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Click here or scroll down to respond to this candidateCandidate's Name
Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLEEXECUTIVE / FINANCIAL LEADERSHIPPROFILEAccomplished CEO/CFO/senior executive dedicated to improving our communities by strengthening the organizations that serve them. Significant experience developing effective financial and administrative systems that result in improved operations: organizational structure, reporting/auditing, fundraising, budgeting, contracting, and strategic planning. Analytical, creative, systems-thinker equally comfortable working at the C-level, or as team leader or team resource to staff, management and boards through periods of high growth, merger or retrenchment. PROFESSIONAL EXPERIENCEPresident/CEO September 2018 September 2022East End Cooperative Ministry (EECM), Pittsburgh, PA Founded in 1970 by 18 local faith communities, EECM provides emergency, transitional and recovery housing, a food pantry and hot meals for East End community members and EECM residents. Children and youth participate in educational programs, drug/alcohol and violence prevention programs, after school sports teams and a five-week summer camp. There is also a division that provides commercial sewing, landscaping and cleaning services. Throughout its 50 years, EECM has struggled financially and was in serious difficulty when I took over. Key accomplishments in first 42 months: Reorganized management and reviewed operations for cost efficiencies, resulting in over $500,000 savings/year. Converted all financial data and reporting back to MIP fund accounting software; completed 3 audits and 990s in one year; closed books on a monthly basis and distributed reports to operations staff for review. Paid off a $2 million line of credit and instituted loan policy to minimize interest costs. Rented excess space to three mission-similar nonprofits (412 Food Rescue, Repair the World, Catapult Pittsburgh). Initiated a 3-year strategic planning process, including reimagining the EECM mission, with an outside consultant. Restructured homeless services to increase number of beds and better serve population in need (there is a waiting list). This requires reconfiguring space to best serve the clientele and maximize revenues. Took on the bookkeeping for two additional nonprofits with excess capacity in the finance department, adding additional revenue of over $130,000 and diversifying revenue streams. In discussion with other mission-similar nonprofits re future programming and/or organizational synergies: employment training in food service sector; drug/alcohol, behavioral health, and other counseling services. Principal/Executive Consultant July 2008 - Present Bailey Management Consulting, Pittsburgh, PAIndependent consultancy specializing in financial, operational and development support for nonprofit organizations, start-up and high growth companies.Key Accomplishments: Designed improved financial systems for a start-up technology nonprofit that provided management with better information for critical decision making. Refinanced debt and provided business analysis for a growing for-profit company serving the public sector. Provided financial consulting to a private Pre-K-12 school for girls resulting in improved endowment reporting, a successful annual audit, and a more efficient and effective financial reporting system. Worked with two Pittsburgh foundations to develop emergency funding plan for the August Wilson Center; provided CFO services including monthly financial reports, annual audit, and cash flow management. Advised an HR Consulting company on cost-cutting measures that would ensure continued business success. Created an operations policy and procedure for an organization that works with children with special needs. Chief Financial Officer (contracted) January 2016 - January 2017 East End Cooperative Ministry (EECM), Pittsburgh, PA Contracted to institute a more efficient financial system that better manages the corporate complexity of the organization; oversee all aspects of financial reporting, monitoring, budgeting, forecasting, auditing and compliance. Key Accomplishments: Created 10-50% savings on current contracts by re-negotiating utility, phone and healthcare contracts. Cut operation costs in half by introducing a new VoIP phone system. Candidate's Name page 25427 Forbes Avenue, Pittsburgh, PA 15217 PHONE NUMBER AVAILABLE EMAIL AVAILABLE Successfully installed a new financial reporting and allocation system. Reduced monthly close time by implementing improved processes and procedures that also reduced the year-end audit by several months.Vice President and Chief Financial Officer November 2010 - September 2015 WQED Multimedia, Pittsburgh, PAWQED is the first-ever community-sponsored educational television station in the country. Started in 1954, today it owns and operates two public broadcasting stations: WQED-TV and WQED-FM. Responsibilities included: Oversight for the Finance, Engineering, Facilities and Information Technology functions, including supervision of five financial, ten engineering, maintenance and one IT staff, plus an external IT consulting firm. Preparing and presenting monthly financial statements to the senior management team, board of directors, and board committees. Developing financial models for a five-year strategic plan; coordinating annual in-depth reports for federal, state and local funders. Work closely with Development Officer on endowment and capital campaigns. Supervising the planning, budgeting, construction, and relocation of office space and the subsequent leasing of available building space; directing the design and installation of external safety lighting and landscaping; managing the building faade transformation for an architecturally significant building. Key accomplishments: Reduced expenses by $1M annually by implementing operational efficiencies resulting in stronger financial stability. Developed new revenue generating initiatives to create additional earned revenue streams. Successfully implemented a new financial, purchase order, expense and time allocation system. Achieved expense savings by establishing purchasing function. Refinanced a $5.5M line of credit for a lower interest rate and closing costs, saving $25,000-$50,000 annually. Vice President and Chief Financial Officer December 2000 - July 2008 Manchester Bidwell Corporation (MBC), Pittsburgh, PA MBC is a nationally accredited and state licensed adult career training institution as well as a nationally recognized arts education program for public school students. Responsibilities included managing all financial aspects of a multi- organizational $12M budget, hiring and supervision of IT department, oversight for three facilities totaling 160,000 sq. ft., and coordinating corporate communications.Key Accomplishments: Designed and installed a comprehensive accounting system for seven nonprofit entities that provided monthly elimination and consolidation; created a policies and procedures manual documenting all accounting and finance functions; developed a comprehensive budgeting process that enabled input and justification from operational staff; achieved expense savings by improving purchasing functions; reduced audit time from four months to six weeks. Refinanced a $6M real estate loan at 2.5% lower interest rate resulting in considerable savings. Saved $200,000 annually by outsourcing property management and maintenance to external company. Spearheaded two network systems: for staff and for students. Determined network design, selected vendors and managed installation. Initiated the development of a corporate intranet for more efficient internal communications. Directed the design and implementation of the MBC website. Led the installation of fiber in three buildings and the relocation of four off-site servers. Managed over $4M in federal, state and local grants for construction of a Horticultural and Agricultural Center; supervised construction and relocation of a $400,000 Chemistry Lab and a $40,000 Pharmacy Lab. SELECTED COMMUNITY LEADERSHIPMember, Board of Trustees, Audit Chair and Finance Committee, Jewish Healthcare Foundation 2012-Present Member, Audit Committee Jewish Federation of Greater Pittsburgh 2007-Present Past Chair, Board of Directors, Previous Vice Chair and Treasurer, Planned Parenthood of Western PA 2006-Present Past Member, Board of Trustees, Audit and Finance Committees, Community Day School 2009-2015 Past Member, Board of Directors and Finance Committee, Jewish Community Center of Greater Pittsburgh 2006-2009 EDUCATIONCertified Public Accountant (inactive) 1989-2003BS in Business Administration: Accounting, Robert Morris University, Pittsburgh, PA 1985 |
