Senior level executive with extensive hands on experience in management, leadership, working with government
officials. Increasing levels of responsibility. Strong in team building, budgeting, projections and controlling
Leadership and motivational skills
Excellent technology skills
Financial and Strategic planning experience
Budget Development and Management responsibilities
Accounting and Financial Operations oversight
Staff Management experience
Human Resources experience
Strong customer service skills
Served as Interim Chef Executive Officer
Initiates financial procedures that ensure integrity and compliance with government regulations and funder
Helped reduce agency wide spending at one non profit by 20% as the financial manager.
Managed an agency's fiscal department that included Human Resources and personnel benefit management.
Ability to motivate and build moral.
Strong leadership, problem-solving, planning, team building skills.
Reduced spending agency wide.
Chief Financial OfficerJan 2006 to May 2016 East Central Illinois Community Action Agency － Danville, IL
Financial ManagerJun 1996 to Aug 2004 Jobs Consortium － Oakland, CA
Led the modeling, planning and execution of all financial processes.
Recommended innovative alternatives to generate revenue and reduce unnecessary costs.
Maintained contact with all funders.
Fiscal partner on the development team.
Created and executed short and long-term customized comprehensive financial strategies to reach agency goals.
Managed all Human Resources responsibilities, payroll and personnel benefits.
Managed A-133 audits and program audits.
Created and implemented agency-wide and program budgets.
Completed the monthly and annual closeouts.
Prepared financial statements.
Initiated and oversaw the conversion to a new accounting software.
Worked directly with the Board of Directors and the Chief Executive Officer.
Interim Chief Executive Officer
Responsible for oversight of the Agency.
Supervise financial operations and accounting staff in financial reporting, accounts payable, payroll and cash receipts.
Provide reports to governmental and private funding sources.
Prepare and monitor annual agency wide and individual program budgets.
Prepare the budget projections.
Part of the Executive Leadership team.
Lead and supervise the accounting team.
Ensure compliance with always changing governmental regulations.
Manage the agency-wide audit.
Present fiscal information to the Board, staff and public.
Participate in development and strategic planning.
Prepare grant invoices/billing.
Work directly with government grantors.
Develop, implement and monitor fiscal policies.
Prepare for the annual audit and work directly with the auditors.
Prepare or supervise the preparation of specialized reports and cost allocations.
Oversaw the conversion to a new payroll service.
Led the technology team.
Prepare and present monthly financial budgeting reports; monthly profit and loss by fund and/or program, forecast vs.
budget by fund and/or program and weekly cash flow by division.
Review and analyze monthly financial results and provide recommendations.
Develop and maintain monthly operating budget and annual company operating budget.
Manage financial planning and analysis department.
Supervise creation of reports, software implementation and tools for budgeting and forecasting.
Supervise the accounting department to ensure the proper functioning of all systems, databases and financial software.
Provide regular maintenance and backup of all accounting systems; supervise company financial staff.
Review and ensure application of appropriate internal controls, SOX compliance and financial procedures.
Ensure timeliness and accuracy of financial and management reporting data for governmental funders, foundations, investors and company's board of directors.
Oversee the month end close process, Manage cash flow planning process and ensure funds availability.
Bachelor of Science, AccountingEastern Illinois University － Charleston, ILAccounting
Accounting, accounting software, accounting systems, accounts payable, Agency, backup, benefits, billing, Budget Development and Management, budgeting, budgets, budget, cash receipts, cash flow, conversion, customer service skills, databases, Financial, financial and management, Financial Operations, financial planning and analysis, financial reporting, financial statements, forecasting, funds, government, government regulations, Human Resources, team building, Leadership, modeling, month end close process, payroll, personnel, policies, problem-solving, processes, profit, profit and loss, reporting, SOX compliance, Staff Management, Strategic planning