FISCAL MANAGEMENT & LEADERSHIP | FISCAL SPONSORSHIPS | GRANT MANAGEMENT | BUDGETING• Capitalize on strategic finance and administration abilities to lead the foundation’s fiscal management efforts, and direct complex financial administration, accounting, HR, and strategic planning efforts• Contribute to the development of non-profit strategic goals and objectives as well as the overall management of the organization, maintaining continuous lines of communication with the Board and Management• Function as a central repository of finance and accounting information for all management and stakeholders to drive non-profit continuity and business planning efforts• As a senior management team member, managed a full gamut of financial administration functions, such as budgeting, forecasting, and multi-year financial planning, revenue, expense, cash flow, and debt management• Operate as an integral management liaison to the finance and audit committee, with responsibilities to present accurate financial information on critical financial matters at Board of Directors and committee meetings• Credited with standardizing accounting and financial operations by developing/refining procedures & policies, ensuring quality assurance, internal control, and overall financial health and solvency of the organization• Create financial statements, reconciliations, and analysis for internal and external constituent presentations along with administering financial plans / budgets• Oversee fiscal sponsorships and grant management activities; compile financial reporting materials for all donor segments, while overseeing all financial, project/program, and grants accounting• Promote a culture of performance and continuous improvement that values learning and a commitment to quality – Drive HR functions such as employment law compliance, performance review systems, staff manuals / policies, benefit plan & premium negotiations, salary, payroll administration, and staff relations

• Strategically elevated to an executive-level leadership position with accountability for directing financial operations and building a solid financial foundation, via executing strategic decisions and preparing for sustained success• Administered leadership and strategic direction to the General Finance Department, Funder Audit Department, and Fiscal Systems Department, while leading a team of 5 direct reports and 30 in-direct reports• Authorized to develop long-term financial planning and standardizing organization’s fiscal processes and policies, coupled with reporting financial activities to the Board of Directors• Ensured compliance of active city, state, and federal grants as well as contracts and 501(c)3 reporting requirements - Represented agency in audit entrance and exit conferences• Guided teams during complex fiscal operations, encompassing non-profit accounting, business planning and control, P&L management, budgeting, financial reporting, finance and banking, and auditing best practices• Represented CAMBA at funder/outside agency/community meetings, with public officials and other non-profit organizations to recommend program and policy improvements• Managed audit, tax, and accounting activities for the organization, along with ensuring accuracy and timeliness of all financial reports and statistical information for both executive staff and funder use• Fostered premium banking partnerships, while managing line of credit activity; prepared and certified monthly borrowing base certificate for line of credit; complied with all bank covenants and certified compliance letter• Developed the business analysis and planning function, and supported key decisions, encompassing infrastructure investment, new growth opportunities, and securing financial sponsorships• Focused on achieving the non-profit mission, ensuring organization’s present and future financial viability, and utilizing technology systems to conduct efficient fiscal operations

• Alleviated CFO’s work load through aiding with general finance activities, and ensuring adequate levels of internal controls regarding F&A information, and provided complex accounting, financial analysis/reporting, and budgeting• Diligently prepared and timely distributed/presented all financial reports and statistical information for both CAMBA Executive Staff and funder use• Developed strategic and long-term financial goals and regulatory compliance for reporting; guided financial decisions by establishing, monitoring, and enforcing policies and procedures• Displayed an in-depth understanding of non-profit finance and management accounting, along with handling budgets and projects to improve business functions, and streamline operations• Prepared financial statements and footnote disclosures for appropriateness in form, content, completeness, and accuracy – Assisted CFO in developing organizational policies, protocols, and procedures • Performed due diligence in conducting periodic variance analysis of budgeted, forecasted, and actual financial performance, while clearly interpreting and documenting variance drivers affecting profitability• Established and oversaw finance and accounting policies, practices, and procedures for the maintenance of its fiscal records and the preparation of its financial reports• Advised management on financial planning, budgeting, cash flow, investment priorities, and policy matters, along with implementing an appropriate system of policies, internal controls, accounting standards, and procedures

• Managed the audit process by conducting interviews, reviewing documents, developing and administering surveys, composing summary memos, and preparing working papers for profit and non-profit entities• Assisted in the identification and evaluation of the organization's risk areas and provided input to the development of the Annual Audit Plan• Employed generally accepted auditing standards (GAAP) to complete financial statement audits of commercial companies, non-profit organizations, and employee benefit plans• Trained staff auditors in F&A and audit best practices, and assisted with analysis of audit processes to improve efficiencies and effectiveness as well as to ensure consistency in audit files• Reviewed internal control structures, performed special reviews, conducted internal audits, recommended corrective actions of unsatisfactory conditions, and reported findings to management

• Strategically planned and implemented annual audits for non-profit entities and government municipalities• Held accountable to develop and review financial statements and footnote disclosures• Performed detail-oriented inspection of original entries to determine if accepted accounting pro¬cedures were followed in recording transactions; authored reports based on clients’ cash receipts and disbursements