Rosa Roman

Endowment Accounting Specialist at Fundriver, Inc.
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Contact Information
Location
Greater Hartford
Languages
  • English -
  • Spanish -

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Bio

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Experience

    • United States
    • Software Development
    • 1 - 100 Employee
    • Endowment Accounting Specialist
      • Sep 2021 - Present
    • United States
    • Retail
    • Board Member
      • Feb 2022 - Feb 2022
    • United States
    • Museums, Historical Sites, and Zoos
    • 1 - 100 Employee
    • Head of Accounting Operations
      • Sep 2020 - Sep 2021

    • Accounting Manager
      • Nov 2014 - Sep 2020

    • Board Member
      • Mar 2015 - Oct 2019
    • United States
    • Non-profit Organization Management
    • 1 - 100 Employee
    • Finance Manager
      • Aug 2007 - Nov 2014

      Work closely with all Directors and CEO on producing annual $4 million budget; monitor progress and changes and keep senior leadership team up-to-date on the organization's financial status. Coordinate, analyze and present financial reports in an accurate and timely manner to management and Finance Committee. Coordinate and lead the annual audit process, liaise with external auditors and the Audit Committee of the Board of Directors. Maintain cash flow and forecasting ensuring solid cash position and ability to pay bills and grants in a timely manner. Prepare Financial Statements for grant final report. Manage billing and collections. Supervise bookkeeper and database manager; produce annual performance evaluations for staff. Show less

    • Membership & Finance Associate
      • 2004 - 2007

    • Development Associate
      • 1998 - 2004

Education

  • Bay Path College
    Bachelor of Arts (BA), Leadership and Organizational Studies
    2012 - 2013
  • Mitchell College
    Associate's degree, Computer Science
    1990 - 1993

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