Ted Phillips Email & Phone Number

New York, NY, US

• Reporting to Board/CEO as the principal financial strategist and financial risk management officer for a national dog registration organization promoting responsible dog ownership.
• Lead the Finance and HR functions for the organization managing a staff of 20.
• Responsible for presenting monthly reporting to the Board and its Committees on Finance, Audit, and Investments as well as quarterly reports to AKC delegates.
• Principal officer for audit, banking, investment, benefits insurance, and contract review.
• Fiduciary for AKC’s Retirement Plans including Defined Benefit, 401k, 457 and OPEB.
• Implemented monthly board reporting tool of KPI’s.

New York, NY, US

As CFO/COO I was the principal strategist and overseer of financial management, reporting, client services, administration, IT and HR. I identify issues of improvement and roll out action plans and define/track KPIs. I led a national client service team for 1,100 clients managing $1 Billion of client assets.I have been tasked to transform technical.

US

In my role as Director of Finance, I was the primary daily operations leader of finance, treasury, tax, audit, and compliance, reporting directly to the CEO. I significantly overhauled the department structure, acquired new talent, and initiated staff training for 15 FTE. I enabled three-day performance reporting by authoring an endowment reporting.

New York, NY, US

Worldwide, OO

Mba, Finance

Bachelor Of Science, Accounting

Economics-Certificate