—General accounting, bookkeeping and tax preparation services to small business clients—Nonprofit accounting consulting—Utilization of technology to provide all services remotely; this included QuickBooks, Xero, Slack, Bill.com, Zoom, Hubdoc, Dext (formerly Receipt Bank) and Jetpack Workflow

—Collaboration with senior leadership team and board of directors to finalize the next fiscal year’s annual budget and submit for approval at year end board meeting —Annual closing, including preparing annual financial statements— Oversight of staff preparation of workpapers for annual audit and coordination with independent auditors—Coordinated annual membership billing of 1,800 families by ensuring the accuracy of accounts receivable records

— Supervision of an internal team, involving account manager, administrative coordinator, and cashier and finance assistant, as well as finance staff to support areas of finance, business planning and budgeting, human resources, administration, and IT— Collaboration with the senior leadership team and board of directors on strategic decision making— Cultivation of productive relationships with institutional personnel, board and committee members, outside vendors, and suppliers— Thorough assessment of monthly, quarterly, and annual managerial reports, along with discussion of results for school management, department supervisors, committees, and board of directors on all funds— Management of annual budget in partnership with executive director and department supervisors; as well as semiannual and annual audit for independent auditors— Administration of monthly, quarterly, and annual closing, involving generating periodic and annual financial statements— Evaluation of general ledger revenue and expense accounts while developing appropriate reporting— Preparation and submission of a plan to centralize purchasing and consolidate vendors— Creation of cash flow analysis by monitoring and ensuring timely banking procedures, transfers between accounts, and general cash management— Strict compliance with GAAP for non-profit organizations in conceptualizing and executing appropriate accounting policies and procedures; as well as school’s guidelines on internal accounting controls— Oversight of IT project manager and indirect management to network systems administrator, IT desktop support, and IT technician— Centralization of school and Lainer School networks and servers; while handling the ongoing planning and development for Blackbaud implementation and integration— Go-to-person as project manager in the major software implementation to consolidate multiple software application data into one system

— Establishment of positive relationships with school personnel and members, board and committee members, and outside vendors and suppliers to ensure efficiency and effectiveness of the Accounting Department— Use of keen attention to detail in assessing and explaining financial statement actuals to budget variances; while fulfilling a wide array of tasks associated with finance and accounting— Spearheading of the overall operations of the Finance Department, including accounts receivable, accounts payable, payroll, and human resources— Evaluation and timely approval of all cash receipts and billing journals; purchase orders, check requests, and cash disbursements; and payroll reports, as well as all general journal entries to MAS 90 for the documentation of adjustments to members’ accounts— Proper maintenance of rabbis’ salary, parsonage, allowance, and discretionary accounts— Presiding over intensive training to department supervisors on accounting issues— Implementation of internal accounting controls in adherence to the school’s policy and procedure manual— Enforcement of regular staff performance evaluations to provide them with feedback on areas of improvement— Commendation for skills in restructuring the Finance Department to optimize the workflow of the organization, which involved formulating and establishing policies and procedures