Experience

Family Involvement Center

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

• Finance Director

  • Apr 2022 - Present

  Family Run Organization (FRO) providing support, resources and parent education for caregivers raising children with emotional, physical and behavioral and mental health needs. Services increase the family's abilities towards restoring, enhancing and maintaining family functions, understanding and effectively working with the system and caring for the child. We're a SAMHSA evidence-based practice referred to as a Consumer Operated Service Provider. Family Run Organization (FRO) providing support, resources and parent education for caregivers raising children with emotional, physical and behavioral and mental health needs. Services increase the family's abilities towards restoring, enhancing and maintaining family functions, understanding and effectively working with the system and caring for the child. We're a SAMHSA evidence-based practice referred to as a Consumer Operated Service Provider.



Kathy Kelley, Self-Employed

• Phoenix, Arizona Area

• Consultant

  • Jun 2013 - Present

  Experienced with both for-profit and tax-exempt organizations. Customer-focused individual with hands-on approach and process improvement orientation. Background includes complete fiscal responsibilities, month-end close, financial statement preparation, supervision, regulatory compliance, comprehensive performance-to-budget monitoring, grant writing, contract management, internal controls and audit preparation. Skilled and proficient in PC-based accounting systems and office applications. Experienced with both for-profit and tax-exempt organizations. Customer-focused individual with hands-on approach and process improvement orientation. Background includes complete fiscal responsibilities, month-end close, financial statement preparation, supervision, regulatory compliance, comprehensive performance-to-budget monitoring, grant writing, contract management, internal controls and audit preparation. Skilled and proficient in PC-based accounting systems and office applications.



S.E.E.K. Arizona

• Phoenix, Arizona

• Controller

  • 2013 - 2022



Tumbleweed Center for Youth Development

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

• Director of Grants Mgmt & Spec. Projects

  • Jan 2012 - Jun 2013

  Research, solicit, develop, and write grants for private, local, state and federal funding sources. Prepare project budgets for proposals. Complete reporting and compliance within grant guidelines as liaison between project staff and funding partners. Responsible for providing management reports, technical assistance and training to users of donor database. Assure policies and procedures maintained for donor database to meet user needs, nonprofit best practices, and tax laws. Analyze data and prepare reports and outcome evaluations to support agency dashboard monitoring. Assist with data entry during high-volume periods. Managed subcontracting of IT and telephony services. Provide support to Development team for annual appeals, special events and other fundraising activities.

• CFO

  • Apr 2005 - Jan 2012

  Reporting to all local, state, federal and private funding sources. Prepare cost reimbursement and unit service billings, quarterly reporting and technical submissions to HUD, HHS, DES and other contractual relationships. Generate monthly income statements for each cost centers. Validate allowable expenses to each revenue source. Prepare budgets. Liaison to all independent and contractual audits, including single-audits. Provide senior management team with financial tools and reporting for agency fiscal condition, contract proposals, and fundraising efforts.



The Phoenix Zoo

• Phoenix

• CFO, VP of Operations

  • 1995 - 2002

  Review, formulate and administer company fiscal policies, regulatory concerns and act as liaison to the Board’s Finance Committee. Manage payroll administration and investment activities per board policy and optimize handling of banking and other depository relationships with appropriate strategies to enhance cash position. Act as risk manager for organization, handling business insurance and perform safety officer responsibilities. Review, formulate and administer company fiscal policies, regulatory concerns and act as liaison to the Board’s Finance Committee. Manage payroll administration and investment activities per board policy and optimize handling of banking and other depository relationships with appropriate strategies to enhance cash position. Act as risk manager for organization, handling business insurance and perform safety officer responsibilities.



Computer Easy

• Tempe, AZ

• Office Manager

  • 1993 - 1995

  Install and set up complete on-line accounting system for point-of-sale transactions and maintain subsidiary modules for accounts receivable, sales order entry, inventory control, and accounts payable. Monitor sales orders and fulfillment warehouse performance, manage and finance receivables with loan institution, maintain credit procedures and support sales/marketing relationships of all major customers to minimize customer service issues and optimize future sales and collections. Conduct human resource functions for President including employee coaching, hire/fire responsibilities, payroll records, and benefit management.



Price Kong CPAs

• Phoenix

• Staff Accountant

  • 1989 - 1993

  Prepare regulatory and annual filings for health-care management facilities including Medicare Cost Reports, ADHS Rate Reviews, and AHCCCS Uniform Accounting Reports. Prepare monthly compilations, sales tax, and payroll reports for clients in various industries, including health-care, travel service, retail outlets and contractors. Train para-professional staff and provide support to client personnel with on-line accounting systems. Prepare regulatory and annual filings for health-care management facilities including Medicare Cost Reports, ADHS Rate Reviews, and AHCCCS Uniform Accounting Reports. Prepare monthly compilations, sales tax, and payroll reports for clients in various industries, including health-care, travel service, retail outlets and contractors. Train para-professional staff and provide support to client personnel with on-line accounting systems.



CMAAA

• Columbia, Missouri Area

• Finance Director

  • 1981 - 1989

  Manage computerized fund accounting system, train contractual agency staff on reporting functions, create user-documentation for contractual and sister-agencies, assure organizational compliance with various state/federal regulations, provide financial and unit information for grant applications, monitor vendor relationships, report to CEO and perform Treasurer responsibilities as delegated by Board. Manage computerized fund accounting system, train contractual agency staff on reporting functions, create user-documentation for contractual and sister-agencies, assure organizational compliance with various state/federal regulations, provide financial and unit information for grant applications, monitor vendor relationships, report to CEO and perform Treasurer responsibilities as delegated by Board.