Lead Finance, Accounting, and Information Technology departments. Coordinate and prepare annual internal and external financial audits, forecasts, proformas, branch budgets, and financial plans. Design and implement technology and financial strategies, oversee $24M budget and 1,000 employees, and report to CEO, Finance Committee, and Board of Directors.KEY COMPETENCIES: ACCOUNTING, IMPLEMENTATION, PROCUREMENT, RESEARCH, FINANCE, LIAISING, ALLIANCESCompleted new markets tax credits transaction, creating $3.3M in equity allowing for new facility construction• Researched tax credits funding potential via seminars and networking with other CFOs • Engaged key partners to plan, coordinate, and execute transaction • Completed closing checklist and compiled reports for all entities, ensuring successKEY COMPETENCIES: TEAM MANAGEMENT, TRAINING, ACCOUNTING SOFTWARE, ADMINISTRATION, SUPERVISIONImplemented new business software system for company-wide transactions, member management, and fundraising• Established and oversaw internal project team to plan and execute system implementation• Actualized plan to train staff, configure software customization, and convert data• Managed schedule, maintained interim data integrity, and led continual staff trainingKEY COMPETENCIES: PROCUREMENT, RESEARCH, POLICIES, FORECASTING, FINANCE, FINANCIAL REPORTSCoordinated with various Texas YMCA groups to implement improved marketing analysis system • Assessed past processes, found key gaps, and researched alternative methodologies• Assembled decision makers from other Texas Associations conduct analysis and gather input• Finalized decision and implemented system to find best new potential locations

Prepared weekly, monthly, and annual financial statements for officers, branch executives, and department heads. Advised executives regularly and presented financial statements to board of directors. Supervised accounts payable, payroll, and accounting departments.

Supervised multiple client engagements simultaneously. Implemented successful yearly plan to increase business development and gain new clients. Collaborated at all levels, including clients, partners, managers, and staff, to ensure exceptional service, accuracy, and client satisfaction.KEY COMPETENCIES: ACCOUNTING, ALLIANCES, FINANCIAL REPORTS, AUDITS, GENERAL LEDGER, MAINTENANCEPromoted two times within audit team structure• Developed key tactical skills as audit associate, learning alongside experienced audit staff• Earned promotion to Senior Auditor; led several successful audits resulting in further promotion KEY COMPETENCIES: AUDITING, MERGERS, ORGANIZATION, FINANCIAL STATEMENTS, FINANCIAL OBJECTIVES Completed major audit engagement for client merging 7 organizations into one• Compiled, organized, and analyzed past fiscal years and prior audits for each organization• Executed audit steps with new combined balance sheet, income statement, and cash flows

Prepared weekly, monthly, and annual financial statements for officers, branch executives, and department heads. Advised executives regularly and presented financial statements to board of directors. Supervised accounts payable, payroll, and accounting departments.

Generated financial statements for 14 YMCA branches. Reconciled general ledger balance sheet accounts, including cash on a monthly basis. Invoiced government-funded programs, worked with various federal and local agencies, and coordinated with YMCA staff to maintain budgetary and operational compliance with applicable regulations.