Experience

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  Front Steps, Inc.

  • Austin, Texas

  • Director of Finance

    • Oct 2015 - Present
    • Austin, Texas

    • Guides the financial decisions of the organization by preparing an annual budget, scheduling expenditures, analyzing variances, and forecasting requirements and market trends.• Provides guidance and recommendations to management in the development and completion of their budgets to meet the needs of the department and comply with government and grant funding requirements.• Prepares and reviews monthly, quarterly, and annual financial and budget reports and performs financial analysis by establishing schedules, reviewing financial and/or budget reports to ensure accuracy and reporting on financial and budget condition and trends.• Reviews financial forecasts and summaries and analyzes financial and industry trends for the purpose of recommending a plan of action for the organization and/or departments.• Prepares reports and statistics reflecting revenues, expenditures, and other financial results.• Ensures the accuracy of all financial record keeping.• Prepare Form 990 tax filings.• Assist management in the preparation of an annual report for the organization.• Work closely with managers to ensure compliance with grant and contract requirements.• Develop financial estimates and projections.• Works closely with and provides general oversight of management in the development of new programs and the budget to fund new activities and initiatives.• Research and develop information for proposals, new programs, and program modifications.• Provide financial information and prepare reports for the City of Austin, HUD, VA and other funders or agencies.• Develop financial and accounting policies and procedures to ensure internal controls over funding.• Assist the Board of Directors and Executive Director with the recruitment of auditors and ensure controls are in place to adhere to audit expectations.• Cooperate with auditors, determine their needs and rapidly gather and provide necessary documentation to ensure compliance with any audit requirement.

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  Ovate Accounting and Bookkeeping Services

  • Austin, Texas Area

  • Director of Operations

    • Oct 2013 - Oct 2015
    • Austin, Texas Area

    • Daily entry of accounting transactions: vendor bills, customer invoices, bill payments, customer payments and deposits, other disbursements and withdrawals.• Maintain complete and up-to-date detailed accounts receivable, accounts payable and cash account ledgers able to provide daily or weekly reports on these and other critical areas of business management.• Able to either processes payroll or make the necessary entries to record payroll processed by a third-party provider.with include complete recording of gross wages, employer tax and other payroll expenses, and payroll liabilities.• Perform a periodic review of your general ledger to ensure all activity is correct and all necessary cash-to-accrual or income recognition adjustments have been made.• Issuance of financial statements• Ensuring that your accounting data file is set up correctly to fit your business model and to provide the reporting functionality your business requires.

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  TANO : Texas Association of Nonprofit Organizations

  • Austin, Texas Area

  • Director Of Finance

    • Sep 2012 - Oct 2013
    • Austin, Texas Area

    Oversee all financial operations and direct corporate financial planning and structure Coordinate, analyze and report the financial performance to Management and Board of Directors (financial performance, projections and other special projects as required) Prepare financial forecasts of financial performance for use with internal management and external parties Oversee audit and tax functions, coordinate activities with outside audit firms and review firms performance Develop, implement and maintain accounting and administrative policies and procedures for a wide-ranging set of activities including financial accounting and reporting, employee relations (hiring/terminating policies) and other corporate policies. Proficiency in all aspects of corporate accounting and all pertinent GAAP, SEC rules and regulations including Sarbanes-Oxley compliance

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  Lutheran Social Services of the South

  • Austin, Texas Area

  • Finance Specialist/Director of Program

    • Jan 2010 - Sep 2011
    • Austin, Texas Area

    • Responsible for preparing monthly journal entries, income statements and invoices within Black baud accounting software. Developed financials to compare budget to actual compliance with Government contract.• Maintained accounts receivable, accounts payable and supporting spreadsheets that reflected the categorical compliance of the contract.• Oversee service planning, program budget, evaluation process, and statistical information in assuring achievement of project deliverables.• Generated accounting schedules for A133 audits. Worked closely with auditors during the A133 audits and annual audits.• Serve as primary contact regarding contractual issues for the Social Service Block Grant (SSBG)• Trained, supervised and assisted in evaluation of assigned staff.• Served as a primary contact for issue resolution concerning invoice processing, statement reconciliation and vendor payment activities• Implemented and administered SSBG Housing-Related Unmet Needs programs in the assigned area. Presented statistical data and financial information through Excel Power Point.• Developed, reviewed and updated program policies and practices• Prepared worksheets and schedules for auditors and internal use of the company• Overseer of subcontractor processes to include contract management, contract compliance and outcome of service provision.• Prepared supporting reports for grants and supporting reports for data collections to present to Federal government.• Performed period end closing, ensuring subsidiary ledger ties with general ledger.• Composed ad hoc reports and presentations to Vice President of External Affairs.• Traveling, networking, community outreach and client advocacy• Ensured confidentiality of records utilizing locked file features of Outlook.

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  Robert Half Internation/Accountemps

  • Austin, Texas Area

  • SPS consultant

    • Jan 2006 - Mar 2009
    • Austin, Texas Area

     Prepared monthly financial statements, including P & L, Balance Sheet & Cash Flow Analysis.  Prepared monthly billing Invoices with supporting documents General Ledger analysis Completed Bank and Account reconciliations monthly. Prepared and entered monthly journal entries and accruals. Processed internal bi-weekly payroll for over 30 employees. Maintain the contributions of 401K recipients  Implemented new policies and procedures to maintain internal accounting controls. Implemented processing changes to improve processing and reporting efficiency and accuracy Prepared worksheets and schedules for auditors Prepared weekly invoices and managed payment plan receivables. Record and enter general ledger journal entries and monthly accruals. Worked with IT departments to ensure timely and precise software conversions Developed reports for Management. Prepared worksheets for monitoring of annual budgets

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  Volunteers of America

  • Greater New Orleans Area

  • Accountant

    • Feb 2002 - Aug 2005
    • Greater New Orleans Area

     Prepared financial reports, developed budgets, and performed variance analysis in accordance with Program requirements. Compiled periodic financial reporting packages for senior management. Carried out internal audits to ensure regulatory compliance and operational efficiency/accuracy. Contributed to teamwork in carrying out special projects. Consistently met deadlines while demonstrating strong analytical and problem-solving skills to achieve corporate objectives. Prepared integrated spreadsheets for government and state grants to reflect cost reimbursement. WERLEINS, Metairie, Louisiana, 1999 – 2002Accountant Performed monthly account reconciliations, monitored general ledger transactions. Worked in collaboration with controller to ensure accuracy and integrity of financial information in support of overall business objectives. Carried out general ledger functions, including account analysis and reconciliation, journal entries, and AR/AP. Prepared financial statements

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  Defense Contract Audit Agency

  • Redondo Beach, CA

  • Auditor

    • Jan 1988 - May 1990
    • Redondo Beach, CA

     Worked both in teams and alone to produce audit findings and reports. Performed complex auditing work for the Department of Defense. Audits consisted of examining, investigating and reviewing financial documentation and management practices to ensure legal compliance with federal laws, rules and regulations pertaining to the Department of Defense Contractor guidelines. Conducted audits for efficiency, and effectiveness to detect waste abuse and fraud of contractors