Experience

Unto®

• United States
• Individual and Family Services
• 1 - 100 Employee

• Corporate Accountant

  • May 2013 - Present

  Cash Management - Maintain Purchase Order details for determining monthly Cash flow requirements Maintain records for Check & Wire requests Maintain records for Cash Advances Maintain records of Donations & Reimbursements received Verify & Approve Corporate CC Expense reports Gift in Kind Management - Journalize new GIK donations and Aid shipments recorded in Fishbowl Inventory system Record new drop shipments in Fishbowl & journalize GIK income & expense Perform Inventory valuation for Pharmaceutical shipments Maintain In/Out Bound logs to generate EOY Annual report figures & statistics Perform monthly Inventory reconciliation Create GIK folders in preparation for annual Audit Information Management - Maintain supplemental spreadsheets for financial analysis to produce monthly reports Create monthly financial reports for Leadership team & Board Lead monthly Leadership/Staff presentation of financial reports Prepare annual departmental budget worksheets then consolidate into Corporate budget Lead annual financial training & budget preparation for new employees Document organizational procedures and maintain library Relationship Management - Train new staff in AP payment processes Manage relationship with external auditors Show less



Consultant/Independant

• TD Jakes Ministries

• Data Analyst, Trainer

  • Apr 2012 - Present

  Pull data reports by SQL scripts to create analysis reports for leadership Perform departmental process reviews then execute system setup to support the work required Conduct donor management system training Execute data segmentation for email & phone blasts plus giving patterns Pull data reports by SQL scripts to create analysis reports for leadership Perform departmental process reviews then execute system setup to support the work required Conduct donor management system training Execute data segmentation for email & phone blasts plus giving patterns



DonorDirect

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Lead System Trainer

  • Aug 1999 - Apr 2012

  Lead Trainer for ERP Donor Management system; onsite client presence to conduct SME training, Proto Type test and Go Live support Lead Trainer/Implementer on JDE Financials 8.10; GL, AP, Address Book, and Cost Objects Hands on experience with GL Chart of Accounts, Constants, AAIs, and Cost Objects Hands on experience with GL entry methods, User & Integrity Reports, Reconciliations, Month end and Year end closings Hands on experience with Suppliers/Vendors, Vouchers, 3 way Matching, and 1099 generation Hands on experience with AP entry methods, User & Integrity Reports, Month end and Year end closings Lead Trainer/Implementer JDE Inventory/Purchase Orders 8.10 Hands on experience with Branch Plant/Warehouses, Items, GL Classes & AAIs (Asset, Revenue, COGS), Inventory adjustment entries, User & Integrity Reports, Month end and Year end closings Trained and implemented 75 large and small nonprofit clients Utilized adult learning methodology of demonstration, participation, quizzes and games to encourage different learning styles Developed training curriculum and product user guides Assisted in data mapping process to help the Data Migration team Assisted in Project Kickoff to instruct client on Implementation methodology (Rapid Sure Step), learn client business rules and processes, determine possible functionality gaps and identify possible custom projects (reports or programs) Learned, Configured Microsoft Dynamics GP for possible nonprofit Accounting integration solution Mastered MS Word mail merge functionality through SQL data sources as well as basic SQL 2008R knowledge Aided in conducting full system testing to insure product completeness and defect free work Aided in design of product enhancements and customizations Participated in annual client conferences; teaching breakout sessions on system functionality Show less



KMS Software

• Richardson, TX

• Trainer/New Client Support

  • Apr 1997 - Aug 1999

  Mentored the nonprofit new client list on a daily basis by helping them overcome operational obstacles, training deficiencies and report data conversion corrections. Conducted new and existing client training classes in preparation for their Go Live launch. System components taught included; Donor Management, Inventory Management, Media Management and Accounting. Mastered MS Word mail merge functionality through dbf or csv files as well as Database Query tools (Paradox, SQL). Utilized an Installation program to create data and program install CDs. Show less



Cadence International

• Religious Institutions
• 1 - 100 Employee

• Staff Accountant

  • Jun 1987 - Apr 1997

  Responsible for all Accounting functions; General Ledger, Accounts Payable/expense reports, Payroll administration, Cash Advance reconciliation and monthly reports. Processed Cash donations from verification to control to batching to the entry process Created and maintained Budget files for analysis and reporting. Maintained and reconciled ministry Fixed Assets. Trained new Missionary personnel on basic Accounting principles and in-house software reporting procedures. Programmed new spreadsheet systems for simplifying routine functions and standardizing common work areas. Show less



Front Range Christian School

• United States
• Primary and Secondary Education
• 1 - 100 Employee

• Volunteer Treasurer

  • Jan 1993 - Jan 1996

  Created and implemented the school's Financial system for tracking and reporting tuition records and Accounting activity. Responsible for all basic Accounting functions; General Ledger, Cash Receipts/Tuition payments, Accounts Payable/Expense reimbursements, Payroll, Federal and State Tax reporting. Created and maintained Budget files for analysis and Board reporting. Created Cash Flow models and Statement of Activity reports. 501c3 Organization experience plus familiar with IRS 990 form Show less