Dynamic, self-assured and results-centered professional with years of progressive and noteworthy experience in nonprofit accounting and financial management. Skilled in operating within a financial consultant capacity to aid executive decision makers using acumen in financial reporting, strategic planning, budgeting and internal controls development in nonprofit organizations. Work well as a team member or independently. Excel under pressure in time-sensitive, deadline-driven settings. Seeking a role as a Chief Financial Officer, Controller or Director of Finance that will foster opportunities for ongoing career growth.

Financial Management | Budgeting | Internal Controls | Risk Mitigation | Customer Service | Communication Strategic Planning | Process Improvement | Problem Solving | Relationship Building | Vendor Relations

Time Management | Organization | Critical Thinking | Performance Metrics | Financial Dashboards

Balanced Scorecards | Cyber Security | Microsoft SL | Microsoft Great Plains Dynamics | Microsoft Excel

QuickBooks Enterprise | Management Reporter | ADP | Paychex | iMIS | netFORUM

Microsoft CRM | Aptify | Database Systems | Salesforce

         Oversee cash management, Accounts Receivable/Payable, fixed assets, and payroll (XXXXXX Financial)

         Also develop internal financial controls to prevent fraud, as well as reduce the Finance Department workload by simplifying document flows (XXXXXX Financial)

         Revitalized federal contract policies, fiscal reporting and invoicing to drive compliance with OMB CircularA-110, A-122, and A-133 regulations (Association of Science)

         Drove solid growth in investment returns while concurrently reducing risk management expenses by developing key strategic relationships with financial institutions and insurance brokers (Financial Services Institute)

         Spearheaded the conversion of accounting and membership database systems to Great Plains Dynamics and iMIS (Federal Bar Association)

         Organized and implemented the annual external audit for the association and related entities; also prepared federal tax returns forms 990, 990T and regulatory reports (Federal Bar Association)

         Crafted a fiscal reporting model used to track revenue and expense trends (National Apartment Association)

         Served as an effective staff liaison for the NAA Budget & Finance Committee (National Apartment Association)

         Work in a consultative capacity for nonprofit and commercial enterprises; call on automated financial management software to devise monthly financial statements and analytical reports

         Deliver aforementioned documents to senior management, the Board of Directors and business owners for assessment; note monthly budget variances that generate significant cost savings

         Prepare annual compilation and review reports for client organizations; also lead analytical reviews for year-end financial data and prepare both yearly and capital budgets

         Craft schedules and financial worksheets for clients IRS Form 990, IRS Form 1120 and other filing documents

         Integrate customer relationship management and association membership systems with accounting/financial reporting software

         Incorporate expertise in nonprofit financial and operational policies to develop quarterly financial projections and forecasts for review by client staff and business owners

         Make certain that client IT and financial systems are shielded from cyber, virus and malware attacks

         Ran all financial functions, including administration of organizational accounting practices and development of inclusive tactical plans

         Created monthly financial statements and holistic analyses of association contracts, grants and programs

         Served on the Association s senior leadership team and as a staff liaison to the Finance and Audit Committee

         Guided the CEO and Board of Directors throughout various financial planning functions

         Led the preparation of the Association s annual operating and capital budgets

         Founded and launched use of financial and operational controls and procedures that yielded increased adherence to GAAP, FASB and OMB Grant regulations

         Developed financial forecasts and projections every quarter and year for use in programs and projects; produced cash flow, revenue and savings increases across the board as a result

         Reported financial results to the ASTC Board of Directors to offer updates on the Association s financial state

         Spearheaded banking, treasury and investment management to amplify the total return of assets

         Worked in an administrator role for the Association s 403(b) program

         Aligned annual budgets with the organization s strategic plan; also coordinated fiscal year-end audits

         Directed Human Resources (HR) operations such as payroll and benefits administration, e.g. health insurance and retirement plans

         Generated sizable savings over the expenses of the prior year by working in conjunction with Insurance Brokers to administer effective risk management policies

         Acted as a member of the Institute s executive management team; directed and set into motion the organization s strategic operations

         Arranged monthly financial statements, regulatory reports, as well as quarterly forecasts and projections used by senior leaders, as well as the Finance Committee and Board of Directors

         Fostered and sustained mutually positive business relationships with external HR and Information Technology (IT) vendors and service providers

         Developed FSI s annual operating and capital budgets

         Evaluated monthly variances to determine revenue trends and cut expenses where possible

         Enhanced year-end audit and federal form 990 tax return filing processes with the aid of an independent CPA firm that brought about a reduction in fees

         Maintained integrity for a database of more than 100 corporate and 40K individual members; collaborated with outsourced IT firms to determine the state of current database operations in order to implement improvements

         Developed financial statements and analyses for 501(C)(3) and 501(C)(6) organizations using Microsoft Dynamics SL and Dynamics Great Plains, as well as FRx and financial dashboards

         Managed HR duties for nonprofit client organizations such as employee benefits coordination and compensation analysis

         Efficaciously administered risk management protocols for clients; also led annual audits and analytical reviews of year-end financial data

         Organized quarterly forecasts and yearly budgets; also reported on monthly and annual budget variances

         Authored month- and year-end closings for clients; also prepared IRS forms 990, 990T, along with various state and local tax filings

Director of Finance and Administration, Federal Bar Association, 2002-2008

Director of Finance, National Apartment Association, 1998-2002

Accounting Manager, Smith, Bucklin & Associates, Inc., 1995-1998

Certified, Association Executive Exam Candidate, December 2017

Certified Public Accountant (CPA), State of Xxxxxx (License Registration #25240)

Master of Science, Accounting and Financial Management, University of Xxxxxx

Bachelor of Science, Business Administration and Finance, Virginia Commonwealth University