AVP, Controller & Associate Treasurer Resume Example Haverford College

AVP, CONTROLLER & ASSOCIATE TREASURER

Professional Summary

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

Work History

Haverford College - AVP, Controller & Associate TreasurerHaverford, Pennsylvania11/2017 - Current

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

CBIZ & Meyer Hoffman & McCann LLC - Managing Director Plymouth Meeting, PA05/2016 - 11/2017

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

BDO LLP - Audit Partner & Philadelphia Practice Leader Philadelphia, Pennsylvania10/2013 - 05/2016

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

Grant Thornton LLP - Audit Partner & Northeast Practice LeaderPhiladelphia, Pennsylvania01/1998 - 10/2013

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

Professional Association, Memberships, and Board Positions

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

Awards and Achievements

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

Previous Clients

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

Social Media

LinkedIn: https://www.linkedin.com/in/terri-albertson-a5030816

Recent Speaking Engagements

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?

Expertise

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

Education

06/1988Washington And Jefferson CollegeWashington, PennsylvaniaBachelor of Arts: Economics And Business Administration

Major Accounting

June 1988

Certifications

Certified Public Accountant

Resume Overview

Companies Worked For:

Haverford College
CBIZ & Meyer Hoffman & McCann LLC
BDO LLP
Grant Thornton LLP

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

AVP, Controller & Associate Treasurer Resume Example

Resume Score: 80%

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