Sally Petrick Email & Phone Number

New York, NY, US

Various

As an independent consultant working with small or start up non profit organizations, I have prepared internal budgets and pitch decks, and established consistent financial reporting schedules for management. A major strength is in defining system needs; selecting, supervising implementing, training staff, and managing customization, while meeting.

Greater Chicago Area

I serve as the part-time Controller of this $2MM nonprofit based in Chicago with dues-paying chapters throughout the US. Significant funding is received from individual donations and investment income. My responsibilities include accounting and financial reporting, including employee training, and year end audit preparation and working with the outside.

New York, NY

For this start up, maintain all financial records in QuickBooks, providing financial reports for CEO and members of the Board of Directors, prepare year end tax filings. Assemble information for grant proposals. Identified QuickBooks as the most appropriate financial package, installed it and designed all financial reports now in use.

Greater New York City Area

Responsible for all aspects of accounting and financial reporting operations, including monthly, quarterly and year end reporting for management and Board of Directors for this grant-based approx $4 million nonprofit Supervise staff of 2, 1 part-time. Manage annual audit and budgeting from operating divisions. Currently implementing QB Enterprise System.

Reorganized accounting department: created new job descriptions, reviewed staff assignments, hired new staffStrengthened financial controls: improved segregation of duties, created closing calendar, met deadlinesInitiated the reinstallation of the Financial Edge systemSupervised the reconciliation of Financial Edge to Raiser's Edge

Responsible for Accounting, Financial Reporting and Analysis, Billing, Credit and Collections, Payroll, Accounts Payable Managed doubling of accounting department's size upon acquisition of a major competitorRepresented the division in the Corporation-wide implementation of PeopleSoftAnalyzed contracts for revenue recognition testingWorked with legal and.

Created all operating accounting and financial functions for US company startupEstablished and maintained inventory system for store and wholesale operationDesigned Human Resources functionEstablished foreign currency management proceduresPrepared fixed asset capitalization

Converted all operating accounting and financial functions from those of prior ownership.Automated financial activities of London and Paris stores: selected and installed software, managed upload of data, supervised subsequent reconciliation.

Mba, Accounting, Finance

Bachelor'S Degree, Economics And Political Science