Cfo, Cco
CurrentStatewide nonprofit 1.5MM households; ~2,500 employees; operating budget of $125MM and assets of $250MM; 100 locations serving in 103 counties statewide.• Successful close on $42MM in New Markets Tax Credits, provide essential funding of $7.5MM for $150MM Opportunity Campus in partnership with Norton HealthcareDrive agency-wide initiatives to achieve strategic plan goals while leading team of up to 50 in human resources, finance, facilities, information technology and risk management.• Develop 15-member Finance team responsible for data analytics, financial stewardship and monthly clean financial reporting, annual audits, achieving low risk auditee status for federal grants.• Drove initiatives leading to cumulative annual savings of $3MM. • Increased financial reporting efficiency, clarity and brevity by implementing dashboards to communicate financial health and areas needing improvement to the Board of Trustees.• Increased investment returns by 300% by creating investment policy for $35MM in liquid assets, developing $20MM endowment fund generating $2.4MM for Career Services.• Reduced OSHA recordable rate by 75% elevating importance of organization wide safety through trainings, communication and root cause analysis.• Led two 3-year accreditations from CARF.• Improved employee retirement outcomes by 50% through reducing fees and selecting platform to provide higher return target date funds.• Closed on 15 properties for stores, established 20-acre Opportunity Campus and expanded Career Services statewide footprint.