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I have been lucky to be able to work with independent schools and private universities in the greater Philadelphia area for over 35 years primarily focusing on financial, operational and strategic management. I particularly enjoy working with smaller independent schools on collaborative problem-solving and working with others through out the school community toward achieving the institutional mission in an inclusive fashion while balancing community needs, customer satisfaction and financial equilibrium.In addition I enjoy serving as Treasurer and Trustee -The Ellis School, Pittsburgh, PA; Trustee & Finance Committee Chair PA School for the Deaf, Philadelphia, PA; Trustee -The Squam Lake Natural Science Center, Holderness, NH; Advisor  The Chewonki Foundation, Wiscasset, ME. Most of the summer and fall of Street Address  I served as an Advisor and PT Senior Financial Staff for Donna Kyle & Associates, providing business management services to The Miquon School and The Meadowbrook School. In January 2015 responded to a past colleagues plea to fill in for an ailing Business Manager and CFO at Chapin School in Princeton during which time we completed their major building project of a new Upper School, retired and initiated a new Head of School and did a complete reorganization of their Business Office. I completed my assignment at the end of October.Independent School Consultant  Street Address  - currentRepresentative engagements:Part-time Chief Financial Officer/Business Manager:Lansdowne Friends School, Lansdowne, PAMiquon School (in association with Donna Kyle & Assoc.)Meadowbrook School (in association with Donna Kyle & Assoc.)Chapin SchoolPhiladelphia Area Independent School Business Officers Association (PAISBOA) - ongoingLed workshops, seminars and symposiums for other leaders of local independent schools on such topics as strategic planning, pricing, budgeting, use of data comparisons to aid in the decision processBusiness Manager/Assistant Treasurer, Chestnut Hill Academy (now SCH Academy),Philadelphia, PA 1995 - 2009Served as CFO and operations manager for a 570 boys PK-12 college preparatory school with assets exceeding $50 million. I managed:An operating budget of $8 - $15 million, 4 business staff, 6 maintenance staff, 2 auxiliary operationsA $15 -$30 million endowment6 separate capital/construction projects including the design and construction of the first gold-certified LEED Science building at a local independent school14 years of balanced operating budgets and five-year financial plans, clean audits and 3 separate strategic planning processesThe overhaul and implementation of 3 different financial and HR systems, processes and networksCoordinated the efforts of the Board Finance, Buildings and Grounds, Investment and Audit committees and supported the Development, Campaign and Executive committees as requestedServed as school liaison with all parent and student volunteer organizationsAssistant Treasurer and Comptroller, Drexel University, Philadelphia, PA 1986  1995Initially hired to develop and implement a university-wide financial information system, I became Comptroller in 1988 and was responsible for the financial accounting, budgeting, grant reporting, student billing and collection, cashier, disbursement and student loan processing for the University which at the time had an unrestricted budget in excess of $200 million and extensive restricted and research activities. I had a staff of over 40 and was a member of the Presidents leadership council.Financial Consultant, IFIS Product (now BANNER), Systems and Computer 1983 - 1986Technology Inc, (now SunGard HE), Malvern, PAAudit Staff & Manager, Arthur Young and Company (now Ernst & Young) 1977  1983Education & Licenses:Bucknell University, Lewisburg PA with a BSBA, Accounting 1977Certified Public Accountant in Pennsylvania, currently inactiveAwards, Volunteer Activities and Interests:In addition to organizations mentioned above I also serve as a Director and Advisor for The Savoy Company; Investment and Assistant Treasurer and Choir Member  Calvary Presbyterian Church of Wyncote; President of The Random Garden Club; and Treasurer and Director of the National Society of the Colonial Dames of America in the Commonwealth of PAI was awarded Regional Business Manager of the Year  2009, National Business Officer Award  2009, Corning Pearson Leadership Award  2009 Headmaster's Award  2001 & 2009I am married since 1990 to a very patient man and we are the proud parents of a daughter planning on graduating in May with a degree in Equine Management at Colorado State University, Ft. Collins, CO.