Diana Smith Email and Phone Number

-Transforming nonprofit client financial departments to help them meet their mission.-Financial reporting for management and Board decision making and presentations.-Recommending and implementing improvements to accounting, operations, internal controls, and compliance policies and procedures, supporting client strategy and best practices.-Transactional activities including accounts payable, accounts receivable (revenue recognition and billing), and payroll, general accounting… Show more -Transforming nonprofit client financial departments to help them meet their mission.-Financial reporting for management and Board decision making and presentations.-Recommending and implementing improvements to accounting, operations, internal controls, and compliance policies and procedures, supporting client strategy and best practices.-Transactional activities including accounts payable, accounts receivable (revenue recognition and billing), and payroll, general accounting, reconciliations, month-end close, and maintaining workpapers.-Analysis and data visualization, budgeting and forecasting.-Grant management, allocations, and funder reporting.-Prepare for and manage annual audit.-Client and staff training opportunities. Show less

• Taught Principles of Accounting II course in-seat utilizing online BlackBoard program. • Completed a moderate revision of Advanced Accounting course including PowerPoint lectures.• Selected Contributions:- An anonymous class survey, conducted by administration, yielded high results from the course I taught. This included 87% of the students listing myself and/or the way I taught as the answer to “what did you like most about this course?”

- Provide accurate and timely financial information to the VP of Finance and Campus Operations, administrative committee, the board and internal management for operational and decision-making purposes.- Oversee all financial operations and issues including student accounts, budgeting, financial analysis, endowment and gift accounting, taxation issues and payroll services.- Ensure protection of financial assets by establishing, monitoring and enforcing strong internal controls.-… Show more - Provide accurate and timely financial information to the VP of Finance and Campus Operations, administrative committee, the board and internal management for operational and decision-making purposes.- Oversee all financial operations and issues including student accounts, budgeting, financial analysis, endowment and gift accounting, taxation issues and payroll services.- Ensure protection of financial assets by establishing, monitoring and enforcing strong internal controls.- Comply with federal, state, and local legal requirements by studying existing and new legislation; anticipating future legislation; enforcing adherence to requirements; filing financial reports; advising management on needed actions.- Prepare and/or review interim financial statements, periodic reports, analytic data and other accounting reports as needed.- Oversee annual year-end audit process, ensuring preparation of all required schedules and reports for external auditors.- Prepare annual budgets, train new budget managers and facilitate communication with departmental managers regarding oversight and spending.- Ensure proper monitoring of budget spending, communicating areas of concern and corrective action recommendations to budget managers and/or Administrative Committee members as appropriate.- Ensure adequate staffing of accounting and finance functions by recommending staffing levels, recruiting, selecting and training employees.- Maintain financial staff performance by coaching, counseling, and disciplining employees; planning, monitoring, and appraising job results. Show less

•Develop and maintain financial record keeping and reporting systems.•Supervise payroll, billing, receivables, payables, cash receipts, cash disbursements, and general ledger functions.•Aging management and collections•Produce monthly financial statements including balance sheet, profit/loss statements, and accumulative general ledger using a computer-based accounting system.•Monitor cash flow and investments.•Oversee filing of tax forms including 990, 1099s, IRS pension… Show more •Develop and maintain financial record keeping and reporting systems.•Supervise payroll, billing, receivables, payables, cash receipts, cash disbursements, and general ledger functions.•Aging management and collections•Produce monthly financial statements including balance sheet, profit/loss statements, and accumulative general ledger using a computer-based accounting system.•Monitor cash flow and investments.•Oversee filing of tax forms including 990, 1099s, IRS pension report.•Oversee, in conjunction with independent auditor, preparation of annual audit.•Provides financial analysis and creates business models•Prepares annual budget and forecasting•Creates policies and procedures Show less

• Supervise the overall functions of the Accounting department, establishing workflow and operational procedures.• Maintain chart of accounts –includes church operations, preschool through middle school, bookstore, coffee shop and columbarium.• Set, update and maintain budget files for monthly reporting of actual vs. budget results.• Prepare, review and ensure credibility of financial statements.• Act as a liaison between Accounting and other 15+ departments to enhance and… Show more • Supervise the overall functions of the Accounting department, establishing workflow and operational procedures.• Maintain chart of accounts –includes church operations, preschool through middle school, bookstore, coffee shop and columbarium.• Set, update and maintain budget files for monthly reporting of actual vs. budget results.• Prepare, review and ensure credibility of financial statements.• Act as a liaison between Accounting and other 15+ departments to enhance and improve client satisfaction.• Represent company during external audit.• Supervise annual 1099 preparation, mailing and reporting to the IRS. • Participate in most complex general accounting projects requiring research and analysis.• Conduct annual employee reviews, determine and submit salary adjustment requests, and schedule/approve time off requests for all direct reports.• Utilize Microsoft Dynamics, Outlook, Word and Excel.• Report directly to CFO. Promoted from Accountant III/Lead Accountant in 2010, Accountant II in 2006, and Accountant in 2004.• Selected Contributions:- Addressed all audit concerns; have not received any audit management letters since assuming supervisor role.- Reorganized work flow and assignments to create efficiencies and better utilize individual’s job skills.- Built a strong, effective team with diverse skill sets.- Improved relations with other departments through encouraging questions and explaining the reasons behind policies and procedures.- Created and administered an accounting training program for all new administrative staff that interact with accounting.- Revamped department-level financial reports to provide a cleaner summary and more usability for department heads.- Assisted in financial tracking and reporting of two separate building projects, each exceeding $9M, and a building project and building renovation that each exceeded $1.5M. Show less

• Assisted students from various universities with accounting and finance courses.• Selected Contributions:- Received 4.9 out of 5 stars over the course of 46 lessons rated by students.- Maintained an average 8-hour response time to e-mails from students.

• Assisted students in two Denver Public High Schools with completing their applications for admissions and financial aid.• Answered questions pertaining to college life and procedures.