My current position is CFO of Shalom Orlando Inc., a merged entity of The Jewish Federation of Greater Orlando and the Jewish Community Center of Greater Orlando, managing the Finance Department and supervising a team of accounting professionals. Manage the annual financial audit and annual Form 990 preparation, maintain banking and investing relationships, advisory to capital projects and supervise all accounting functions. Recently lead successful merging of two non-profit companies into a combined entity. Successful Annual Budget preparation. Manage grant processes. Work closely with Department Directors to provide financial information, assisting with business ownership of their departments. Meet monthly with Finance Committee and attend Board of Directors meetings.

Pre-merger position as Finance Director of the Jewish Community Center of Greater Orlando, a non-profit organization, managing the Finance Department and supervising a team of accounting professionals. Manage the annual financial audit and annual Form 990 preparation, maintain banking and investing relationships, advisory to capital projects and supervise all accounting functions. Recently lead successful merging of two non-profit companies into a combined entity. Successful Annual Budget preparation. Manage grant processes. Work closely with Department Directors to provide financial information, assisting with business ownership of their departments. Meet monthly with Finance Committee and attend Board of Directors meetings.

As member of the Southeast US Region Leadership Team, collaborating on the positioning and directing of the Foundation’s presence in Florida and the Southeastern US. Direct the operations, accounting and finance functions for the state of Florida. Manage the accounting staff, reviewing General Ledger entries and accruals, oversee financial statement production, and financial analysis. Work with Market Executive Directors, training them to understand and utilize financial information to manage their business units. Conduct internal audits of each office annually. Lead and manage the annual budget process, facilitate the annual external audit, and oversee the monthly and annual close. As fiduciary for the foundation, monitor the foundation’s assets and cash controls.

As key member of Senior Management Team, directed General Accounting Department – comprised of six accounting staff and four Office Managers – oversaw firm-wide budget process through coordination of depart-ment and practice group meetings to review expenses, collaborating with Director of Finance and General Accounting Manager to formulate budget presentation given to lead partners annually, distributing supporting financial reports on quarterly or monthly basis.Coordinated firm’s business intelligence and data flow via various software programs, administering corporate banking relationships at five institutions with associated lines of credit, overseeing wire and ACH transactions, deposits and trust bank accounts, reviewing and improving organization’s internal controls, safeguarding assets, protecting integrity of all financial information, reconciling payroll data journal entries and figures associated with retirement/pension plans, and conducting annual

Public accounting and Family Office Management Team. Monitored assets and life insurance for over 30 trusts, preparing tax returns and statutory filings, completing documents required to open investment accounts and ensuring private equity partnership investment documentation completed properly, subsequently reviewing documents to monitor and report value of investments, and meeting regularly with asset portfolio managers engaged in managing the Trust assets. Accounting for venture capital partnership, completing payroll, budgeting, and human resource tasks, executing Federal, State and local tax returns and all compliance filings. • Oversaw initial capital investment funding in venture capital company overseeing such critical areas as finance, human resources, payroll, banking, and compliance. • Implemented internal controls for safekeeping assets and all checking accounts, directing local staff to create reporting standards, and establishing protocols to review initial contracts and documentation prior to finalizing client contract, also forming company travel & expense policy.• Formulated annual budgets for all venture capital companies under authority, negotiating health insurance and retirement benefits and lowering company costs by negotiating fee reductions for bank, insurance, and other vendor accounts.• Member of Senior Management Team, preparing financial statements for owners, monitoring Key Performance Indicator (KPI) metrics for life insurance assets, Trust investments, and Charitable Foundation activities, generating reports summarizing performances, and meeting regularly with Family members concerning Family Office.