Strategic and analytical finance professional with 20+ years of success in financial reporting, analysis and project management.
Partnering with programmatic staff, I successfully transitioned North Carolina operations from a $500K deficit in fiscal year 2013 to a $100K surplus in fiscal year 2016.
Senior Budget Manager02/2009 to 07/2016Resources for Human DevelopmentPhiladelphia, PA
Partner with Corporate Assistant Directors in supervising RHD Unit Directors, assuring the fiscal and operational integrity of several programs for persons with developmental and mental health disabilities.
Develop budgets and maintain financial projections, assuring appropriate costs for service delivery.
Interact with senior management, empowering informed decision making based on detailed and thoughtful financial analysis.
Provide training to Unit Directors and Administrative Staff and act as a liaison between them and the fiscal departments of the organization.
Supervise Budget Analysts, assuring the accuracy of revenue and expenditure postings.
Prepare municipal and state required periodic and annual reports as necessary, interacting with contacts in funding agencies to assure their satisfaction with RHD's performance.
Create budgets for proposed programs in development for both internal and external stakeholders.
Participated in implementation of new budgeting and billing software products and trained Budget Team in the use thereof.
Perform all duties as assigned within the context of RHD's core values.
Director of Operations and Controller04/2001 to 06/2008Agua Caliente Cultural MuseumPalm Springs, CA
Performed all accounting functions including budgeting, general ledger entry, accounts payable processing, balance sheet reconciliation, internal reporting, IRS Form 990 preparation, and fixed asset management Attended all board meetings, reviewing financial concerns and educating board members regarding fiduciary responsibilities Coordinated PricewaterhouseCoopers annual audit of the Museum's financial records, including Sarbanes-Oxley A-133 audit and preparation of the IRS form 990 Closely worked with Development Department to implement donor management and accounting software Collaborated with business consultants and museum staff to develop strategic and business plans Oversaw daily operations of Museum Shop, including scheduling and supervision of Interpretive Staff Ensured proper maintenance of human resource records and accurate preparation of payroll Maintained excellent working relationship with Tribe's financial, legal and human resource personnel Interacted with Senior Management in the development of job descriptions, assuring legal standards were exceeded Coordinated with outside contractors to upgrade computer and telephone networks Played a key role in the management team charged with developing, designing and reviewing construction drawings of new facilities, planned for 2011 Initially hired by Agua Caliente Band of Cahuilla Indians as a temporary accountant.
CLIENT ACCOUNTANT03/2000 to 11/2000Miller-Huber Relationship MarketingSan Francisco, CA
Managed all facets of accounting and time management functions, including accounts payable, accounts receivable and job cost reporting for the agency and for numerous multi-million dollar clients.
Held responsible for the preparation of ad-hoc reports for management review.
Significantly decreased receivable aging from more than 70 days to under 40 days.
FINANCE MANAGER07/1995 to 02/2000U.S. CENTER'S Landmark EducationSan Francisco, CA
Executed income auditing, cash management, international banking, and balance sheet reconciliation Educated finance managers nationwide to generate accurate weekly cash reports Performed income audit and prepared general ledger entries Prepared sales tax returns for multiple locations operating throughout the United States Relieved Accounts Payable Supervisor when on personal time off Contributed to accurate configuration of financial reporting in proprietary management software Developed leadership skills, participating in extensive staff trainings and courses offered by the organization Supported Corporate Facilities Manager with lease interpretation and adherence Interacted with CFO to identify appropriate investment for excess cash.
Bachelor of Science: Business Administration ManagementAlbright CollegeReading, PABusiness Administration Management
American Association of Museums (AAM) Member, 2002 - 2008 AAM Museum Management Committee Member, 2002 - 2008 Board Member at Large, 2004-2005 Society for Human Resource Management (SHRM) Member, 2005 - 2009 Professionals in Human Resources Association (PIHRA) Member, 2007 - 2009 Trainings & Conferences American Association of Museums Annual Conferences , 2003, 2004, 2005, 2008 Museum Management Conferences, 2003, 2004, 2005, 2008 American Law Institute - American Bar Association Museum Not-for-profit Law Conference, 2006