Judith Marshall Email & Phone Number

Dallas, Texas, United States

Dallas, Texas, United States

Executive-level fiscal leadership of mid-size nonprofit youth-serving agency.Chief operating/financial officer providing oversight for fiscal, grants, IT, electronic records, and human resources management for 501(c)(3) organization. Present financial results to board of directors, annually coordinate 30 external fiscal audits, assist with strategic planning and implement organization's strategic financial initiatives, develop financial and human resource policies and procedures, oversee continuous quality improvement of financial internal control structure, prepare annual operating and capital budgets, prepare and present financial analyses, review finance and human resource performance against agency metrics.

Provided accounting consultation services for nonprofit agencies and private, for-profit companies; Typing; 80 wpm. 10-key; 19,000+ kph.

Provided private consultation and accounting services for nonprofit organizations and small businesses including:Community Homes for Adults, Inc.Association for Retarded CitizensSojourn Counseling ServicesFoundation for Retarded CitizensQuest, Inc.

Private preschool serving 200 children in a nature-based setting. Responsible for project's development, including business plan design; development of private placement memorandum; public relations, marketing, and related print materials; oversee facility plans and construction; purchasing; food service planning; budget development; tax reporting; staff recruitment - initial and ongoing training; development of customer relations program.Sold corporate shares (50% interest) to partner; continued occasional involvement as a limited partner.JUDITH A. MARSHALL

Responsible (in conjunction with co-owner) for development of a private preschool serving 200+ children in a nature-based setting. Major accomplishments included business plan design; development of private placement memorandum; securing $1 mil.+ SBA-guaranteed loan; recruiting 12 private investors; public relations and related print materials resulting in waiting list for services before center open its doors; budget development, fiscal management, and corporate tax reporting; staff recruitment plus initial and ongoing professional training; and successful CRM program resulting in attrition of less than 10% annually.

During my 12-year tenure with Sequoia, I began working as a part-time house manager in the organization's group homes for individuals with developmental disabilities, eventually working my way through the organization to the position of Director of Finance/Assistant Executive Director. I had the pleasure of watching the organization grow from its infancy, as a grassroots organization started by a handful of concerned parents, to a flourishing, mature organization with an effective infrastructure and stable funding to support a multi-million dollar annual budget.As the Director of Finance, I was responbile for the organization's fiscal, human resource, fund raising, and contracts management. Additionally, during periods of the Executive Director's extended absence, I assumed the role of Acting Executive Director.

Nonprofit agency serving children and adults with mental retardation in residential and specialized support programs. Responsible for financial management of $1.5 million annual budget. Assisted with forming the agency and establishing policies and procedures. Directed fund raising activities, raising in excess of $2.6 million in contributions; implemented human resource programs, supervising staff of 1.

When I began working with UCP, I worked as a direct service provider providing support for adults with physical disabilities resulting from Cerebral Palsy. During my tenure, I advanced to the positions of day program activities coordinator, independent living skills instructor, and independent living skills coordinator.

Mba, Business

Certificate, Nonprofit Management

Education record