Lead and managed financial and risk management operations for a large multi-entity non-profit organization focused on providing capital to both non-profit and for-profit social enterprises. Served as a key advisor to the CEO and as a member of a four (4) person executive management team; developed and implemented RSF’s vision and strategy. Managed up to $20M lines of credit.Lead and managed five (5) teams consisting of 17 staff members.Created Operations Team, consisting of all 10 RSF departments, to enhance organization-wide communication, innovation and productivity by drafting and owning the annual operating plan and budget. SELECT HIGHLIGHTS:Played lead role in growth of total assets from $70M in 2004 to $180M in 2016. Maximized the use of systems and technology, creating highly efficient organization structures to oversee $20M in total revenue and a $7M operating budget (never exceeded budgetary limits during tenure). Created COO position and served as RSF COO from 2010 through 2014. In addition to CFO role, focused on program leadership and collaboration. PROGRAMS INCLUDED:Social Enterprise LendingProgram Related InvestmentsPhilanthropic ServicesImpact Investing. Trained a direct report to take over COO role in 2015.Oversaw financial and legal management of 2k funds of which 200 were philanthropic service funds.Worked with community banks and non-profit organizations to jointly fund loans, family offices to invest in program related investment program and sharing best practices with other social enterprise organizations. Staff ManagementFinancial & Impact ReportingAuditsChange ManagementStrategic PlanningCompliancePhilanthropic ServicesSocial Enterprise LendingImpact InvestingProcess ImplementationRetirement PlansWorkflow Productivity AdvancementsBusiness PlanningCost ControlsOperational Management

Directed operations for financial services startup, including:A/PPayrollCash Flow ManagementFinancial ReportingBudgets TaxesContributed to efforts to secure funding through preparation of key documents and financial projections. Advised CEO and executive team on the best organizational structure to align and implement strategic visionSELECT HIGHLIGHTS:Created and developed a Risk Mitigation Product. Worked with the three (3) other partners to develop an efficient new way to provide investment “portfolio insurance” to retail clients.Obtained a United States Patent for the Risk Mitigation Product.Board RelationsAsset ProtectionOrganizational DevelopmentRisk ManagementGross Margin MaximizationCost ControlsComplianceInternal ControlsFinancial Statement PreparationWorkflow Productivity Enhancements

First-mover nationwide DSL internet telecommunications company providing internet connections to small business clients. Oversaw finance, accounting and customer care and support operations. Managed initial growth of company, from $0 to $10M: Was proactive and anticipated when new staff was needed to manage the new client pipeline.Played lead role in development/implementation of core organizational structure including:Hired, trained, and managed five (5) direct manager reports and up to 30 staff members.AccountingHuman ResourcesInformation SystemsTechnical SupportCustomer CareFacilitiesOptimized efficiency and accuracy of finance operations: by driving deployment of enterprise-based accounting, financial and communications systems and tools (PeopleSoft, Oracle, Portal Billing and Siebel.)Cash Flow ManagementRetirement PlansForecastingFinancial ReportingOrganizational DevelopmentBoard RelationsStaff LeadershipInternal ControlsStrategic PlanningOperational Management