Provide direction and leadership for financial accounting, payment, payroll, and student financial functions for one of the ten largest private universities in the country; manage personnel, systems, processes and procedures to ensure accurate, meaningful, and compliant financial reporting to internal and external parties; responsible for timely, and compliant payments to over 6,000 employees and 12,500 vendors; responsible for billings and collections for 25,000 students; oversee 50+ financial employees; monitor departmental and University wide operating budgets; oversee financial statements audits; represent Finance at Board of Trustees’ committees; design and implement University policies and procedures; oversee program documenting and testing key internal controls.

Managed compliance efforts for complex tax engagements consisting of individual, fiduciary, S Corporation and Exempt Organization returns. Responsibilities included reviewing staff prepared filings; consulting on tax positions; modeling the tax impact of clients’ proposed financial transactions; calculating, preparing and communicating quarterly tax estimates; researching applicable tax law in federal, state, and local jurisdictions; resolving ad-hoc client issues such as taxing authority inquiries and composing penalty abatement communciations; and assessing staff members’ performance on assigned engagements.