• Manage internal and external Finance departments for clients• Work closely with clients’ senior management teams• Direct the budgeting and financial planning for clients and all its departments and programs, including preparation of budgets, and monitoring and reporting of performance• Preparation of Monthly financial statements for management and Board of Directors, including analysis of and recommendations on financial position and actual and expected results of operations• Manage client’s annual CPA audit • Preparation of cash flow forecasts and presentations to management and the Board of Directors• Ensure that effective internal controls are in place to guarantee compliance with GAAP and applicable federal, state, and local regulatory laws and rules for financial and tax reporting• Attend Finance Committee and Board of Directors meetings • Effectively manage clients’ Federal, State, & all other grants including compliance with regulatory requirements

• Manage ecoCFO’s internal Staff Accountants and Controllers• Responsible for new hires in both roles• Responsible for onboarding new clients with current staff

• Manage the Finance departments for multiple clients• Direct the budgeting and financial planning for clients and all its departments and programs, including preparation of budgets, and monitoring and reporting of performance• Preparation of Monthly financial statements for management and Board of Directors, including analysis of and recommendations on financial position and actual and expected results of operations• Manage client’s annual audit and tax return process• Preparation of cash flow forecasts and presentations to management and the Board of Directors• Ensure that effective internal controls are in place to guarantee compliance with GAAP and applicable federal, state, and local regulatory laws and rules for financial and tax reporting• Attend Finance Committee and Board of Directors meetings • Responsible for managing the client’s corporate insurance needs• Preparation of monthly forecasting reports and presentation to management• Various financial, administrative, and operational tasks for client when needed

• Managed the agency’s Finance department• Directed the budgeting and financial planning of the agency and all its departments and programs, including preparation of budgets, and monitoring and reporting of performance• Preparation of Monthly financial statements for management and Board of Directors, including analysis of and recommendations on financial position and actual and expected results of operations• Preparation of annual unaudited financial statements and additional schedules, as necessary, for annual CPA audit and preparation of the UFR• Ensured that effective internal controls are in place to guarantee compliance with GAAP and applicable federal, state, and local regulatory laws and rules for financial and tax reporting• Assisted with the development of new program initiatives• Attended monthly Finance Committee and Board of Directors meetings• Supervised Administrative Assistant for Corporate Services• Responsible for managing the agency corporate insurance needs• In addition to managing Finance, I also oversaw the following departments: Fundraising and Development, Human Resources, Information Technology, Volunteer Services, Administration and Facilities, Contracting

• Oversaw Accounts Payable and Accounts Receivable process, including approving vouchers and invoices, as well as authorizing weekly check run• Managed Payroll processing, including hands-on calculation of employee deductions and adjustments• Responsible for month end close, including journal entries and processing of financial reports• Presented monthly financial reports to the Finance Committee and attend monthly Board meeting• Established separate accounting system to track thirty Representative Payee bank accounts, including monthly bank reconciliation of all thirty accounts• Prepared and provided reports for the Executive Office of Elder Affairs as required by our State Contract• Standardized processes, created electronic forms, and performed training to move from manual paper-based processes to electronic systems• Recommended and implemented new Accounting, budgeting, and scanning software

-Reviewed and performed all credit and collection efforts -Oversaw and coordinated the cash receipt and application process which included researching and resolving all customer deductions-Trained and oversaw accounting intern and temporary employees-Responsible for accurate processing related to the month end close of accounts receivable-Reviewed and established new credit limits for all new customers-Maintained inventory accuracy for six warehouses by performing reconciliations, coordinating test counts, and making necessary adjustments-Evaluated the accuracy of inventory costs by reviewing cost data-Filed and maintained UCC forms when needed