Finance Manager

• Aug 2022 - Present

Finance Manager

• Aug 2020 - Jul 2022

Managed combined monthly financial reporting, created pivot tables for monthly revenue sharing, processed vendor bills and employee expense reports in Xero cloud accounting program, assisted with W-2 & 1099 year-end filings, assisted reconciliation of monthly expenses, assisted in first-time annual audit with external CPA firm, entered deferred revenue & prepaid expense monthly manual journal entries, processed monthly payroll via ADP payroll portal for 30+ employees. Managed combined monthly financial reporting, created pivot tables for monthly revenue sharing, processed vendor bills and employee expense reports in Xero cloud accounting program, assisted with W-2 & 1099 year-end filings, assisted reconciliation of monthly expenses, assisted in first-time annual audit with external CPA firm, entered deferred revenue & prepaid expense monthly manual journal entries, processed monthly payroll via ADP payroll portal for 30+ employees.

Manager of Finance and Administration

• Dec 2017 - Jul 2020

Managed all financial reporting and liaised with the Finance & Investment Committee to review quarterly reporting and investment recommendations. Maintained, created, and processed payroll, accounts payable (A/P), ACH payments & wire transfers, accounts receivable (A/R), bookkeeping, monthly close, bank statement reconciliations, and remote deposit capture bank deposits. Coordinated investments with a brokerage company. Assisted creation of and managed an annual operating budget. Filed annual state governmental reports. Coordinated reconciliation between accounting (QuickBooks) and donor database software (Raiser's Edge NXT). Managed personnel & financial records compliant with TN State laws. Liaised with technology support & vendors and negotiated new vendor contracts. Coordinated Board and staff meeting agendas, materials, minutes & media. Oversaw and assisted recruitment for position vacancies. Managed Financial Audit and Form 990 completion in conjunction with an external CPA firm. Managed RFP process identifying an endowment investment firm. Ordered and stocked office supplies. Ensured GAAP compliance and monitored for risk and fraud. Managed an office location move and installation of technology services during office renovation of a historic house. Assisted Executive Director as needed.

Office Manager & Land Stewardship Coordinator

• Oct 2016 - Dec 2017

Coordinated annual stewardship land monitoring and conservation easement baseline reporting. Assisted Director of Conservation in preparing baseline documentation for conservation easements. Assisted review of easement drafts. Notary Public. Oversaw all operational and financial activities of the Foundation. Maintained and processed payroll & reports, accounts payable, accounts receivable, monthly close, bank reconciliations, and financial statements. Liaised with technology support, insurance, CPA consultant, Board of Directors, and Board finance committee. Coordinated Board, committee and staff meetings, RSVP lists, agenda materials, minutes & media. Managed recruitment processes for new positions or vacancies. Managed completion of the annual audit and 990 with CPA firm. Negotiated new vendor agreements and contracts. Designed and built the organization's updated website.

Office Manager

• Jan 2015 - Sep 2016

Notary Public. Oversaw all operational and financial activities of the Foundation. Maintained and processed payroll & reports, accounts payable, accounts receivable, monthly close, bank reconciliations, and financial statements. Liaised with technology support, insurance, CPA consultant, Board of Directors, and Board finance committee. Coordinated Board, committee and staff meetings, RSVP lists, agenda materials, minutes & media. Managed recruitment processes for new positions or vacancies. Managed completion of annual audit and 990 with CPA firm. Negotiated new vendor agreements and contracts. Designed and built organization's updated website. Assisted coordination of annual stewardship land monitoring and conservation easement baseline reporting.

Supervisor

• Aug 2011 - Jul 2016

Store closer/opener and key holder, calculated daily sales, made financial transactions, performed banking tasks associated with store closing and money deposits, trained new employees, supervised task achievements of other clerks, answered phones, assisted customers with shoe selection and fashion advice, became acquainted with designer brands and merchandise quality, assisted customers with exchanges and issued store credit, stocked and organized merchandise, assisted with inventory duties, stocked store window display, model for store television commercials

Administrative Manager

• Sep 2014 - Dec 2014

Notary Public. Responsible for organization and coordination of office operations, procedures & resources. Assisted Finance Director with administration of HR functions and duties & basic technology support. Coordinated Board, committee and staff meetings, RSVP lists, agenda materials, minutes & media. Assisted with weekly processing of accounts payable transactions and donation & deposit records. Implemented procedural policies, standards & practices, security safeguards and bylaws. Liaised with Board of Directors, building management, technology support, and Insurance. Managed job vacancy listings & candidate resumes, coordinated candidate interviews. Coordinated annual orientation of Board members and new employees, assisted with fundraising events and presented during educational field trips. Oversaw mail functions, coordinated hourly employee payroll submissions to Finance Director. Assisted with the Land Trust Alliance's Accreditation Commission accreditation renewal application process.

Administrative Coordinator/Executive Assistant

• Jan 2013 - Aug 2014

Responsible for organization and coordination of office operations, procedures & resources. Administrative Manager duties. Executive assistant to the COO/CFO. Notary Public.

Administrative Associate

• Oct 2012 - Jan 2013

Edited and wrote office policies handbook, did donor and event research, event planning, digital and hard copy filing, completed administrative tasks, created longstanding organizational tools, answered phones, involved in event set up and cleanup, participated in mailings.

Development and Marketing Intern

• Aug 2011 - Dec 2011

Completed foundation and individual giving research, updated database (FundRaiser Professional). Proofed and distributed press releases, created and executed mailings, updated social networking sites, shot and edited videos for web. Assisted set up and tear down of fundraising events, committee meetings, and board meetings. Inventoried and organized department resources, updated executive call sheets. Completed foundation and individual giving research, updated database (FundRaiser Professional). Proofed and distributed press releases, created and executed mailings, updated social networking sites, shot and edited videos for web. Assisted set up and tear down of fundraising events, committee meetings, and board meetings. Inventoried and organized department resources, updated executive call sheets.

Administrative Director

• May 2010 - May 2011

Organized weekly meetings for Environmental leaders on campus. Planned and hosted campus events for students and community members to raise awareness to sustainability in action. Wrote meeting minutes, published and organized website content, attendance, and records. Led the recycling movement on campus as well as undertook weekly recycling take-out. Helped dormitory win Eco-Cup, dorm energy reduction competition 2010 Organized weekly meetings for Environmental leaders on campus. Planned and hosted campus events for students and community members to raise awareness to sustainability in action. Wrote meeting minutes, published and organized website content, attendance, and records. Led the recycling movement on campus as well as undertook weekly recycling take-out. Helped dormitory win Eco-Cup, dorm energy reduction competition 2010

Research Assistant

• Aug 2007 - May 2011

Completed clerical work, literary research, travel arrangements, mail delivery, promotional aids, and organizational assistance for the environmental studies and religion departments for Dr. Sid Brown Completed clerical work, literary research, travel arrangements, mail delivery, promotional aids, and organizational assistance for the environmental studies and religion departments for Dr. Sid Brown