Simon Guzman Email & Phone Number

New York, New York, Us

• Previously held Director of Finance (2013 – 2019) and Senior Accountant (2010 – 2013) titles• Managed all accounting functions, including general ledger, accounts payable, payroll, investments, grant accounting and reporting.• Implemented new accounting system using Intacct Software.• Implemented new internal and external financial reporting system.• Prepared annual audits, with independent auditing firms and A1-133• Prepared 990 Returns and 5500 forms.• Managed, and prepared annual budgets internal and grants budget in conjunction with management team.• Managed federal and state grants and contracts.• Managed corporation and foundations grants and contracts• Administered endowment portfolio of $190 Million.• Managed annual fellowships and grant payments of $25 Million.• Worked with IT to tailor a brand-new Finance Portal to facilitate the collection of personal and confidential data from fellowship applicants in a secure environment. • Implemented multiple system interfaces using CRM, Excel, ADP, and Intacct.• Coordinated the writing of accounting policies and procedure manuals.• Re-designed all Finance workstreams during the COVID-19 pandemic of 2020 to allow for 100% continued financial operations in a remote environment.• Led a team of four Accountants and one office Manager

• Managed all accounting functions, including general ledger, accounts payable, grants disbursements, payroll, and investments.• Implemented new accounting system using MIP Software• Designed new financial reports for management and Board of Directors• Planned, coordinated, and prepared annual audits.• Streamlined, managed, and prepared annual budgets and budget modifications in conjunction with management team.• Managed an investment portfolio of $100 Million.• Developed General Ledger interfaces with other software applications.• Coordinated the writing of accounting manuals.

• Managed all accounting functions, including general ledger, accounts payable, accounts receivable and payroll.• Prepared consolidated financial statements following FASB 116 and 117 for seventy entities.• Designed and implemented financial reports for funding sources, senior management and Board of Directors using Lawson accounting system.• Managed audits with funding agencies and independent auditing firms, including A- 133 Audits.• Managed federal and state grants and contracts and single audit reporting.• Managed corporation and foundations grants and contracts• Prepared 990 and 5500 tax forms.• Supervised eight accountants.

• Managed all general ledger functions and reconciliations.• Coordinated and prepared year end audits with funding agencies liaisons as well as independent auditing firms including A-133 Audits• Managed federal and state grants and contracts.• Maintained fixed assets systems up to 146 million dollars.• Managed large escheatment process

M.A, Non Profit Management

B.A, Business/Accounting