Experience

Your Part-Time Controller, LLC

• United States
• Accounting
• 400 - 500 Employee

• Director

  • Dec 2022 - Present

• Senior Manager

  • Jul 2011 - Jan 2023

  Not your typical Controller, I serve as a resource for clients and YPTC associates who provide controllership, CFO and financial advisory services to nonprofit organizations throughout the Washington, DC region. I am involved in developing YPTC's practice, recruiting great accountants to work for YPTC and, on occasion, doing the accounting work for which YPTC is best known.And now I am helping to open YPTC's newest office in Phoenix, Arizona!



America Abroad Media

• United States
• Broadcast Media Production and Distribution
• 1 - 100 Employee

• Chief Financial Officer

  • Dec 2010 - Jul 2011

  * Was responsible for all financial management and reporting, operations and human resources for a 501(c)(3) nonprofit international media production organization funded by grants from foundations, corporations and federal government sources. * Oversaw all accounting and internal control for an overseas bureau office in Kabul, Afghanistan. * In collaboration with the directors of each production department and the CEO, I built and managed the organization's comprehensive budget. The budget is built as a consolidation of all funding & program budgets and then modified for redundancies and for those costs that comprise the organization's indirect cost pool. * Initiated development of the organization's first NICRA (Negotiated Indirect Cost Rate Agreement) with the Department of State's cognizant agency. * Coordinated with audit firm to conduct the firm's first audit in compliance with OMB Circular A-133. * Supported the work of a 3-4 person development team in building realistic proposal budgets for new funding for programs that fall within the purview of our mission. * Liaised with the finance committee of the board of directors to review all financial reports and implement financial aspects of strategic plan. * Served as a member of the leadership team to facilitate strategic decision making for growth in a dynamic, internationally minded media organization. * Managed the office manager's work on accounts payable, IT and network maintenance and general operations management. Show less



ASA

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

• Chief Financial Officer

  • Mar 2005 - Oct 2010

  *Served as the chief financial officer and director of finance and administration, developing and implementing a board-approved work plan and other directives for managing $5+million association. *Supervised finance department staff of three. *Managed migration of FMS from Peachtree to Sage MIP. *Managed migration of AMS from in-house custom-built system to Aptify. *Software fluencies include: Sage MIP Fund Accounting; Aptify AMS; QuickBooks; Peachtree; MS Office. *Financial management, operations and technology expertise includes: - GL maintenance through financial reporting for board, management and external reporting requirements; - managed staff responsible for accounts receivable and accounts payable; - managed staff payroll, benefits, and other human resources functions for staff of 30+; - membership dues billing; - office maintenance and liaison with building management; - cash management including management and periodic review of the investment strategy; - audit oversight including generating GAAP financial reports and footnotes; - annual review and risk audit for insurance purposes; - managed chapter rebates and compliance reporting for more than 80 chapters; - served as staff liaison and support for ASA Educational Foundation and the ASA PAC; - provided management support and financial analysis to leadership at all levels. Show less



Rural Community Assistance Partnership Incorporated (RCAP)

• United States
• Environmental Services
• 1 - 100 Employee

• Director of Finance

  • Jan 1999 - Jan 2005

  *Served as chief financial and operating officer for the national office of a network of federally funded non-profits that provide technical assistance and capacity building training to small, rural communities; *Created and managed $12 million operating budget including program and staff budgets; *Developed systems, performed and supervised all day-to-day bookkeeping and accounting functions through month-end close to financial statement preparation; *Developed and administered all contracts; *Performed and supervised human resources, employee benefits, and personnel management functions for staff of nine; *Served as liaison with federal agency and foundation project managers for finance and reporting; *Provided financial oversight to RCAP technical program managers; *Brought into full compliance a previously undocumented 403(b) retirement plan; *Prepared and submitted annual Indirect Cost Rate proposal to cognizant agent; managed indirect cost pool and annual A-133 audit; *Served as project manager and database administrator for the partnership's internet-based custom-built database and reporting system with more than 250 users nationwide; *Provided training in asset management, GASB 34 compliance issues, and other topics at national conferences and training workshops. Show less



HMC Management Group, Inc

• Staff Accountant

  • Jan 1995 - Jan 1997

  Prepared tax returns and annual financial statements for clients with annual revenues in excess of $30 million; Maintained in-house accounting records for purposes of tax and estate planning; Managed all accounting functions for clients in Chapter 11 Bankruptcy; Met all court and tax reporting requirements; Installed and trained new users on MAS90 and QuickBooks accounting software for several clients, converting from DOS to WINDOWS environments and correcting Y2K deficiencies. Prepared tax returns and annual financial statements for clients with annual revenues in excess of $30 million; Maintained in-house accounting records for purposes of tax and estate planning; Managed all accounting functions for clients in Chapter 11 Bankruptcy; Met all court and tax reporting requirements; Installed and trained new users on MAS90 and QuickBooks accounting software for several clients, converting from DOS to WINDOWS environments and correcting Y2K deficiencies.



All Good Things and AGA Cookers

• Chief Executive Officer

  • Jan 1984 - Jan 1994

  Founded a successful environmental and decorative home products sales and installation service business serving the DC metropolitan region; Demonstrated, sold, installed and serviced gourmet English cookers in the mid-Atlantic and New England. Founded a successful environmental and decorative home products sales and installation service business serving the DC metropolitan region; Demonstrated, sold, installed and serviced gourmet English cookers in the mid-Atlantic and New England.