At OAC Services, LLC, I transform client businesses through executive-level consulting, guiding the development of effective operational and financial plans. I also prospect, recruit, and onboard clients, delivering personal service and communications to secure engagement and long-term retention.

I steered daily and long-term operations and finance strategies, cultivating a dynamic, growth-focused corporate culture and leadership team to drive annual and extended goals, targets, and objectives. I directed expert finance, operations, HR, IT, business development, member relations, and marketing/sales teams; designed and established metrics and objectives across all departments, monitoring staff performance to ensure KPI achievement; and conducted dynamic benefit analyses, informing the generation of a transparent compensation structure to cut staff turnover. In addition to this, I planned and strategized critical short- and long-term operational roadmaps and budget plans, executing reports, analyses, and audits across all performance and financial processes. Lastly, I liaised with the Board of Directors to deliver performance reports as well as to guide and inform business plans and vision. ~ Installed ownership, guiding the growth and enhancement of a limited liability corporation to effectively mitigate risks and raise returns to $6M+ annually.~ Headed the development of an LLC and restructured/repositioned a major partnership agreement to eliminate a significant uncovered tax risk.~ Created a strategic long-range forecast of potential future earnings to advise on the retention of a high-value show, demonstrating the potential earnings of $4M per partner if controlling interest were retained.~ Established dynamic long-term financial strategies.~ Generated accurate yearly clean-opinion and no-management-points audits.~ Selected to lead the organization as Interim President and CEO during two leaves of absence; chosen for outstanding leadership and dedication to the company vision.~ Mentored and coached team members to achieve leadership roles and manage their respective organizations with outstanding results.~ Developed a system and program which analyzed the cost to serve a member, to guide realignment and restructuring of programs and services.

As the Vice President for the Association of Performing Arts Presenters, I conducted expert investment planning, budgeting and forecasting, accounting, HR administration, and strategizing to drive Association development and success. I captained key financial, IT, and HR functions, leading three divisions and a four-person direct report team to steer operations. Additionally, I produced and delivered an annual clean audit for the Audit Committee review, leveraging robust expertise in Sarbanes Oxley's non-for-profit recommendations and requirements to design effective new policies. Finally, I directed and orchestrated executive team efforts, Association-wide staff meetings, and retreat events to unify operations, communication, and objectives across all departments and teams. ~ Raised annual unrestricted earnings by ~20% and grew programmatic activity with the design and implementation of innovative investment and cash management strategies.~ Cultivated in-depth understanding of costs to serve a member, restructuring financial reporting standards using data collected through execution of a personally designed activity-based costing analysis.~ Secured and managed three-year, year-on-year revenue growth of 30%.~ Grew reserve funds by 25% with the development of a dynamic new reserve policy.~ Enhanced member experience by driving technology improvements to support the conference and on-site registrations processes as well as membership data collection methods.Additional experience as Outsourcing Division Supervisor for Raffa & Associates (3 Years), conducting complex accounting for a broad range of private and non-profit sector clients. Further details and experience upon request.

Provided operation and financial consulting for non-profit and private sector clients on financial and administrative resource management, policy and procedure analysis, and reporting implementation. Prepare and review monthly financial compilations in accordance with GAAP, provide analytic progress reports on specific cost based projects, and cash flow forecasting. Oversaw and managed audit preparation, and annual tax filings for 501(c) 3, (c) 4, and (c) 6 entities. Direct staff work flow, scheduling, and performance reviews.

Reorganized accounting division through implementation of financial management plan including: conversion of accounting software, development of departmental financial reports, and revision of accounting policies and procedures. Managed federal and local government grants and, private foundation grants. Revised employee benefit package and policies reducing overhead by nearly 12%