• Directly oversee the Development, Finance, Human Resources, and Information Technology teams. • Prepare and oversee the annual organizational budget, program budgets, and special project budgets; Monitor progress and manage costs to budget. • Provide strategic financial input for all relevant organizational decisions and planning processes.• Oversee all accounts, ledgers, and reporting systems; Analyze financial data and present financial reports and statements. • Oversee preparation of the annual 990 and other tax filings; Manage financial controls and safeguards; Coordinate all audit activities. • Maintain a cash flow projection and forecasting process; Optimize the handling of banking and investment relationships. Establish and maintain appropriate cash reserve.• Oversee all accounting, compliance and financial reporting for contracts and grants; Build grant proposal budgets and ensure appropriate performance and accountability to funders.

• Promoted the effective use of IEEFA’s resources in pursuit of its mission while ensuring legal compliance and financial accountability.• Led all financial and administrative operations including finance and accounting, human resources, IT, grants and contracts management, and international operations and compliance. • Served as the senior financial officer for the organization.• Worked with the Executive Director to set and implement operational strategy and to develop and strengthen the financial and administrative infrastructure of a rapidly growing international organization.

• Served as second-in-charge of the Oberlin College Libraries, an organization encompassing four branch locations and a total of 53 staff (and 150+ student employees) in a union environment.• Served as financial manager for a multi million dollar budget including compensation and benefits, general operating and capital funds, and special purpose funds (endowed, gift and grants). Responsibilities included general ledger management and fixed asset oversight for the Libraries.• Oversaw accounts receivable and accounts payable activities for the Oberlin College Libraries. Oversaw bookkeeper in account reconciliation and cash journal maintenance. Responsibility for inventory management and control.• Implemented financial policies and procedures. Ensured compliance to state and federal financial and legal regulations and GAAP standards. Supported annual 990 preparation and external audit process.• Directly hired, trained/mentored, and supervised the Technical Services Department including 16 employees in a union environment in the areas of purchasing and acquisitions, bookkeeping, technology, electronic resources, discovery and metadata services, and inventory management. • Served as primary procurement officer for library resources (capital and operating) including research of new products, vendor communications, budget impact analyses, and contract/license review and negotiations.• Engaged in fundraising and donor relations including frequent interaction with and reporting to the Friends of the Libraries Council.

• Served as one of four department heads on the libraries’ leadership team to manage a staff of 26, a multi million dollar budgeting process, and to develop and oversee policies and procedures for the Libraries and Archives.• Served as primary financial accountant for a multi million dollar library resource acquisitions budget including grants, endowments and special funds. Maintained chart of accounts. Oversaw accounts payable and accounts receivable activities, bookkeeping, monthly and annual financial reports and fiscal year close.• Held primary responsibility for inventory management and valuation. Administration and configuration of the general ledger and inventory database management system including oversight of data standards, policies and structures. Monitored database for metadata inconsistencies and served as trainer for library staff on metadata standards and best practices. • Managed capital and operating resource acquisitions including participation in vendor relations, financial forecasting and contract and license negotiations.• Served as primary project manager for all projects involving library acquisitions, collections, space/facilities, or software. • Practiced fiscal conservation and implemented cost containment and reduction whenever possible (including outsourcing and cross-training).• Direct hiring, training/mentoring, and supervision of eight employees in the areas of purchasing and acquisitions, bookkeeping, licensing, inventory management, and electronic resource and database management. • Prepared regular reports, statistics and metrics on financial data including variances, forecasts, and cost benefit analyses. • Frequently championed successful local collaboration efforts as well as state and national consortia.