Controller March (2016-November 2019)Staff Accountant (September 2014-March 2016)Prepare and review financial statements to ensure accuracy and compliance with U.S. GAAP.Oversee and advise financial management of all grant funding received.Direct annual business plan and budget preparation for 13 million dollar revenue budget, and guide annual capital planning process.Provide assistance to directors and executives, and analyze financial reports helping turn over a decade of annual losses into a positive net margin. Including the development risk analysis’ and financial projections.Oversee and organize preparation for the external year end audit.Prepare and file 990 and submit statistical information to YMCA of US.Worked with independent accounting firm to analyze and develop a financial policies in compliance with new accounting standards including ASC 606. Guided Board Committee and executive staff through implications and processes. Launched and implemented electronic purchase order, personal expense, and fixed asset softwares.Meet with and present timely information to the Board of Directors and Finance and Audit Committee on a monthly basis.Manage and develop five direct and indirect h Board accounting and business services staff.Develop and evaluate policies and procedures for proper internal controls. Selected by YMCA of USA to train and educate staff statewide on proper fiscal management.Review and monitor all general ledger transactions, AP and AR.

Collaborate with Office Administrators to build the budgets of 20 offices.Review and edit firm financial statements on a monthly basis.Investigate budget expense variances for monthly management reports.Review rent and subtenant payments on a monthly basis and inquire about missing payments.Collect and submit sensitive firm data for national statistical surveys.Work closely with the Director of Finance and Financial Analysts to complete projects throughout the year, including upgrading budgeting software.Monitor internal rush check requests to ensure checks are received timely. Assist in filing foreign taxes and office property taxes for 17 US offices.Reconcile firm credit card monthly.Complete monthly expense allocation process.Create general journal entries.

Reconciled asset holdings daily, weekly, and monthly.Assisted in testing new reconciliation methods.

Kept daily records of office finances and ran reports for financial analysis and comparison.Developed an organizational budget to be carried forward each year.Led the selection and interviewing process to fill finance intern position.Assisted in the payroll process for over 90 employees.

Documented and tested supportive information.Worked closely with clients to complete the audit.Assisted in the preparation of financial statements and official letters.

Reviewed and processed applications in the database for the charitable foundation.Developed educational training materials and prepared correspondence.Assisted in the organization and running of accreditation examination sessions.Created forms, PowerPoints, and signs to be used at company events.

Answered client’s computer questions over the phone and in person.Monitored computer labs, assisted students as needed.Followed up with clients on outstanding problems and logged information.Performed research to gain new knowledge of all programs.

Processed daily banking transactions and balanced cash drawer daily.Suggested banking products and services that could benefit customers.

Filed confidential documents, business bills, and invoices.