Manage accounting, AP, payroll, benefit and audit and tax processes (990-PF & 990-T). Implemented Sage Intacct ERP with Salesforce, Concur and ADP integrations, developed budgeting and reporting packages. Refined custodial bank processes, including automatic push/pull cash sweep, capital call execution service, monthly GL file reporting for ERP import, web cash management for PRI/MRI income. Execute investment subscription, trade, capital call and AML requests. Set up commercial banking structure with ZBA accounts and eliminated internal check writing. Implemented purchase order process for ongoing contracts.

Financial Management: provide monthly financial & investment reporting to the President & Board; develop annual budget & cash flow forecast, prepare materials for the annual audit, prepare quarterly financial statements & 990-PF tax return; implement electronic invoice & expense processing & electronic payment; select & manage paid internshipGrants Administration: support the Vice President for Program with the Arts Program, including, but not limited to: proposal review, financial evaluation, database management, grant payment & compliance, applicant & grantee adviceGeneral Management: on-boarding new CEO; advocate & facilitate transition to professional employer organization (PEO), technology planning & support; office lease search, negotiation & build out; website management; meeting logistics, pantry duty

supported Development Director in all aspects of $1.8 million annual and $4 million capital campaign, including database management, organizing Board and cultivation events, supervising development assistants and temporary staff

set up and managed database, organized cultivation events, assembled proposal and reports, processed and acknowledged donations, managed merchandise and designed promotional materials

Office Manager- collaborated with Executive Director on proposals, coordinated annual benefit, designed promotional materials, managed bookkeeping, payroll, benefits and vendor accountsClinics & Outreach Coordinator- conducted client intake, matched clients with attorneys, monitored case outcome