Finance And Administration

• Jan 2021 - Present

Chief Financial Officer

• Jan 2018 - Jan 2021

Bronx GRSS East/Northeast Region

• Feb 2016 - Jan 2018

Develop/update and implement standardized procedures for Regional financial operations. Perform ongoing analysis of field operating practices, specifically in the areas of record keeping and accounting, including implementing controls and suggesting revisions to established procedures. Communicate operating policies and procedures to the team of 7 accounting coordinators within the region. Supervise and manage team of 7 accounting coordinators in the Bronx regions to ensure accurate and timely completion of work. Provide ongoing training to the accounting coordinators, especially in the proper recording of all financial transactions using ConnectNow and Paychex software. Work with the Regional Business Manager to ensure billing approval procedures are followed and to ensure that all regional schools are compliant with the budgets set and in the approval and review of regional invoices. Coordinate with the Regional Superintendent to resolve financial issues with the regional schools. Show less

Director of Finance

• Feb 2014 - Feb 2016

Responsible for the day-to-day, and long-term financial management of a $15M 501c3 organization, $3M 501c4 organization, $200K Federal PAC, and $300K NY PAC. Led effort in attracting and developing finance talent so that the finance department can provide all national departments and state chapters the necessary support to improve organizational standing. Created organizational budget by analyzing department/state trends. Supervised and managed the finance/HR department consisting of 5 employees. Establish internal controls for the finance department, such as invoices requiring multiple high-level staff approvals and multiple members of the finance team involved in the paying of invoices. Generated class tracking in QuickBooks Pro for income/expenses for 5 national departments, 14 state chapters, and 3 special projects for each 501c3 and 501c4 organization and both political committees. Process biweekly payroll for 50 full time staff members and 20 part time staff members. Led yearly audit with independent auditors, filed forms 990(schedule C), 8868, and 1120 POL. Regularly produced grant reports for large donors to track restricted and non-restricted income spending Generated and analyzed various financial reports to present financial position to board of directors. Led the initiative of converting the business from cash to accrual basis accounting by presenting its advantages and the clear picture accrual basis accounting provides. Brought about the implementation of a staff reimbursement policy. Created and maintained all financial transactions in QuickBooks Pro. Handled all A/R and A/P while managing cash flow. Performed monthly bank reconciliations to prepare for month-end closing Show less

Senior Accountant

• Jul 2010 - Feb 2014

Handle accounts receivables and accounts payable. Ran monthly and quarterly P&L reports, generated cash flows reports, and updated balance sheet. Generated productivity reports classified by department. Assisted in the yearly audit and tax preparations for the company, presented the company's financial position to senior management. Handle accounts receivables and accounts payable. Ran monthly and quarterly P&L reports, generated cash flows reports, and updated balance sheet. Generated productivity reports classified by department. Assisted in the yearly audit and tax preparations for the company, presented the company's financial position to senior management.