Experience

NASHP | National Academy for State Health Policy

• United States
• Public Policy Offices
• 1 - 100 Employee

• Finance Director

  • Aug 2012 - Present



Building Owners and Mangers Association

• Controller

  • 2002 - 2007

  Directed financial management functions including development of monthly financial statements. Oversee general accounting functions, including AR/AP, account reconciliation, and cash management. Administer all financial management systems, evaluating and integrating new applications. Maintain short-term investment account to meet operational cash flow requirements. Acted as primary liaison for auditors, prepared schedules and analysis for the audit. Oversee the administration department, including mailroom and reception services, human resource liaison, and processing semi-monthly payroll. Supervisor of accounting and administration mangers; reported to Chief Financial Officer. Key Achievements: Reduced monthly closing cycle to a five business day close by automating banking and investment reports and creating daily procedures to increase efficiencies. Established financial processes for newly created LLP, including creating banking and investment accounts, developing accounting system database, and all financial procedures for accounts receivable, accounts payable, and cash receipts. Designed and Implemented Indirect Cost Monthly Allocation Procedures. Increase Investment income over 200% in three years. Managed Refurbishing of Office Kitchen. Show less



American Association

• Grant Accountant II

  • Jan 1998 - Jan 2002

  Responsible for preparing monthly grant financial status reports, analyzing grant financial status of spending patters, overages, and percentage complete. Also, prepared IRS 990 Schedules, A133 Audit Schedules; reviewed grant proposals and contracts; create budget vs. actual reports for program staff. Key Achievements: Developed training procedures for Business Managers to use the Accounting System Reduced Unknown Accounts to below $500 from $12,000 Responsible for preparing monthly grant financial status reports, analyzing grant financial status of spending patters, overages, and percentage complete. Also, prepared IRS 990 Schedules, A133 Audit Schedules; reviewed grant proposals and contracts; create budget vs. actual reports for program staff. Key Achievements: Developed training procedures for Business Managers to use the Accounting System Reduced Unknown Accounts to below $500 from $12,000



National Democratic Institute for International Affairs

• Grant Accountant

  • Jan 1995 - Jan 1998

  Managed Federal Grants for the National Endowment for Democracy that ranged from $3-$4 million per fiscal year, including preparing quarterly reports for grant agreements, prepare drawdown schedules and requests, review grant agreements, analyze monthly financial reports to ensure compliance with grant provisions. Responsible for preparing reprogramming budgets to reflect changes in scope, and creating cost projection to prevent cost overages. Key Achievements: Created report to analyze cost per year per region to aid program staff in financial management. Improved relations between accounting department and program staff. Show less