Lead a staff of 33 across Finance, Treasury, Endowments, Information Technology and Services, Facilities, Community Security, and Data Services at an $80+ million annual revenue and $400+ million endowment organization. Reports to the President and CEO and Chair of the Finance Committee. • Restructured financial and operational reporting to build metrics and consistency with clarity, transparency, and credibility into monthly reporting.• Built a new budget system with a single source of truth that generated strategic discussion and meaningful decisions at the Finance Committee and the Board of Directors.• Built and implemented effective cash and spending controls to encourage living within the guardrails of cash and refrain from borrowing to fund annual operations.• Developed and implemented an effective suite of key performance indicators, including revenue pacing, tracking of effective collections rates, balance sheet ratios reporting and tracking of changes in the endowment components and annual spending trajectories.• Worked closely with Information Technology group to plan and implement tools to protect sensitive data, develop and implement user security matrices on all enterprise software programs, protect mobile devices and secure data servers.• Lead a cross-functional and cross-departmental team to strategize a long-term data migration and process automation plan to build integrity into our two major databases of record.• Developed and implemented a multi-year data-centric strategy and data roadmap to connect disparate databases into a data warehouse to streamline reporting, systematize information production, and enhance accountability for organization sustainability.• Empower and nurture early-career leaders to lean into active leadership roles to build the foundation for future generations of leaders.

The CFO & CDO position encompasses accounting, financial reporting, budgeting, forecasting, annual audits, and tax filings, database architecture, validation, and critical metrics reporting across multiple units within the organization. The CFO & CDO directs a staff of twenty and is responsible for Treasury and the endowment functions including tracking and reporting.The Jewish Federation of Greater Philadelphia mobilizes financial and volunteer resources to address the communities’ most critical priorities locally, in Israel, and around the world.We are the region’s only organization that mobilizes individuals to care for, enrich, and convene our local and global Jewish community.We are leading and mobilizing our Jewish community through giving, inclusion and tradition.

Direct Finance, Accounting, Information Systems, Building Operations, Maintenance and Security at Memorial Hall

Lead Finance and Accounting functions, Information Technology, Building Operations and Earned Revenue Sales and Marketing and Admissions and direct our exclusive caterer for café operations and facility rentals. Reports to the President and CEOAutomated the monthly financial closing processImplemented revenue and admissions pacingCreated extensive data warehouse for earned revenue and admissionsEvaluating building operating costs to determine best pathway to effective cost-savings and improved service provisionDeveloped and implemented professional service contract templatesEvaluated café operations; leading to rebranding and reimagining the café and food offeringsRestructuring membership packages and admissions pricingUtilizing extensive data analytics to objectivize earned revenue budgeting and forecasting

Leader of the 25-person finance and accounting team, 24 reporting units operating in 17 countries and 40 cities in the United States, $33 million operating budget, $180 million investment portfolio including the permanent endowment and formal and informal pension funds. Reports to the General SecretaryWork collaboratively with the other members of senior leadership to propel AFSC into our second century of making meaningful and enduring change through peace initiatives.Create financial and operating transparencyBuild strong working relationships across the organizationEmpower the finance team to build innovative systems to support our continuing growthDirect the finance and accounting functions, leading by exampleCreate and document internal control systemsMentor team members, enabling them to continue to grow their professional career

Support the development of evaluation programs and treatment programs;Commercialize new programs;Expand the reach of existing programs;Develop pathways for more diverse funding of ongoing research;Improve operating processes and controls;Support fundraising efforts;Business planning to support development and dissemination efforts;Identify research and development opportunities.

Sourced and closed equity investments, developed and implemented strategic and tactical operating plans, established and implemented deal review and due diligence disciplines as well as finding viable alternative deal sources. Directed financial reporting, budgeting and financial planning.

• Established and directed the accounting, finance and IT functions; developed strategic plan• Enhanced working relationships across Penn’s schools and departments.• Established and nurtured strong working relationships across the university.• Established, maintained and improved internal audit function.• Implemented technology valuation methodologies over more than 300 licenses.• Implemented accounting and reconciliation functions.

• Hands-on leader, implemented operations plans, budgets, financial forecasting and reporting, creating and improving operating and financial systems.• Collaborated with portfolio company management to identify and implement business process improvements.• Originated and managed over $125 million of debt financing.• Led venture investments with operating revenues greater than $100 million.• Directed all aspects of financial reporting for five venture capital limited partnerships (50 investments) with committed capital greater than $700 million.• Developed and implemented of hedge fund strategies. Handled all aspects of trading futures, equities and options.

Responsibilities and accomplishments:Directed the financial reporting for the cable division consisting of 54 systems and revenue greater than $250 million.Shortened the monthly financial closing cycle from 18 days to 10 days.Directed the annual financial audit process and interfaced directly with the field audit team.Created a comprehensive debt amortization schedule covering 44 debt instruments.Led the west coast due diligence team involved in a large cable system purchase.Negotiated the first lock box payment processing agreement - 500,000 monthly payments.Created various automated operations reporting and monitoring systems including weekly subscriber status dashboards.

Responsibilities and accomplishments:Member of new management team charged with cleaning up the operation of Comcast's then largest cable system; 70,000 subscribers (~ 1/3 of their subscriber base); $15 million revenue); slashed bad debts, energized customer acquisition and enhanced customer retention; all building upon subscriber value.