Nonprofit Finance And Operations Leadership
CurrentTrustee, Barrie School, 2022-present•Chair, Head of School Search Committee and Finance Committee MemberDirector of Finance and Administration, National Peace Corps Association (NPCA), 2021-2022Director of Finance and Operations, Refugees International (RI), 2019-2020, 2021 (as consultant)•Modernized and streamlined financial and administrative functions. Implemented staffing changes, systems upgrades, policy updates, compliance audits, and business process and fiscal infrastructure improvements.• Presented monthly reporting and analysis to finance committee; produced cash flow and end-of-year budget projections; oversaw grant and restricted funding requirements; developed new budget templates.• Presented recommendations to president and board on the fiscal impact of operational decisions.• Worked with external audit firms to ensure completion of clean audits and 990 tax forms on schedule.For NPCA:• Led the selection and implementation of a new accounting system, updated chart of accounts, and streamlined accounts payable and invoicing processes. Implemented new timekeeping and payroll system. Ensured compliance with state requirements for remote employees. • Led board committees in the selection of a new audit firm and a new investment firm.For RI:• Initiated a diversity, equity and inclusion (DEI) initiative in response to staff concerns; included surveys, all-staff and supervisor-only trainings, and establishment of a DEI committee.• Wrote and implemented new telework, procurement, hiring, and child protection policies.• Represented RI with commercial real estate brokers to secure a new office lease; analyzed proposal from existing landlord, visited and assessed 10 other properties, created cost models and cash flow analysis, presented recommendations to president and board.• Led planning and cost estimating process for office move. Implemented cybersecurity enhancements, migration to SharePoint and a VOIP phone system.