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Click here or scroll down to respond to this candidateCandidate's Name
Street Address
PHONE NUMBER AVAILABLE EMAIL AVAILABLE
CHIEF OPERATING OFFICER / CHIEF FINANCIAL OFFICER
Interim Executive Director/Chief Operating Officer. Responsibilities include monitoring operations, financial reporting to the Board of Directors, internal controls and procedures, monitoring the reporting and progress of grants,
Dynamic and accomplished Chief Operating Officer with more than 20 years of experience providing comprehensive financial and operational leadership for non-profit organizations. Proven ability to develop strategic plans capable of reducing costs and boosting productivity. Demonstrated success overseeing change management processes designed to keep organizations on solid financial footing. Expertise in risk management, team leadership best practices, and financial planning and modelling, with extensive knowledge of internal auditing processes and reporting functions.
Core Competencies
Financial Management Strategic Planning & Development Cost Savings Team Leadership
Employee Engagement Training & Mentoring Operations Management Reporting Budgeting
Audits Forecasting Financial Planning & Modeling Risk Management Program Management
Partnership Development Grant Development Negotiations Change Management Compliance
PROFESSIONAL EXPERIENCE
New York Memory Center, Brooklyn, New York 2015 to March 31, 2016
Interim Executive Director/Chief Operating Officer
Lead the organizations expansion, in the build-out of a second center, dedicated to providing services to individuals with Dementia. Refined the budget process, enabling the organization to track expenses by cost centers. Developed grant reporting procedures, thus eliminating inaccuracies in the state and city funding reimbursements, enchasing cash flow. Developed a comprehensive financial reporting package for the management team and reporting to the board of directors.
Highlights and Achievements:
Identified areas for costs savings as a result of the refined budget process.
Negotiated with landlord at new site, to obtain favorable lease terms
Managed $1M grant from the Department of Health
Restructured finance department to meet the needs of explanation within a growing organization
FAMILY CARE INTERNATIONAL, New York, New York 2013 2014
Director of Finance and Administration
Lead the finance and administrative departments of an international non-profit working to make pregnancy and childbirth safer around the world. Provide financial oversight of 5 satellite offices, direct strategic planning processes designed to boost productivity and reduce costs, and organize the internal auditing process. Update accounting manual in order to align organizational standards with internal procedures, deliver expert analysis of corporate budgeting and spending to the Board, and develop a collaborative approach within the organization, resulting in an increase in productivity.
Highlights and Achievements:
Moved the organization s headquarters to a new location, realizing more than $500,000 in savings from reduced rent payments.
Developed the team charged with implementing a standardized accounting platform for all 5 international field offices, moving them from their current practice of using Excel spreadsheets, to a new platform capable of ensuring accuracy and timely financial reporting to donors and government agencies.
AFFILIATES RISK MANAGEMENT, New York, New York 2008 2012
Chief Operating Officer
Directed the financial and operational functions of a company providing risk management services to Planned Parenthood Affiliates around the country, including managing cash flow, budgeting, variance analysis, and operations for the entire group. Oversaw the day-to-day operations of the finance and HR departments, developed effective reporting packages for the Board of Directors, and served liaison between the CEO and the Finance and Audit committees.
Highlights and Achievements:
Coordinated the organization s 3-year strategic planning process, meticulously outlining the company s goals and objectives and presenting the plan to the organization s Board of Directors, ultimately gaining approval for all aspects of the plan.
Implemented a comprehensive performance evaluation system, including departmental metrics designed to ensure that goals met plan objectives in both the short and long term, and provided HR support to a staff of 30.
Candidate's Name Page 2 PHONE NUMBER AVAILABLE EMAIL AVAILABLE
WOMAN S WORLD BANKING, New York, New York 2005 2008
Chief Financial Officer
Managed all aspects of the finance, IT, HR, and operations departments of a not-for-profit company providing training and guidance to international micro-finance institutions, overseeing a budget of $9 million, and supervising a team of 6. Worked with the Board of Directors to establish internal policies in compliance with the Sarbanes-Oxley Act, monitored investment results of the organization s $30 million endowment, ensuring that returns conformed to established benchmarks, and designed and delivered a comprehensive financial reporting package for the Board of Directors.
Highlights and Achievements:
Led the development of an Enterprise Resource Program that provided a tracking mechanism showing real-time information on donor accomplishments, successfully delivering the extensive reporting on deliverables required by the organization s 20 international micro finance affiliates.
Realized an annual savings of more than $200,000 and boosted productivity through a complete reorganization of the finance and administration departments.
SAGE, New York, New York 2004 2005
Chief Financial Officer
Restructured the financial processes of a non-profit organization serving the GLBT community in NYC, working with the CEO to analyze the agency s infrastructure and build a strategic plan designed to place SAGE on firm financial footing. Managed a $4 million operating budget, developed processes enabling managers to track departmental budgets and make corrections in order to control spending, and coordinated the group s annual internal and external auditing process.
Highlights and Achievements:
Negotiated new vendor payment schedules and led the effort to accurately bill governmental agencies for services provided by Sage, facilitating the organization s ability to turn around their cash flow from negative to positive and maintain a positive cash flow in the long term.
Honored with a request to join the organization s Board of Directors after resigning from the position to take on the Chief Financial Officer position at Women s World Banking.
COMMUNITY RESOURCE EXCHANGE, New York, New York 2002 2004
Chief Administrative Officer
Developed a strategic business model and billing rate structure for a non-profit group providing advice and technical services to more than 300 community-based non-profit organizations. Managed a $5 million operating budget, researched pension plans, and presented results to the Finance Committee. Streamlined facilities management practices in order to increase productivity and revamped the finance departmental structure to achieve improved financial reporting results.
Highlights and Achievements:
Generated more than $100,000 in additional annual revenues through the implementation of a reporting structure designed to monitor staff productivity.
Led the development of an innovative new strategic plan that allowed the organization to sustain a 75% growth in staffing.
FURNITURE COMPANY / SCHAEFER STUDIO, New York, New York 1999 2002
Chief Financial Officer
Coordinated a staff of 5 charged with overseeing all financial aspects of both an interior design company and retail furniture company. Developed monthly financial reporting packages for both companies and created budget tracking reports for costs associated with interior design projects. Deployed internal controls used on the showroom floor and implemented updated monthly closing processes that enabled both companies to have quicker access to their financial data.
Candidate's Name Page 3 PHONE NUMBER AVAILABLE EMAIL AVAILABLE
FURNITURE COMPANY / SCHAEFER STUDIO continued:
Highlights and Achievements:
Boosted the efficiency and productivity of the sales staff by through the development of processes designed to streamline point of sale procedures.
Managed the reorganization of the IT Department, saving the company as much as $20,000 in annual consulting fees.
EPISCOPAL SOCIAL SERVICES, New York, New York 1996 1999
Chief Financial Officer
Directed financial operations and processes for a non-sectarian organization working to meet the needs of New York City s disadvantaged and underserved populations. Oversaw a $20 million operating budget, reviewed insurance policies, reengineered pension plans, and reorganized facilities management processes at headquarters, including the implementation of an inventory control system. Monitored the financial performance of the agency s endowment, working to control risk and ensure the group s long-term ability to operate effectively.
Highlights and Achievements:
Saved the organization more than $50,000 per year in property taxes through the identification and purchase of a new headquarters site located in a non-profit building.
Designed a comprehensive annual budgeting process for the organization including the development of a financial reporting package sent to the Board of Directors.
INTERNATIONAL RESCUE COMMITTEE, INC., New York, New York 1991 1996
Chief Financial Officer
Led financial oversight, cash management, and budgeting functions for an international organization operating in 40 countries and 22 U.S. cities with the mission to provide lifesaving care and life-changing assistance to refugees forced to flee their homes from war or natural disaster. Managed the organization s annual budgeting and monthly reporting process, overseeing the dispensation of a $45 million operating budget, coordinated risk management procedures for international operations, and audited internal controls and procedures.
Highlights and Achievements:
Developed investment guidelines and internal systems capable of overseeing the organization s $6 million endowment fund.
Implemented a standardized accounting system used by all IRC offices worldwide and deployed a cash management system for 20 offices based around the world.
EDUCATION AND TRAINING
Certificate in Not-For-Profit Management
Columbia University New York, New York
Master of Business Administration
Saint John s University Queens, New York
Bachelor of Science in Psychology
Queens College Queens, New York
TECHNICAL PROFICIENCIES
Great Plans, Sage 100, QuickBooks
Microsoft Office Suite (Word, Outlook, PowerPoint, Excel) |
