Experience

Cultural Engagement Lab

• United States
• Civic and Social Organizations
• 1 - 100 Employee

• Chief Financial Officer

  • Aug 2016 - Present

  Responsible for planning, implementing, and managing the general finance & operations activities of the organization, as well as the organization’s fiscally sponsored groups and their related-entities, including 501(c)3/(c)4 tandems.Work collaboratively with a diverse group of non-profit leaders to provide accurate and timely financial services, training, and guidance to the fiscally sponsored groups.Oversee all accounting functions including funding allocations, budgeting, accounts payable/receivable, payroll and benefits, cash flow, and fiscal sponsorships.Develop and produce monthly financial reports for all departments and projects; provide ad hoc financial analysis and decision-making support as needed.Meet regularly with Executive Leadership Team and project directors to review and interpret financial reports, participate in strategic and tactical planning, and make specific recommendations regarding budgets and activity planning.Lead the annual budget process and manage interim budget revisions.Develop and implement an effective system of accounting and internal controls; redesign process flow as needed to improve efficiency.Develop and implement plans to ensure all legal entities are in compliance with GAAP and applicable federal, state and local laws and regulations, particularly regulations regarding fiscal sponsorships, (c)3/(c)4 tandems, and (c)4 political activities.Work closely with Development Team to produce grant proposal budgets, funder reports, and other financial documentation to support fundraising efforts.Oversee the organization’s annual independent audit and working closely with auditors throughout their engagement.Oversee the preparation of annual tax forms and other required filings for all entities in the organization‘s network.



National Equity Project

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

• Controller

  • 2004 - Jun 2016

  Responsible for managing National Equity Project's day-to-day financial and accounting activities; maintaining accounting systems, payroll administration, implementing financial policies and procedures; seting up budget structure and constructing organizational budget; preparing financial reports for staff, funders, committees and board of directors; and serve as a primary liaison with external auditors. Responsible for managing National Equity Project's day-to-day financial and accounting activities; maintaining accounting systems, payroll administration, implementing financial policies and procedures; seting up budget structure and constructing organizational budget; preparing financial reports for staff, funders, committees and board of directors; and serve as a primary liaison with external auditors.