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Click here or scroll down to respond to this candidate MILFORD Candidate's Name , CPA
PHONE NUMBER AVAILABLE EMAIL AVAILABLE
SUMMARY
A seasoned nonprofit executive with extensive experience fostering organizational growth through strategic
planning, operational efficiencies, resource development, and effective fiscal oversight. A goal-driven
professional with a proven track record in designing, executing and assessing initiatives within healthcare,
housing, and social services sectors. Known for approachability, with a rich history of fostering collaboration and
rapport with Boards of Directors, community allies, leadership teams, and stakeholders.
EXPERIENCE
CSC, Inc., Washington, DC 3/2023 Present
A nonprofit organization dedicated to enhancing the wellbeing of community residents through a range of social
and behavioral health care services.
Chief Financial Officer Responsible for Finance, Procurement, Risk Management, Revenue Cycle, Contracts
Negotiation and management.
Restructured Finance Department to ensure timely completion of external and internal financial reports.
Developed procurement policies to align with CFR200 financial management requirements.
Developed comparative interim financial statements and Board of Directors presentation.
Direct all financial operations, which include overseeing interactions and projects with legal counsel, advisors,
and auditors.
Collaborate with the executive leadership to formulate strategic plans and adjust budgets in accordance with
Federal and local Government Grant stipulations and donors restrictions.
Nonprofit Consultant & CFO, Washington DC 10/2022 - Present
Assess nonprofit organizations and propose strategies to enhance efficiency while adhering to regulations.
Evaluate existing policies and offer suggestions to bolster compliance and internal controls. Verify that financial
statements align with Generally Accepted Accounting Principles and provide support for Boards strategic goals.
Volunteers of America National Services, Alexandria, Virginia, USA 8/2021 10/2022
A 100% subsidiary of Volunteers of America, a $1.5B social services organization assisting veterans, at-risk youth,
and other vulnerable groups in housing, education, Senior healthcare and other social services across the US
including affiliates.
Senior Vice President of Finance and Administration Responsible for HR, IT, Healthcare Finance, and Housing
Finance
Attained a deep comprehension of the organization's culture, objectives, systems, reporting prerequisites,
and both its strengths and weaknesses. Offered consultation and feedback regarding financial strategies
aimed at enhancing liquidity. Reformed policies and procedures to streamline operational efficiencies. Took
charge of the development of the annual budget and presented it to the Finance Committee for their
recommendation to the Board of Directors for final approval. Delivered and examined monthly comparative
financial reports with the executive team, Finance Committee, and, when necessary, the Board of Directors.
Reviewed the annual audits of partnerships and signed the relevant tax and HUD forms, which were prepared
by an external CPA firm. Ensured adherence to bond covenants, Generally Accepted Accounting Principles
(GAAP), state regulations, and implemented cybersecurity measures in line with insurance requirements.
Created and delivered training materials to educate the Board's Finance and Program committees, enhancing
their comprehension of both the origins and allocation of unrestricted and restricted cash.
MILFORD Candidate's Name , CPA
Enhanced and adjusted policies and procedures, resulting in improved internal controls, operational
efficiencies, and more effective procurement practices. Established a procurement system for the selection of
an affiliate's financial auditor, ensuring an impartial and cost-effective process.
Upgraded financial reporting for the executive team, Board of Directors, and its committees. Designed a
concise one-page dashboard that provides key metrics, Balance Sheet, Income Statement, and statistical data.
This innovative format significantly increased transparency and fostered stronger engagement from the
Finance Committee and Board members.
Northern Virginia Health Center Commission, Manassas, Virginia, USA 2014 8/2021
A healthcare commission under the laws of the Commonwealth of Virginia and a nonprofit organization that is
governed by 5 Commonwealth localities. Services provided include housing, social, and health care services to
elderly and disabled residents.
Chief Financial Officer Responsible for Finance, Procurement, Revenue Cycle Management, IT, and Security
Advised the CEO on financial operations and delivered financial reports to the Finance Committee and Board
of Directors. Altered policies and procedures to bolster internal controls, financial reporting, risk
management, financial forecasting, budgeting, procurement, and IT management. Collaborated with the
executive leadership to devise effective strategies for enhancing the organization's operational performance
and financial sustainability. Constructed a predictive cash flow model to ensure adequate liquidity for ongoing
operations. Orchestrated an efficient annual financial audit process, timely financial reporting and analysis,
compliance with Generally Accepted Accounting Principles (GAAP), adherence to State and Federal financial
regulations, and oversaw the development of annual operational and capital budgets.
Reconfigured the Finance department, streamlined the financial closing process, and slashed the monthly
financial closing cycle time by 75%.
Redesigned the Chart of Accounts, financial statements, and introduced financial tools to enhance business
intelligence.
Implemented electronic invoice payment processing software to enhance efficiency and reduce costs.
In response to significant operating cost overruns during the COVID pandemic, I introduced a cost reduction
plan, including the development of a predictive and analytical staffing model, resulting in an 18% reduction in
controllable expenses.
Strategic Growth Imperatives, Ltd. (SGI) Chicago, Illinois, USA 2012 2014
A private consulting firm providing consulting services to for profit and nonprofit organizations.
Chief Executive Officer-Responsible for overall growth of the organization.
Devised the Business Development strategy, leading to the expansion of SGI's client base and increased
revenue. Conducted consulting services, encompassing financial and operational evaluations of clients'
operations. Formulated and executed strategies aimed at enhancing clients' organizational and financial
performance. Orchestrated business development efforts and nurtured external relationships to boost client
referrals and acquisitions. Oversaw the recruitment of professionals as needed to fulfill assignments.
Diversified consulting services to include temporary financial management and financial consulting. Offered
recommendations on organizational structure and procedures to bolster internal controls, accountability, and
operational efficiency.
Aided clients in preparing for external financial, compliance, and operational audits.
Provided coaching to clients on methods to engage employees and improve productivity.
Friend Family Health Center, Inc. Chicago, Illinois, USA. 2005 2012
Federally Qualified Health Center, multi-site, multi-specialty health care, and social services organization.
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MILFORD Candidate's Name , CPA
Chief Executive Officer
Formulated the organizational vision and crafted strategies to enhance the organization's financial
sustainability, brand recognition, service excellence, and customer satisfaction. Collaborated with the Board
of Directors, governmental agencies, academic medical centers, and community leaders to execute programs
that boosted revenue and uplifted the health and social welfare of community residents. Strengthened the
leadership team and motivated staff to achieve organizational objectives. Effectively engaged with union
representatives to ensure equitable adherence to work rules by union personnel. Established community
partnerships and fostered improved relations with the University of Chicago's Departments of Pediatrics and
Family Medicine. Established the organizational structure and instituted cross-functional teams to promote
quality, teamwork, and innovation. Implemented risk management and compliance procedures. Introduced
budgeting processes to encourage departmental leadership's active involvement and accountability. Provided
coaching and guidance to key personnel, including the CFO, Human Resource Director, Medical Director,
Operations Director, Social Services Director, and Director of Nursing.
Devised and executed a Business Development plan, resulting in a turnaround of net assets from a deficit of
($384,000) to a surplus of $11,300,000, with cash and investments exceeding $6,500,000.
Expanded the number of sites by over 100%, enhancing services and quality, which, in turn, led to an increase
in the number of low-income patients treated by nearly 10,000.
Other Accomplishments in Previous CEO and CFO Positions
Secured annual grant funding exceeding $1,800,000 while serving as the CEO of a Federally Qualified Health
Center (FQHC) startup located in Milwaukee, Wisconsin.
Spearheaded the development of new medical facilities and programs, resulting in enhanced community
health outcomes in my role as CEO of a FQHC located in Milwaukee, Wisconsin.
Successfully implemented a financial recovery plan, slashing a $3,300,000 deficit by 82% during my tenure as
Consultant & CFO of a FQHC located in Newark, New Jersey in need of a turnaround.
Supported HRSA s Ryan White program to enhance community outreach as Consultant & CFO of a FQHC
located in Newark, New Jersey.
Demonstrated an impressive track record of boosting employee morale, optimizing revenue cycle efficiency,
and reducing days in accounts receivable by 50% as Consultant & CFO of a FQHC located in Newark, New
Jersey undergoing a turnaround.
Provided consultancy services to HRSA and conducted comprehensive assessments of CHCs across the United
States, Puerto Rico, and the US Virgin Islands.
EDUCATION
THE UNIVERSITY OF CHICAGO,
BOOTH SCHOOL OF BUSINESS, Chicago, Illinois, USA Masters Business Administration
UNIVERSITY OF ILLINOIS, Urbana, Illinois, USA Bachelor of Science, Accountancy
ADDITIONAL ACTIVITIVITIES AND CERTIFICATIONS
American Institute of Certified Public Accountants, Nonprofit Organization Member
Harvard University Program on Negotiations Certificate
American College of Health Care Executives, Fellow
UCLA/Johnson & Johnson Health Care Executive Program, Certificate
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