The Mechanical Contractors Association of America is a 501(c)(6) Trade Association with an annual budget of $26M supporting the Mechanical Contracting industry.• Oversaw all accounting, investing, and budgetary activities for the association, two public charities, and a related political action committee (PAC).• Advised CEO on financial strategy and presented financial and investment reports at board meetings.• Directed all financial reporting functions, including the preparation and management of monthly financial statements, forecast updates, and key performance indicators.• Managed accounting and finance operations. • Supervised and mentored a team of five full-time staff.• Led the budgeting process, including developing timelines, training staff, and finalizing budgets for board approval.• Managed relationships with auditors, bankers, insurance agents, and investment advisors; managed $30M investment portfolio; oversaw external audits; and ensured compliance with tax filings.• Served as finance lead for the successful implementation of Microsoft Dynamics SL and Intacct accounting system conversions.• Provided leadership during the association management system transition from IMIS to Fonteva.• Administered payroll, benefits, and 401(k) plans, and served as HR and IT liaison at various points.• Assessed and maintained internal controls over financial resources and assets.• Updated and revised the accounting and finance manual to ensure compliance and reflect current practices.

CHF International is a 501(c)(3) International NGO with a $350M budget engaging in humanitarian assistance and micro-finance programs worldwide.• Provided financial and compliance support across 54 projects totaling $55M in Europe, Middle East, and Asia. • Prepared consolidated financial statements for CHF, including six micro-finance institutions and a European subsidiary.• Presented financial results to the Board of Directors and Finance Committee quarterly.• Led fiscal year budgeting, including project budgets, G&A, and fringe budgets; developed training materials. • Reviewed and approved proposal budgets for Federal and Non-Federal donors. • Administered the CHF 401(k) plan and assisted in the closeout of the former Defined Benefit Plan. • Successfully implemented FRx Forecaster, automating fiscal year budgeting. • Reduced payroll processing time by coordinating customization of payroll software to automate journal entries. • Improved financial controls by redesigning the system to minimize Federal cash held in the field.

• Supervised daily operations of the Accounting Department (AP, AR, Payroll). • Prepared consolidated financial statements for global operations. • Coordinated annual OMB A-133 audit and enhanced internal controls through formal reviews of transactions.• Automated recording of international project expenditures and budget entry, reducing time by over 90%.• Led implementation of ADP’s E-time electronic timesheet system.• Established criteria for monitoring monthly foreign office operations.• Developed accounting policies and procedures; improved financial reporting formats.

AAHP is a trade association with an annual budget of $35 million representing the Managed Care Industry. • Coordinated the closing of the AMCRA offices and the related merger of both company’s financial records. • Developed a new Job Costing system compliant with OMB Circular A-122.• Coordinated the implementation of new accounting software, including the design of financial reports.• Prepared financial statements and supervised accounting staff.• Managed a $10M investment portfolio and developed financial strategies to maximize profits.• Oversaw annual audit preparation and ensured compliance with all tax filings.• Prepared budgets for grant requests and provided financial oversight for funding. • Troubleshot and resolved issues related to accounting software and internal financial processes.

AMCRA was a trade association serving the Managed Care Industry with an annual budget of $3M. •Managed all operations of the Accounting/Finance Department. •Prepared the annual budget. •Reviewed all tax filings.•Presented budget and annual audit to the Finance Committee and Board of Directors.•Developed an investment policy and managed a $3 million dollar investment portfolio. •Managed pension and health benefits. •Coordinated due diligence review of successor association.

Regional CPA firm specializing non-profit, governmental, and construction clients.•Planned, supervised audit engagements of small to mid-sized non-profit organizations.•Audited federal grants in accordance with the requirements of OMB Circular A-133.•Participated in the development of the firm's procedures to audit federal awards under OMB Circular A-133. •Developed and conducted professional education seminar on auditing non-profit A-133 clients for the firm.•Published four articles in the Non-Profit Journal, two of which were republished in other non-profit publications. •Organized several seminars for non-profit financial professionals on current topics of interest.

•Planned, supervised audit engagements of small to mid-sized non-profit organizations.

•Compiled financial statements of a variety of construction, retail, non-profit, DCAA contracting, and consulting clients.