Assistant Treasurer

• Nov 2013 - Present

Coordinating contract for internal and external auditors to drive greater compliance with financial services best practices. Oversee and manage the Budget (Over $50 Million) and Forecasts as required by Senior Management.Oversight for migration from legacy accounting software to Microsoft’s Great Plains to create a financial system which will provide better financial forecasting and reporting.Key finance contact for Missionary Service Department, who relates to over 400 missionaries serving in different continents. Created over 500 on-demand and customized reports and end user documents over the past eighteen years to facilitate accurate and timely financial forecasting as well as solid monitoring and decision making.Oversight for accounts payable and receivables functions which processes ~10,000 transactions per year in the amount of ~$30 Millions per year.Conducted external training sessions and virtual conferences yearly aimed at keeping partner churches and organizations current on new trends and practices.Ensured accurate gift processing of over 100,000 gifts per year and timely release of funds to over 1,500 recipient projects, institutes and organizations in 126 countries throughout the world.Effectively communicate through team and email outreach to over 75,000 partner churches, UMC conferences, individual donors, merchant services, banks and vendors to facilitate smooth day to day operations and to create more transparency and accountability with donors. Show less

Director of Financial Services

• Jan 2007 - Nov 2013

Managed an eight- person team responsible for treasury functions such as Gift Processing, Disbursement & Receipts and database coordination and Financial Reporting.

Software Specialist

• Jul 2002 - Jul 2007

Internal Auditor

• Jan 2002 - Jul 2002

Accountant

• Oct 1998 - Jan 2002

Accountant

• May 1992 - Oct 1998

Maintained schedules of Investment income & Fixed Assets for accounts worth over $10 Million. Responsible for Accounts Payable & Receivable for over 400 transaction weekly Maintained schedules of Investment income & Fixed Assets for accounts worth over $10 Million. Responsible for Accounts Payable & Receivable for over 400 transaction weekly