Assistant Director/Finance Officer

• Jul 2018 - Present

Assistant Director •Assists the executive director with strategic planning and coordination of the organization’s programs, projects, and policy positions •Oversees the daily functions of the organization, which includes the Eastern and Western centers; help ensure that agency employees have the direction and resources needed to accomplish their work •Acts as a change agent while motivating staff to embrace these changes •Communicates, reinforces, and models the COA’s mission, goals, values, and operational plans for all levels of the organization •Assists the Director and external partners with the integration of our organization as a county department •Serves on the executive team charged with organizational planning and problem-solving in all areas relevant to the COA, including resource development and management, community relations, and administration of staff and volunteers. •Oversees, manages, and performs all accounting functions, including accounts payable, accounts receivable and payroll; prepares general ledger entries, financial statements, and reports •Develops the organization’s operating budget to present to the Director, and Finance Committee •Reconciles bank statements and investments; manages capital assets and facility budgets including maintenance, repair, and replacement •Oversees preparation of payroll, tax deposits, monthly, quarterly and annual reports, W-2’s and 1099 form for year-end, files appropriate local, state and federal reports •Responds to inquiries on salary, taxes, leave, benefits, and other payroll issues •Leads annual independent audit process; provides requested ledgers and supporting data; consults with contract accountant on technical procedures as needed •Serves on the Investment Committee and works closely with the Board Treasurer to aid on investments and investment portfolio Show less

Program Operations Associate

• Jan 2013 - Jul 2018

 Project Manager for SOAR a grant funded project with USAID  Support the management and implementation of effective and efficient operation, financial, and compliance activities to deliver projects in accordance with contractual obligations, company policies, Group Standard Operating Procedures (SOPs) and Guidelines and client rules and regulations.  Provide operations support to MEASURE Evaluation field staff in South Africa and Nigeria. Also, supports US based technical staff in Washington DC and Chapel Hill, NC.  Support each project start-up and closeout.  Develop and draft subcontracts, consultant agreements and purchase orders, verifying all policies and project requirements are met. Ensures smooth communication between project staff and the Contracts/HR departments.  Acts as first point of contact for technical staff for operations-related issues. Handles financial vouchers for field offices and for individual staff expenses.  Support the development and presentation of internal and external reporting. Ensure project risks and issues are logged, monitored, managed, and mitigated.  Monitor expenditures against budget and forecasts, including staff costs, operating expenses and procurement's. Ensure accuracy of invoices and reconcile expense advances monthly.  Support the mobilization and demobilization of all international staff including contracting, travel management, payments and induction. Collaborate with Security and HR to ensure security procedures and performance management systems are in place.  Planned and coordinated major international conference for US Government in South Africa.  Serve as Office Manager for Chapel Hill location Show less

Senior Program Operations Associate

• Jan 2013 - Jul 2018

Internship

• Jan 2012 - May 2012

 Strategized in marketing to various independent living facilities and potential sponsors.  Created data entry spreadsheets for focus groups and the results.  Assisted with research on show subjects and aided in finding guests for the show.  Devised marketing techniques and presentations for senior groups.  Organized and updated social networking outlets  Strategized in marketing to various independent living facilities and potential sponsors.  Created data entry spreadsheets for focus groups and the results.  Assisted with research on show subjects and aided in finding guests for the show.  Devised marketing techniques and presentations for senior groups.  Organized and updated social networking outlets

Undergraduate Research Assistant

• Jan 2011 - May 2012

Internship

• May 2011 - Jul 2011

 Generated spreadsheets and graphs for quarterly HR productivity meetings.  Developed flyers and informational handouts for diversity training.  Orchestrated surveys for webpage development and social networking.  Shadowed on Food and Lodging inspections as well as soil inspections for environmental health  Generated spreadsheets and graphs for quarterly HR productivity meetings.  Developed flyers and informational handouts for diversity training.  Orchestrated surveys for webpage development and social networking.  Shadowed on Food and Lodging inspections as well as soil inspections for environmental health