Experience

MasterVoices

• United States
• Musicians
• 1 - 100 Employee

• Part-time CFO at MasterVoices

  • Aug 2020 - Present

  • Manage all inputs for audit and 990 process. • Prepare financial reports for the Board. • Research and advise Executive Director on critical funding sources during pandemic, including: 1) PPP First Draw - Preparation of loan forgiveness inputs; 2) PPP Second Draw - Mapping of expenses still uncommitted to other COVID relief programs; preparation of forgiveness inputs. 3) Economic Injury and Disaster Loan (EIDL) Advance - Processing of advance in coordination with PPP First Draw forgiveness; 4) Employee Retention Tax Credit (ERTC) - Preparation of application inputs; 5) Shuttered Venue Operating Grant (SVOG) - Mapping of expenses still uncommitted to other COVID relief programs; preparation of application inputs; 6) Targeted and Supplemental EIDL - Research of eligibility; preparation of application inputs.



American Red Cross in the Greater NY Region

• Member of Board of Directors

  • 2007 - Present

  • Member of Finance Committee 2007-2011; Constant attention to budget variances. Frequent planning updates on liquidity, working capital, and investment account management. Reviewed and approved annual audit. Participated in 2010-2011 restructuring decision-making process, reassessment of revenue outlook, and evaluation of alternative cost-reduction scenarios. • Co-chair Mission Committee 2012-present; Focus on recruiting, training, and productively employing volunteers that consistently, effectively deliver Red Cross services to individuals affected by disasters. • Co-chaired CEO Search Committee, which led to hiring of Josh Lockwood in May 2012. • Appointed by CEO in Aug. 2012 to co-lead a reassessment of volunteer service. • Re-launched a management volunteer partner program (achieved in Feb. 2014). • Co-led design of a volunteer evaluation framework (implementation in 2015). • Feb. 2015-June 2016, represented ARC (National), launching volunteer liaison between ARCGNYR and Manhattan VA Hospital. Leveraging this effort for corporate partnership development. • Jan.-June 2016, directly managed volunteer recruitment, training and coordination of ARC Government Liaison team, growing the team by 20%. • Public speaking, TV interviews, and presentations representing the Red Cross to the public and to potential corporate partners.



The New York Community Trust

• United States
• Non-profit Organizations

• Interim Senior Finance Consultant

  • May 2021 - Aug 2021

  • Reviewed over 200 grant requests from donor-advised funds. • Compiled detailed Finance Dept. procedures. • Advised management in staff transitions; actively participated in recruiting and onboarding. • Reviewed and approved postings of daily transactions. • Reviewed over 200 grant requests from donor-advised funds. • Compiled detailed Finance Dept. procedures. • Advised management in staff transitions; actively participated in recruiting and onboarding. • Reviewed and approved postings of daily transactions.



The National Institute for the Psychotherapies Professional Association

• Senior Finance Consultant

  • Dec 2019 - Dec 2020

  • Advised Board Treasurer in design of chart of accounts and financial reporting. • Prepared financial projections for IRS Form 1023. • Compiled Financial Policies and Procedures manual. • Advised Board Treasurer in design of chart of accounts and financial reporting. • Prepared financial projections for IRS Form 1023. • Compiled Financial Policies and Procedures manual.



The New York Immigration Coalition

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

• Interim Senior Finance Consultant at NY Immigration Coalition

  • Feb 2020 - Jun 2020

  • Responsible for compiling budgets for all grant proposals. • Completed comprehensive segregation of finance duties in major update of Finance manual. • Reconstructed cost coverage of staff and non-staff resources by grants and contracts. • Wrote & presented detailed economic scenario analysis of COVID-19 impacts on FY21. • Designed and implemented flexible financial scenario tool. • Structured budget for 501(c)4 unit. • Led the technical qualification assessment of candidates for Director of Budgets, and onboarded the candidate hired. • Recruited and led a team of consultants in an outreach to 135 Coalition members, providing support for Payroll Protection Program and financial management capacity building.



Spyscape (Spy Museum of NY)

• Senior Finance Consultant

  • Jun 2018 - Nov 2019

  • Engaged for projects spanning May to Nov. 2018; Apr.-May 2019; July-Nov. 2019. • Recruited interim accounting team; project-managed cleanup of accounts from inception, to bring books to audit-able standard. Reconciled asset accounts, located expense documentation; set up depreciation tables; streamlined and documented procedures; compiled financial statements. • Assessed accounting and POS systems; wrote specifications for new system; evaluated vendor bids; presented recommendation (NetSuite), which was adopted. • Restructured budget tools. Completed the budget process and loaded into NetSuite. • Compiled 2019-2020 financial scenario model. • Assembled and presented Finance workforce plan to ensure appropriate skill match for all Dept functions. • Recommended hiring of sensior accountant; assisting in recruiting of new Assistant Controller. • Advised on conversion of part-time staff to full-time, in light of year-end 2018 minimum wage increase. • Managed tax process; negotiated engagement letter, compiled all supporting tax information, fielded Q&A. • Built detailed system of KPIs for all departments, based on financial and operational data. • Compiled Finance procedure manual; presented to staff and implemented. • Developed reporting and compliance tools for major contract. • Re-tooled budget model; guiding senior staff in budget process for coming year. • Assessed accounting and POS systems; wrote specifications for new system; evaluated vendor bids; presented recommendation. • Assembled and presented Finance workforce plan. Recommended and assisted in hiring of senior accountant. • Advised on conversion of part-time staff to full-time, in light of year-end 2018 minimum wage increase. • Compiled Finance procedure manual; presented to staff and implemented. • Managed tax process; negotiated engagement letter, compiled all supporting tax information, fielded Q&A. • Built system of KPIs for financial and operational oversight.



Upwardly Global

• United States
• Non-profit Organization Management
• 100 - 200 Employee

• Senior Director of Finance & Administration

  • 2017 - 2018

  Member of the Executive Team, reporting to the CEO. • Provided monthly financial reporting, forecasting, analysis, and recommendations to management and board. • Led initial due diligence on key strategic opportunities, and provide thought leadership to executive team. • Management leadership of Finance Committee and Audit Committee. Coordinate with committee chairs and members to ensure a thorough understanding of UpGlo tracking to plans, and forward analysis. • Financial management of a diverse portfolio of 60 grants. Consolidated all grant documentation from three platforms to one. Established framework to track earned portion of grants, and tools for maximizing staff utilization, grant-by-grant. Advised on, and approved budgets for grant proposals. • Built an effective Finance Dept., supplementing lean full-time staff with highly skilled pro bono staff. • Managed audit and Form 990 process, and conduct ongoing tax analysis to comply with nonprofit tax rules. • Re-tooled and restructured budget process, to produce a balanced budget in a shortened timeframe. • Crystallized financial forecast and recommendations, which were implemented, and reversed a projected deficit to a modest surplus. Educated board and senior team on key nonprofit finance principles for financial planning; provided scenario analysis. • Prepared grant structure for transition to new accounting system; developed report formats for new system. • Managed lease strategy and negotiations to move NY office without financial penalty, saving 1/3 of rent.



Trickle Up Program

• India
• 1 - 100 Employee

• Director of Finance & Operations

  • 2016 - 2017

  As a member of the Senior Management Team, reporting to the President. Responsible for: • Strategic, operational, and financial planning and implementation. • Tracking of financial performance in step with our program performance. • Liaison with Finance and Audit Committees of the Board; analysis and implementation of investment portfolio rebalancing. • Intensive analysis of costs to provide services in poor communities, to support the best use of donor funds in our mission. Financial modeling to determine the optimal mix of restricted and unrestricted funds. • Continuous modeling of our performance against charity rating agencies' methodology. • Comprehensive review of internal controls. • HR matters including market-based compensation reviews, employee engagement, onboarding, and professional development across offices on four continents. • Leadership of global security policy review and practices, in collaboration with our international office heads. • Coordinating reviews and updates of significant policies. • IT system strategy and business continuity. Trickle Up's focus is alleviating extreme poverty through grants to women living in extreme poverty, organizing women into self-help and savings groups, and coaching women participants to develop sustainable livelihoods that will ensure food security. Trickle Up conducts its programs in India, West Africa, and Central America, and through technical assistance programs with the UN High Commissioner on Refugees, in Egypt, Costa Rica, Ecuador, and Zambia. Trickle Up also produces monitoring and evaluation studies that establish the validity of its development programs. (www.trickleup.org)



Standard & Poor's Ratings Services

• United States
• 1 - 100 Employee

• Managing Director

  • 1984 - 2014

  Financial Analyst Management • Managed 19 analysts in NY, Chicago, and India, covering more than 150 U.S. companies in TV, radio, ad agencies, film production, theaters, and publishing, with 60-80 rating changes annually. • Ultimately responsible for the quality and timeliness of the team’s rating process. Coordinated Media analysts in UK, Europe, Canada, Latin America, and Asia/Pacific, covering more than 100 companies. Executive Relationship Management • Regular meetings with CEOs and CFOs on achievability of budgets, realism of business and financial strategies, rating consequences of acquisitions, and operational risk management. • Investor leadership via published work, public speaking, WebEx's, and responses to media inquiries. Regulatory Risk Management • Broad experience managing a group within strict regulatory and compliance standards. • Conveyed awareness of rated companies’ regulatory and legal risks in rating decisions, involving periodic updates with debt issuers and S&P rating team. Outsourcing Development • Leading role in training 150 analysts in Mumbai, developing workflow between U.S. and India, and charting Mumbai analyst career paths to increase retention. • Conducted annual training in India 2006-2012 that expanded Mumbai analyst roles and U.S. managers’ understanding of Mumbai staff potential. Talent Development • Grew the M&E U.S. & India team from 2 analysts to 17. • Support retention by facilitating moves of direct reports to successful new roles in the department. • Key participant in the launch of S&P's women's professional networking group (2004). Process Re-engineering. • Co-led a re-design and relaunch of more concise Corporate Ratings publishing formats in 2011-2013, drawing strong positive reactions from investors and debt issuers. • Formed and co-led an efficiency task force in 2004 that implemented bi-directional rating outlooks; improved on-line editing of published work; and streamlined press releases.