Experience

Coppin State University

• United States
• Higher Education
• 400 - 500 Employee

• Associate Budget Director

  • Jan 2023 - Present

  Provide support to the AVP of Finance and Budget in the areas of budgetary planning, development, and analysis. Assist with the development and preparation of the University’s operating and capital budgets and budget requests. Assist with developing the annual campus budget process and timeline, as well as the compilation and analysis of budgetary information as it is submitted. Prepare statistical analysis of revenue and expenditure data for use in budgetary evaluation and projections. Work with departmental Business Managers to analyze and review budgetary expenditures to ensure spending activity is aligned with resources and University priorities. Monitor the expenditure of special or restricted funds to ensure activities are aligned with approved activities. Integrate and execute the budget within the University’s ERP system. Assist AVP with the planning and review of annual legislative budget documents and proposed legislation to determine their fiscal impact to the University. Review budgetary data within the University’s ERP system to ensure the accuracy of budget data. Review and update internal budgeting procedures, as necessary. Facilitate and deliver budgetary training for other operational areas of the University. Serve as backup to the AVP when necessary. Other duties as assigned. Show less



Georgetown University

• United States
• Higher Education
• 700 & Above Employee

• Finance Officer

  • Oct 2018 - Jan 2023

  Finance Officer assists the Information System, Human Resources, General Counsel and Investments Senior Leadership team in the operations and strategic planning of their Departments and directs the budget planning, fiscal and resource planning/administration, policy administration, and coordination and negotiation of activities with other University departments and administration. Serves as the senior advisor to the Senior leadership teams on all matters of the UIS budget to include acquisition strategy, year-to-year budget formulation strategies (CAPEX and OPEX), budget execution/reporting, reinvestment strategy, and tracking of progress of high priority projects. This position provides mechanisms to monitor and enforce compliance. The Finance Officer also works with Senior leadership to identify, develop and implement operational business plans, monitor and track key metrics, and assist in the decision making of the department. Also participates in departmental strategic planning, ensuring that the developed goals align with the University’s goals as well as identifies and seizes opportunities to improve fiscal and operational performance of the department. Show less

• Business Officer

  • Mar 2015 - Jan 2023

  Oversees the processing of all paperwork related to University Information Services expenditures and revenues (purchase orders, expense authorizations, advances, petty cash, deposits, journal vouchers, invoices, interdepartmental invoices, leases, maintenance agreements, receiving reports, contracts ) in an accurate and timely manner while maintaining a smooth flow of financial documents. Responsible for reviewing, recording, monitoring, reconciling financial transactions and finalizing financial status of expenditure and revenue for University Information Services.Produces and distributes monthly financial reports, ad hoc reports and presentations to Senior Leadership of University Information Services. In addition also assist the Director with budget forecasting, activity based costing, costing allocations; cost and charge back models and miscellaneous duties needed in their absence. Reporting directly to the Director of Business Service Center and serves as a resource to the other Financial Analysts. Requiring decisions made according to policies, procedures or guidelines that require interpretation. Show less

• Staff Accountant-General Accounting

  • Dec 2011 - Feb 2015

  Responsible for reconciliations of assigned cash and cash equivalent bank accounts to the general ledger. Analyze and recording all of the institutions wire transfers, record all capitalization and amortization related to the institutions disbursements on a monthly basis. Participating in the the monthly financial accounting closing accrual and deferral processes. Participated in external Audit request and review.



FORT GREEN SENIOR COUNCIL

• Brooklyn, New York

• Treasurer

  • Jun 2009 - Jun 2012

  Supervision of Controller and Accounting systems. Review of agency's 15 Million dollar funding, budget and actual. Liaison with External Auditors. Supervision of Controller and Accounting systems. Review of agency's 15 Million dollar funding, budget and actual. Liaison with External Auditors.



POWERHOUSE CULTURAL ENTERTAINMENT

• Controller

  • Dec 2008 - Oct 2011

  Responsible for all accounting and financial duties including, but not restricted to: Cash Management and Reconciliations. Month and Year End Close. General Ledger Maintenance and Posting journal entries using QuickBooks. Processing Payroll using ADP. Relationship manager to Tax Authorities and external CPA firm. Tax Reporting and Preparation. P&L analysis and reporting variances from actual to forecast. Budgeting, Forecasting and Financial Planning & Analysis. Human Resource management including records management and compensation analysis. Show less



Putumayo World Music

• Controller

  • Sep 2005 - Dec 2008

  Responsibilities included, but not restricted to: Supervised a staff of four finance team members and benefited the company by providing monthly profit and loss statements and budgeting for the first time for the U.S. division and international divisions. Implemented new tools to the department to modernize and stream line functions. Responsibilities included, but not restricted to: Supervised a staff of four finance team members and benefited the company by providing monthly profit and loss statements and budgeting for the first time for the U.S. division and international divisions. Implemented new tools to the department to modernize and stream line functions.



SONYBMG MUSIC

• Senior Accountant

  • Mar 1995 - Sep 2005

  Responsible for all account receivable clerks daily duties including, but not restricted to: Provided a stable atmosphere and motivation to a sales team previously in a state of flux resulting in greater efficiency and productivity and increased revenue to provide funding for additional programming projects. Supervised a staff of eight sales and finance team members and benefited both divisions by developing tracking devices to compile sales data in a timely manner leading to a more effective sales effort. Show less



SUNBOW ENTERTAINMENT

• Senior Staff Accountant

  • May 1992 - Mar 1995

  Responsible for all accounting and financial duties including, but not restricted to: Directed the entire revenue process including contract negotiation, contract signing, delivery of materials, billing, accounts receivables and collections. Handled billing and collections in excess of $14 million for all international licensees. GRIFFIN BACAL ADVERTISING Responsible for all accounting and financial duties including, but not restricted to: Directed the entire revenue process including contract negotiation, contract signing, delivery of materials, billing, accounts receivables and collections. Handled billing and collections in excess of $14 million for all international licensees. GRIFFIN BACAL ADVERTISING



Griffin Bacal Advertising

• Staff Accountant

  • Mar 1990 - May 1992

  Responsible for all accounting and financial duties including, but not restricted to: Scope of responsibility included preparation of monthly financial reports for various divisions. Reconciliations of bank Statements. General ledger reconciliations. Responsible for all accounting and financial duties including, but not restricted to: Scope of responsibility included preparation of monthly financial reports for various divisions. Reconciliations of bank Statements. General ledger reconciliations.



US Navy

• United States
• Armed Forces
• 700 & Above Employee

• Radio Man Second Class (E5)

  • Sep 1984 - Sep 1990

  Responsible for all shipboard communications arriving and departing the ship during supervision of shift : Managed shipboard communications for a United States Air Craft Carrier during two deployments. Responsible for all shipboard communications arriving and departing the ship during supervision of shift : Managed shipboard communications for a United States Air Craft Carrier during two deployments.