Experience

Judson University

• United States
• Higher Education
• 200 - 300 Employee

• Director Of Finance And Accounting

  • May 2019 - Present

• Finance/Accounting Adjunct Professor

  • Aug 2019 - Present

• Director of Finance And Accounting

  • May 2019 - Present

  Oversee the administration of the general ledger, assists in management of the chart of accounts; coordinate monthly general ledger closings and financial reporting and analysis.• Oversee accounting and finance team directly conformed by ( junior accountant, senior accountant, accounts payable, and payroll), also assists the university as a whole as consultant for financial projects.• Actively manages and controls the monthly and annual financial close processes for the University to proper accounting under GAAP. Continually looks for improvements to the close processes and activities.• Ensures timely and accurate transaction processing, account analysis, reconciliations and schedules. Plans, manages, and ensures the timely completion of the audit. Serves as the primary operational liaison with external auditors• Oversees and participates in the year-end closing processes and procedures; performs month-end, fiscal year-end, and calendar year-endaccounting system processing.• Analyzes financial data, controls and monitors revenue and expenditure activity in accounts. Prepares variance analysis, and other internal andexternal financial reports.• Ensures cash needs are met on a daily, monthly, and yearly basis.• Oversight responsibility for grants and contracts accounting• Direct management and supervision of accounting, payroll, and budget• Prepares materials to support Committee meetings, other Board meetings, and internal meetings with senior leadership.• Serves as point of contact for college staff in financial matters.• Assists with the strategic financial planning process in creating financial models, illustrating the financial position with regard to future capital expenditure needs and operating expenditures. Participates in planning, communication, analysis of these needs.• Member and Leader of the Strategic Plan Committee

• Senior Accountant

  • Oct 2018 - May 2019

  - Provides assistance with the 3-year financial projections and analysis along with the Controller and Chief Financial Officer for the Board of Trustees that became the foundation for the University’s $30 million budget. This model is currently being used as part of the University’s debt refinance to ensure compliance with debt covenants.- Created and monthly maintain a cash flow model for the University with outflows and inflow of $30 million; utilized by the Controller and Chief Financial Officer, for debt and cash management.- Developed a revenue model of the academic programs for the non-traditional adult program resulting in a quantifiable income statement by campus.- Prepares and records asset, liability, revenue, and expenses entries by compiling and analyzing account information.- Summarizes financial status by collecting information; preparing balance sheet, profit and loss, and other statements.- Assist in the development and maintenance of the University’s Financial Statements, Cash Flow Forecast and Product Line models. Provide necessary analysis and explanations of results.

• Business Services Accountant/Analyst

  • Mar 2017 - Oct 2018

  - Consulted with different departments in order to develop a break-even analysis for different revenue generating projects.- Prepared a financial viability model for a new University program to determine profitability for possible implementation. • Monthly analysis of self-supporting funds in order to determine the overall impact of these accounts on the University’s cash flows as well as financial statements.- Provide financial consulting for various department heads by gathering data from the Finance module of the University and communicating it effectively to ensure proper understanding of the data.- Monthly bank reconciliations and various assigned account reconciliations.- Maintains and balances accounts by verifying, allocating, posting, reconciling transactions; resolving discrepancies.- Maintain the Fixed Asset module, prepare monthly journal entries and reconciliation, also responsible for monthly pledge entries and reconciliation.- Assist with preliminary and annual financial audit preparation- Assist, train and delegate tasks to student workers as necessary- Monitor University credit card spending to ensure compliance with IRS

• Student Account Specialist

  • Jan 2017 - Mar 2017

  - Update billing tables to correspond with pricing each fiscal year.- Maintain third party websites - CashNet, ECSI.- Maintain accurate spreadsheets and financial ledgers.- Monitoring student billing for processing accuracy. - Generation and maintenance of reports for the Student Account Manager.

• Finance Intern

  • May 2016 - Dec 2016

  - Develop and update financial statements for University programs, including budgets and YTD expenses for profit and loss Management and Business Analysis- Gather and analyze data for financial reasons and to see which students enrolled/dropped to assess retention levels- Crafted a budget tool for the Adult Business Department to accomplish revenue and expense forecasting. The model had a 99.5% accuracy rate relative to revenues and a 97.5% accuracy rate for overall expenses- Completed and analyzed data entry in order to project a monthly cash flow for the university

• Graduate Assistant, Business Department

  • Jun 2015 - Apr 2016

  - Designed and implemented continuous improvement processes to aid the department in managing four academic programs, 46 courses and over 50 adjunct instructors - Reported to both the Chair and the Dean of the Business & Professional Studies Department



Downtown Neighborhood Association of Elgin

• Intern

  • Aug 2014 - Dec 2014

  - Supervised and promoted events in the downtown region, e.g. Small Business Saturday and Halloween; went to business to advocate for joining the events and develop lasting relationships- Worked with a team of four on an economic development project for the City Board- Collected data on how many businesses were in downtown Elgin, how many were employed and how many empty spots were available for new businesses, in order to illustrate the opportunities for growth in the downtown area- Drove ongoing improvement of online data featured in the city calendar and weekly magazine