Provided leadership and strategic guidance to 20 employees responsible for the finance, accounting, payroll, human resources, retirement plan, compliance, data analytics, office administration and IT services required to fulfill the mission of a $16 million not-for-profit organization with approximately 500 employees. Advised Board of Directors and COO on long-term strategies, investment decisions, and organizational/financial operations. Analyzed operational data and KPIs to identify and eliminate productivity roadblocks while enhancing processes to improve data accuracy and timeliness. Developed strategic plans to provide framework for the finance and administration team’s contributions to the corporate goals and objectives. Compiled and presented financial data and key organizational information to Board of Directors. Trained staff and management on systems to maximize utilization of new and current technology. Managed relationships and contracts with a myriad of vendors.• Steered organization to seven consecutive years of profitability and mission growth • Led a 100 percent virtual finance and administration team that thrived during the COVID-19 pandemic• Created a 5-year plan (staffing, technology, operations, marketing) to take a new program from start-up to growth phase • Elected and served as Chairman of the organization’s Investment Committee • Supported Board of Directors and COO with creation of a $1.6M investment portfolio to help fund future program initiatives• Collaborated with TPA and Investment Advisor to bring retirement plans into compliance with DOL and IRS regulations• Overhauled benefits program to improve overall benefits package, employee benefits knowledge, and employee retention • Developed and led cross-functional innovation team dedicated to disrupting the disability employment services space• Implemented an integrated payroll/HRIS/employee portal to improve operational efficiency and reduce overall risk

Directed eight staff members to create strategy for and carry out day-to-day finance operations including accounting, payroll, retirement planning, background checks, and federal/state contract management. Managed accounts payable/receivable, cash flow, banking, and quarterly/annual reporting. Administered company retirement plans and annual filings. Met weekly with Senior Operations Management team to review performance, prioritize strategies, and develop action items that supported long-term success of the organization.• Orchestrated dramatic financial turnaround from $400K loss in 2014 to $1M profit in 2015-2017• Generated more than $1M in additional revenue for 2015 and 2016 by identifying required payments for services rendered• Directed operational/procedural compliance for SSA “Ticket To Work” program - generating $2M in additional revenue• Partnered with IT Director to identify cost saving opportunities and reduce technology expenses by 15% from 2014 to 2015• Produced $22M budget for federal contract based on A-122 Cost Principles for Non-Profit Organizations• Prepared annual operational budgets and federal contract budgets; monitored actual versus budgeted revenues and expenses• Wrote, implemented, and enforced overhaul of accounting policies, procedures manual, and cost allocation plan• Implemented new accounting system that improved operational efficiencies and financial reporting• Instituted new reporting and tracking tools that improved visibility for revenue and compliance metrics• Led accounting team to achieve zero audit findings for internal control issues or accounting errors• Awarded Employee of the Year in 2015 for outstanding accomplishments and dedication to mission

Managed all financial reporting and analysis functions, created budget forecasts, enforced compliance with federal contract management obligations, directed audit/tax preparation, oversaw payroll processing, and administered state/federal tax payments. Negotiated and managed performance of contracts with vendors, business partners, and clients.• Obtained new hire certification for $1.3M in Work Opportunity Tax Credits, resulting in $125K in new revenues• Introduced time and attendance system processes which increased automation of bi-weekly payroll by more than 50%• Created new system-generated reports to reduce completion time and errors for monthly retirement plan contributions• Oversaw annual processing of nearly 1,000 individual work plans required for federal contract funding and payments• Created and administered shared file system to reduce department’s paper usage and storage requirements by 90%

Oversaw bi-weekly payroll processing for 45-state payroll covering more than 1,000 hourly and salaried employees. Managed federal and commercial background check processes and oversaw compliance for multiple contracts. Compiled data for and filed mandatory reports including EEO-1, VETS-100, BLS, and QER/ERS/404 for federal AbilityOne contracts.• Implemented new time and attendance system for administrative staff that reduced labor requirements and improved accuracy• Oversaw processing of 1500+ federal background investigations with 99%+ accuracy rate

Managed up to five HR professionals to carry out day-to-day human resources activity, build a talented workforce, and enforce compliance with organizational and EOE regulations. Mentored junior managers in other departments to improve overall management and development of skilled employees.• Created training manual for new hires; adopted by COO for use by all department directors• Established professional development plan that set aside several hours each month dedicated to growth and development

Gathered data, reviewed accuracy, and processed payroll for more than 1,000 employees in 45 states. Completed special projects as directed and enforced compliance with regulations or tax requirements for many jurisdictions.

Assisted HR Manager with administering policies fairly and consistently. Input data into centralized databases/spreadsheets; maintained employee records; created job descriptions/openings; and prepared reports for HR manager or executives.