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Vice President - Director of Finance Resume Example

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VICE PRESIDENT - DIRECTOR OF FINANCE
Executive Profile
An accomplished financial and operations executive with effective communication skills and the demonstrated ability to deliver mission-critical results in the areas of executive leadership, fund development, visibility, and collaborative partnerships.
Skill Highlights


  • Fund Development and Grant Management
  • Policy and Procedure Development
  • Internal Controls Compliance and Monitoring



  • Budget Development, Administration & Allocation
  • Strategic Planning & Project Management
  • Fund Accounting (Not For Profit)
  • OMB A-110, A-122 & A-133 knowledge
Core Accomplishments

CORE ACCOMPLISHMENTS

Operations Management:

Established and managed the A/P, A/R and Payroll functions for 70 - 110 team members while providing leadership to program directors and managers in the development, implementation, allocation and monitoring of their individual program budgets, grant renewal processes and required funding source financial reporting; fiduciary responsibility for the preparation of the consolidated annual budget ranging from $6M to $10M and all functions and communications related to annual and interim financial reporting (including financial reporting to the Board of Directors at quarterly meetings), month-end closing and annual audits.

Project Management:    Completion of an accounting software conversion resulting in the elimination of (3) separate accounting systems, in-house accounting and payroll processing for the first time in 30 yearsresulting in cost savings of $30,000 per year.Process Improvement:Creation of new accounting and internal controls policies and procedures to strengthen the integrity of the accounting processes thus increasing compliance with federal, state, local and private funding sources regulations and reporting requirements. Through process improvements, time to complete the annual audit has been reduced from 11 months to 6 months

Fund Development and Grant Administration:

Implementation of the new in-house accounting system resulted in the ability for real-time financial reporting to external users, program managers, directors and executive staff and proper grant administration. Due to the flexibility of the new accounting system to customize financial data for different users, we were able to increase the number of submissions for new grants/contracts and reduce the time to complete them.

Professional Experience
Vice President - Director of Finance
Milwaukee, WITHE CENTER FOR VETERANS ISSUES, LTD/Apr 2011 to Current
  • Responsible for providing leadership in the development, implementation and monitoring of the Center for Veterans Issues' company and departmental budgets, accounting policies, procedures and internal controls; managing the day today financial operations, reporting and preparation of financial statements; providing oversight of the audit (internal and external), A/R, A/P, payroll, cash flow and reconciliation functions.
  • Created and executed short and long-term customized comprehensive financial strategies to reach company goals.
  • Oversight and management of the fund accounting system providing financial reporting for 15+ local, state and federal programs Major accomplishment: Provided leadership and management of the accounting software conversion (SAGE/now Abilia), resulting in the consolidation of 3 accounting systems into one allowing for real time reporting and for the first time in the history of the organization, in-house payroll processing at a cost savings of $30K per year.
  • Also provided leadership in the establishment of CVI's first ever Veterans Ball - the first major annual fundraiser in the history of the organization.
Accounting Manager _____ ____
Milwaukee, WILA CAUSA, INC/Sep 2007 to Mar 2011
  • Responsible for the development, implementation and monitoring of not-for-profit accounting policies, procedures and internal controls; the preparation and assembly of monthly financial reports/statements (by program and consolidated); creation of custom reports as needed by management, finance committee and Board of Directors and management of the general ledger and accounting system Major accomplishment: At the request of then CEO Hugo Cardona, I returned to La Causa in 2007 as the new accounting manager a position that was created for the first time.
Tax Accountant/Compliance Manager____________________________
Milwaukee, WIPOTAWATOMI BINGO CASINO/Mar 2005 to Sep 2007
  • Responsible for Title 31 Compliance (Bank Secrecy Act (BSA) and Suspicious Activity (SARC)) for the entire casino, including the development, implementation, monitoring and enforcement of policies and procedures relating to compliance and all related Title 31 training (for over 400 employees).
  • Other major responsibilities included: submission of CTR-C and SAR-C reports to the Department of the Treasury, investigation of compliance related issues and the recommendation of solutions, the preparation and submission of annual 945,730, 11C, 1042-T, 1099s and W-2G tax forms -35K in 2004, 42K in 2005, 47K in 2006, and lead person on all Title-31 tax related issues for the casino.
  • Ban committee member responsible for the investigation of illegal behavior and recommendation and implementation of banning procedures, assisted with the casino/hotel expansion by providing budgetary and financial support to Executive Management and Foundation members.
  • BSA and Major accomplishments: - Implementation of the TIN matching system to ensure proper social security number information is obtained and the abatement of penalties and interest for tax years 04, 05, & 06 in the amount of $375K and provided leadership in the automation of required Title 31 compliance training for over 2k employees (on three shifts).
Senior Accountant
Milwaukee, WILA CAUSA, INC/Apr 2000 to Mar 2005
  • Management of the general ledger and accounting system (VAM), preparation of daily cash flow statements, daily deposits and daily income allocation reports by program and funding source, providing leadership and assistance with all financial, program and regulatory audits, reconciliation of (3) bank accounts, preparation of annual 1096 and 1099MISC statements for 300 vendors and assistance with budget preparation and budget to actual performance analysis.
  • Major accomplishment: in house financial statement preparation conversion, resulting in a savings of $75,000 per year and the renewal of a State contract in the amount of $11,000,000.
Education
MASTER OF ARTS: BUSINESS ADMINISTRATIONUniversity of WIMilwaukee, WI, USABUSINESS ADMINISTRATION
Executive MBA BACHELOR OF ARTS: BUSINESS ADMINISTRATION Finance and AccountingUniversity of WIMilwaukee, WI, USABUSINESS ADMINISTRATION Finance and Accounting Eligible to sit for the CPA
Skills
accounting, accounting manager, accounting software, accounting systems, accounting system, A/P, automation, Budget Development, budget preparation, budgets, budget, C, cash flow, contracts, conversion, CPA, Executive Management, finance, financial, financial operations, financial reports, financial reporting, financial statement preparation, preparation of financial statements, forms, Fund Accounting, general ledger and accounting, grants, leadership, managing, meetings, 2k, month-end closing, Operations Management, Payroll, payroll processing, performance analysis, policies, Procedure Development, processes, Process Improvement, Profit, Project Management, real-time, real time, reporting, SAGE, Strategic Planning, tax, Treasury
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Resume Overview

Companies Worked For:

  • THE CENTER FOR VETERANS ISSUES, LTD
  • LA CAUSA, INC
  • POTAWATOMI BINGO CASINO

School Attended

  • University of WI

Job Titles Held:

  • Vice President - Director of Finance
  • Accounting Manager _____ ____
  • Tax Accountant/Compliance Manager____________________________
  • Senior Accountant

Degrees

  • MASTER OF ARTS : BUSINESS ADMINISTRATION
    Executive MBA BACHELOR OF ARTS : BUSINESS ADMINISTRATION Finance and Accounting

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