● Implement university-wide strategic systems including position management system and comprehensive procurement system to improve accuracy and timeliness of contracts, vendors, and payments.● Recruit, promote, and manage 6 finance and accounting exempt and non-exempt staff ensuring alignment with organizational goals and compliance with policies and operating procedures.● Collaborate with financial leadership to develop accounting processes, policies, procedures, and systems for use by 16K people.● Manage administration of Harvard Kennedy School payroll, accounts receivable, account payable, expense reports, and other reimbursement processing systems.

● Participated in executive management team of 5, managing administrative areas including finance, human resources (HR), information technology (IT), and facilities.● Negotiated large contracts including largest contract for office space worth $150K.● Hired and led 2 direct reports responsible for billing, payroll, cash receipts, and accounts payable.● Managed employee benefits including renewing health plans, adding short-term disability and life insurance, and implementing 401k match for 20 employees.● Prepared and distributed consolidated financial statements to 3 company owners.

● Analyzed and canceled unnecessary and duplicative consulting and investment management contracts, reducing expenses by $70K.● Collaborated with finance and audit committees of 12+ responsible for liquidity, Form 990, and external auditor management letter recommendations.● Coordinated and communicated with investment management firms, outsourced Chief Investment Officer (CIO), audit firms, custodial bank, and bond covenants to manage resources and organizational reporting.● Analyzed global equity returns, interest rates, governmental funding trends, and defined benefit plan annuity and lump sum payments to prepare and present cash flow projections, liquidity-oriented calculations, and analysis of projected key institutional indicators.● Led team of 4 to prepare and file Form 990 for sophisticated, primarily government-funded organization that includes endowment, defined benefit plan, foreign activities, investments, and joint educational program with Massachusetts Institute of Technology (MIT).● Implemented process improvements to streamline reporting procedures and forecasting accuracy of $400M endowment and $180M retirement trust.● Managed cash accounts and selected earnings options while managing risk, improving cash and cash equivalent earnings by 25%.

● Prepared indirect cost rates, overhead rates, and facilities and administrative rates for colleges, universities, hospitals, non-profits, and research institutes with largest private university worth $740M in assets. Earned 2 promotions within 12 years.● Provided auditing services including A-133 audits, SAS70 audits, and NIST ATP audits.● Created, maintained, and supported custom database-driven applications for clients with largest dataset containing 40M records.

Financial and business systems analyst, budgeting, investment accounting and general accounting.

Accounting