AVP, Controller & Associate Treasurer Resume Example
Over thirty years of successful service and experience to or in the higher education & not-for-profit sector as a controller, assistant vice president, associate treasurer, partner and trustee
- Manages and leads the Controller's Office which includes payroll, accounts payable, employee reimbursement, purchasing, student billing, grant reporting, endowment reporting, capital assets, gifts, treasury management, general accounting, financial reporting, taxation and compliance
- Leads the post implementation efforts of Workday Finance and Workday Payroll to achieve efficiencies and value
- Championed compliance and administrative requirements for Department of Defense research contract
- Pursued tax saving opportunities and increased tax compliance efforts
- Modernized administrative processes, restructured department focusing on superior customer service and implemented cost savings opportunities
- Oversaw implementation of new accounting standards, including, revenue recognition, not-for-profit financial statements and clarifying guidance for contributions received and contributions made
- Partners with Senior Vice President of Finance and Administration on numerous special projects
- Participated on Middles State Accredidation Standard 4 - Ethics and Integrity
- Presents to the Administrative Advisory Committee which offers advice to the President and other senior administrators on business matters where faculty concern is strong
- Works collaberatively with Provost Office on faulty matters
- Improved aspects of operations related to dining services, events & conferences, campus safety, student services and human resources
- Prepares agenda and materials, maintains calendars and presents at the Audit & Risk Committee, Finance Committee and Property Committee of the Board of Managers
- Improved brand awareness & identity of the firm through a number of initiatives
- Developed and executed training series for the higher education & not-for-profit sector
- Performed quality control reviews of clients resulting in improved financial reporting and transparency
- Provided business advice to higher education clients to improve accounting and operations
- Strategic member of national not-for-profit team
- Active In CBIZ Women's Advantage
- Grew higher education & not-for-profit industry practice in Philadelphia
- Served as lead client relationship on numerous clients
- Collaberated nationally on publications and events
- Managed and reviewed audits in accordance with auditing standards generally accepted in the U.S. and single audits in accordance with Uniform Guidance
- Served on BDO's national strategy team for higher education & not-for-profit industry group
- Helped shape the strategy and direction of the industry
- Trusted business advisor to clients and oversaw the quality of audit and tax services
- Supported clients with solutions to business issues including: bond financing, research and budgeting, benchmarking and cash management, green energy solutions, bankruptcy consulting, board training and development, reporting and compliance, mergers and acquisitions, endowment classifications, risk management, employee benefit plan compliance and fiduciary responsibilities , private/public partnerships and spending models
- Led the growth of the Grant Thornton Philadelphia office not-for-profit and higher education industry group 400% over a 6 year period
- Recruited, mentored and evaluated professional staff
- Assisted in setting the strategic direction of the industry practice
- Partnered with cross functional teams within the office, region and nationally
- Speaker and instructor to institutions and organizations
- Served on CEO's Experience Task Force to provide advise on the People driver of the firm which encompasssed diversity and inclusion
- Served as the Northeast Leader of Women@Grant Thornton
Member of NACUBO's Accounting Principles Group
Member of EACUBO, NACUBO and AICUP
Board of Directors, Women's Animal Center & Member of the Finance Committee
Board of Trustees & Chair Audit Committee & member of the Finance Committee & Executive Committee for Salus University
- Awarded by SmartCPAs, SmartCEO Readers' Pick of the Region's Top Not-for-Profit Accountants, SmartCEO Magazine September 2012
- Awarded Philadelphia's “Top 25 Women of Distinction” in December 2008 by the Philadelphia Business Journal
- First place winner for the NE region of the United States, Foundation of the American Society of Women Accountants on their esteemed Balanced Awards, 2008
- Awarded 2009 winner of Grant Thornton's award to partners for outstanding contributions
- Received Grant Thornton 2008 “Most Valuable Player” within the not-for-profit industry practice, awarded by peers
Arcadia University
Bucknell University
Bryn Mawr College
Cabrini College
Delaware State University
Elizabethtown College
Fisher College
Georgian Court University
Haverford College
Iona College
Lafayette College
Lesley College
Peirce College
Philadelphia College of Osteopathic Medicine
Salus University
University of Scranton
University of the Arts
University of the Sciences
Ursinus College
Washington College
York College
Philadelphia Industrial Development Corporation
Philadelphia Authority of Industrial Development
The Pew Charitable Trusts
The William Penn Foundation
The John Templeton Foundation
Archdiocese of Philadelphia
NHS Human Services, Inc.
Lancaster General Hospital
Philadelphia Orchestra
Philadelphia Zoo
LinkedIn: https://www.linkedin.com/in/terri-albertson-a5030816
- NACUBO 2019 Accounting Forum - Implementing ASU 2016-14 - Presentation of Not-for-Profit Financial Statements
- CASE 2020 Institute for Chief Business Officers & Chief Development Officers - Update on CASE Counting/Compare CASE counting vs. FASB counting
- CASE 2020 Institute for Chief Business Officers & Chief Development Officers - Communications for Internal and External Constituents
- EACUBO 2020 Workshop - Communicating Different Accounting Definitions or Standards for Philanthropic Support from CASE to FASB and Other Filings
- EACUBO 2020 Workshop - Tax Reform: Fully Effective? What Do We Know? How Did We Do?
- Accounting & Finance
- Budgeting & Financial Forecasting
- Debt Financing
- Endowment Management
- Financial Reporting
- Governance
- Grant Management & Compliance
- Purchasing & Procurement
- Resource allocation
- Restructuring
- Risk Management & Mitigation
- Stakeholder Relations
- Strategy
- Sustainability
- Treasury Management
- Taxation
- Uniform Grant Guidance Expertise
Major Accounting
June 1988
Certified Public Accountant
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Resume Overview
School Attended
- Washington And Jefferson College
Job Titles Held:
- AVP, Controller & Associate Treasurer
- Managing Director
- Audit Partner & Philadelphia Practice Leader
- Audit Partner & Northeast Practice Leader
Degrees
- Bachelor of Arts : Economics And Business Administration
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