Experience

MovingWorlds Institute

• United States
• Civic and Social Organizations
• 1 - 100 Employee

• Global Social Impact Fellow

  • Sep 2020 - Present



Broadalbin-Perth Central School District

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

• Senior Business Finance Manager

  • 2018 - Present

  Provide leadership and oversight for the daily operations of accounts receivable, accounts payable, payroll, and general accounting areas within the finance office. Create executive level reports for leaders and stakeholders. Provide financial analysis including historical and forward-looking scenarios and forecasting.•Deliver planning, forecasting and financial oversight or involvement in financial decisions•Proactively investigate and mitigate issues affecting business operations •Facilitate monthly and annual closings; ensure financial transactions are accurately posted •Support strategic projects that enhance the value proposition and contribute to establishing best practices•Manage the financial component of federal and state grants including monitoring and reviewing of expenses, governmental reporting and timely drawdowns of funds•Comply with all applicable District, Federal, State, local and associational regulation•Plan, coordinate and act as primary contact for the annual financial audit and also for the single audit of federal funds•Ability to create and maintain positive relationships with all internal and external constituents•Provide support and financial information in response to needs of various constituencies including administrators, program directors, executive management and Board •Oversee and manage daily cash activity. Act as the District’s liaison with the bank for day to day treasury operations•Excellent analytical and critical thinking skills•Demonstrated penchant for challenging the status quo and driving results and process improvements•Clear thinker, comfortable balancing details with big picture thinking•Team player, with demonstrated formal and informal leadership skills•Agile learner, able to quickly assimilate relationships between variables under analysis•Ability to manage multiple projects simultaneously, including deadline-sensitive priorities

• District Treasurer

  • 2015 - 2018

  Provided leadership and guided the District’s financial operations and regulatory compliance. Monitored financial status, communication and reporting of budget status to the superintendent, school board and administrators.•Assisted in the development and management of the annual budget to include enrollment and staffing projections, revenue/expenditure forecasting; building/program allocations, revenue, and expenditure•Annually prepared state required year-end financial reports, including projection data and analysis of variances, and other fiscal reports as may be required by state and federal agencies•Maximized resources through expenditure reductions, cost control measures, efficient accounting practices, revenue enhancements and other strategies to ensure financial stability and a positive fund balance•Oversaw and supervised District cash handling, purchasing and fund-raising activities and ensure procedures are followed•Directed the District-wide purchasing policies, procedures, and acquisitions in compliance with federal, state, and district regulations•Managed components of the District’s capital projects in conjunction with fiscal advisors and executive leaders to include debt service obligations, contracts, payment authorizations, and final cost reports•Maintained effective communication with staff, school district patrons, businesses, and community groups



Bryant & Stratton College

• United States
• Higher Education
• 700 & Above Employee

• Adjunct Accounting Instructor

  • Sep 2019 - Present

  •Provide diverse student population college level courses in traditional, blended, and remote learning environments.•Teach concepts related to Accounting, Business Management, Business Operations, and related financial subjects•Educate students on pertinent course content using lectures, demonstrations, class discussions, and other appropriate modes of educational delivery that promote educational and learning processes•Prepare course outline and syllabus in accordance with guidelines, develop course and lesson plans, and engage in the selection of other teaching aids necessary to the instruction of courses•Evaluate student performance



Board of Cooperative Educational Services of Hamilton, Fulton & Montgomery Counties

• United States
• 1 - 100 Employee

• Chief Financial Officer

  • 2007 - 2014

  Oversight and management of more than $40.8 million in shared educational services to the 15 school districts in Hamilton, Fulton, and Montgomery Counties. Collaborated with the CEO, COO, School Leaders, School Operations Managers, and the Board.•Worked with the Leadership team and Board on strategic financial planning, analysis, and business modeling•Led and managed the finance team to create processes and procedures•Oversaw the finance team and its management of financial transactions, including accounts payable and receivable, banking, investments, and payroll functions•Maintained and updated fiscal calendar for all reporting deadlines including, but not limited to, audit schedule, federal and state reporting, initiation of annual budget process and monthly close dates•Managed the development of an annual budget, budget projections for strategic planning, as well as separate budgets for grants, specialized funds, and capital projects •Delivered timely reports to the Executive Director, COO, School Leaders, Business Operations Managers, Board Finance Committee, and other agencies• Coached, mentored, trained and supervised finance and accounting staff•Reviewed and analyzed monthly income statements, balance sheet, cash flow and budget vs. actual variance •Reported and analyzed all financial statements, including statement of activities, fund balance and sources/uses of funds to all stakeholders•Performed on-going analysis and develop replicable processes and systems that ensured BOECS financial health•Strategized ways in which BOCES can improve fiscal efficiency and effectiveness, including researching and implementing technology upgrades to better support budget management•Also served as District Treasurer prior to promotion to Chief Financial Officer



Fulton-Montgomery Community College

• United States
• Higher Education
• 1 - 100 Employee

• Adjunct Accounting/Business Instructor

  • Sep 2010 - May 2013

  • Taught diverse student population college level courses in traditional and blended learning environments• Earned highly effective rank in student evaluations for command of subject matter and respect for students•Selected to serve on committee to review and develop business curriculum • Taught diverse student population college level courses in traditional and blended learning environments• Earned highly effective rank in student evaluations for command of subject matter and respect for students•Selected to serve on committee to review and develop business curriculum