Experience

Ignatian Spirituality Project

• United States
• Religious Institutions
• 1 - 100 Employee

• Business Manager / Accountant

  • Feb 2016 - Present

  Perform weekly, monthly, quarterly, semi-annual, and annual accounting functions. Generate financial documents for grant reporting and applications. Ensure audit readiness, including contracts, policies, and leases. Reconcile balance sheet accounts to eliminate inaccuracies and reporting errors. Administer benefits and insurance plans while serving as the principal liaison with 401k and health insurance providers. Record transactions and reconcile endowments quarterly to aid in completing board reports. Prepare quarterly financial statements for the Board of Directors and Finance Committee of the Board. Monitor business activity to ensure team members are on task with completing projects while meeting the goals of the organization.• Managed and directed a $900K operating budget for a network spanning 30 cities.



Chicago Area Project

• United States
• Mental Health Care
• 1 - 100 Employee

• Fiscal Account

  • 2013 - 2015

  Assisted the contractors and affiliates with preparing budgets and completing SAM registrations and tax exempt / Dunn’s number filings. Prepared annual external audits. Tracked trends relating to non-profit accounting and finance issues involved with grantmaking. Complied with regulatory obligations and adhered to internal cash disbursement policies. Guided internal operations by researching, reviewing, analyzing, revising, and implementing financial policies and procedures.• Prepared and managed a $5M agency budget; developed quarterly fiscal reports for funding sources.



HeiTech Services, Inc.

• United States
• Business Consulting and Services
• 100 - 200 Employee

• Business Analyst II

  • 2010 - 2010

  Reviewed applications and supporting documentation prior to issuing recommendations for granting or denying labor certification. Ensured compliance with program regulations by conducting prevailing wage reviews. Oversaw a case management database tracking system ensuring current filing status. • Utilized Regulation 20 CFR Part 655 and CFR Part 501 to review and analyze temporary employment certification applications for the Department of Labor averaging 100 cases monthly. Reviewed applications and supporting documentation prior to issuing recommendations for granting or denying labor certification. Ensured compliance with program regulations by conducting prevailing wage reviews. Oversaw a case management database tracking system ensuring current filing status. • Utilized Regulation 20 CFR Part 655 and CFR Part 501 to review and analyze temporary employment certification applications for the Department of Labor averaging 100 cases monthly.



Ounce of Prevention Fund

• Budget Planning Manager

  • 2007 - 2008

  Conducted presentations, fielded inquiries, and gathered financial data and analyses to aid in budgetary decisions. Generated variance analysis reports including written narratives outlining the correlation between budget details and current financial activities. Advised the department heads and managed the budget team on matters relating to budget preparation. •Formulated and implemented the $32M operating budget encompassing budget preparation, modification, and publication. Conducted presentations, fielded inquiries, and gathered financial data and analyses to aid in budgetary decisions. Generated variance analysis reports including written narratives outlining the correlation between budget details and current financial activities. Advised the department heads and managed the budget team on matters relating to budget preparation. •Formulated and implemented the $32M operating budget encompassing budget preparation, modification, and publication.



Chicago Urban League

• United States
• Non-profit Organizations
• 100 - 200 Employee

• Assistant Controller

  • 2000 - 2007

  Trained staff and management on financial data interpretation, budget procedures, and policies and regulatory requirements. Oversaw payroll and benefits, personnel records, and insurance brokerage agreements. • Generated weekly forecasts and cash management reports for payables; recommended ways to save on costs and generate profits; prepared and analyzed financial reports / statements, narratives, taxes, and board reports.•Cultivated relationships with vendors, bankers, auditors, and funding sources; addressed audit inquiries and compiled data requested by the auditors; coordinated annual audit activities.