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.• Developed Finance and HR best practices evaluation and improvement process. • Managed discontinued business operations of an affiliate and implemented ERM process.• Enhanced external financial statements to reflect changes in the updated business model.• Managing multiple 501c entities within the AKC umbrella and related federal and state tax filings.• Led process to implement Prophix, a Budget/KPI system integrated with SageX3. • Developed a team-oriented model to enhance cybersecurity, business impact analysis and disaster recovery.

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 systems, transitioning to a cloud-based system for general ledger, client records and information management. Additionally, I integrated a cyber security process, while continuously improving the on-line reporting systems with MTD, QTD and YTD data. Furthermore, I designed and deployed a new board member orientation process for improved board education and resources.* Leveraged staff time by 20% by simplifying reporting processes. Elevated the client service team to bolster onboarding efficiency by 20%. *Achieved a customer retention rate of 99% and a 10% increase in planned giving contracts. *Slashed costs by 50% via exemplary negotiations with vendors and key partners. *Enhanced overall efficiency by 15% through strategic solutions brainstormed collaboratively with OCIO, banking and investment consultants.

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 process. I also implemented internal audit program for A-133 compliance. I also designed a liquidity reporting system. * Boosted reporting efficiency by 25% by introducing a new accounting system.* Eliminated non-staff expenses by 25% through process analysis and redesign. *Established the first credit rating with S&P and Moody’s (A/Aa Rating). * Launched a new payroll system that enhanced reliability and cut costs by 20%.* Drove a $110M debt issue process to execute the largest building renovation.

New York, Ny, Us

Worldwide, Oo

Mba, Finance

Bachelor Of Science, Accounting

Economics-Certificate