Experience

Huntington's Disease Society of America

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Chief Operating Officer

  • Mar 2019 - Present

  Strategic and operational leader overseeing Financial Management, HR, IT, Facilities, Real Estate & Field Operations for national organization with $12M budget, 36 Chapters, 18 Affiliates and 40 staff. Serve as internal leader and provide day-to-day leadership presence. Support a culture of accountability, financial and legal integrity and informed fact-based decision making. Ensure that operational goals are aligned with the strategic vision, prioritize and properly resourced. Work with the Chief Mission Officer to measure and evaluate progress against the strategic goals. Establish best in class talent management. Scale and modernize operations and infrastructure. Manage the Chapters and Affiliates in the development and implementation of their annual programs of work and budgets. Support expansion of the footprint by cultivating resources and building community engagement in underrepresented areas. Partner with field-based staff and volunteer committee to improve and strengthen field operations and ensure the long term Chapter sustainability and Affiliate growth. Accomplishments to date: Moved entire IT infrastructure to MS Cloud. Upgraded Accounting system and computer equipment. Updated Employee Handbook & IT User Manual. Negotiating 2 mergers between Chapters & Affiliates. Added 1 Affiliate to National footprint. Show less



Self-Employed

• Real Estate
• 1 - 100 Employee

• Financial Consultant

  • Sep 2018 - Mar 2019

  Advise small businesses and non profit organizations on financial operations. Provide accounting support on government contract management, real estate management and GL management. Develop & update fiscal policies and procedures. Clients include the National LGBT Cancer Network and Big City Management Inc (Real Estate). Advise small businesses and non profit organizations on financial operations. Provide accounting support on government contract management, real estate management and GL management. Develop & update fiscal policies and procedures. Clients include the National LGBT Cancer Network and Big City Management Inc (Real Estate).



Planned Parenthood Federation of America

• United States
• Hospitals and Health Care
• 700 & Above Employee

• Senior Director, Affiliate Finanical Consulting

  • Oct 2011 - May 2018

  Led in-house financial & business operations consulting team for $1.6B Federation of 56 Affiliates providing sexual and reproductive healthcare services. Provided technical assistance, implementation support and training to clients in the areas of financial health, sustainability, business operations, shared services, revenue cycle, mergers & restructuring and strategic planning. Ran turnaround program for affiliates in or nearing financial crisis. Facilitated merger negotiations and provided integration support. Advised on revenue and expense strategies, CFO recruitment/orientation, accounting team structure, GL optimization, and best practices. Engaged affiliate CEOs and Boards in strategic discussions. Set goals for achievement of improved affiliate outcomes. Collaborated with other divisions on core mission work and strategic priority areas such as Education, Policy and Litigation. Integral part of a cross-divisional team designing a transformational roadmap to ensure the organization’s long-term sustainability. Show less



International Women's Health Coalition

• United States
• Nonprofit Organization Management
• 1 - 100 Employee

• Director of Finance and Administration

  • Sep 2006 - Oct 2011

  Executive Leader for an international NGO focusing on sexual and reproductive rights and health with annual revenue of $10 million, annual grant making of $1 million and 20 employees. Managed Finance and Operations (IT, HR, Administration and Facilities). Oversaw day-to-day operations. Managed investment accounts. Directed semi-annual enterprise risk management assessment. Negotiated all contracts including insurance policies, equipment leases and office leases. Created annual budget, coordinated independent audit and special audits for funders, and prepared finance and operations strategic plan. Provided financial technical assistance to international partners and grantees. Reported quarterly to Finance and Audit Committees and semi-annually to the Board. Supervised four staff. Reduced overhead ratio of finance and development costs to program costs from 27.7% in 2006 to 12% by 2010. Led the FY2011 – FY2012 Strategic Planning process. Successfully transitioned organization to MIP Fund Accounting, MicroEdge Gifts and Sage Timesheet. Directed search for new auditors after 18 years with same firm. Negotiated a sub-lease of the unused portion of the office to offset rent expense. Drafted Conflict of Interest Policy, Code of Ethics, Whistleblower Policy, and Corporate Giving Guidelines. Wrote Financial Policies and Procedures manual and oversaw revision of the Employee manual. Negotiated corporate partnerships. Show less



Self-employed

• Real Estate
• 1 - 100 Employee

• Financial Consultant

  • Jan 2006 - Aug 2006

  Assessed financial operations and provided high-level accounting support to non-profit clients. Prepared budgets, budget modifications and contract closeouts. Ran a CFO search, prepared an RFP to find new auditors and transitioned one client to FundEZ, including training and reconciling data. Performed spend-down analysis, forensic accounting assessments and contract management. Prepared budgets for RFPs, met with funders, and responded to audits. Clients included St. Ann’s Corner of Harm Reduction, National Gay & Lesbian Task Force, Latino Commission on AIDS, A Better Bronx for Youth. Show less



Latino Commission on AIDS

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Director of Finance and Administration

  • Aug 2003 - Jan 2006

  Executive Leader for a national advocacy organization focusing on HIV/AIDS prevention and treatment in communities of color with annual revenue of $4.5 million, annual grantmaking of over $1 million and 34 employees. Responsible for all aspects of Finance, Administration and Human Resources. Managed 25+ federal, state, foundation and corporate grants. Responsible for all vouchering, budget modifications, contract renewals and continuing funding applications. Developed annual budget, coordinated A-133 audit, and prepared indirect cost rate determination. Worked with Development department to submit RFPs. Provided budgetary support and spending guidance to all departments. Provided financial training to staff and financial technical assistance to local grantees. Maintained computer network and procured software and hardware. Met monthly with Finance Committee and quarterly with Board to present financial statements and analysis, cash flow projections and updates on grant making activities. Supervised staff of three. Appointed to Board-directed five-year strategic planning workgroup. Wrote organization’s first Financial Policies and Procedures manual and coordinated first update of the Personnel Manual since 1999. Negotiated an increase in the line of credit and successfully converted a cash security deposit into a letter of credit. Show less



Empire State Pride Agenda

• Political Organizations
• 1 - 100 Employee

• Director of Finance & Administration

  • Nov 1999 - Jul 2003

  Executive Leader for a statewide advocacy organization (501c3) with lobbying arm (501c4) and Political Action Committee that ensured equality for LGBT New Yorkers with combined annual revenue of $2.5 million and 12 employees. Responsible for all aspects of Finance, Human Resources and Administration. Managed daily operations, investment accounts, revolving lines of credit and Political Action Committee activity. Created annual budget and coordinated annual audit. Established financial and personnel policies. Prepared reports to funders. Provided budgetary support and spending guidance to all departments. Met monthly with Finance Committee and quarterly with Board to present financial reports and analysis, projections on cash flow and financial position. Other duties included NYS Lobby Commission filings, Board of Elections filings and grants management. Maintained computer network and procured software and hardware. Negotiated all contracts including insurance policies, equipment leases and office leases. Supervised staff of three. Coordinated revolving work activities for 100+ active volunteers. Created an Employee Manual and a Financial Policies and Procedures Manual. Passed SONDA (Sexual Orientation Non-discrimination Act) and NYC Equal Benefits Bill. Show less



Island Computer Billing Services (For Profit Healthcare MSO)

• Senior Accountant

  • Jul 1988 - Dec 1998

  A management services organization providing back office shared services to for-profit healthcare clients. Managed Accounts Receivable department for major clients with $10+ million in revenue. Prepared monthly financial statements. Assisted with year-end tax returns, payroll, accounts payables and annual audit. Helped design and implement the computerization of the accounting system. Supervised team of four. In 1992, assumed a second role as Director of Billing to manage revenue cycle for two clients. Computerized the billing system. Negotiated contracts with insurance companies. Integrated the Billing and Receivables departments resulting in increased cash flow and fewer write-offs due to untimely filings. For one client, the increase in collections, from 78% to 99%, enabled them to open two new facilities within four years. Show less