Head of administration of the entire operation of a private boarding school (9-12) with a student body of 160 Responsibilities include Finance (G/L, A/R, A/P), HR and IT and facility operations External liaison and communications with auditors, bank and legal representativeResponsible for school administration, in particular budgeting, financial management, performance, risk management and sourcingLead team members and direct reports to establish an effective Business Office team. Developed systems and reports to provide critical financial and operational information.Responsible for the development, review and reforecast of the schools budget to adhere to guidelines for accountability and fiscal responsibility.Established and updated financial policies, systems, and processes.Directed and facilitated the preparation and maintenance of appropriate financial records, monthly closings and monthly, quarterly and annual financial reporting and variance analysisPresented reports to the school board and made recommendations for process improvementsFacilitated the preparation of the schools annual financial statements with the external auditors

Head of administration of the entire operation of a private school (K-12) with a student body of 620 and an overall budget of $ 11 MilResponsibilities include all financial matters including cash management, GL accounting, A/R and A/P, facilities management, HR, IT, Marketing and Transportation.Created expense and capital budgets, variance analysis and a comprehensive reporting system for the board of directors including presentation of forecasts and analysisInitiated and implemented policies and procedures to document and improve processesManaged ongoing business and a total staff of 18 Liaison to the School’s legal counselSupervise the School’s annual audit with the external auditorDuring my tenure the school built a brand new science building. I established the external project financing and supervised the entire project from ground breaking until completion. This project was finished on time and within budget and later was awarded a LEED Gold certification.

Associate Director, Finance ERPSC, 2007-2009Finance lead for governance, risk and compliance (GRC) initiativeTeam lead for finance business process mapping (ARIS) Finance team lead for SAP-BW (3.5) implementation and BW 7.0 upgrade.Executive dashboard implementation. Change management/training lead for finance and Subject Matter Expert for FI and CO/PCA and financial reporting. Created change management plans and elearning training courses for new ERP systemAssociate Director, Financal Planning and Analysis, 2002-2006Participated in the corporate budgeting process, updated the department budget owners as to current status, created templates, analyzed the differences between current activity and budgeted activity functions supported include Finance, HR, IT, Sales and Marketing, Medical and R&D. Coordinated expense and headcount budgeting for all supported unitsDeveloped various senior management presentations (board presentations, PMOC, CMC) showing US consolidated actual and planned results. Generated monthly operation summaries for the board of directors and developed multiple yearly forecasts to aid in strategic planning Co-developed executive information system (web-based information retrieval system for senior management). Developed balanced scorecard to monitor financial KPI’s (P&L key data, cash-to-cash cycle) as well as operational supply chain metrics (inventory level and turns, returns, fill levels, back order status).Manager, Special Projects 1998-2001Coordinated benchmark study (benchmark corporate SG&A expenses - identified best practices with external consultant (The Hackett Group) – benchmarked several functions within the corporation (finance, HR, IT, purchasing, legal)Developed financial forecast model for all operating units and business units - created different scenarios for sales growth and market development for ethical and consumer health care market

Closed monthly books including general ledger (GL), accounts payable (AP), and intercompany charges, charged back expenses to other business units.Prepared and reviewed monthly reporting package: sales, inventory, financial statements, A/R and A/P (US books monthly detail preparation and review, monthly trial balance, balance sheet and P&L; working with general ledger accounts, calculating accruals and reserves, preparation of journal entries)