Philip Whitfield Email & Phone Number

Detroit, Mi, Us

United States

Pontiac, Mi

Carries overall responsibility for fiscal management and assures the future of HAVEN initiatingand expediting long-range financial planning processes. Directs preparation and approval of HAVEN’s annual budget, individual program budgets andbudgets for grant applications and proposals. Oversees HAVEN's financial operating expenses and long-term goals. Reviews activity reports and financial statements to determine progress and status in attainingobjectives and revises objectives and/or plans in accordance with current conditions. Directs formulation of processes to maximize returns on investments and to increase productivity. Ensures that the organization is in compliance with all grant-specific funding requirements. Ensures that the Finance Committee and Board treasurer have access to records and otherinformation necessary for appropriate needs assessments. Ensures the integrity and passing of the annual financial audit. Ensures that the Finance Committee and Board has accurate, comprehensive reports, includingstatistical analysis, of HAVEN's financial position Manages contractual obligations (e.g., taxes, licensing, leases, etc.) Oversees the development and implementation of financial operations policies. Develops and implements a regularly scheduled internally managed audit program to review pettycash procedures, purchasing procedures, receipting procedures and related compliance. Ensures that financial allocation request is prepared in accordance with funding requirements. Oversees operation of business administration system, reports to funding sources, accountingand office services. Prepare Form 5500Facilities: Oversight of facility maintenance and operations including oversight of contracts Monitoring of facility leases Participation in facility planning process including working with staff, committees and boardrecommendations Staff liaison for Facility Committee of the Board

Detroit, Michigan

Responsible for the financial stability and growth of Community Mental Health agency Oversaw the procurement of new payroll system. Vetted potential vendors and made final recommendation to Executive Leadership. Worked with selected vendor Paycom, to design and implement new payroll system, including general ledger interface. Trained staff on the benefits and usage of the new system.  Reviewed and approved recommendations for upgrade to agency telephone system. Due to dramatic shift in agency fee for service schedule which resulted in 35% reduction in projected revenue; reviewed and analyzed overall agency revenue and expenditures. Based on this review, made the recommendation to reduce administrative workforce in an effort to re-baseline agency budget. Implemented agency debit card policy for program cash requirements. Eliminating need for staff to carry large amounts of cash for consumer related events. Also improved expense tracking and documentation.  Began process of establishing ACH payments for all NEGC vendors.  Revised and issued updated purchase order policy to establish agency-wide consistency with purchases.  Implemented Performance Incentive Program (PIP) for Clinical Staff. Purpose of the program was to incentivize staff productivity which resulted in increased billable revenue. Established annual schedule to review all agency contract agreements, insurance policies, inventory, property appraisals and accreditation requirements.  Negotiated the refinancing of $2.8MM mortgage for the Conner Campus property. This included the development of the RFP and selection of banking proposals. Compiled and summarized information for Finance Committee selection.  Six consecutive years of clean (no findings) audits

Detroit, Michigan

 Developed and implemented agency Procurement Policy, now used to for agency administrative services. Developed agency Investment Policy for the investment of $1MM of agency funds. Solicited and vetted investment bank proposals and presented recommendation(s) to Board of Directors for final selection.  Developed and implemented agency cost allocation plan to allocate administrative expenditures. Transitioned agency payroll function from Human Resources to Payroll, which allowed for timelier reporting including but not limited to 941 review and submission. Lead management team in negotiations with agency union, AFSCME Local 1642. Negotiations resulted in parity increase for all agency staff. Also resulted in employee contribution to agency healthcare expense (7.5%). Prior to negotiations staff did not contribute to healthcare cost. Upgraded agency IT infrastructure, which included upgrading network servers, implementation of encryption protocols for HIPAA compliance; as well as upgrades to all agency hardware/software. Upgrades also included transition from T1 to fiber and VOIP telephone service.  Developed agency E-mail policy, IT audit policy, Financial Procedure Manual for CARF accreditation. Oversaw the development, design and relaunch of agency website. Also implemented agency presence on social media platforms.

Services Include (but are not limited to): Cost Allocation Forensic Auditing Audit Resolution Governmental Accounting Develop & Implement Accounting Systems General Bookkeeping Cost Analysis Contract Preparation Project Management Identify & Implement Best Practices  Tax Preparation Accounting Training for Non-Financial Managers Budget Preparation Advise & Implement Internal Controls  Financial Record Analysis Subject Matter Expert – Oracle Software (AP, AR, GL, Projects, Grants Mgmt.) Staff Training – Accounting Function(s) Development of Accounting Procedures Manuals Development & Implementation of Standard Accounting Reports Development & Implementation of Management Reports Review and advise on Policy/Regulation interpretation Business Plan Development Consult on special projects.

Greater Detroit Area

Reporting to Finance Director, providing internal/external management reporting for the Michigan Prisoner ReEntry Initiative (MPRI), as well as the Comprehensive Anti-Gang Initiative (CAGI). Prepared monthly Financial Status Reports for both the MPRI and CAGI programs for submission to the Michigan Department of Corrections (MDOC). Audited subcontractor reporting for accuracy and compliance. Created new invoice review process which documents compliance issues with subcontractor reporting. Document to be used in future contract negotiations, as well as plan future audit visits.Planned, coordinated and currently conducting subcontractor audit visits. Prepared audit reports to note findings and compliance. Also make recommendations on fiscal compliance and internal controls.

Served as the Fiscal Manager of Substance Abuse and Headstart Program(s), reporting to the Chief Financial Officer, as well as the the Chief Executive Officer or Chief Operating Officer as required. Interact with other agency managers (internal/external), and various other entities through meetings, conferences, and interagency correspondence. Responsible for the following areas: Expenditure Reporting, Audit Engagement (Substance Abuse & Headstart). Assist in administrative and management activities for the Southeast Michigan Community Alliance. Responsible for the all Substance Abuse reporting of the agency as well. Represent the agency through continuous contact with Federal, State, and Local officials and agencies. Possess extensive knowledge of municipal government infrastructure. Other administrative and management duties as required.Responsibilities Include (but are not limited to): Responsible for payroll allocation Monitoring financial activity of agency grants Annual Budget preparation Provide technical assistance as needed Audit Engagement Coordinator (Substance Abuse) Continuous review of grant regulations and changes Evaluate staff performance and provide constructive feedback.

Worked as the Accounting Manager within Finance and Administrative Services Division, reporting directly to Director or Deputy Director as required. Interacted with other Agency Managers (internal/external), Detroit City Council and the Mayor's Office through meetings, conferences, and interagency correspondence. Assist in administrative and management activities for the Detroit Workforce Development Department. Responsible for the operational and reporting functions of the agency as well. Represent the Agency through continuous contact with Federal, State, and Local officials and agencies. Possess extensive knowledge of municipal government infrastructure. Other administrative and management duties as required.Responsibilities Include (but are not limited to): Allocation of all facility costs Responsible for payroll allocation Responsible for payment of all utilities Monitor lease activity for all MWA One Stops Analyze and review all budget setups Monitoring financial activity Annual Budget preparation DRMS Subject Matter Expert (SME) – Oracle Projects/Grants Module Responsible for all Grant setups & maintenance  Oracle / DRMS Tech Team Member Provide technical assistance to staff as needed Financial Audit Liaison  Financial Record Reconciliation Resolution of interagency billing issues.  Training Coordinator - Accounting staff Development of Accounting Procedures Manual Development of Accounting Mgmt. Reports Continuous review of grant regulations and changes Advise on Policy/Regulation interpretation Coordination of activities with other City Agencies Coordinate special projects Evaluate staff performance and provide feedback. Analyze Agency Management Reports  Conduct Team Meetings  Consult on special projects