Gilbert D. Email & Phone Number

Washington, District Of Columbia, United States

As the CFO I joined the association’s senior leadership team and provide executive leadership to financial strategy and planning to ensure financial stability and growth. All while providing day-to-day oversight of the association's finance, conference and meeting planning, technology, membership, marketing, and business operations Overseeing the annual operating budget of $16 million and an investment portfolio of $10 to $12 million, the chief financial officer is responsible for finances, budget and accounting, audit and taxes, investments, risk management, purchasing, security, technology, membership, and marketing, and occasionally acts as a liaison with outside legal counsel on association business and the contractual work related to the association’s annual conference.

New York, New York

Washington, District Of Columbia, United States

Promoted to Chief Operating Officer to lead and manage the efficient and effective implementation of COC’s core business functions and internal operations, in line with the organization’s strategy, consistent with our standards and values; and in compliance with donor, government and other standards and requirements.

Washington, District Of Columbia, United States

• Promoted to Deputy Chief Financial & Administrative Officer in November 2020 • Successfully prepared and monitored annual grant and operating budgets totaling ~$40M• Worked alongside Development department to manage over $2M in private donations• Led cross-departmental team (Human Resources, IT, and Finance) to analyze outdated payroll processes and identify new technology for process improvements to produce accurate payrolls; goal achieved by 80%

Greater New York City Area

• Oversaw financial activities and monitoring of $4M operating budget, resulted in identification of over $150K in cost savings • Coordinated with Human Resources and management team to analyze staffing needs, develop employee onboarding procedures and materials, and create retention initiatives to address employee satisfaction• Successfully negotiated and managed contracts with 120+ program partners to sponsor and facilitate programming for over 8,000 students

Greater New York City Area

• Worked alongside Vice President of Finance and Chief Financial and Administrative Officer to provide ongoing oversight and monitoring of a programming and organization budget of over $85M• Managed agency-wide auditing activities with independent auditors and program audits with government funders to ensure ongoing compliance with fiscal management policies

• Promoted to Senior Accountant after successfully analyzing financial records of a 16,000-member client and recovering over $250K in budgeted revenue due to erroneous calculations• Increased efficiencies within auditing tasks by automating processes allowing the implementation of remote auditing practices, resulted in a significant decrease in overall auditing timelines • Analyzed and evaluated internal controls for over 20 clients annually across the private and public sectors (i.e. nonprofits, religious organizations, schools, etc.)

• Performed duties of the Business Manager for a Labor Union with over 16,000 members and $12 million dollars in revenue• Responsible for all journal ledger work including journal entries and bank reconciliations • Assisted in strategic financial projects involving finance and accounting processes and procedures• Identified opportunity areas and implemented improvements in the planning process• Aided with financial, compliance audits and other reporting requirements• Accountable for accounts payable for invoice discrepancies and vendor invoice settlements• Performed monthly preparation of financial statements and balance sheet analysis• Participated in and helped manage the annual budgeting process which includes the preparation of detailed income and expense budgets • Worked on special projects related to the Finance area or that require the department's involvement• Assisted the Secretary/Treasurer with various tasks, including audits, budgets and forecasts• Prepared comprehensive presentations describing various processes, ranging from the internal control to the budget process.