Experience

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  RIMS (Risk and Insurance Management Society, Inc.)

  • Boulder CO - I work from home

  • Bookkeeper-Rocky Mountain,Dallas/Fort Worth,Mid-Illinois,St Louis,Cumberland ...

    • Jun 2013 - Present
    • Boulder CO - I work from home

    I'm working with several RIMS chapters, preparing financial statements on a monthly or a quarterly basis for the chapters' Board members. I'm working in QuickBooks, and create a chart of accounts for each group, as well as reconciling monthly bank statements to make certain that all a...

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  Volunteer Work

  • Boulder CO

  • Serving on nonprofit boards

    • May 2011 - Present
    • Boulder CO

    Retired, and giving back to the nonprofit community by serving on the Finance Committee and Board of Directors of the YMCA of Boulder Valley, as well as working with three national groups.

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  Risk and Insurance Management Society, Inc.

  • New York NY

  • Chief Financial Officer

    • Jan 2005 - May 2011
    • New York NY

    Oversaw $15M budget for a nonprofit membership organization with 80 chapters, as well as a $1M scholarship granting foundation and two international risk management groups. Responsible for business continuity planning.

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  New York State Society of CPAs

  • New York NY

  • Chief Financial Officer

    • Apr 2000 - Dec 2004
    • New York NY

    Oversaw the finance and human resources function of a $14M membership organization as well as an education foundation and a PAC. Worked closely with the volunteers in 17 chapters statewide.

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  Metropolitan Jewish Health System

  • Brooklyn NY

  • Controller/Treasurer

    • Feb 1997 - Apr 2000
    • Brooklyn NY

    This is a $300M health care system consisting of 12 corporations, including 2 nursing homes, a primary care facility, gerontology research, home health care, and a retail operation. I oversaw all cash functions including cash handling, receivables, investments, payroll and accounts payable.

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  YMCA of Greater New York

  • New York NY

  • Corporate Controller

    • Jan 1994 - Feb 1997
    • New York NY

    This is a $90M child, teen and community development organization, with 19 branches. I oversaw all the financial operations and reporting.

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  YMS Management Society, Inc.

  • New York NY

  • Controller

    • Jan 1989 - Jan 1994
    • New York NY

    A $60M contract fiscal agent for the NYC Community Development Agency, the NYC Summer Yourh Employment program, and the NYC Agency for Child Development. I oversaw all accounting and reporting functions.

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  American Cancer Society

  • Denver CO, New York NY

  • Manager of Accounting Operations

    • Jan 1977 - Nov 1988
    • Denver CO, New York NY

    Largest organization searching for a cancer cure, offering professional education, public information and public education regarding the cause, treatment, and prevention of cancer. I automated the financial reporting of several divisions, prepared audit work papers and drafted the externally audi...

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  U-Haul International, Inc.

  • Phoenix AZ

  • Kar Go Accounting Supervisor

    • May 1969 - Jan 1977
    • Phoenix AZ

    Largest renter of trucks, trailers and specialty rental equipment in the US. I earned four promotions to supervise the department that handled accounting and financial statement preparation for the 35 shops that build and repair rental equipment.