Experience

Community Coalition Alliance, Inc.

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

• Finance Manager

  • Aug 2022 - Present

  Jacksonville, Florida, United States • Assists CFO with internal controls and guidelines for accounting transactions and budget preparation. • Assists in preparation of bank reconciliations, financial reports, financial forecasts, and annual budgets. • Prepares periodic financial reports; ensures that the reported results comply with generally accepted accounting principles or financial reporting standards. • Assists with payroll and quarterly reports. • Audits accounts to ensure compliance with state and federal… Show more • Assists CFO with internal controls and guidelines for accounting transactions and budget preparation. • Assists in preparation of bank reconciliations, financial reports, financial forecasts, and annual budgets. • Prepares periodic financial reports; ensures that the reported results comply with generally accepted accounting principles or financial reporting standards. • Assists with payroll and quarterly reports. • Audits accounts to ensure compliance with state and federal regulations; coordinates with CFO and provides needed information for the annual external audit. • Presents recommendations to management on short- and long-term financial objectives and policies. • Ensures compliance with local, state, and federal government requirements. • Assists in providing Technical Assistance to subrecipients as needed. Show less



St. Augustine Youth Services (SAYS)

• United States
• Mental Health Care
• 1 - 100 Employee

• Accountant

  • Sep 2021 - Aug 2022

  St Augustine, Florida, United States -Prepare year-end closing procedures and files/schedules for auditors -Helped automate processes and created efficiencies -Worked in various systems – QuickBooks, Excel, Healthcare-based systems -Established Standard of Procedures for Finance Dept and put in place -Bank reconciliations, updating of monthly schedules (Fixed asset, Investment Accts, Fund Status Report, Interest and Depreciation schedules) -Close of Fiscal Year and transfer of financials to auditor, liaison… Show more -Prepare year-end closing procedures and files/schedules for auditors -Helped automate processes and created efficiencies -Worked in various systems – QuickBooks, Excel, Healthcare-based systems -Established Standard of Procedures for Finance Dept and put in place -Bank reconciliations, updating of monthly schedules (Fixed asset, Investment Accts, Fund Status Report, Interest and Depreciation schedules) -Close of Fiscal Year and transfer of financials to auditor, liaison with auditors for year-end. Show less



Ability Housing

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Finance Director

  • Nov 2018 - Jul 2020

  Jacksonville, Florida Area Responsibilities included: -Primary responsibility was to ensure proper fiscal support to chronically homeless individuals and families through safe affordable housing and accompanying support services -Provided strategic and ongoing leadership and direction in key operational areas with special focus on financial policy and management, long-term financial planning, and the financing of affordable housing developments -Managed performance of all accounting and finance functions for the… Show more Responsibilities included: -Primary responsibility was to ensure proper fiscal support to chronically homeless individuals and families through safe affordable housing and accompanying support services -Provided strategic and ongoing leadership and direction in key operational areas with special focus on financial policy and management, long-term financial planning, and the financing of affordable housing developments -Managed performance of all accounting and finance functions for the organization -Implemented and upgraded, as necessary, appropriate systems, policies, internal controls, accounting standards and procedures -Developed annual budget/operating plan, including mid-year adjustments, in consultation with Executive Director -Oversaw the development of monthly and quarterly financial statements and forecasts against budget, financial, and operational goals; maintain a 12-month rolling budget -Ensured timely preparation of annual audited financial statements and Form 990 -Managed oversight of property operations -Managed recapitalization, refinancing, or disposition of properties in accordance with operational budgets -Oversaw preparation of annual audits for the organization’s affiliated companies -Conducted project feasibility analysis, develop forecasting and modeling (profitability/pro forma), prepare cost estimates, sources and uses, operating statements, cash flow analysis and supporting schedules Show less



Lutheran Services Florida

• United States
• Individual and Family Services
• 500 - 600 Employee

• Director of Finance

  • Mar 2015 - Nov 2018

  Jacksonville, Florida Area -Developing, coordinating, and evaluating a financial program that is designed to expand, improve, and monitor services for substance abuse and mental health clients in NE FL -Interpreting and administering pertinent federal and state rules, regulations, and statutes in accordance with sound accounting principles -Ensuring compliance with Chapter 65-E 14 “Community Substance Abuse and Mental Health Services Financial Rules”, FAC -Ensuring revenues and expenses are budgeted and… Show more -Developing, coordinating, and evaluating a financial program that is designed to expand, improve, and monitor services for substance abuse and mental health clients in NE FL -Interpreting and administering pertinent federal and state rules, regulations, and statutes in accordance with sound accounting principles -Ensuring compliance with Chapter 65-E 14 “Community Substance Abuse and Mental Health Services Financial Rules”, FAC -Ensuring revenues and expenses are budgeted and accounted for in state-designated cost centers for substance abuse and mental health cost centers to ensure the proper accountability of public funds -Development and implementation of systems of accounts and budgetary control, and creation of procedures relating to internal control for annual $140 million grants -Preparation of budgets, financial reports, and other related documents -Ensuring the submission of monthly financial reports to the Florida State Department of Children and Families (DCF), the agency's Board of Directors, and to the CFO and CEO

• Financial Controller

  • Mar 2014 - Nov 2018

  Jacksonville, Florida Area -Manages the day-to-day accounting duties of a financial program that is designed to expand, improve, and monitor services for substance abuse and mental health clients in NE FL -Complied with pertinent federal and state rules, regulations, and statutes in accordance with sound accounting principles. -Ensured revenues and expenses were budgeted and accounted for in state-designated cost centers or non state-designated cost centers to ensure the proper accountability of public… Show more -Manages the day-to-day accounting duties of a financial program that is designed to expand, improve, and monitor services for substance abuse and mental health clients in NE FL -Complied with pertinent federal and state rules, regulations, and statutes in accordance with sound accounting principles. -Ensured revenues and expenses were budgeted and accounted for in state-designated cost centers or non state-designated cost centers to ensure the proper accountability of public funds. -Adherence to the applicable systems of accounts and budgetary control and implement procedures relating to internal control. -Ensured effective fiscal management for efficient Substance Abuse/Mental Health (SAMH) services. -Worked closely with the CFO to supervise the financial review process as part of the Managing Entity's subcontractor compliance monitoring.



Jacksonville Transportation Authority - via Randstad Financial & Accounting

• Staff Accountant - Contract Position

  • Aug 2013 - Feb 2014

  Jacksonville, Florida Area Responsibilities include: -Prepared and input journal entries recording financial transactions for Corporate and Engineering Departments -Prepared interfund, grant reimbursements and assigned AR account invoices -Generated financial statements for Corporate and Engineering Departments -Reconciled bank statements and clear checks and run reports for management as required -Prepared ad hoc accounting analyses for management, as required -Assisted with multiple requests for data… Show more Responsibilities include: -Prepared and input journal entries recording financial transactions for Corporate and Engineering Departments -Prepared interfund, grant reimbursements and assigned AR account invoices -Generated financial statements for Corporate and Engineering Departments -Reconciled bank statements and clear checks and run reports for management as required -Prepared ad hoc accounting analyses for management, as required -Assisted with multiple requests for data and financial information generated during auditor engagements -Input journal entries and other accounting data to facilitate month-end closings -Processed purchasing and inventory encumbrances Show less



ASC, Inc.

• Manager

  • Sep 2011 - Jul 2013

  Jacksonville, Florida Area Responsibilities included: -Coordinator of not-for-profit assisted living facility -Completion of operational requirements by scheduling and assigning employees; following up on work results, creating and implementing a strategic plan for the organization -Overseeing different programs for proper planning, implementation and evaluation -Responsible for budgeting/forecasting, bookkeeping and tax filings -Updating job knowledge by participating in educational opportunities;… Show more Responsibilities included: -Coordinator of not-for-profit assisted living facility -Completion of operational requirements by scheduling and assigning employees; following up on work results, creating and implementing a strategic plan for the organization -Overseeing different programs for proper planning, implementation and evaluation -Responsible for budgeting/forecasting, bookkeeping and tax filings -Updating job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations -Maintaining office staff by recruiting, selecting, orienting, and training employees -Achieving financial objectives by preparing an annual budget; scheduling expenditures; analyzing variances; initiating corrective actions. Show less



Ista – North America

• Cash Management Specialist

  • Jun 2008 - Aug 2011

  Jacksonville, Florida Area Responsibilities included: -Reconciliation of 600+ client accounts -Daily operations of all accounting/financial functions including accounts payable, accounts receivable, journal entries, and general ledger -Researching client accounts with advanced Excel methods (pivot tables, vlookups, etc.) -Working with Client Relations Managers to researching discrepancies, disputes, and general questions -Importing accounting data into SagePro and extraction of data from Navitas platform



Fidelity National Financial

• Financial Services
• 700 & Above Employee

• Premium & Property Tax Accountant

  • Jan 2005 - Apr 2008

  Jacksonville, FL Responsibilities included: -Preparation of Property and Premium tax compliance -Reconciliation of approximately 10 states' Property and Premium Quarterly and annual returns -Payment of Property and Premium Tax bills -Assisting other team members as needed when needed -Researching discrepancies, disputes, and general questions regarding tax issues -Preparation of monthly financial statements, reports, and records by collecting, analyzing, and summarizing account… Show more Responsibilities included: -Preparation of Property and Premium tax compliance -Reconciliation of approximately 10 states' Property and Premium Quarterly and annual returns -Payment of Property and Premium Tax bills -Assisting other team members as needed when needed -Researching discrepancies, disputes, and general questions regarding tax issues -Preparation of monthly financial statements, reports, and records by collecting, analyzing, and summarizing account information -Auditing and verifying documents -Following internal controls -Daily operations of all accounting/financial functions including accounts payable, accounts receivable, journal entries, general ledger, and various analyses. Review of all entries for quality control -Financial and Accounting analysis and making recommendations during team projects -Supporting company controller in budget/cost controls and financial analysis -CAM, Insurance, and Tax reconciliations Show less



Office Depot

• United States
• Retail Office Equipment
• 700 & Above Employee

• Financial Analyst

  • Oct 2000 - Dec 2004

  Delray Beach, FL Responsibilities included: -Created and worked to implement complete annual (and monthly) Corporate Legal budgets for; Loss Prevention, Internal Audit, Legal, and Risk Management Departments -Forecast annual spending within all departments through variance and trend analyses, and prepared monthly reports for company's General Counsel (Executive Vice President-Legal) -Attended bi-weekly meetings with department heads and monthly meetings with Corporate General Counsel / Executive… Show more Responsibilities included: -Created and worked to implement complete annual (and monthly) Corporate Legal budgets for; Loss Prevention, Internal Audit, Legal, and Risk Management Departments -Forecast annual spending within all departments through variance and trend analyses, and prepared monthly reports for company's General Counsel (Executive Vice President-Legal) -Attended bi-weekly meetings with department heads and monthly meetings with Corporate General Counsel / Executive Vice President-Legal regarding budgets and forecasts -Reviewed all invoices received from outside counsel for accurate billing and reported status of current cases with corporate attorneys -Exceeded company’s initial goal of $500,000 in savings by consolidating internal spending resulting in $3 million savings in first year -Analyzed data on $2 billion annual internal spend and advised management on opportunities resulting from the data analysis extracted from SAM (Supplier Assessment Management) software Show less