Led finance and accounting during a time of transition. These functions were outsourced and being mismanaged. During my time with IANA, I was able to bring all reconciliations and financial reports current for the year end audit. I handled the year end audit, which received an unqualified opinion. I then completed month end closes for January and February before transferring the daily functions to IANA's outside CPA firm.

Deliverd key projects, including research of generational characteristics to understand volunteer recruitment and develop motivational strategies. Facilitate Holocaust survivor programs, support special events, and partner with cross-functional teams to meet project requirements, schedules, and deadlines. Identify new stakeholder opportunities, verify stakeholder satisfaction during project transitions, and conduct post-project evaluations to determine successful and unsuccessful elements. Compile user manuals, training materials, and other documentation to enable successful implementation of processes/systems. Generate status reports, collect/analyze project data, process change requests, and alert all parties of change impacts on schedule and budget. • Gained tour certification for museum’s permanent exhibit and “American’s and The Holocaust” exhibit.• Developed project deliverables while ensuring adherence to quality standards; designed and executed effective project communication plans.

Responsible for all accounting operations, including financial data consolidation and accuracy across functions. Drafted regulatory reports, defined business performance metrics, and guided leadership decision-making with data-driven facts. Met regulatory guidelines for compliance, standards, and accounting reports. Evaluated systems, software, and databases to measure effectiveness. Directed monthly/quarterly financial statement preparation, annual non-profit tax return, budget development, and cashflow/expense analysis. Directed payroll, accounts payable, and accounts receivable functions. Reconciled accounts identified and resolved discrepancies and enforced all regulatory guidelines. Wrote schedules, audit workpapers, and audit report notes. Interpreted GAAP policies and presented trainings and federal reports. • Analyzed current accounting operations to offer process improvements. • Formulated and established internal control systems in alignment with company guidelines and standards. • Researched and implemented GAAP changes to non-profit financial reporting requirements.

Acted as A-123 and FMFIA core team leader tasked with organization and supervision of teams, training material creation, training delivery, and daily delegation. Presented reports and financial status to management. Crafted policies, guidelines, short- and long-term priorities, and goals. Ensured project met OMB and treasury guidelines. Maintained up to date knowledge of best practices and applied to various procedures. Identified program efficiencies, tested controls, and attended intra-governmental A-123 task group meetings to discuss best practices and evaluate team member work assignments. Updated computer systems with program functions, data, and other information to ensure compliance with department standards. • Established A-123 program to meet Sarbanes/Oxley requirements. • Served as Section Chief when appointed professional was unavailable. • Initiated flowcharting procedures and key internal controls documented in A-123 process. • Wrote final report on A-123 and draft assurance statement to be included in department’s performance and accountability report.

Leveraged financial technologies to review policies, analyze costs/operations, identify risks, streamline operations, research trends, enhance efficiency, and create new hire training materials. Generated ad hoc, routine, and management reports. Partnered with technical and non-technical staff and departmental personnel to create information systems procedures. Liaised between groups to develop and implement policies, models, enhancements, and system modules. Attended committee meetings and brainstormed strategy development ideas for systems development efforts. • Built finance department’s data mining division. • Delivered new hire orientation and training for staff in how to use system models. • Defined business process maps to provide foundation in understanding business activities; utilized maps to improve and develop processes, models, and procedures. • Wrote and implemented new procedures and educated technical and non-technical professionals on systems information maintenance. • Additional role as Systems Accountant from 1992 – 2003.

Additional positions at: US Department of Education, National Electrics Warranty Corporation, Professional Risk Management Services, Prudential Home Mortgage Company (Wells Fargo), Smith-Sternau Organization (Seabury and Smith), and the United States Navy (Veteran). Details provided upon request.

Participated in Operation Frequent Wind (FW) in the Spring of 1975 during the fall of Saigon, South Vietnam. Participated in Operation New Life on the heels of FW rescuing the remnants of the South Vietnamese Navy and over 33,000 refugees.