* CFO for the Township, serving as a key member of the senior executive team with deep involvement in the planning and execution of the Township’s strategic goals. * Oversee and control $65+ million annual budget and $125+ million in assets.* Manage a 4-person staff overseeing accounting, audit, financial reporting, budget (operating and capital), forecasting, treasury, investment, grant compliance, procurement, payroll, AP, AR, pension, debt management, and staff development. * Developed a culture of continuous process improvement empowering staff of all levels to create efficiencies.* Modernized AP processes by incorporating AI and automation, saving significant staff time and strengthening controls (one of the first local governments in the US to implement an automated payments solution, achieving 100% electronic payments and generating revenue to cover 12% of the finance department’s cost).* Streamlined banking structure and treasury management function, allowing for significant growth in investment income.* Grew fund balance by 150%.* Attained consistent credit ratings of AA+ from S&P Global Ratings.* Coordinated debt issues including General Obligation Bond refunding transactions and new money deals that funded facility projects and infrastructure improvements. * Negotiated labor union contracts.* Coordinated all external audits including regulatory & grant audits* 10-year streak of receiving the GFOA awards for Distinguished Budget Presentation and for Excellence in Financial Reporting.* Manage financials for municipal authority, EMS agency, and 2 nonprofits including annual BCO and 990 tax filings. * Elected by peers to serve as President of the Government Finance Officers Association of Pennsylvania (GFOA-PA).* Appointed to the Vice-Chair position of a national GFOA Committee on Treasury and Investment Management which establishes official best practices for state and local governments throughout the United States and Canada.

* Developed and instructed a graduate-level course on public sector CFO disciplines. * Designed curriculum to include fund accounting, auditing, financial reporting, debt management, budgeting, treasury and investment management, long-term financial planning, and pension administration.

* Developed and instructed a graduate-level course on nonprofit and public sector CFO disciplines. * Designed curriculum to introduce students to basic financial management concepts, rules, and practices in the public and nonprofit sector covering fund accounting, auditing, financial reporting, debt management, budgeting, treasury and investment management, long-term financial planning, and pension administration.

* Coordinated the firm’s operations, major projects, and execution of the strategic plan.* Supervised the HR, IT, finance, administration, marketing, and property management functions.* Oversaw performance evaluation, goal setting, and staff development processes for 80+ employees.* Regularly monitored and analyzed firm performance against KPIs.* Developed strategies to identify and pursue new revenue growth.* Assisted managing partner with exploration and evaluation of merger and acquisition candidates.* Negotiated lease agreements for various office locations.* Initiated firm-wide technology review and directed implementation of the report’s recommendations.

* Managed all financial activities for a municipality with a $30+ million annual budget and $60+ million in assets.* Responsibilities included budget development and management, accounting, audit, financial reporting, treasury, investment, long-term forecasting, FP&A, payroll, purchasing, AP, pension, debt management.* Developed the organization’s first ACFR earning the first Certificate of Achievement for Excellence in Financial Reporting from GFOA.* Participated in contract negotiations with police and other labor unions, as well as with vendors and service providers.* Presented financial reports and analysis to elected officials and the public.* Directed the long-term IT strategy and coordinated network security and maintenance activities.* Implemented the organization’s first long-term technology plan.

* Prepared the annual operating budgets for each of the 86 schools in the district.* Developed recommendations for Superintendent’s restructuring and school consolidation plans.* Monitored spending of federal, state, and foundation grant funds to ensure compliance with grant agreements.* Created procedure to prevent unbudgeted hiring in schools, saving an estimated $10 million.* Prepared cost and expenditure analyses, multi-year enrollment projections, staff-size evaluations, short- and long-term budget forecasts, and special purpose financial reports.* Provided hands-on financial training for school principals, administrators, and senior executive staff.* Appointed to a technology committee serving the entire district.