Counsel and effectively guide Non-Profit organizations and commercial entities on accounting, tax, and reporting requirements. Advise organizations concerning human resources and employee benefits. Make recommendations concerning the purchase and implementation of accounting financial information systems and related computer software to enhance revenue growth, reduce costs, and improve cash flow. Signature Achievements: and• Develop strategic financial and operational plans for Non-Profit clients to facilitate revenue growth, reduce costs, and increase cash flow and investment opportunities.• Play an integral role in generating monthly, quarterly, and annual financial statements analysis and the timely completion of tax returns for Non-Profit and individual clients. • Improve cash flow by advising and effectively guiding clients on banking, treasury, and investment opportunities. • Facilitate the implementation of cloud-based accounting information systems.to analyze financial operations.• Author financial policies and procedures as well as internal controls to ensure the safeguarding of financial assets. assets. Develop risk management plans to mitigate financial and economic loss.• Promote organizational synergy by developing human resources and employee benefit plans for Non-Profit and commercial entities.

As the principal financial officer of CLC, collaborated with the CEO, executive team, finance & audit committee, and Board of Directors to enhance the strategic fiscal management of the organization. Effectively led the organization’s financial operations (including A/R, A/P, Payroll), cash , operational & capital budgeting, and investment management, & forecasting. Presented financial and compliance reports to senior management, program managers, and donors to ensure adherence to GAAP, grants regulations, and donor requirements. Supported HR with authoring employee benefits and compensation management plans. Prepared monthly financial statements and analysis, investment performance reports, as well as coordinated the preparation of schedules for the annual audit and IRS Form 990. Signature Achievements:• Revamped and improved financial reporting model that allowed for improved analysis of financial statement metrics enabling rapid response to changing economic conditions. • Prepared annual operating and capital budgets, leading to greater alignment with CLC’s strategic plan.• Streamlined CLC’s grant budget and reporting processes while maintaining accurate financial reporting and door compliance and expanding funding sources.• Maximized return on CLC’s excess cash reserves by efferently managing an investment portfolio to take advantage of diversified opportunities.• Directed the day-to-day accounting operations, to include A/R, A/P and payroll.• Raised CLC’s donor contributions by collaborating with the Development team to secure new foundation grants.• Worked in partnership with CLC’s outsourced IT consultant to ensure the security and maintenance of the cloud-based computer system. • Protected the organizations’ assets by devising & executing a risk management and mitigation plans.

Served as an outsourced CFO/Controller advising and guiding executive management of Non-Profit entities on strategic financial planning, budgeting, and accounting priorities. Utilized automated financial management software to author monthly financial statements and analytical fiscal reports. Designed and streamlined accounting processes, reporting, and forecasting models to present financial metrics. Signature Achievements:• Achieved fiscal stability through the development of effective financial reporting models.• Collaborated with entities to author strategic plans and compile annual operating and multi-year budgets. • Enhanced financial reporting and analysis by converting various general ledger platforms to cloud-based accounting/financial systems.• Maximized change in net assets and investment earnings by creating cash forecast and revenue projections.• Formulated indirect cost rates and prepared incurred cost submissions to comply with government grants and contract requirements.• Compiled worksheets and schedules for clients to ensure 100% compliance of audit requirements and IRS Form 990.

Managed the cross-functional teams in the implementation of strategic financial and operational plans. Monitored the financial and administrative operations of the association to include accounting, human resources, and information technology. Improved business processes while reengineering internal controls and financial policies & procedures. Participated in the development and implementation of strategic financial and operational plans. Served on the association’s senior management team, as well as staff liaison to the Finance and Audit Committee.Signature Achievements:• Prepared the association’s operating and capital budgets to align with ASTC’s strategic plan.• Utilized financial dashboards, horizontal and vertical analysis to compute financial metrics of all ASTC programs. • Developed quarterly and year-end financial forecasts & models for programs, government and corporate grants which produced increased cash flow, enhanced revenue, and decreased costs.• Implemented internal controls and policies/procedures that yielded increased adherence to GAAP, FASB, and OMB 2 CFR Part 200 Grant regulations. • Developed indirect cost proposals & prepared DCAA incurred cost submissions for federal government contracts. • Administered effective risk management and mitigation policies to secure association assets. • Collaborated with program managers and development staff to secure new federal, corporate, & foundation grants.• Coordinated the preparation of schedules/workpapers for the annual financial audit and IRS Form 990.• Managed the investment, banking, and treasury operations of the organization generating increased cash flow and greater return on assets.

Advised the Institute’s executive leadership team, finance committee, and Board of Directors on a wide range of strategic financial and operational planning activities to facilitate informed decision making. Formulated and monitored FSI’s annual operating, cash, and capital budgets. Authored monthly financial statements, regulatory reports, & quarterly forecasting models for senior management, FSI’s finance committee, and Board of Directors.Signature Achievements:• Authored comprehensive monthly budget variances reports that facilitated greater accountability for budgeted revenue and expenses, allowing for more informed decision making by senior management. • Achieved solid growth in investment returns while simultaneously mitigating risk management exposure by building strategic relationships with investment advisors, financial institutions, and insurance brokers. • Maintained integrity for a database of more than 100 corporate and 40,000 individual members; collaborated with outsourced IT consultant to implement improvements of member database and computer operations.• Streamlined FSI’s outsourced Human Resources and Information Technology operations leading to improved administrative functions and greater efficiency within the organization.

Prepared financial statements and comprehensive financial analyses for organizations utilizing Intacct, Microsoft Dynamics Great Plains, Microsoft Dynamics Great Plains, MS-Excel, and other cloud-based accounting systems. Signature Achievements:• Developed and implemented an efficient financial reporting system resulting in accurate and timely financial statement & investment analysis for multiple organizations. • Prepared, presented, and updated annual operating, capital, and cash budgets for clients.• Led the preparation of schedules and worksheets for year-end audits and IRS Forms 990.

Contributed to the development of strategic financial and operational plans while serving as a member of the association’s leadership council. Advised and effectively guided the CEO and Board of Directors through various financial planning functions. Created and delivered inclusive financial presentations to the CEO, Finance Committee, and Board of Directors.Signature Achievements:• Effectively managed the association’s financial, HR, Information Technology, and Facilities operations.• Compiled annual operating, cash, and capital budgets while monitoring actual financial results against the annual budget and strategic growth targets.• Reduced the time required for financial statement preparation/analysis by revamping the financial closing process.• Strengthened the association’s financial position by implementing fiscal policies/procedures and internal controls that ensured the accurate reporting of financial results. • Boosted employee satisfaction and retention by administering competitive employee benefits and 401(k) retirement plan.• Established and maintained working relationships with financial institutions, investment advisors, and insurance brokers to maximize the safeguarding of assets, improve cash flow, reduce costs, and mitigated financial risk. EDUCATION