Provided full accounting services and consulting to 4 other non-profit organizations. The non-profit organizations were all in different industries. Tailored the accounting and general ledger to fit their specific needs. The size of the organizations ranged from 30 employees to over 100.Key Accomplishments: ● Implemented new processes and systems to improve efficiency and timely reporting.● Changed the invoicing process so that the organization received payment on their open invoices much quicker than before.● Provided real time financial data by creating systems that made sure all transactions were recorded daily as they occurred in order for management to have access to real time financial data. Trained management in using their accounting system to get the reports and data that would be helpful to their decision making.

Manage all accounting, budgeting, accounts payable, grant reporting and reimbursement, federal and state reporting and reimbursement, and payroll of the school district with close to 30,000 students and operating budget of over $300,000,000+. Directly influenced the efficiency and accuracy of reporting by developing new processes and automating reporting.Key Accomplishments: ● Improved accuracy and efficiency by creating Excel spreadsheets that used the data export from iVisions to create reports and reconcile them. Implemented new procedures across the different departments to increase efficiency and decrease errors● Created a system for tracking all the different initiatives that were being approved to be carried out using funds from the different federal and state Coronavirus bills. This amounted to close to $200,000,000 in one-time funding that needed to be mapped out and to make sure that no recurring expenses past the life of the grants will be taken on so the District doesn’t face a financial cliff once the funding is used.

Manage all business, accounting, human resource, physical plant, technology, and financial actions of the school with 300+ students. Directly influenced the reduction of expensesby developing strong relationships with vendors and restructuring our compensation and benefits package. Directly influenced revenue growth by implementing new tuition payment plans and collection and by researching all current contract and billing on any missed opportunities.Key Accomplishments: ● Significantly decreased expenses year-over-year. Approximately $110,000 in annual expense decrease without affecting the educational program.● Significantly increased revenues year-over-year. Approximately $90,000 in annual revenue increased through changing the way we request NYS MSA and CAP reimbursement and through implementing and collecting on new tuition payment plans and plan interest.● Reconciled and analyzed endowed funds through the Park School Foundation and released over $550,000 from restrictions.● Implemented Long range financial planning and timely and accurate reporting to directors, finance committee, and the board.● Implemented new internal controls and researched the misuse of restricted funds for operations. Oversaw the completion of a $5,000,000 new science building which was funded through a capital campaign.

Directed accounting staff of 5 in the areas of Accounts Payable, Payroll, and Purchasing. Managed all general ledger accounts and cost centers along with reconciling all balance sheet accounts and entering all month-end and year-end entries. Provided accurate and detailed reporting for over 20 lines of business in order to take actions that could have immediate impact. Key Accomplishments:● Increased the accuracy and efficiency of allocating expenses among over 20 lines of business through the use of excel and macros which provide detailed information on exactly what resources were going to which line of business and the actions that we need to take so each line is profitable.● Spearheaded the analysis and research into a specific line of business that I saw major potential in. Implemented changes based on the analysis and it became our most profitable line. Increasing the gross profit margin from 20% to over 50%.

• Prepared and analyzed daily profit and loss statements for Retail Trading desks, Short Term Trading desks, Investment Grade trading desks, and Exploration and Production trading desks. • Communicated daily profit and loss attributions of the trading portfolio to trading desk and senior management. • Performed front to back system reconciliations and followed-up on issues with different groups within the organization. Owned the process of correcting errors and tracked error progression. Aided in developing mechanisms to prevent found issues from reoccurring. • Reconciled the monthly profit and loss statements to general ledger and management systems. • Performed ad hoc reporting and analysis as needed. • Provided commentary and analysis on a daily basis to management.

Directed accounting staff and HR staff of an organization with 80 employees, multiple local, state, and federal grants, and a social enterprise. Managed the organization's general ledger, month-end closing, reconciling, grant reimbursement and reporting, 403(b) plan administration, payroll, employee benefits, annual budget, annual financial audit, and comprehensive and summary financial reporting to the committees, board, and management.Key Accomplishments:● Improved the data entry and reporting process using Excel and Access, which allowed us to automatically populate invoices and statements instead of going through each customer. This reduced the invoicing timeline from one week needed for invoices to go out to customers to now being able to generate and distribute invoices in the first day after month-end.● Improved reporting to the finance committee, board, and management by including pertinent KPI’s, short term liquidity, and changing all reports so they are easier to read and understand.

Managed the general ledger, employee benefits, payroll, month-end closing, reconciling, grant reimbursement and reporting, 401(k) plan administration, assisted with annual budget, assisted with annual financial audit, and directed two accounting staff of an organization with 49 employees, 8 different lines of business, and 29 loan servicing portfolios.Key Accomplishments:● Increased role in the FY2012 audit led to having the cleanest audit in Neighborhood Housing Services of Phoenix history. No adjustments or revisions had to be made.● Spearheaded the implementation of the largest grant that the organization has ever been involved with, which involved expanding our property development and counseling departments and increased our net revenue by over $200,000.