As the Chief Financial Officer (CFO) of the Primary Care Association, I administered the finances of our nonprofit organization. My responsibilities included ensuring that funds were spent appropriately and verifying that we had the necessary resources to complete each task. I compiled and managed the organization’s budget, oversaw investments, and ensured financial documents were in order. Additionally, I prepared reports for the board of directors and oversaw human resources, including benefit plan design. I also ensured compliance with organizational policies and bylaws, managed payroll, and handled state and federal funding.

At Macpage, I provided outsourced financial reporting and advisory services to growing and mature companies. In this position, I led or acted as an extension of the company’s accounting and finance departments to various clients simultaneously. Being a key team member at several different clients provided me with broad exposure to various businesses, management styles, and best practices.