James S. Email and Phone Number

• Under The direction of the Board and Executive Director provide financial and operational oversight for a non-profit with seven regional offices and $5.1 million operating budget. • Grant administration for state and federal grants, ensuring adherence to grant agreements and compliance with 2CFR, Part 200.• Develop metrics to measure operational and financial results against goals and projections. • Ensure the accuracy and transparency of all financial and regulatory reporting. • Guide H.R policy and operations for over 80 employee including recruitment, payroll, benefit administration, and human resources management system. • Direct business office staff in the preparation of annual audit work papers and schedules including Form 990 and annual 5500 reporting.Selected Accomplishments• Restructured grant accounting processes to ensure compliance with federal regulations.• Revised procurement policies and procedures to align with 2CFR, Part 200 for all grant expenditures.• Comprehensive study of personnel policies, implemented new evaluation process for all employees, secured Board approval for $15 per hour minimum wage for all employees.• Streamlined business office operations resulting in 1.5 fewer FTE employees and 25% ($50K) annual savings.

In collaboration with the President and other senior management: Execute the school’s strategic plan, developing strategies for the sustainable growth. Navigate complex issues involving stake-holders where the goals of the administration must be assessed in light of the objectives of students, faculty, board members, and donors.Evaluate processes and procedures to align resources and effectively achieve the organizations objectives; employing best practices and utilizing technology and other available solutions. Daily, directing accounting, investment, human resources, and facilities management:Provide financial and operational oversight for a school with a 70 acre campus, $6.5 million operating budget, and over $58 million in assets.Implement risk management strategies through membership in EIIA, staff training, and assuring appropriate levels of property, casualty and liability insurance. Develop metrics to measure operational and financial results against goals and projections.Execute an investment program for our $41 million endowment fund. Ensure the accuracy and transparency of all financial and regulatory reporting.Guide H.R policy and operations for over 80 faculty and staff members including recruitment, payroll, benefit administration, and human resources management system.Direct business office staff in the preparation of annual audit work papers and schedules.Selected AccomplishmentsStreamlined business office and human resources operations reducing operating costs 16% ($55K) annually. Negotiated $1.5 million gift annuity settlement securing an additional $800K for endowed scholarshipsTransitioned employee health insurance from a self-insured to fully insured plan; reducing risk exposure, initiating annual review and bid process, no increase in premiums over past three years. Engaged in a comprehensive evaluation of 403B/457 retirement plan that increased the number of investment options while providing a 40 basis point cost savings.

Managed all aspects of business operations, providing guidance and leadership to administrative committees and volunteers. Principal functions included Administration, Human Resources, Team Leadership, Facilities Management, Technology, Finance, Project Management, and Ministry Support.-Managed budgeting, forecasting, and expense reporting-Organized and led operations during $2 million capital improvements program-Provided direct supervision for groups of 5 – 25 employees-Conducted multiple fundraising events/campaigns of $50,000 - $1,100,000-Prepare & manage annual operations budgets of $600,000 - $800,000-Managed facilities totaling 69,000 sq. ft.

-Served as Administrative Pastor-Prepared and managed $1.5 million operating budget-Supervised administrative and custodial staff, business office-Secured financing for real estate purchases-Led update of church's design format, branding, logo and newsletter-Provided spiritual and pastoral leadership to the church membership