Prepared budget and central financial models for strategic plans totaling $100M annually. Led team of finance, IT, operations, and merchandising/vendor relations professionals. Advocated network’s digital transformation and led adoption through development, training, and implementation of global data management system.Directed diverse revenue portfolio consisting of donor-advised funds, fee for service, membership dues, corporate contributions, overseas transactions, and private and government grants. Developed and presented customized reports for high-net-worth donors and corporate partners. Supervised investment portfolio of $40M+. Coordinated and directed preparation of budget and financial forecasts, instituted and maintained other planning and control procedures, and prepared analysis and reports variances. Furnished accurate and timely financial reports to executive management team and board of directors. Prepared information used in preparation of all grant applications and fundraising activities. Organized and coordinated annual independent audit(s). Served as key contributor to implementation of company’s strategy through oversight of critical projects and initiatives. Reviewed financial data to analyze revenue trends and expenses, make projections, and provide strategic financial input and leadership on decision-making issues. • Served as change management champion and Six Sigma Green Belt. Led internal team of 20 individuals to achieve certification and help champion efficiencies and drive change.• Developed shared services strategy blueprint in partnership with IBM that resulted in projected savings of 20% of back-office costs across United Way Network (currently pending implementation).• Led strategy to engage Millennials and Gen Z through high-touch donor stewardship program United Way LINC® (Lead. Impact. Network. Change.).

Oversaw organization’s fiscal affairs in excess of $100M annually. Directed real estate operations for three facilities encompassing approximately 380,000 square feet of rental space, approximately 50 tenants, conference center, and parking facilities for over 1,000 vehicles. Led strategic resource development committee, board of directors subcommittee focused on fundraising strategy. Developed strategies (including policies) and negotiated organization’s employee benefits plans as well as managed assets held in organization’s pension plan. • Built board-designated operating reserve policy growing from zero dollars in cash reserves to over $11M in five years.• Developed “iMatter” campaign to engage first-time donors. • Led “60 days to success” campaign that focused on digital strategy.

Supervised production of all monthly, quarterly, and annual financial reports. Directed $300M assets for workers’ compensation fund, local risk management fund, pension fund, and assets held by association via numerous professional money managers and banking institutions. Developed and implemented annual budget for association. Planned and coordinated year-end audit for association and insurance funds.