quality, accuracy, and timeliness of financial information provided to internal and external parties. • Serve as a liaison for the Association’s banking relationships, insurance providers, investment advisors, actuaries, auditors, and others.

• Director of Finance

  • Jul 2017 - Nov 2022

  • Managed all accounting operations for NSBA and National School Boards Action Center (NSBAC), including accounts payable, accounts receivable, deferred revenue, cash, fixed assets, and others. Major business processes included membership dues, events, sponsorships, and royalties. • Led development of annual budget for all NSBA programs. Worked closely with company executives and other stakeholders. Monitored and communicated budget to actual results. Prepared mid-year projections… Show more • Managed all accounting operations for NSBA and National School Boards Action Center (NSBAC), including accounts payable, accounts receivable, deferred revenue, cash, fixed assets, and others. Major business processes included membership dues, events, sponsorships, and royalties. • Led development of annual budget for all NSBA programs. Worked closely with company executives and other stakeholders. Monitored and communicated budget to actual results. Prepared mid-year projections based on year-to-date results. • Managed audit preparation, including performance of reconciliations and development of detailed schedules to support account balances. Served as the primary POC to the external auditor. Resolved two pre-existing control deficiencies, consistently achieving clean audit opinions each year with no findings. • Managed CRM migration from netFORUM to Microsoft Dynamics 365. Participated in every aspect of the implementation, from analyzing the business requirement and testing the Microsoft Dynamics CRM application. • Managed a team of four to five accounting personnel.



Abused Women's Aid In Crisis

• Finance Director

  • Mar 2013 - Jan 2017

  • Served as a trusted partner and resource to the Executive Director and division leaders. Participated in executive strategic planning meetings. Led coordination and development of annual budgets. Developed and communicated financial forecasts. Communicated budget to actual amounts and other key performance indicators (KPIs) to leadership. Communicated AWAIC and AWAIC Foundation financial reports to the Board of Directors. • Oversaw and managed accounting processes, including… Show more • Served as a trusted partner and resource to the Executive Director and division leaders. Participated in executive strategic planning meetings. Led coordination and development of annual budgets. Developed and communicated financial forecasts. Communicated budget to actual amounts and other key performance indicators (KPIs) to leadership. Communicated AWAIC and AWAIC Foundation financial reports to the Board of Directors. • Oversaw and managed accounting processes, including accounts payable, accounts receivable, donations, endowment activity, payroll, and all other general ledger activities and related controls. Monitored cash flows and budget usage. Performed monthly general ledger reconciliations, and monthly and year-end closing of the general ledger. Major business processes included federal, state, and foundation grants; events; and private donations. • Led grant accounting and reporting. Served as primary point of contact for annual Single Audits and grantor inspections. • Oversaw the company’s annual inventory of fixed assets. Managed the fixed asset schedule and prepared related entries to the general ledger. • Served as primary review and approval for audited annual financial statements and Form 990, Return of Organization Exempt From Income Tax. • Served as the company’s administrator for its accounting and human resource (HR) software. • Oversaw, directed, and developed accounting staff. Show less • Served as a trusted partner and resource to the Executive Director and division leaders. Participated in executive strategic planning meetings. Led coordination and development of annual budgets. Developed and communicated financial forecasts. Communicated budget to actual amounts and other key performance indicators (KPIs) to leadership. Communicated AWAIC and AWAIC Foundation financial reports to the Board of Directors. • Oversaw and managed accounting processes, including… Show more • Served as a trusted partner and resource to the Executive Director and division leaders. Participated in executive strategic planning meetings. Led coordination and development of annual budgets. Developed and communicated financial forecasts. Communicated budget to actual amounts and other key performance indicators (KPIs) to leadership. Communicated AWAIC and AWAIC Foundation financial reports to the Board of Directors. • Oversaw and managed accounting processes, including accounts payable, accounts receivable, donations, endowment activity, payroll, and all other general ledger activities and related controls. Monitored cash flows and budget usage. Performed monthly general ledger reconciliations, and monthly and year-end closing of the general ledger. Major business processes included federal, state, and foundation grants; events; and private donations. • Led grant accounting and reporting. Served as primary point of contact for annual Single Audits and grantor inspections. • Oversaw the company’s annual inventory of fixed assets. Managed the fixed asset schedule and prepared related entries to the general ledger. • Served as primary review and approval for audited annual financial statements and Form 990, Return of Organization Exempt From Income Tax. • Served as the company’s administrator for its accounting and human resource (HR) software. • Oversaw, directed, and developed accounting staff. Show less



Mikunda, Cottrell, & Co., Inc.

• United States
• Accounting

• In-Charge Auditor

  • Jul 2011 - Mar 2013

  • Led financial statement audits in accordance with Statements on Auditing Standards (SASs) issued by the American Institute of Certified Public Accountant (AICPA). Planned and performed testing to determine whether financial statements were fairly presented in accordance with U.S. Generally Accepted Accounting Principles (GAAP). Assessed the design and operation of internal controls. Prepared financial statements and recommended journal entries for proper recognition. Communicated audit… Show more • Led financial statement audits in accordance with Statements on Auditing Standards (SASs) issued by the American Institute of Certified Public Accountant (AICPA). Planned and performed testing to determine whether financial statements were fairly presented in accordance with U.S. Generally Accepted Accounting Principles (GAAP). Assessed the design and operation of internal controls. Prepared financial statements and recommended journal entries for proper recognition. Communicated audit findings and recommendations with clients. • Led Single Audits for non-profit organizations and local governments in accordance with Generally Accepted Government Audit Standards (GAGAS) promulgated by the U.S. Government Accountability Office (GAO) and Office of Management and Budget (OMB) Circular A-133 (subsequently superseded by 2 CFR Subpart 5, Audit Requirements). Determined whether financial statements were fairly presented in accordance with GAAP, and whether Schedules of Expenditures of Federal Awards (SEFAs) were fairly presented in relation to the financial statements. Conducted tests of internal controls over major programs, and compliance with laws, regulations, and provisions of contracts and grant agreements. • Supervised, trained, and delegated assignments to engagement teams. Show less • Led financial statement audits in accordance with Statements on Auditing Standards (SASs) issued by the American Institute of Certified Public Accountant (AICPA). Planned and performed testing to determine whether financial statements were fairly presented in accordance with U.S. Generally Accepted Accounting Principles (GAAP). Assessed the design and operation of internal controls. Prepared financial statements and recommended journal entries for proper recognition. Communicated audit… Show more • Led financial statement audits in accordance with Statements on Auditing Standards (SASs) issued by the American Institute of Certified Public Accountant (AICPA). Planned and performed testing to determine whether financial statements were fairly presented in accordance with U.S. Generally Accepted Accounting Principles (GAAP). Assessed the design and operation of internal controls. Prepared financial statements and recommended journal entries for proper recognition. Communicated audit findings and recommendations with clients. • Led Single Audits for non-profit organizations and local governments in accordance with Generally Accepted Government Audit Standards (GAGAS) promulgated by the U.S. Government Accountability Office (GAO) and Office of Management and Budget (OMB) Circular A-133 (subsequently superseded by 2 CFR Subpart 5, Audit Requirements). Determined whether financial statements were fairly presented in accordance with GAAP, and whether Schedules of Expenditures of Federal Awards (SEFAs) were fairly presented in relation to the financial statements. Conducted tests of internal controls over major programs, and compliance with laws, regulations, and provisions of contracts and grant agreements. • Supervised, trained, and delegated assignments to engagement teams. Show less



Abused Women's Aid in Crisis

• Finance Manager

  • Jun 2009 - Jul 2011

  • Performed accounting processes, including processing accounts payable, preparing bank reconciliations, performing general ledger reconciliations, and completing monthly and year-end closing of the general ledger. • Processed payroll for 45 employees, including setting up direct deposits, processing wage assignments, calculating vacation accruals, deducting benefits and garnishments, recording tax disbursements into the general ledger, and preparing 941, ESC and W2 forms. • Prepared… Show more • Performed accounting processes, including processing accounts payable, preparing bank reconciliations, performing general ledger reconciliations, and completing monthly and year-end closing of the general ledger. • Processed payroll for 45 employees, including setting up direct deposits, processing wage assignments, calculating vacation accruals, deducting benefits and garnishments, recording tax disbursements into the general ledger, and preparing 941, ESC and W2 forms. • Prepared monthly and quarterly grant reports to federal and state agencies. • Prepared schedules for annual Single Audits. • Led the company’s implementation of new integrated HR and accounting software, Sage MIP, and provided company-wide training. Show less • Performed accounting processes, including processing accounts payable, preparing bank reconciliations, performing general ledger reconciliations, and completing monthly and year-end closing of the general ledger. • Processed payroll for 45 employees, including setting up direct deposits, processing wage assignments, calculating vacation accruals, deducting benefits and garnishments, recording tax disbursements into the general ledger, and preparing 941, ESC and W2 forms. • Prepared… Show more • Performed accounting processes, including processing accounts payable, preparing bank reconciliations, performing general ledger reconciliations, and completing monthly and year-end closing of the general ledger. • Processed payroll for 45 employees, including setting up direct deposits, processing wage assignments, calculating vacation accruals, deducting benefits and garnishments, recording tax disbursements into the general ledger, and preparing 941, ESC and W2 forms. • Prepared monthly and quarterly grant reports to federal and state agencies. • Prepared schedules for annual Single Audits. • Led the company’s implementation of new integrated HR and accounting software, Sage MIP, and provided company-wide training. Show less