Administrative Management | Financial Operations | Contract Management | Negotiations
Resourceful and analytical Administrative/Financial Leader with over 15 years’ experience managing staff, and collaborating across functions to improve business efficiency and financial operations. Managed financial operations including budget, procurement, contracts, accounts payable, travel, revenue accounting, and security account management. Prepare service/commodity contracts in accordance with policies, procedures, laws, and regulations. Collaborate with department leaders to identify contractual needs, and negotiate favorable prices/terms with vendors. Consult with Legal Counsel, and work with NYS agencies to obtain contract approvals. Analyze complex problems, and create pragmatic and efficient solutions that address immediate needs and emerging opportunities.
Overview
17
17
years of professional experience
Work History
STATE UNIVERSITY OF NEW YORK at Delhi, SUNY Delhi
, NY
01.2008 - 09.2023
Director of Business Affairs
01.2022 - 09.2023
Director of Business Affairs/Interim CFO
01.2022 - 08.2022
Led cross-functional team of 20 in managing all financial operations for school, including procurement, contracts, accounts payable, travel, revenue accounting, student accounts and financial aid
Prepare and monitor revenue & disbursements, prepare/distribute quarterly financial reports, and collaborate with Legal Counsel to resolve legal matters
Assumed responsibility as Campus FOIL officer
As Interim CFO, member of the President’s cabinet, addressing campus-wide matters and strategic goals
Assumed role as interim CFO, after the departure of Vice President of Finance and Administration, to ensure seamless continuity of business operations, and mitigate organization risk
Leveraged knowledge of SUNY financials and rules and regulations to immediately respond to financial inquiries from leaders across the organization
Liaised across local, state and federal agencies on SUNY Delhi financial and legal matters, communicated policy and issues back to President and cabinet members to ensure compliance
Worked with HR Director on financial/legal issues, labor-management committee member
Collaborated with Resident Life Director, and VP to support capital planning activities during monthly meetings
Controller
01.2012 - 01.2022
Managed staff and all business office operations including accounting, budgeting, purchasing, and accounts payable
Oversaw annual internal audits and risk assessment to ensure controls were in place
Served as campus security administrator to provide access to select faculty/staff for accounting/grant systems
Co-developed Plan to Increase Financial Transparency between Administration and Faculty/Staff, helping to restore trust and communications
Collaborated with department VP’s, Directors, and Program Managers to devise plan
Established committee of faculty, staff and administration to review all spending requests
Streamlined and automated financial workflows/processes including developing spending/approval request requirements by Department VP’s; communicated to campus community via electronic newsletter and emails
Worked with IT team to develop online portal of all spending request submissions from faculty and staff, and emailed to committee members to access/retrieve submissions for review at weekly meetings
Recommended/gained agreement from VP of Finance at SUNY Binghamton (BU) to Run SUNY-Delhi’s A/P Function, during Pandemic, due to staff shortages
Worked with BU’s Director of Procurement to develop/optimize New Procure-to-Pay Process, ensuring bills were paid on-time, while saving school $40k annually from reduced headcount
Outreached to VP of Finance to discuss critical needs; created memorandum of understanding (MOU); worked with SUNY System Administration to set up system/security access
Managed setup/roll out of Electronic Requisition System to 12 departments, increasing faculty/staff efficiency and reducing annual costs, during 2020 Pandemic
Trained team on approval/security process, and how to troubleshoot problems
Facilitated virtual training to trainers to deliver monthly trainings to requisitioners/approvers
Collaborated with security admins from other campuses to understand existing system, controls, and workflows
Worked with department leadership to determine requisitioners and approvers; outreached to security admins from other campuses to leverage/customize training guides
Prepared and approved all non-construction service and commodity contracts for the campus in accordance with SUNY and NYS policies, procedures, laws and regulations
Worked with Dept
Heads to identify contractual needs, negotiate price/terms with vendors, and consulted with SUNY Legal Counsel, and NYS agencies as needed
Managed/executed administration of Study Abroad Program ensuring trip met all SUNY System policies, procedures, and documentation, and students received credit for program
Partnered with Asst
Director to secure Financial Aid for eligible students; researched and determined best option to distribute program funds
Communicated eligibility requirements for SUNY approved study abroad program to faculty and Provost; worked with College Accountant to setup account for funds; met with faculty to confirm trip details
Determined how to distribute funds and provide faculty with credit cards and access to cash.
Financial Analyst, Purchasing and Accounts Payable Manager
01.2008 - 01.2012
Oversaw procurements process for all non-construction purchases on campus
Supervised and trained staff members in preparing invoices for A/P, and purchasing commodities and services in compliance with SUNY and New York State procurement laws and regulations
Prepared/maintained all bids, RFP, and contract documents; advised account administrators on awarding contracts; worked with vendors to resolve payment/reimbursement issues
Assisted with the budget process.
Staff Accountant
JOHNSON, LAUDER, SAVIDGE LLP
Binghamton, NY
01.2007 - 01.2008
Supported six Partners of CPA firm in conducting all accounting duties
Prepared Tax returns for Individuals, Partnerships, Corporations, and Non-Profit Agencies
Prepared financial statements for Partnerships, Corporations, Non-Profit Agencies and Sole Proprietors
Assisted in conducting Audits for Non-Profit Agencies, Local Municipalities and Corporations
Compiled/reviewed all materials provided by clients.
Education
BS - Accounting
State University of New York, College
2006
AS - Business Administration
State University of New York, College of Technology
2003
Skills
Financial Operations
Financial Analysis/Reporting
Administrative Management
Critical Thinking
Contract Management
Problem-Solving
Negotiations
Process Improvement
Budget Management
Timeline
Director of Business Affairs
01.2022 - 09.2023
Director of Business Affairs/Interim CFO
01.2022 - 08.2022
Controller
01.2012 - 01.2022
STATE UNIVERSITY OF NEW YORK at Delhi, SUNY Delhi
01.2008 - 09.2023
Financial Analyst, Purchasing and Accounts Payable Manager
01.2008 - 01.2012
Staff Accountant
JOHNSON, LAUDER, SAVIDGE LLP
01.2007 - 01.2008
BS - Accounting
State University of New York, College
AS - Business Administration
State University of New York, College of Technology
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