Experience

Empower Schools

• United States
• Education Administration Programs
• 1 - 100 Employee

• Finance and Operations Manager

  • Jan 2020 - Present

  • Oversee all the accounting functions and supervise timely bookkeeping of payables, receivables, and accurate entries within different fund accounts• Direct the execution of the operating budget of the organization• Lead the month, quarter, and year-end closure of the organization’s books• Set and oversee internal controls to ensure proper spending of funds and compliance with approved budgets• Lead the annual external audit process, produce and coordinate all the analytical reports for auditing purposes• Produce and disseminate timely fiscal reports and support ad-hoc financial requests• Review schedules and request edits to the Form 990, Form PC as drafted by the auditors, and other annual filings • Collaborate with Empower’s partners and leaders to handle fiscal, legal, and administrative matters • Implement and improve policies and procedures for finance, operations, and human resources to ensure compliance • Serve as the primary contact for all banking, treasury, and technology matters and vendors• Manage business and payroll tax registrations and regulations in every state that Empower operates • Scope and build a top-tier finance and operations team and infrastructure Show less

• Operations Coordinator

  • Dec 2018 - Dec 2019

  • Lead audit planning and compliance in accordance with the annual PBC list• Manage all communications and contracts with vendors• Support stewardship and reporting for all existing grants and new grants cultivation• Support all recruitment and hiring processes for interns and new team members

• Operations Associate

  • Feb 2018 - Nov 2018

  • Manage bookkeeping and ensure month/quarter/fiscal year ending closing and reporting• Assist with budget and grants tracking and spending year-to-date and financial forecasts• Manage HR platforms and serve as Empower's team liaison with benefits carriers• Support stewardship and reporting for all existing grants



Boston Plan for Excellence (BPE)

• United States
• Education Administration Programs
• 1 - 100 Employee

• Staff Accountant and Schools Business Manager

  • Mar 2016 - Feb 2018

  • Enter accounts payable timely with the goal of no late financial penalty • Ensure the vendor databases and contracts are accurately maintained • Record accounts receivable and cash receipts, making bank deposits as necessary • Reconcile general ledger accounts monthly and record necessary adjusting entries • Prepare monthly Financial Statements for Charter School • Ensure PBC work papers are completed timely and accurately • Monitor and track payroll for ELT • Manage Title and other grant fund draws, grant reporting and budget to actual reports Show less

• Accounts Payable and Payroll Specialist

  • Oct 2015 - Mar 2016

  • Prepares related general journal entries and posts to the General Ledger accounts • Prepares and reviews for accuracy 1099 forms for vendors as mandated by law and distributes by January 31 of each year • Prepares and maintains filing of payroll related documents • Prepares, on a timely basis, checks for payment and posts expenses to programs as indicated from vouchers submitted by departments, including checks for services and supplies received, employee reimbursements• Prepares and performs all entries from Cash Disbursements to the General Ledger • Reviews vouchers, invoices and other financial documents according to prescribed procedures and policies in order to verify the accuracy and completeness of information recorded on them • Assists with preparation and/or is responsible for submitting detailed internal and external programmatic and fiscal reports in a timely manner Show less


Catholic Charities of the Archdiocese of Boston
• Healthy Families Home Visitor

  • Mar 2015 - Oct 2015

The Salvation Army
• United States
• Non-profit Organizations
• 700 & Above Employee
• Membership Services Coordinator

  • Feb 2011 - Mar 2015