Association Management & Consulting. Chief Financial Officer and Finance Lead – oversee the management of 40+ full-service clients. Key member of MCI USA Senior Executive Leadership Team. Assessment and evaluation of operation and finance platforms. Implementation of system changes and process improvements. Lead a team that successfully handles the complete financial lifecycle for 40+ clients including daily accounting, monthly close, financial reporting, cash management, annual budget, forecasting, analysis, investment strategy, internal audits, and tax. Budgeting, forecasting, operations, strategic planning, consultation, training, and profitability. Liaison to the clients’ Finance Committees, Executive Committees, and Board of Directors. Grew AMC finance team from 2 employees to 14+. Created turnkey system integration and financial onboarding for all new clients. In less than four years, onboarded 30+ new clients and transitioned out 12+ clients out of MCI. In a three-year period (2018 – 2020), MCI AMC client base grew by 233%. With the creation of efficiencies and turnkey systems, finance team managed 233% client growth without hiring new staff.

Provide financial, accounting, business management and consulting services to non-profit organizations and small businesses. Supervision and management of a team of Client Service Specialists including day to day operations and their work with numerous clients. Handle accounts payable and accounts receivable, maintaining the general ledger, prepare/input payroll and related taxes, compilation and review of financial statements, management and reconciliation of bank accounts and investment accounts, assistance with audit and tax return preparation, review/documentation of internal controls, financial reporting and preparation for board of director’s meetings, establishing/restructuring policies for: human resources, corporate insurance, retirement plans, accounting and administrative procedures, consulting, training and set-up of software.

As a volunteer, partnering with the CEO to grow this new non profit, helping at risk Veterans within our community. Define and implement the infrastructure/systems needed to support the establishment of and substantial growth for the next five to 10 years. Build and manage effective and streamlined operational, administrative & financial systems, including policies, procedures, accounting, fundraising, IT, human resources, and physical infrastructure. As a member of the senior management team, involved in strategic planning, evaluation, and professional development initiatives, as well as planning for National Alliance for Military Women and Families expansion to multiple new sites both locally and in other cities.

United Through Reading’s mission is to unite military families facing physical separation. UTR offers deployed parents the opportunity to be video-recorded reading storybooks to their children, which eases the stress of separation, maintains positive emotional connections and cultivates a love of reading. Working part time, my role as a program manager was to work directly with the Department of Defense service branches, U.S. Navy, and military medical facilities serving Wounded Warriors. Facilitate the expansion, establishment, implementation and support of the United Through Reading programs for the Navy’s Pacific Fleet. Partner with the commanding officer, command master chief, and designated active duty personnel to successfully launch each program site to include identification of key personnel, conduct multiple coordinator trainings, provide on going support, marketing materials, and promotional resources. Manage 75-85 commands at various stages of program management to include work ups, deployment, wrap up, and permanent recording sites. Maintain consistent communication with each command and its leadership to ensure the program is successful and active duty military families have access to it. Work with volunteers and representatives of emerging initiatives to provide training and support to those offering the program.

As a nonprofit organization, the Foundation raises funds to bridge the gap created by insufficient government funding to our public schools. As the CFOO, I was responsible for the oversight of the operations and finances. Working part time, I oversaw operations coordinator (accountant) with accounting, maintaining QuickBooks and financial management. Responsible for the $1.25m budget and it’s ongoing analysis. Create Board financial materials including profit and loss, balance sheet, budget reports, and account summaries. Review monthly financials and status of organization. As treasurer of the Board of Directors, attend board meetings as required. Manage $5.7 million Endowment including finalizing the creation of and ultimate dissolution of Coronado Schools Endowment Foundation. Direct the transition of Endowment to new asset management brokerage account. Report and analysis of status of Endowment, account balances, gains and losses. Manage relationship with Endowed scholarships, communicating quarterly with the each donor / executor to include financial reports, account status and recent activity. Coordinate, manage and prepare for all Finance Committee meetings. Work with each finance committee member to ensure relevant information is presented to individual members and committee meetings. Attend all financial committee meetings. Present detailed report on current status of CSF financials, Endowment, relevant policies, and annual audit. Attend Executive Committee meetings with a focus on finances. Assist Operations Coordinator with preparation for annual internal audit. Attend final audit meeting to discuss findings and review audited financials. Present audit to each member of the finance committee and boards for review and discussion. Work with CEO to update and finalize all policy and procedures manuals including bylaws, personnel policy manuals, internal controls, CSF policy manual, and investment policy manual.

iKeepSafe is an international non profit 501 (c)(3) corporation dedicated to teaching children the safe and healthy use of technology and the Internet. Responsible for the evaluation, management, implementation, and supervision of company programs in accordance with the standards and procedures set out by the organization and it’s Board of Directors. Oversee and manage accounting and financial operations as it relates to financial review, reporting, analysis, budgeting, forecasting, review of projects, expenses and company performance. As a member of the management team, participate in strategic planning and initiatives in addition to problem solving. Operate and oversee regulatory compliance at both the state and federal level. Oversee yearly internal audit and maintain compliance standards for a 401(c)(3) organization. Compile, maintain and report regularly on program statistics and company performance. Analyze trends for the financial, corporate and long term aspects of iKeepSafe. Manage, coordinate and provide general oversight over the daily operations of the Internet Keep Safe Coalition as appropriate. Recommend improvements and enhancements to company operating model to streamline business process and improve efficiency. Establish effective and routine communication paths with the management and staff. Work within the guidelines, policies and mission of the organization and is responsible for specific projects as assigned. Provide support and assistance to Board of Directors and President. Direct, plan and coordinate certain staff members including supervision, evaluation, project assignment and follow up.

Responsible for the lifecycle of consulting, staffing, and certain human resources initiatives for the Wholesale Banking Group in the Florida market including Business Banking, Commercial Banking, Community Development Finance, Commercial Strategies, Government Banking and Community Bank. Analyzed production goals against actual results, analyzed historical capacity, reviewed budget and revenue options, presented proposal to department heads. Partner with Segment Executives/Division Heads in developing specific plans or initiatives to meet the line of business needs. Strategic consultation and management of multiple HR projects. Conduct in depth market research on competitor intelligence analysis contributing to the competitive matrix tool used by general banking group consulting team. Develop a strong understanding of line of business issues within the industry and utilize that knowledge in search planning for appropriate company. Regular reporting and documentation on all hiring and staffing activity to including, but not limited to diversity efforts, demographics, and timelines. Recommend appropriate selection tools and methods to HR Business Partners and hiring managers. Effectively market the Wachovia brand value to a diverse candidate base. Regularly consult with counterparts, Sourcing Consultants, hiring managers and HR business partners to develop a strategy to proactively identify active and passive senior level candidates. Provide high touch on boarding of executive candidates to include assistance and coaching during transition period. Creation and development of extensive pipelines to support Wachovia’s Commercial banking group for existing and future needs.

Coordinated the successful operations of three divisions within the Robert Half International: OfficeTeam, Accountemps, and Robert Half Finance and Accounting. Managed a staff of 13 – 22 associates. Oversaw day-to-day operations of each division. Conducted weekly reviews of employee marketing efforts and results. Analyzed monthly growth and development of new and existing business. Evaluated present financial condition, growth trend analysis, and created quarterly and annual budgets, reported monthly and quarterly to RHI Corporate Executives. Conducted employee performance reviews and evaluated merit increases. Negotiated with clients on outstanding issues, past due accounts, contracts. Oversaw and approved office expenses and general overhead; oversaw day to day operations of the administrative staff. Identified and solved issues / concerns with clients, candidates, and employees. Re-established relationships with troubled and unsatisfied clients. Responsible for all hiring as well as new and existing employee training. Developed solid client relationships, recruited eligible and qualified accounting and financial professionals, coordinated the evaluation and hiring of candidates, marketed professional background and qualifications to current and prospective clients, maintained appropriate client follow up.

Financial education, analysis, and planning for clients and small businesses. Developed business and financial strategies, providing consumer loans, debt consolidation, investment portfolios and strategies, short and long term financial planning and analysis. Assisted the company with expansion in the Jacksonville area through hiring and developing a team of over 30 new associates. Conducted regular financial wellness seminars for small businesses, organizations, and military. Provided training and motivational support to new associates. Directed and / or lead weekly training classes, guided new associates with the certification process. Recognized as a top leader in a company of over 60,000 every year. Won four top 2% sales contests, each time qualifying for an all expense paid vacation.