Experience

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  YMCA Buffalo Niagara

  • Buffalo/Niagara, New York Area

  • Senior Vice President - Finance/CFO

    • Sep 2000 - Present
    • Buffalo/Niagara, New York Area

    Chief Financial Officer of a rapidly growing non-profit organization with an annual operating budget of $27 million (pre-pandemic) and assets of $63 million. Responsible for oversight of all finance, facilities and information system functions. Assists the CEO in facilitating the development of new YMCA facilities by working with developers, architects and construction managers. Identifies opportunities and provides recommendations regarding potential collaborations, mergers and acquisitions.

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  The Salvation Army

  • Buffalo/Niagara, New York Area

  • Controller

    • Jul 1991 - Aug 2000
    • Buffalo/Niagara, New York Area

    Responsible for all aspects of the accounting and information systems functions of a multi-faceted human service organization with annual revenues in excess of $4 million and assets of $15 million. Actively participated in the fund raising process by identifying areas of financial need, seeking funding opportunities and participating in the grant writing process. Supervised the management of the donor database system, reported on the results of direct mail campaigns, analyzed donor giving patterns and provided development staff with advice and recommendations.

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  Bielecki, Kloc & Grana, CPAs PC

  • Buffalo/Niagara, New York Area

  • Senior Accountant

    • Jul 1989 - Jun 1991
    • Buffalo/Niagara, New York Area

    Work included planning, performing and supervising audit, review, compilation and tax engagements. Gained experience in evaluating internal controls and preparing financial statements and footnotes for small and medium sized businesses. Prepared payroll, sales and income tax returns for corporations, partnerships and individuals. Acted in the capacity of “business advisor” for many clients.

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  KPMG US

  • Buffalo/Niagara, New York Area

  • Staff Accountant

    • Sep 1987 - Jun 1989
    • Buffalo/Niagara, New York Area

    Performed audits and financial statement reviews for large and medium sized clients in various industries including retail, not-for-profit, agriculture and manufacturing. Gained experience in the basic techniques of auditing all balance sheet and income statement accounts as well as in the evaluation of internal accounting controls.