Key member of the Executive Leadership Team. As an executive in this position, I provide strategic financial leadership and oversee the organization's financial operations while ensuring alignment with organizational goals and compliance with regulatory requirements. I direct and manage all strategic and tactical areas of finance, including budgeting, audit, tax, accounting, and purchasing activities.Strategic Leadership & Planning· Partner with executive management to develop and execute organizational strategy· Create and implement financial structures, policies, and processes to support current operations and future growth· Establish economic strategies and policies· Direct budget preparation and provide financial forecasting· Oversee investment strategy and treasury managementFinancial Management· Manage all accounting functions· Ensure compliance with GAAP, GASB, FASB, and NPO regulations· Oversee debt structure and financing strategies· Monitor cash flow and maintain banking relationships· Direct preparation of financial statements and reports· Provide strategic financial analysis and recommendations· Manage external audit processes and relationshipsOperational Leadership· Lead and develop the Finance team· Collaborate with Property Operations to ensure compliance with HUD and state regulations· Design and implement internal controls and risk management strategies· Manage relationships with external stakeholders, including auditors, consultants, and regulatory agenciesLeadership Competencies· Strategic vision and planning capabilities· Strong ethical leadership· Excellence in team development and management· Collaborative approach to executive leadership· Commitment to organizational mission and values· Proven ability to drive organizational growth and innovation

Responsible for ensuring all budgets of the district are properly safeguarded, managed and accounted for. Responsible for managing the budgeting functions within the district to include financial planning and forecasting, departmental and school budgets and other funds as appropriate. Worked to continuously improve upon the soundness and compliance with the district’s budgeting policies and procedures, developed and promoted positive relationships with various community and school clientele. Accomplishments ▪ Successfully completed the district’s budget presentation in the form of the Budget Book and was awarded the Meritorious Budget Award by the Association of School Business Officers ▪ Established detailed departmental budget reporting structure ▪ Created control documents for individual and compiled budget sources ▪ Managed staff of 4 direct and 2 indirect ▪ Managed preparation of all variance analysis, reporting and projection of balances and other necessary reports for management and Board of Education

Provide Outsourced CFO services – support Interim Executive Director in company revamp; Senior Management Team member, manage accounting and finance functions; budgeting, cash management, internal controls, reporting, strategic planning, regulatory compliance, board and finance committee relations.Accomplishments· Established robust financial reporting. Performed value added analysis on risks and opportunities and presented options to executives to make informed decisions.· Developed model to deploy 3 year strategic plan and annual budgets by division.· Re-engineered department to reduce superfluous workload and created structures for efficient month-end and annual reporting processes.· Created departmental internal controls.· Trained/mentored staff for CFO position succession.· Designed and implemented cash forecasting model.· Designed and implemented financial dashboard with operational metrics.

Provide Outsourced CFO services – Strategic and operational management of accounting, finance, and human resources functions, strategic planning, executive team member, budgeting, cash management, internal controls/processes, regulatory compliance, risk management, federal and local grant management, audit and tax support, talent acquisition, development, and retention.Accomplishments· Established all operating protocols and internal controls for finance, accounting, and human resource functions.· Created multiyear strategic, operational, and proforma budget structures for new investors/donors leading to a $750,000 grant to the organization.· Designed and implemented cash forecasting model.· Managed quarterly and annual forecasts and variance reporting, complete with recommendations for new and existing programs for business development.· Recruited, trained, mentored and supervised accounting staff.· Managed local and federal government grant regulatory compliance.· Provided financial analysis of multiple service programs for existing and new program development.Additional CFO Outsourcing provided to many more clients including:· Butterfly Pavilion· Big City Mountaineers· Financial Planning Association

Support CFO in day to day accounting functions of Financial Reporting, managing functions of AP, AR, capital assets, account reconciliations, cash management.Accomplishments· Established formats and protocols for monthly accounting processes, reporting and reconciliations.· Created process for tracking and reconciling grant funding and loan reporting to federal government.· Managed accounting staff.· Hired, developed, and retained staff for succession.