• Oversee all finance, accounting and investment operations including billing, AP/AR, budgeting, general ledger, financial reporting, compliance reporting, contracts and vendor agreements and asset purchases.• Operate as a key member of the management team including serving as a company representative with business partners. Work directly with Finance & Investment Committees.• Develop standard operating procedures (SOPs) for accounting, purchasing and investment protocols while establishing and maintaining strong internal controls.• Manage and oversee month-end and year-end closing processes as well as reporting variances.• Manage annual independent audit

Nonprofit music & visual arts organization. Perform all accounting functions. Produce annual non-profit Form 990 and 1099s for contractors. Historically performed, financial and grant reporting, budgeting, and financial analysis. Served as Board staff Secretary for a year.Setup QuickBooks Online accounting system including the creation of the chart of accounts and classes.

Performed a range of general accounting, financial, bookkeeping and administrative functions including financial reporting, budgeting, cash flow forecasting and day to day accounting, like AP/AR and reconciliations. Filled in for the Vice President of Finance & Accounting. Completed Finance Policies and Procedures Manual.

Full-cycle accounting, reconciliations, payroll, budgeting and financial reporting.

Developed full business plan with complete financial model, business model canvass and pitch deck for this student-focused, collaborative, multi-media social media start-up. Actively pitched the concept to potential partners.

Vaccine & gene therapy medical research nonprofit. Built a 7-person finance, admin & grant department for this medical research start-up. Performed accounting conversion from Oracle to Solomon. Interviewed, evaluated & engaged outside vendors ranging from audit firms, banks, to software companies. Created a planning & budgeting system. Performed treasury functions. Wrote policies & procedures for accounting, procurement, financial controls and grants.

Produced monthly Key Performance Indicator (KPI) report for the SVP of the utility. Developed an action plan to better support the individual power plants with budgeting and KPI reporting.

International development nonprofit. Managed accounting, finance, procurement, grants, human resources and IT of this international development non-profit’s USAID country projects. Lead the finance and accounting group in the development of a budget system. Performed treasury functions.

Global nonprofit micro finance organization.

Nonprofit preserving the land, literature & legacy of Henry David Thoreau.

West African based Grameen micro finance organization.

Responsible for financial analysis and budgeting. Maintained & updated the financial model to track and understand this rocket & satellite firm’s pipeline of orders.

Internet startup & web development company. Managed finance department. Transitioned this internet start-up’s Peachtree to Great Plains accounting system. Created a firm-wide budgeting system, maintained the financial model, and updated the private placement and business plan memorandum. Identified & evaluated new systems to implement.

Management Systems: Transferred product tracking methodology to developers creating a new purchase order software/system. Collaborated with New York product development & an outside software company to design, customize, beta test & roll-out the software throughout the division, including training worldwide offices. Provided personalized customer service to the division’s merchandise groups following system roll-out & oversaw a 10-person clerical staff that I rotated throughout the division at peak times. Provided special project support for critical Christmas buying season in Taiwan.Production Logistics: Consulted in Macy’s overseas Hungarian product development office to evaluate office operations & create Excel tools to assist staff in doing daily work, like a detailed spreadsheet to calculate fabric & component order quantities based on factory usage & purchase quantity. Created a relational database in Access to track orders throughout the product lifecycle. Travelled to all overseas product development offices to train staff on a new Microdynamics system that allowed product design staff to create online product specification packages that offices would use with suppliers to create samples, get bids & perform quality control.Sr. Analyst/Counselor Corp. Finance: Led a corporate finance team & coordinated the various retail divisions to create a detailed, five-year financial & operating business plan to greatly improve the company’s sales, financial & operating performance for Macy’s bankruptcy reorganization. Valued each retail division & the individual stores. Performed detailed store closing analysis. On a special assignment to Macy’s West Division, created & led Intensive Care Stores Project with store management to take the worst performing stores through special merchandise category & operating expense analyses that identified innovative ways to increase gross margin & make operations more efficient. Performed capital expenditure & advertising analyses.

Top tier Wall Street investment bank. Performed company valuations, worked on Mergers & Acquisitions (M&A). IPOs and debt financing (which included due diligence, financial modeling & editing corporate legal documents) for this bulge bracket investment bank. Researched & wrote industry research reports & a presentation on ways to best create shareholder value. Created corporate finance & M&A sales pitch books.