Special Projects:Bring accounting functions in house eliminating the need for outside accounting services.Clean-up Family Billing and track services/payments so records can be relied upon for forecasting and audit purposes.Find and engage new Payroll processor to decrease costs and increase user access.Primary responsibilities include development, coordination, implementation, supervision and maintenance of financial records and accounting procedures of the Agency and preparation of necessary financial and tax reports. Responsible for safeguarding the agency’s property and assets by implementing risk analysis and fraud prevention measures. Participate in the Agency planning process, serving on the management team. Implement planning appropriately as relates to the different program areas. Act as a liaison to, and resource for information for, various government funding sources.

Review monthly financial statements and compare to annual budget. Advise staff on financial issues and provide support for fiscal stewardship.Special Projects:Set-up tracking system for new paid time off for staff.Tracked staff and volunteer background checks and training preparing for transition to Diocese.Helped convert cafeteria to new POS system for lunch payments.Provided support for parish capital campaign feasibility study.

Review monthly closing process and internal controls.Review year end closing processAssist in year-end preparation for audit.Prepare recommendations for process and control improvements

Responsible for financial oversight, technology implementation and upgrades, administrative operation of state office, administrative support services for Board/Executive and all organization departments, and coordination of statewide human resources functions.Accomplishments: -Found new telecommunications system that improved communications between 5 state offices and allowed for faster routing of incoming requests for services-Changed password protocols to increase security of donor and client data-Negotiated with Ohio Department of Health to increase quarterly payments to exceed 50% in the first 6 months of grant period-Added meeting calendar to company intranet to better communicate with staff-Analyzed postage usage and technology maintenance costs over a 4 year period and made recommendations for changes in procedures-Organized and facilitated several training programs for staff-Created Orientation procedure for new staff-Completed thorough review of Employee Handbook which resulted in multiple significant updates and additions-Implemented a new tracking tool for paid time off for staff-Researched and installed technology upgrades and software to improve staff efficiency traveling to all 5 locations.

Prepare annual budget and appropriations resolution. Render Monthly statements to the Board.Complete and file all forms, reports, and other requirements as prescribed by the Auditor, Department of Education, and other state and local agencies.Supervise staff members of the Treasurer's office.Prepare long-range financial projections.Cooperate with the Superintendent in development and implementation of administrative and Board policies.Attend all Board meetings and record proceedings.

Member of Education Finance Committee

Primary responsibilities include development, coordination, implementation, supervision and maintenance of financial records and accounting procedures of the Agency and preparation of necessary financial and tax reports. Responsible for safeguarding the agency’s property and assets by implementing risk analysis and fraud prevention measures. Participate in the Agency planning process, serving on the management team. Implement planning appropriately as relates to the different program areas. Act as a liaison to, and resource for information for, various government funding sources, such as Title XX, Passport/Options, BVR, etc. Responsible for the management of Human Resources and Information Technology. Serves on the training committee. Interviews, makes recommendations for hire and provides training opportunities for all staff directly supervised. Train and supervise the Accounting Assistant, Systems Administrator and Human Resource Manager. Responsible for the implementation and monitoring of the agency’s affirmative action plan. Responsible for implementation of UCP’s compliance with HIPAA as it relates to the completion of business associate agreements. Provide for efficient and effective technology upgrades and schedule training to allow the agency to remain competitive, while maintaining technology costs at a reasonable level.