Direct finances for $30 million non-profit, including preparation of financial statements, payroll, budget, and audit oversight.

Partner in consulting firm offering administrative, operations, technical and organizational management services and solutions to local business, social enterprise and not-for-profit organizations.

Duties include financial statement analysis, private equity investment assessment, performance compliance, analytical and research systems integration and development, and co-management of the investment portfolio. Management responsibilities include review of legal documents and various forms of financial, budget and economic data analysis. Instrumental in firm building out both its analytical and back-office processes.

Provided process improvement and automation services to investment management firms. Client base included the largest minority-owned investment manager in the country. Services included soft dollar accounting, portfolio accounting systems analysis, and investment performance standards interpretation and application. Developed software to enhance investment managers' ability to successfully market performance. Brought stability and streamlined information flow to Investment Operations departments.

Served as Analyst for mutual fund giant's Institutional Brokerage Development Group located in RTP. Wrote system design specifications for .NET thick-client and multi-tier web applications. Primary responsibility was writing the specifications for largest functional area of $50 million, multi-year, application rolled out in late 2008. Built exceptional relationships with business sponsors to better understand and refine the business requirements. Developed positive team dynamics through requirements gathering and design sessions. Highly respected by business sponsors and technical team members alike.

Was key contributor to operational and compliance efforts of Durham, NC-based investment manager with $2.5 billion under management. Compliance reviews included performance reconciliation, soft dollars and assets under management. Created and maintained corporate budget and monthly cash flow projections. As Controller, oversaw Accounting staff and all accounting activities – A/P, A/R, Payroll and financial reporting. Developed custom reports and performed advanced investment performance analytics for various marketing and operational efforts. Proactively enhanced databases to meet new marketing and operational requirements. Dramatically improved the efficiency of multi-million-dollar portfolio accounting systemSuccessfully transformed $1.5 million soft-dollar budgeting process.

Primary resource manager for $45 million College of Arts and Sciences budget encompassing state operating, endowment, and income funds. Responsible for development of long-range budget plans and projections. As Project Director of the largest arts center ever built within SUNY, served as liaison between end users, architects, contractors, and consultants. Responsible for strategic planning and preparation of operational budgets and financial reports. Coordinated significant capital purchases and negotiated multi-million-dollar contracts. Directed explosive growth of IT staff, including day-to-day direction of IT equipment procurement and various educational technology initiatives. Expertly led administrative staff through numerous complex planning and budgeting exercises.