Jeffrey Urich, Fmva® Email & Phone Number

Scarborough, Me, Us

New York, Us

Westwood, Nj, Us

I oversaw all financial operations for a top Registered Investment Advisory (RIA) firm. I lead the accounting, financial reporting, budgeting, and compliance functions while providing strategic financial leadership to enhance profitability, resource allocation, and operational efficiency. I drove technology initiatives to streamline processes and lead the firm’s mergers and acquisitions activities.✔Consolidated financial functions post-acquisition, reducing costs by $30k and transitioning from quarterly to monthly closings.✔Reduced financial operations staff from 6 to 2 employees, improving efficiency.✔Led a transition to NetSuite and Airbase, streamlining financial operations.✔Created office-level reporting for 17 locations, improving visibility into revenue, expenses, and budgets.✔Developed and rolled out a 3-statement projection model for 3 years, including KPIs and ratio analysis.✔Increased interest income by 30% through a new investment process.✔Implemented a fully integrated payroll system, reducing payroll processing time by 25%.✔Established a system to analyze costs for each revenue line, optimizing resource use.

I supported the CFO during a period of significant growth, handling transaction processing, financial reporting, budgeting, and financial modeling. I played a key role in acquisition analysis, cash flow forecasting, and standardizing procedures to streamline operations and improve the firm's financial health.✔Authored the company’s accounting and finance policy manual, standardizing processes across the organization.✔Transitioned the firm’s health insurance plan from level-funded to self-funded, saving $200k and reducing employee costs by 75%.✔Introduced long-term cash flow projections, providing visibility for up to 15 months.✔Led the project to transition to a cloud-based equity management solution, improving data accessibility.

Seized opportunity to combine accounting and management talent with lifelong dream of missionary work, advancing nonprofits in US and Ireland, serving rural communities. Director of Finance & Administration - Northern Light Network, AK, 4 years✔Directed all financial and accounting functions and supervised multi department team of 6.✔Led development team of 9 to launch FCC-approved radio station and created brand, programming, and funding strategies; managed and executed $250K budget.✔Influenced and united leadership to reach nonprofit vision.Accounting Manager - Native Village of Kluti-Kaah (NVKK), AK, 4 years✔Drove financial changes to preserve federally recognized native tribal entity/nonprofit providing facilities and tribal services with $500K budgets.✔Uncovered $200K+ of grant opportunities after producing 3 years of clean financial audits.✔Reduced audit services expense by negotiating $15K contract.✔Reconciled bank and general ledger (GL) accounts, established QuickBooks database, set up documentation process, provided reliable financial reporting.✔Established Quickbook payroll system, payroll policies/procedures, and trained staff.✔Wrote accounting manual with clear financial guidelines.Administrator - Alaska Freedom Journey, Anchorage, AK 4, years✔Handled all accounting functions, financial transactions, and financial reports.✔Proposed, designed, and oversaw establishment of accounting system and trained team on policies and procedures.Accounting Manager/Treasurer - Calvary Mission; Claremorris, Ireland, 3 years✔Increased donations 30% through new technology.✔Improved financial transparency, reviewing and providing improvements of financial procedures for 8 Calvary organizations; advise on financial matters, ensure compliance, and file reports with Irish Charities Regulator.✔Planned, organized, and implemented financial system and procedures for new organization serving rural Ireland.

✔Oversaw accounting functions, financial transaction processing, and reporting.✔Developed and implemented system for cash flow management.✔Streamlined monthly closing process, reduced excess inventory, and developed budgets for multiple divisions totaling $25 million annual revenues.

Bachelor'S Degree, Finance

Master Of Arts - Ma

Associate Of Science - As, Accounting