-A Not for Profit Organization & Foundation in the Beauty Industry producing the 5th largest Trade Show in Chicago/Top 100 in the Nation, attended by 30,000+ professionals -Overall financial reporting and accounting responsibility for the organization and its charitable foundation, including banking and investment relationships -Responsible for negotiation of all organization contracts and terms-Oversee personnel decisions and human resources function-Responsible for annual budget process, cash flow management, forecasting, dashboard and P&L reporting and analysis, tax return preparation-Direct reporting & strategic planning responsibility to the CEO, Board of Directors & Executive Committee-Established entirely new accounting and financial operation/processes/controls/systems from scratch after the organization became newly independent-Deeply rooted in the operations of the organization from top to bottom, driving operational efficiency that lead to financial stability-Successfully navigated the organization through competitor take-over attempts and financial challenges due to market and industry fluctuations

-Overall financial and accounting responsibility for a $75 million meeting services company-Achieved annual cost savings of $100k+ through automation, process improvement and vendor negotiation-Oversight of new sales system technology and integration with accounting system and business ops-Provide dashboard reporting including financial and sales analysis to officers and other owners of the company-Oversight of Balance Sheet and P&L reporting, including monthly close process for US, Canadian, UK divisions and subsidiaries as well as consolidated entity -Liaison to all division heads to provide financial models, best practices, build efficiencies and reduce costs-Responsible for annual budget process-Provide cash flow, forecasting and P&L variance analysis-Responsible for company treasury management and investment portfolio advisor management-Coordinate annual tax return preparation and filing with outside tax firm-Oversight of 10 accounting professionals, including hiring, training and mentoring

Corporate Responsibilities--Overall responsibility for financial & accounting services provided by Chicago office to 60 + Not for Profit/Foundation clients-Direct financial oversight of a $10 million corporate division budget-Prepare annual budget & forecast for corporate unit-Responsible for accounting systems & technology implementations-Responsible for new business generation, personnel decisions and division expense management -Oversight of 15 accounting professionals Client Responsibilities--Responsible for overall client service, standard procedures, internal controls, efficiencies-Serve as Chief Financial Officer for company’s largest multi-million dollar organization clientsResponsibilities for those specific organizations included:-Prepare strategic plan and lead long range planning sessions with client CEO & BOD-Annual budget and forecast preparation-Provide investment analysis, dashboard reporting to the BOD, cash flow and P&L variance analysis-Manage annual audit process and tax return preparation/filing with independent audit firm*Started with the company as a Staff Accountant and during my time was promoted 5 times; to Senior Accountant, to Accounting Manager, to Senior Manager, to Director and ultimately to Senior Director.