Department of the Treasury – Internal Revenue Service Tax Preparers Identification #P00255011CTEC Registered Tax Preparer #A160897Active in tax preparation for individuals and small businesses, Most recently assisted Head Start State Pre-School agencies with the following:Compliance issues Fiscal managementPersonnel Staffing and ControlImplementation of the PRISM review systemNegotiation with vendors where appropriateEstablishing goals and objectivesAnalyzing and writing the Head Start/State Pre-School budget for 2007-082005 – 2006Los Angeles County Office of EducationHead Start State Pre-School Provisional Management Assistance Team LeaderManage the Head Start State Pre-School unit responsible for monitoring delegate agencies regarding budget, contracts and regulatory complianceUtilize PRISM to implement comprehensive reviewsPlan and coordinate work to administer Federal and State regulatory compliance of public and private non-profit Head Start delegate agencies Negotiate with vendors, delegate agencies and governmental entitiesEstablish goals and objectives for subordinate staff including BSC, FOC and Administrative Analysts Implement internal monitoring systems to measure accomplishments and responsibilitiesWork with departments within LACOE to provide coordinated leadership

Financial Consulting

Management of the financial end of the Head Start program

Provided audit of delegate agencies related to budgetary and contractual adherence to Federal and State regulations Developed comprehensive reports detailing findings of analysis

Coordinated contracts to obtain funding for new purchases and existing property loansNegotiated rates and terms to ensure compliance with industry policies and regulationsProvided consultative services to potential clients, including financial analysis

Responsibilities for administering and managing multiple services through Human Resources, Information Systems and Fiscal DepartmentsPerformed financial analysis and management of 401K programProvided financial and operational support services for upper managementActed as liaison with Internal Revenue Service and the Franchise Tax BoardAssisted with development and auditing of annual budgetAdministered office regulations and policies for professional, technical and clerical personnelMonitored Information Systems functions

Provided fiscal advisory services for small to middle-market businessesPerformed cost/benefit analysis to determine financial condition of clientPrepared comprehensive financial reports including analysis, conclusions and recommendationsAdministered business operations, administrative practices and guided financial development

Provided administrative, financial and operational management of office with assets of $25 million dollarsDeveloped and implemented policies and procedures for expansion of new branch office with responsibilities for decisions of critical consequenceDirected and evaluated work of 15 staff members, including professional management and subordinate personnel

Progressive experience in management from Management Trainee to Vice President and ManagerProvided administrative, financial and operational management of office with $80 million in assetsDirected and evaluated work of 25 staff members, including professional-management and subordinate personnelMonitored regulatory compliance of bank policies and procedures