Developed online documentation and training user materials for a sophisticated budgeting system that is an add-on module to Great Plains accounting software. This includes testing functionality, and recommending improvements.

Oversaw accounting, finances, tax, payroll, and reporting for company. Managed audit and tax return process in accordance with U.S. GAAP, auditing standards, and tax regulations. Prepared GAAP financial statements for audit. Collaborated with consultants to manage reporting and payment process for $26,000,000 in tax-free bonds. Contributed on finance and audit committees. Developed and maintained procedures and systems for internal controls. Supervised preparation of budget and reports. Led defined benefit pension and 401(k) retiree plan audits. Directed stable, diverse staff of seven with four direct reports. Saved over $110,000 in payroll processing fees over 3 years. Implemented the reporting provisions of the Affordable Care Act. Served on joint committee with staff from Los Angeles Opera (LAO) to review systems for compliance with payment card industry data security standards.• External Audit completed within 90 days of year-end.• Co-chaired joint committee with LAO staff members to manage Tessitura, shared ticketing and donor software.• Implemented Great Plains accounting software upgrade, including strategies to increase staff productivity.• Led implementation of dynamic budgeting software, transitioning staff from spreadsheets to integrated budgeting solution, including provision of real-time actual information.

Oversaw accounting, payroll, finances, billing, tax, budgeting, and external audit for organization and subsidiaries in compliance with Australian accounting and auditing standards and Australian Taxation Office regulations. Revived organization to operating surplus for first time in over ten years. Negotiated with operational managers meaningful and consistent operational metrics. Redesigned budget process by automating and correcting work products. Developed strategy and managed project for selection and parallel implementation of integrated corporate-wide payroll/human resources software system, including comprehensive change management program and negotiation of $500,000 contract.Served as key member of leadership team. Implemented staff-driven reinvestment structure for over $108,000,000 short-term portfolio. Managed portfolio of investment real estate. Maintained banking relationships, including transition to internet banking. Oversaw risk management, including renewal of company’s extensive insurance policies. Led diverse staff of nine with two managers. Instituted provisions of revised collective bargaining agreement, including change management program with carefully structured communication strategies to diverse workforce. Served on board, executive (finance), and operations committees. Restructured finance department, improving internal controls and workflow.• Created framework for short- to medium-term capital expenditure planning, including much-needed deferred maintenance program, resulting in four-year strategic capital expenditure plan.• Championed company-wide initiative to redesign internal control procedures, in particular for $7,000,000 annual capital budget, resulting in improved cost control.

Oversaw accounting, finances, tax, and reporting for organization and seven client companies. Designed and implemented unique rolling three-year projection model, including Monte Carlo simulations. Managed audit and tax return process in accordance with U.S. GAAP, auditing standards, and tax regulations. Prepared GAAP financial statements for audit. Served on audit committee. Functioned as treasurer of national political action committee representing ophthalmologists in Washington D.C. Developed maintained procedures and systems for internal controls. Supervised preparation of budgets and reports and presented to board of trustees. Worked with HR department on 401(k) retiree plan audit and related tax returns.Contributed on investment committee. Supervised stable, diverse staff of nine with two direct manager reports. Served on numerous interdisciplinary committees. Oversaw and implemented Epicor accounting software upgrade, including adding allocations, web reporting, and electronic fund transfer modules. Headed cross-divisional team implementing project management software to capture product development budgets. Managed implementation of processes and structural changes to ensure compliance with payment card industry (PCI) data security standards (“DDS”). Functioned as member of cross-divisional team providing guidance on implementation of new $1,500,000 association management system software.• Advocated to change 25-year-old banking relationship, improving bottom line.• Implemented overhead product cost reporting system, significantly improving oversight of product profitability and resulting in revisions to product offerings.

• Directed and reported on the investment portfolio, including the extensive revision of investment guidelines, which significantly improved the Board's fiduciary oversight.• Secured new banking relations including a US$4.6M loan at advantageous rates. • Oversaw diverse portfolio of real estate holdings. • Lead staff member of the Investment and Real Estate Board Committees.• Responsible for the accounting, finances, tax and reporting functions.• Developed transparent Board finance reports, and implemented relevant provisions of the Sarbanes-Oxley act and the Non-profit Integrity Act of California.• Lead staff person for the Audit, and Finance Board Committees.• Implemented and managed the full-range of employee benefit programs.• Key participant in strategic planning for the management team.• Responsible for risk management and renewal of insurance policies.• Worked with major donors, grantees, and professional advisers on complex gift instruments.• Managed relationships with Auditors, Bank, Investment Managers and Investment Consultant.• Successfully led a cross-divisional team to select and launch on-time and on-budget new integrated computer software to manage all corporate functions, including web-based donor portal.