Experience

General Board of Global Ministries

• United States
• Religious Institutions
• 200 - 300 Employee

• Director fo Cash Management, International Financial Operations & Estate Planning

  • Apr 1989 - Present

  Fund Balance based on Accounting Standards Update (“ASU”) 2016-14, Not-for-Profit Entities (Topic 958) – Presentation of Financial Statements of Not-for-Profit Entities. Daily Cash Flow ACH and Wire Transfers Investment Accounting and Reconciliation OFAC Sanctions Guidelines and Implementation Liaison with banks Charitable Gift Annuities (CGA) CGA Annual Report to New York State CGA Annual Report to California State Securities/Stock Gift Donation Administration Cash Gifts Donation Permanent Fund/Endowment Fund Accounting and Administration Legacies and Bequests, Trusts and Memorials Matching Gifts application and Administration Investment held by Others Perpetual Bequest Receivable Provides Year-End Fund Balances Reports - Audit Overseas Financial Operations Show less



Retirement System for Savings Institution

• Mutual Fund Accountant

  • Sep 1986 - Apr 1989



Retirement systems for Savings Institution

• Accountant; Mutual Fund Accounting Supervisor

  • Jan 1986 - Jan 1989



Union Carbide, Phils., Inc.

• Cash Management Supervisor

  • May 1977 - Jun 1986



Union Carbide

• Chemical Manufacturing
• 100 - 200 Employee

• Accounting Clerk; Accountant; Accounting Supervisor; Plant accounting Supervisor

  • Jan 1977 - Jan 1986