Vice President Finance

• Oct 2023 - Present

Controller

• Jan 2021 - Oct 2023

Oversee financial strategy and management of a $30M nonprofit organization with 3 subsidiary companies comprised of funding from government contracts, Medicare funding, State of Illinois/Missouri grants, and receivables from service billing. Lead a finance team of 8 in the areas of Payroll, Accounts Receivable, Accounts Payable, General Ledger. Develop and implement policies and procedures to ensure that operations are in line with best practices, legal requirements, and Board… Show more Oversee financial strategy and management of a $30M nonprofit organization with 3 subsidiary companies comprised of funding from government contracts, Medicare funding, State of Illinois/Missouri grants, and receivables from service billing. Lead a finance team of 8 in the areas of Payroll, Accounts Receivable, Accounts Payable, General Ledger. Develop and implement policies and procedures to ensure that operations are in line with best practices, legal requirements, and Board guidelines. Maintain financial accounting systems for cash management, accounts payable, accounts receivable, payroll, and credit control. Coordinate and lead the annual audit process, consult with external auditors for various audits related to annual financial audit, State of Illinois FAR audits, CARF accreditation, Source America compliance. File local, SUTA, and state quarterly and annual payroll taxes for six states.

Chief Financial & Administrative Officer

• Sep 2017 - Jan 2021

Oversaw financial strategy and management and served on the executive team of a $4M nonprofit organization with 13 different departments. Served as Interim Executive on-site leader for 6 months during transition to a new CEO. Led a cross functional team of 10 in the areas of Finance, Human Resources, Retail, Information Technology, Property, Business Services, and Risk Management. Effectively reduced operating expenses by 7% through contract renegotiations, resource assessment, and increased… Show more Oversaw financial strategy and management and served on the executive team of a $4M nonprofit organization with 13 different departments. Served as Interim Executive on-site leader for 6 months during transition to a new CEO. Led a cross functional team of 10 in the areas of Finance, Human Resources, Retail, Information Technology, Property, Business Services, and Risk Management. Effectively reduced operating expenses by 7% through contract renegotiations, resource assessment, and increased supply monitoring. Worked with the Executive Team and Board of Directors to develop and implement dynamic strategic plans. Clearly and timely communicated critical financial information to the Finance, Investment, and Executive Committee and to others as needed. Reduced month-end close time by 3 days. Developed and implemented policies and procedures to ensure that operations are in line with best practices, legal requirements, and Board guidelines. Consolidated financial reporting and created KPI reporting utilizing business intelligence tools. Maintained financial accounting systems for cash management, accounts payable, accounts receivable, payroll, and credit control. Led a complete technology refresh which effectively streamlined operations and processes to increase efficiency through the implementation of O365, SignNow and Paylocity HRIS platform. Managed outside vendor relationships including banks, investment firms, insurance brokers, landlords, realtors, and audit professionals. Show less Oversaw financial strategy and management and served on the executive team of a $4M nonprofit organization with 13 different departments. Served as Interim Executive on-site leader for 6 months during transition to a new CEO. Led a cross functional team of 10 in the areas of Finance, Human Resources, Retail, Information Technology, Property, Business Services, and Risk Management. Effectively reduced operating expenses by 7% through contract renegotiations, resource assessment, and increased… Show more Oversaw financial strategy and management and served on the executive team of a $4M nonprofit organization with 13 different departments. Served as Interim Executive on-site leader for 6 months during transition to a new CEO. Led a cross functional team of 10 in the areas of Finance, Human Resources, Retail, Information Technology, Property, Business Services, and Risk Management. Effectively reduced operating expenses by 7% through contract renegotiations, resource assessment, and increased supply monitoring. Worked with the Executive Team and Board of Directors to develop and implement dynamic strategic plans. Clearly and timely communicated critical financial information to the Finance, Investment, and Executive Committee and to others as needed. Reduced month-end close time by 3 days. Developed and implemented policies and procedures to ensure that operations are in line with best practices, legal requirements, and Board guidelines. Consolidated financial reporting and created KPI reporting utilizing business intelligence tools. Maintained financial accounting systems for cash management, accounts payable, accounts receivable, payroll, and credit control. Led a complete technology refresh which effectively streamlined operations and processes to increase efficiency through the implementation of O365, SignNow and Paylocity HRIS platform. Managed outside vendor relationships including banks, investment firms, insurance brokers, landlords, realtors, and audit professionals. Show less

Director of Finance and Administration

• Jun 2014 - Sep 2017

Responsible for the organization's financial plan and policies. Established and maintained accounting practices and banking relationships. Supervised all aspects of cash disbursements, cash receipts and collection activities. Oversight of cash and investment needs. Communicated with Board of Directors regarding all financial matters. Financial statement preparation and review. Drafted annual budget. Prepared and oversaw annual audit. Supervised staff handling… Show more Responsible for the organization's financial plan and policies. Established and maintained accounting practices and banking relationships. Supervised all aspects of cash disbursements, cash receipts and collection activities. Oversight of cash and investment needs. Communicated with Board of Directors regarding all financial matters. Financial statement preparation and review. Drafted annual budget. Prepared and oversaw annual audit. Supervised staff handling accounts payable, inventory, cash receipts. Show less Responsible for the organization's financial plan and policies. Established and maintained accounting practices and banking relationships. Supervised all aspects of cash disbursements, cash receipts and collection activities. Oversight of cash and investment needs. Communicated with Board of Directors regarding all financial matters. Financial statement preparation and review. Drafted annual budget. Prepared and oversaw annual audit. Supervised staff handling… Show more Responsible for the organization's financial plan and policies. Established and maintained accounting practices and banking relationships. Supervised all aspects of cash disbursements, cash receipts and collection activities. Oversight of cash and investment needs. Communicated with Board of Directors regarding all financial matters. Financial statement preparation and review. Drafted annual budget. Prepared and oversaw annual audit. Supervised staff handling accounts payable, inventory, cash receipts. Show less

Assistant Controller

• Oct 2012 - Jun 2014

Provided ongoing review and analysis of functional areas of direct responsibility including accounts payable, accounts receivable, cash management, and collections. Generated and analyzed monthly cost center financial statements. Identify material variances from budget. Coordinated and performed monthly general ledger closing. Assisted in the development of the annual operating and capital budgets. Provided overall analysis and management of the relationship with external… Show more Provided ongoing review and analysis of functional areas of direct responsibility including accounts payable, accounts receivable, cash management, and collections. Generated and analyzed monthly cost center financial statements. Identify material variances from budget. Coordinated and performed monthly general ledger closing. Assisted in the development of the annual operating and capital budgets. Provided overall analysis and management of the relationship with external collection firm. Prepared weekly cash requirements reports. Reviewed and approved general ledger account analysis and reconciliations. Supported and assisted in developing audit schedules and prepare audit work papers. Provided primary coordination of mid-year budget review process, including providing documents and analyzing material submitted by cost center managers. Analyzed process work flows, recommend improvements and implement changes. Analyzed and approved monthly bank and investment reconciliations. Provided leadership, oversight & guidance to ensure consistent compliance with process of obtaining and issuing certificates of insurance. Researched, analyzed and prepared complex journal entries. Show less Provided ongoing review and analysis of functional areas of direct responsibility including accounts payable, accounts receivable, cash management, and collections. Generated and analyzed monthly cost center financial statements. Identify material variances from budget. Coordinated and performed monthly general ledger closing. Assisted in the development of the annual operating and capital budgets. Provided overall analysis and management of the relationship with external… Show more Provided ongoing review and analysis of functional areas of direct responsibility including accounts payable, accounts receivable, cash management, and collections. Generated and analyzed monthly cost center financial statements. Identify material variances from budget. Coordinated and performed monthly general ledger closing. Assisted in the development of the annual operating and capital budgets. Provided overall analysis and management of the relationship with external collection firm. Prepared weekly cash requirements reports. Reviewed and approved general ledger account analysis and reconciliations. Supported and assisted in developing audit schedules and prepare audit work papers. Provided primary coordination of mid-year budget review process, including providing documents and analyzing material submitted by cost center managers. Analyzed process work flows, recommend improvements and implement changes. Analyzed and approved monthly bank and investment reconciliations. Provided leadership, oversight & guidance to ensure consistent compliance with process of obtaining and issuing certificates of insurance. Researched, analyzed and prepared complex journal entries. Show less

Director of Finance & Administration

• May 2008 - Oct 2012

Monitored, evaluated and reported financial status to the Board of Governors for the Association and the Foundation Prepared and analyzed budgets, forecasts, projections and key performance drivers and assisted Executive Director in developing action plans to eliminate unfavorable variances Responsible for payroll processing, benefits administration, and coordination of yearly performance evaluations and ongoing staff training programs Monitored general ledger accounting activities… Show more Monitored, evaluated and reported financial status to the Board of Governors for the Association and the Foundation Prepared and analyzed budgets, forecasts, projections and key performance drivers and assisted Executive Director in developing action plans to eliminate unfavorable variances Responsible for payroll processing, benefits administration, and coordination of yearly performance evaluations and ongoing staff training programs Monitored general ledger accounting activities to ensure that established accounting policies and internal control procedures were followed Coordinated and oversaw yearly external audit Monitored cash flow and continually saught ways to generate additional revenue and/or implement cost cutting measures Successfully transitioned membership database and website to a new, more fully functional web-based program Transitioned accounting database from an antiquated system to QuickBooks Enterprise Non-Profit Edition Interfacde with outside auditors, financial institutions, boards and committees Oversaw the data processing for over 5,500 member accounts Supervised and oversaw 3 departments and a staff of 5 Show less Monitored, evaluated and reported financial status to the Board of Governors for the Association and the Foundation Prepared and analyzed budgets, forecasts, projections and key performance drivers and assisted Executive Director in developing action plans to eliminate unfavorable variances Responsible for payroll processing, benefits administration, and coordination of yearly performance evaluations and ongoing staff training programs Monitored general ledger accounting activities… Show more Monitored, evaluated and reported financial status to the Board of Governors for the Association and the Foundation Prepared and analyzed budgets, forecasts, projections and key performance drivers and assisted Executive Director in developing action plans to eliminate unfavorable variances Responsible for payroll processing, benefits administration, and coordination of yearly performance evaluations and ongoing staff training programs Monitored general ledger accounting activities to ensure that established accounting policies and internal control procedures were followed Coordinated and oversaw yearly external audit Monitored cash flow and continually saught ways to generate additional revenue and/or implement cost cutting measures Successfully transitioned membership database and website to a new, more fully functional web-based program Transitioned accounting database from an antiquated system to QuickBooks Enterprise Non-Profit Edition Interfacde with outside auditors, financial institutions, boards and committees Oversaw the data processing for over 5,500 member accounts Supervised and oversaw 3 departments and a staff of 5 Show less

Assistant Director of Finance

• Jul 2006 - Apr 2008

Performed fund accounting for 10 separate fund accounts Executed full accounts payable duties to include verification of invoices, coding, computer entry and check processing Responsible for accounts receivable invoicing and related journal entries on a daily basis Created monthly financial statements and examined for accuracy and fiscal soundness Responsible for daily cash receipts, deposits, and monthly bank reconciliation Performed fund accounting for 10 separate fund accounts Executed full accounts payable duties to include verification of invoices, coding, computer entry and check processing Responsible for accounts receivable invoicing and related journal entries on a daily basis Created monthly financial statements and examined for accuracy and fiscal soundness Responsible for daily cash receipts, deposits, and monthly bank reconciliation

Accountant

• Jan 2003 - Jun 2005

Responsible for planning, compiling and reporting budgetary and monthly financial information for use by the church congregation in strategic planning Effectively managed cash flows during periods of organizational transition and fiscal uncertainty Prepared quarterly payroll tax returns and yearly W-2 forms Planned, directed and coordinated all accounting operational functions including accounts payable, accounts receivable, payroll and general ledger Solely responsible for… Show more Responsible for planning, compiling and reporting budgetary and monthly financial information for use by the church congregation in strategic planning Effectively managed cash flows during periods of organizational transition and fiscal uncertainty Prepared quarterly payroll tax returns and yearly W-2 forms Planned, directed and coordinated all accounting operational functions including accounts payable, accounts receivable, payroll and general ledger Solely responsible for successfully transitioning manual bookkeeping system to QuickBooks Pro accounting program Show less Responsible for planning, compiling and reporting budgetary and monthly financial information for use by the church congregation in strategic planning Effectively managed cash flows during periods of organizational transition and fiscal uncertainty Prepared quarterly payroll tax returns and yearly W-2 forms Planned, directed and coordinated all accounting operational functions including accounts payable, accounts receivable, payroll and general ledger Solely responsible for… Show more Responsible for planning, compiling and reporting budgetary and monthly financial information for use by the church congregation in strategic planning Effectively managed cash flows during periods of organizational transition and fiscal uncertainty Prepared quarterly payroll tax returns and yearly W-2 forms Planned, directed and coordinated all accounting operational functions including accounts payable, accounts receivable, payroll and general ledger Solely responsible for successfully transitioning manual bookkeeping system to QuickBooks Pro accounting program Show less

Accountant

• Aug 2001 - Dec 2003

Prepared and analyzed monthly and annual financial statements for use by senior management Performed internal audits of billing and invoicing for the Federal Emergency Management Agency, Head Start, Weatherization and Child Development Center programs Monitored budget to actual reports to ensure agency adherence to federal and state spending guidelines Processed payroll, billing and accounts payable requests Prepared and submitted funding requests to various federal and state… Show more Prepared and analyzed monthly and annual financial statements for use by senior management Performed internal audits of billing and invoicing for the Federal Emergency Management Agency, Head Start, Weatherization and Child Development Center programs Monitored budget to actual reports to ensure agency adherence to federal and state spending guidelines Processed payroll, billing and accounts payable requests Prepared and submitted funding requests to various federal and state agencies Show less Prepared and analyzed monthly and annual financial statements for use by senior management Performed internal audits of billing and invoicing for the Federal Emergency Management Agency, Head Start, Weatherization and Child Development Center programs Monitored budget to actual reports to ensure agency adherence to federal and state spending guidelines Processed payroll, billing and accounts payable requests Prepared and submitted funding requests to various federal and state… Show more Prepared and analyzed monthly and annual financial statements for use by senior management Performed internal audits of billing and invoicing for the Federal Emergency Management Agency, Head Start, Weatherization and Child Development Center programs Monitored budget to actual reports to ensure agency adherence to federal and state spending guidelines Processed payroll, billing and accounts payable requests Prepared and submitted funding requests to various federal and state agencies Show less