• Leadership/Financial Management-Directed fiscal management for $163m asset portfolio, encompassing 695 funds, 8 loans/notes receivable, and $3.4 million in bequests. Proactively managed cash flow and rebalanced investment portfolios in alignment with strategic objectives.• Comprehensive Fund Accounting-Implemented and oversaw intricate accounting systems to ensure precise tracking of fund activities while adhering to GAAP, IRS regulations, and audit standards. Ensured timely and accurate monthly book closures.• Strategic Budgeting and Financial Reporting-Developed and managed the annual budget, providing detailed monthly budget-to-actual reports to the Executive Director and Board. Prepared consolidated financial statements offering critical insights for strategic decision-making.• Operational Efficiency and System Improvements-Identified and implemented technology and process enhancements to drive operational efficiency. Continuously assessed internal controls to safeguard assets and mitigate risks.• Tax Compliance and Donor Relations-Managed CRUTs and Gift Annuities, calculating and processing distributions. Facilitated year-end data for accurate tax preparation and reporting, providing summaries and recommendations to donor advisors.• Real Estate and Contract Oversight-Oversaw multiple real estate contracts, ensuring compliance and performance while managing related accounting functions.• Payroll and Asset Management-Reconciled payroll and tax filings, maintained fixed asset schedules, and performed full charge accounting functions, including accounts payable/receivable, vendor 1099 status verification, and year-end reporting.

Developed a more efficient fund statement reporting process, reducing production time by 30% and improved fund holder satisfaction by enhancing the clarity and timeliness of reports.• Portfolio Management Expertise: Managed a $66.9M asset portfolio, which included 502 funds, notes receivable, and real estate. Monitored and analyzed marketable securities and assets, ensuring optimal fund performance.• Financial Reporting Leadership: Delivered accurate monthly financial statements to the Board of Directors, while managing all aspects of accounts payable, receivable, grants, and vendor reconciliations.• Budget Development and Analysis: Played a key role in developing the annual operating budget and conducting variance analysis to align expenditures with financial goals.• Audit and Compliance Oversight: Coordinated annual audit preparation, developed internal control procedures, and created accounting system manuals that ensured compliance and operational efficiency.• System Implementation and Payroll: Acted as an accounting software system analyst, improving workflow efficiency by integrating systems with Excel and Word. Managed payroll processes, ensuring timely pension contributions and compliance with regulatory standards.

Full charge accounting for WVCF, and I currently fill in with contract work as needed.• Successfully implemented new accounting procedures that improved audit accuracy and reduced audit completion time by 15%.• Developed a comprehensive fund allocation spreadsheet, streamlining financial tracking and reporting.• Created a detailed three-year rolling scholarship analysis incorporating spendable allocations of 4%,5%, & 6%.• Financial Statement Preparation: Managed fund accounting, prepared financial statements, and handled vendor reconciliations. Established improved accounting procedures and internal controls.• Accounting System Optimization: Led the overhaul of the Blackbaud accounting system, resolving discrepancies, and ensuring full reconciliation across vendor accounts.• Audit Coordination: Prepared documents for annual audits, working directly with auditors to address inefficiencies and ensure compliance.

• Developed and implemented A/P accounting system-$18.5 Billion total assets.• Documented A/P Department procedures and established internal controls.• Substantiated annual independent audit.• Developed positive rapport with major departments relying on A/P. Performed extensive account reconciliations utilizing Excel and other spreadsheet applications.• Established an internship program for A/P Department.