Experience

The Carey School

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Chief Financial Officer

  • Jul 2010 - Present

  The Chief Financial Office (CFO) is a strategic thought-partner that leads, manages and delivers hands-on, proactive, and effective not-for-profit business practices. This position reports directly to the Head of School, acts as a liaison to the Board of Trustees, and participates on the following Board Committees: Board, Finance, Audit, and Buildings and Grounds. Responsible for all aspects of financial operations including accounting, financial reporting, annual audit, financial modeling; human resources management and administration including all aspects of hiring, contract administration, and benefits planning and implementation; information technology and facilities management including key role in designing next phase of facilities renovations and planning all logistics for the project.



Stanford University

• United States
• Higher Education
• 700 & Above Employee

• Chief Financial Officer - Center for Advanced Study in the Behavorial Sciences

  • Sep 1992 - Jun 2010

  Premier academic research institution granting fellowships to scholars in the behavioral and social sciences. The CFO is a senior manager of the organization, responsible for all aspects of financial operations including accounting, financial reporting and sponsored grants management; human resources management and administration; information technology including local area network and delivery of support services to Fellows and staff; and facilities management including health and safety compliance.

• Management & Financial Planning - Manager of Budgets and Acting Director

  • Sep 1985 - Sep 1992

  Staff for the Vice Presidents of Business and Finance and Administrative Resources. Responsible for economic analysis, organizational and business analysis and planning, budget planning, and physical space planning. Designed, developed and implemented multi-year planning and budgeting process for resources totaling more than $126 million. Worked with line managers to identify budget reductions and productivity improvements totaling more than $11.8 million. Served as primary budget/planning analyst in the initial development phase of University-wide decision support system. Developed and maintained income forecasting models for major University revenue sources. Worked closely with University Budget Office and served as Vice Presidents’ representative on University’s budget staff and budget group.

• Controller's Office - Financial Analyst

  • Sep 1983 - Sep 1985

  Provided expert consultation and central control functions to schools and departments on budget matters and processes.

• Affirmative Action Office - Program Analyst

  • Nov 1980 - Sep 1983

  Assisted in the design and implementation of the University’s affirmative action plan, training programs for university managers, and reporting to government agencies.