Experience

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  Various Non Profit organizations

  • Various

  • Independent Financial Operations Consultant

    • 2012 - Present
    • Various

    As an independent consultant working with small or start up non profit organizations, I have prepared internal budgets and pitch decks, and established consistent financial reporting schedules for management. A major strength is in defining system needs; selecting, supervising implementing, training staff, and managing customization, while meeting established deadlines. I have hired, supervised and trained accounting/financial reporting staff. Another responsibility has been preparation and coordination for annual audits and tax filings, and training staff to clear weaknesses noted by auditors.

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  The Compassionate Friends, Inc.

  • Greater Chicago Area

  • Part Time Controller

    • Feb 2017 - Present
    • Greater Chicago Area

    I serve as the part-time Controller of this $2MM nonprofit based in Chicago with dues-paying chapters throughout the US. Significant funding is received from individual donations and investment income. My responsibilities include accounting and financial reporting, including employee training, and year end audit preparation and working with the outside accountants. Systems evaluation with potential changes and process documentation are other needs of the position.

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  Cloud Peak Project

  • New York, NY

  • Part Time CFO

    • 2013 - Present
    • New York, NY

    For this start up, maintain all financial records in QuickBooks, providing financial reports for CEO and members of the Board of Directors, prepare year end tax filings. Assemble information for grant proposals. Identified QuickBooks as the most appropriate financial package, installed it and designed all financial reports now in use.

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  Data and Society Research Institute

  • Greater New York City Area

  • Part Time Controller

    • Nov 2015 - Feb 2018
    • Greater New York City Area

    Responsible for all aspects of accounting and financial reporting operations, including monthly, quarterly and year end reporting for management and Board of Directors for this grant-based approx $4 million nonprofit Supervise staff of 2, 1 part-time. Manage annual audit and budgeting from operating divisions. Currently implementing QB Enterprise System after review of Data & Society's needs and available systems. Assist as overall financial resource when needed to evaluate issues, answer questions, assist with other needs. Working to update, organize and document financial procedures for organization.

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  Whitney Museum of American Art

  • Controller

    • 2008 - 2009

    Reorganized accounting department: created new job descriptions, reviewed staff assignments, hired new staffStrengthened financial controls: improved segregation of duties, created closing calendar, met deadlinesInitiated the reinstallation of the Financial Edge systemSupervised the reconciliation of Financial Edge to Raiser's Edge

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  Volt Delta Resources Inc

  • Controller

    • 2000 - 2008

    Responsible for Accounting, Financial Reporting and Analysis, Billing, Credit and Collections, Payroll, Accounts Payable Managed doubling of accounting department's size upon acquisition of a major competitorRepresented the division in the Corporation-wide implementation of PeopleSoftAnalyzed contracts for revenue recognition testingWorked with legal and internal audit departments to comply with requirements of Sarbanes-Oxley Act

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  Turnbull & Asser (USA) L.L.C.

  • CFO

    • 1997 - 2000

    Created all operating accounting and financial functions for US company startupEstablished and maintained inventory system for store and wholesale operationDesigned Human Resources functionEstablished foreign currency management proceduresPrepared fixed asset capitalization

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  A Sulka & Co

  • VP Finance and CFO

    • 1990 - 1997

    Converted all operating accounting and financial functions from those of prior ownership.Automated financial activities of London and Paris stores: selected and installed software, managed upload of data, supervised subsequent reconciliation.

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  Toscany, Inc.

  • CFO

    • 1988 - 1990

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  Cunningham Drugstores, Inc.

  • VP Finance

    • 1986 - 1988

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  General Mills Fashion Group

  • Divisional Controller

    • 1982 - 1986

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  W.R. Grace

  • Accounting Manager

    • 1979 - 1982

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  PricewaterhouseCoopers Limited

  • Staff Accountant

    • 1977 - 1979