Prepare financial statements and communicate financial position with management and investors. Full cycle accounting, analysis, journal entries, and reconciliations. Redesigned Accounts Payable and Accounts Receivable processes. Prepare payroll and commissions across multiple locations. Manage process for subcontractor pay and related documents for insurance. Handle all Human Resource functions on behalf of the company. NetSuite proficient.

Oversaw accounting operations for 4-nonprofit entity partners and led 2-accounting and grant employees. Prepared financial statements monthly, including bank reconciliations and necessary journal entries and related financial position to management and board members. Prepared budgets for Collaborative Solutions and three smaller entities. Coordinated and maintained compliance with federal and state grant funding guidelines for 70 grant initiatives. Directed annual audit and tax return preparation with external audit and accounting professionals.

Led day-to-day operations under the leadership of the Diocese and the Finance Council. Managed a team of 12 cross-functional administrative employees. Designed compensation and benefits according to market conditions and budget demands for 25+ employees. Maintained compliance with all local, state and federal laws, in addition to establishing organizational standards. Managed, prepared, and finalized $2.5M yearly budget; facilitated planning process in collaboration with senior leadership and the Finance Council. Prepared financial statements, including multiple bank and investment reconiliations and necessary journal entries and communicated financial position monthly to Finance Council. Worked directly with external auditors and coordinated the annual audit process promptly and professionally. Performed complex general accounting functions, including preparation of journal entries, analysis and reconciliations; tracked all expenses and inventory purchases against budget guidelines, and maintained integrity of general ledger, including the chart of accounts. Mitigated accounting risks through the identification and improvement of process inefficiencies by implementing internal controls within the accounting department that maintain compliance standards and legal requirements. Mapped process activities of administrative support team to desired outcomes to rectify operational inefficiencies; created updated job descriptions for staff which resulted in marked performance improvements. Facilitated and assisted with ministry programs offered throughout the year; assessed effectiveness and made positive changes with ministry staff and volunteers for successful outcomes.

Analyzed complex financial and credit information for small business loans according to government and bank standards. Investigated credit standards and determined credit worthiness of SBA 7(a) and 504 loans. Performed research and analysis related to loan projects, such as industry studies and management reports.

Managed proper recording of gift receipts up to $1M to ensure donor wishes are recognized. Reconciled and generated financial statements of gift processing such as pledges, matching gifts, stock and cash. Oversaw $5M in contract payments and processed all accounts payable for the foundation. Administered charitable gift annuity distributions. Performed monthly fund reconciliations between Raisers Edge and Financial Edge. Assisted with preparation and finalization of annual budget, including operating budget, reporting, and analysis. Methodically reviewed documents, reports, and general ledger accounts for accuracy and resolved variances. Prepared accounts for audits and supported audit process with external auditors.

Performed extensive tax work and consulted with individual and corporate clients; proactively researched technical tax issues related to consulting projects. Prepared individual, small business, and pass-through entity tax returns including client interviews, tax planning assistance, and identified potential tax issues for clients. Assisted tax partner with supervising staff and reviewing tax returns in compliance with strict standards. Networked and obtained new clients and maintained excellent client relationships on behalf of the firm; responsible for review and compilation of client engagements. Set up client meetings and preformed all aspects of the engagement; directed and delegated tasks to assistants to follow up with clients to collection information, verify details, and gather information. Effectively communicated results of financial statements to senior management.