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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Cell: PHONE NUMBER AVAILABLEEmail: EMAIL AVAILABLESenior Level Executive with extensive hands-on experience in management, business leadership and working with Board of Directors. Areas of expertise in:Financial & Strategic PlanningBudget Forecasting, Management and DevelopmentAccounting & Financial OperationsAnalytic AccountingStaff Management & DevelopmentDemonstrated organizational and negotiation skills and the ability to prioritize multiple and complex tasks, often with conflicting deadlines. Advanced knowledge of personal computers and associated software applications including, Excel, Power Point, Word, Fund EZ, Fund-ware, Oracle, Lawson, MIP and Financial Edge. Strong leadership, problem solving, planning, team building and project management skills.6/16 Present Little Sisters of the Assumption Family Health Service Inc.Chief Operating and Financial OfficerPartner with CEO on operational and strategic planning; provide recommendations to CEO and Board of Trustees on financial analysis and projections. Manage the agencys Fiscal, Payroll, Facility, I/T Procurement, Thrift Store and H/R Departments.Review and approve preparation and finalization of monthly and annual financial reports and metrics for CEO and Board of TrusteesDesign and oversee budgeting, financial forecasting and cash flow for organizationCoordinate audit activities (internal, governmental, foundations)Work closely with program directors to monitor individual budgets and insure that the requirements for Medicaid and Medicare cost reports are completedAssist CEO and Development department in cultivating new donors and expanding Board of TrusteesMajor accomplishments include:Restore thrift store to profitability after five years of deficitsRestructure organization producing surplus for 2017, 2018 & 2020 after 2016 deficit of approximately $900,000Implemented infrastructure plan to improve building (HVAC system, outdoor playground and reception area)Secured PPP Loan totaling $554,700 which prevented major staffing lay-offs - 2020Supervised major building renovation - 202111/12 5/16 Parker/Lynch(Ctr. for Repro Rights, Audubon Society, Enable Inc.) Controller/ConsultantResponsible for all general ledger activity including A/R and A/P analysis. Prepare monthly and annual financial statements. Responsible forupdating and implementing system to bring A/P aging report current in addition to processing current payments to vendors.Prepared budgets and financial forecasts on monthly and annual basisProcessed all bi-weekly payroll and applicable taxesPrepared Financial Statements on monthly and annual basisReviewed monthly revenue and expense reports for all departmentsPrepared cash flow projections for review with department directors1/12 10/12 Safe Horizon-New York, New YorkSenior Budget DirectorResponsible for planning, coordinating, presenting, and implementing the annual budget for the nations leading not-for profit victim assistance organization, offering crisis intervention and trauma care services to more than 350,000 New Yorkers. Developed purchasing procedure to effectively deliver products to program administers.Facilitate an annual budget in excess of $50 million including budget modification and forecasting, lead budget and account planning, and develop agency-wide budget spreadsheet templates.Prepare and present agency indirect cost and fringe benefit rate proposals and administer their regulations and GAAP requirements.Reconcile actual to budgeted revenue projections between programs, development and finance.11/08 12/11 Brooklyn Public Library-Brooklyn, New YorkAssistant Controller Responsible for managing the day to day accounting operations of the 5th largest public library system in the nation, with a network of 60 neighborhood libraries. Developed techniques to increase fundraising.Review the preparation of monthly investment schedulesPrepare monthly and quarterly financial statements and other reportsCoordinate schedules and work flow for annual financial and other external auditsPrepare schedules for annual/audit reports (Form 990, 5500s & 133)8/86 10/08 Brooklyn Psychiatric Centers-Brooklyn, New YorkChief Financial Officer Plan, direct and oversee the business, financial administration and facilities management of the agency. Worked closely with the CEO and Board Finance Committee to increase annual fundraising initiatives and agency branding. Implemented agency wide installation of accounting/billing software increasing revenues by 20% in 1st full year.Formulate and administer financial policies and procedures, insuring that controls are in place to protect the agencys assetsDirect and coordinate the preparation of the annual budget, monthly and annual cost analysis, and third party reimbursement reportsPlan to ensure adequate cash liquidity and the Agencys ability to meet operating and capital expendituresPrepared schedules for annual reports (IRS Form 990 and 5500s)Trained finance staff on accounting softwareComputerized employee time system and payroll processing09/84-7/86 Visiting Nurse Service of New York, Inc., New York Chief Accountant - Financial AccountingSupervised the operations of the accounting divisionMaintained Agency and departmental budgets; prepared monthly financial statements, made recommendations for investing of fundsTrained fiscal staff on accounting software packagesEducation: Baruch College Austin Marx Great Leaders ProgramLong Island University MBA Business Administration and Finance St. Francis College - B.S. in AccountingColumbia University Senior Leaders Program (SLP)Memberships: Association of M.B.A. ExecutivesAlumni Associations of St. Francis College and Long Island University Financial Executives Networking Group (FENG) |
