Management of K-12 private school finances, budget, operations, human resources, legal, facilities and strategic planning. School serves students throughout San Francisco Bay Area.- Managed $5.5 million budget with presentation of financial statements to the Finance Committee and Board of Directors.- Responsible for finance, not-for-profit accounting, audit, forecasting, budgeting, payroll, legal, and tax.- Operated three facilities including rental property and over $2 million in loans.- Ensured compliance with human resource laws and regulations as well local, state and federal laws and tax requirements.- Oversaw tuition management system to manage contracts, tuition and financial aid.- Managed risk, operations, insurance, IT and building procedures to mitigate risk and ensure safety.- Reduced costs and maximized revenue opportunities; negotiated all contracts.- Engaged in strategic planning, internal process improvement, and systems implementation.

Recruited to provide fiscal, fundraising, and operational leadership as well as community awareness.- Raised $3.3+ million through funding from corporations, foundations, government and individuals.- Maintained consecutive annual budget surpluses of $400,000 to $700,000 during tenure.- Presented annual budget to Board of Directors; reviewed budgeted, projected and actual revenues and expenses with Finance Committee monthly and Board bi-monthly.- Oversaw Finance & Operations including: accounting, investments, endowment, payroll, internal controls, compliance, legal issues and annual audit as well as HR, IT, facilities, leasing, accreditation, Title IX, admissions and development. - Negotiated an agreement with Cleveland Clinic, University Hospitals and MetroHealth to expand medical programs and to obtain $600,000 in Department of Labor training grant.- Expanded budget by $300,000 and increased capacity of adult programs by 300% (150 students) through program redesign -- generating an economic impact of $4.5 million in wages and reduced government benefits.

- Spearheaded M&T Bank’s private-public partnership with the Buffalo Public School District, Unions, State Education Department and a PK-8 public school (90% free/reduced lunch) to create the Westminster School (later charter school).- Initiated conversion to independent charter school status in 2003 to reduce staff turnover and improve fiscal autonomy; headed financial, operational, legal, regulatory, and all oversight aspects of 2,000 page state charter start-up document.- Oversaw $7.5+ million annual budget: managed accounting, audit, payroll, compensation, grant compliance, annual reports, all financial statements, ad hoc reports, projections, investments, risk mitigation and internal controls.- Raised $22+ million in private and public funds from local, state and national sources between 2004 and 2012.- Utilized $1.5+ million in operating surpluses to expand/renovate facilities (e.g., cafeteria, classrooms, offices) and add new resources (e.g., integration of a public library and construction/implementation of the 1st school based health clinic).- Directed operations including HR, facilities, IT, purchasing, food services, construction, security, busing and equipment.- Negotiated legal matters and contracts related to personnel, facilities, construction, large purchases and vendors.- Collaborated with Principal and Staff to lead Westminster from lowest performing Buffalo Public School to among top five in district; CNN ran a feature on Westminster’s academic, financial and operational success. - Led Buffalo Promise Neighborhood (one of 300+ applicants nationally) to win a $12 million Federal Promise Neighborhood Grant to improve children’s outcomes from birth to college/career through academic and social services interventions in three N-12 schools serving 3,000+ students. Only five grants were awarded. Managed $20+ million 5-year budget, accounting setup and grant compliance. Upgraded accounting software to manage larger budgets and grants.

Recruited to report directly to CEO on community and banking projects. - Managed bank’s largest philanthropic effort, a $10 million investment in Westminster School (SEE ABOVE).- Developed new products from concept and business plan through executive approval to implementation and rollout.

Led product development and marketing with a staff of 10+ and cross-departmental steering committee of 30+. - Developed new products and established a new corporate client base of 1,000+; grew net income 60% to $2 million.- Presented at national commercial banking conferences; participated in national user groups.- Conducted multi-state regional training of 100+ Corporate Relationship Managers.

Increased fee income by $1+ million annually through deposit product pricing, float management and credit product fees.

Managed $1 billion in international assets with multiple overseas investment management companies including the California Public Employees’ Retirement System (largest in country).

Managed assets of corporate and institutional pension funds including international holdings.