* Directed the financial management, strategic planning, budgeting, and forecasting for the organization’s $50 million annual operating budget and $30 million endowment. Primary staff member on Board’s Finance and Audit Committees.* Reconceptualized and implemented a new operational budget process, resulting in improved transparency, accountability, efficiency and accuracy. Results: identified significant budget savings which enabled creation of more than $500,000 in budget-relieving contingencies.* Co-led evaluation and refinancing of Southwestern Law School’s outstanding public bonds. Results: Achieved $11 million of operating capital savings and $4 million reduction of long term debt obligations.* Successfully led transformation of critical finance functions to “off-site/remote” capabilities in response to campus closure for COVID. Redesigned processes resulting in improved efficiency, reduced operational costs and increased flexibility. * Partnered with Executive Vice President in the creation of a financial health evaluation process incorporating critical performance indicators and benchmarks. Results: Empowered Board leadership with financial basis for critical long-term strategic decisions.

Financial Management Responsibilities: - Responsible for all financial management, strategic planning, budgeting, and forecasting of non-profit cultural organization. Primary staff member on Board of Directors’ Finance and Audit Committees.- Direct report to the Managing Director, while working closely with Artistic Director, Chairman of the Board of Directors and the Board’s Finance and Audit Committees - Present financial results at quarterly meetings of the Board of Directors as well as the Board’s Finance Committee and Audit Committee, - Represent the organization in negotiations and other company matters as primary liaison with banking institutions, outside auditors and tax accountants, labor attorneys and general counsel - Collaborate with Managing Director and Artistic Director to develop financial strategies that will achieve the organization’s artistic and operational objectives.Operational Responsibilities: - Oversee Human Resources practices and objectives ensuring policies are in compliance with changing or new legislation and are well managed and enforced throughout the organization. - Manage employee benefits programs; successfully overhauled employee benefits improving health insurance options for employees while reducing overall cost to the organization. - Work directly with the information technology team to ensure the appropriate systems are in place to support operating needs and achieve highest level patron experience. - Responsible for contract review, including artist and rental event agreements. Confer with legal counsel as needed on legal aspects of contracts and vendor agreements.

•Oversaw all financial management, strategic planning, budgeting and forecasting; meet or exceeded financial targets every year.•Direct report to Museum President and worked closely with Board of Trustees on financial, operational, and investment decisions. Primary staff member on the Budget, Audit and Investment Committees.•Developed long-range business plan for operational and cash flow requirements of expanded Museum facilities, resulting from $110 million renovation project.•Presented financial results and discussion of strategic initiatives to Board of Trustees and separately to all Museum Staff on a quarterly basis.•Mentored operational department heads and successfully guided them to achieve their departmental goals and initiatives.•Successfully restructured Finance department, transformed the department to be proactive and outcome driven, instituted effective supervision and staff development, reduced staffing cost and improved efficiency.•Developed positive and productive relationships with Executive Leadership team members, Museum staff, Board Trustees and Committee Chairs.

(Private equity backed media company. Business focus: creative revitalization and multi-platform distribution of family entertainment brands.)• Performed financial modeling, strategic planning, and budget creation • Developed, designed and led PowerPoint presentations to private equity investment firms in Boston, New York and London• Performed financial due diligence analysis for potential acquisitions• Implemented accounting systems and establish banking relationships • Achieved $2 million in “Angel” funding

Finance and Operational Responsibilities:• Oversaw financial management, strategic planning, and budgeting for the three television divisions of Granada America. (Business activities included: acquiring, developing and producing programming for the US networks, cable outlets and international markets.)• Designed and implemented annual budget and long-range strategic plan procedures.• Created film performance models to analyze acquisition strategies and anticipate performance results. • Reported to CEO, Granada America and Finance Director, Granada Productions (based in London) • Responsible for operations and staff in Los Angeles and New York. Production Responsibilities:• Created production finance initiatives and cost reporting processes. • Interacted with production executives in developing and managing production budgets• Developed and implemented production finance/accounting procedures used on productions.

• Directed all aspects of financial reporting and operational accounting for Turner Pictures, Turner Feature Animation and TNT-Originals. Entities produced films with budgets ranging from $4-50 million.• Developed annual budget and five year long-range plans. Created and implemented reporting tool to analyze cash flow activity and project requirements for film division with cash flow needs of approximately $200 million.• Selected to be core team member responsible for build-out of the financial divisions for Turner Pictures, Turner Feature Animation and TNT-Originals.• Managed staff of nine. Accountable for hiring, training, and performance management.

• Directed accounting/financial activity for Book Publishing division. Prepared variance and reserves analyses, and presented findings to executive management.

• Planned and supervised full scale audit engagements for entertainment companies. Responsibilities included preparing SEC filings, financial statements preparation and review, budget preparation, and internal control reviews.• Co-instructed core audit training courses and participated in recruitment activities.