Highly collaborative Director of Finance and Human Resources with strong background in financial analysis and budgeting with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.
Overview
21
21
years of professional experience
Work History
Director of Finance & Human Resources
University Liggett School
07.2024 - Current
Manage a high-performing finance team, providing guidance and mentorship to foster professional growth and development.
Optimized cash flow management through diligent monitoring of receivables, payables, and investment activities.
Instituted best practices in financial management processes by conducting regular reviews of procedures, policies, and systems for continuous improvement opportunities.
Provided insightful recommendations for process improvements, contributing to increased operational efficiency across the organization.
Analyzed financial statements against forecasts to prepare high-level variance analysis.
Assisted with recruiting, interviewing, and hiring new department employees.
Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
Chief Financial Officer
University Liggett School
07.2021 - 06.2024
Collaborate with executive leadership team in developing long-term financial goals, ensuring alignment with overall business objectives.
Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
Managed risk effectively through comprehensive insurance coverage review and implementation of robust internal controls regarding school travel.
Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
Oversaw the successful completion of external audits, addressing any recommendations promptly to ensure smooth operations.
Championed effective communication between finance personnel and other departments to facilitate cross-functional collaboration on projects and initiatives.
Advised Board of Directors, Finance Committee and Investment Committee on strategic financial matters
Collaborated with legal, accounting and other professional teams to review and maintain compliance with regulations.
Managed financial, operational and human resources to optimize business performance.
Represented organization at industry conferences and events.
Director of Finance
University Liggett School
07.2016 - 06.2021
Streamlined financial reporting processes by implementing more efficient software systems and optimizing data management.
Optimized cash flow management through diligent monitoring of receivables, payables, and investment activities.
Instituted best practices in financial management processes by conducting regular reviews of procedures, policies, and systems for continuous improvement opportunities.
Verified compliance of financial policies and accounting procedures against federal regulations.
Analyzed financial statements against forecasts to prepare high-level variance analysis.
Checked payroll, vendor payments, and other accounting disbursements for accuracy and compliance.
Checked student billing, camp revenue and rental revenue for accuracy and compliance.
Associate Director of Finance
University Liggett School
07.2011 - 06.2016
Led annual budgeting processes, incorporating input from all departments for an aligned organizational strategy.
Improved financial reporting accuracy by streamlining processes and implementing automated systems.
Streamlined month-end close procedures while maintaining accuracy in reported figures.
Coordinated external audit engagements with minimal disruption to ongoing operations.
Prepared monthly reconciliation of bank accounts and took corrective actions on deviations.
Developed strategic plans for day-to-day financial operations.
Supported Provost/CEO with special projects and additional job duties.
Accountant
University Liggett School
12.2007 - 06.2011
Handled day-to-day accounting processes to drive financial accuracy.
Reconciled accounts and reviewed expense data, net worth, and assets.
Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
Gathered financial information, prepared documents, and closed books.
Accountant
Bosch
12.2006 - 12.2007
Auditor
Plante & Moran PLLC
01.2004 - 12.2006
Education
Bachelor of Science - Accounting
Oakland University
Rochester, MI
12-2003
Skills
Financial analysis and reporting
GAAP Accounting
Budget development and cash flow management
Employee performance metrics evaluation
Blackbaud Financial Edge NXT and Raiser's Edge NXT proficient
FACTS Tuition Management system
Accomplishments
Secured over $1.7 million in PPP Loan
Secured over $950,000 in State and Local grants
Assisted in the refinance of a $9M loan on behalf of the school
Decreased overall distribution from endowment by 69% from 2014-2024.
Founded the Retirement Committee and implemented change to TIAA-CREF to enhance participant experience and engagement.
Serves as School's first ever Director of Human Resources.
Affiliations
National Business Officers Association
Midwest Business Managers
National Association of Independent Schools
Languages
Romanian
Limited Working
Timeline
Director of Finance & Human Resources
University Liggett School
07.2024 - Current
Chief Financial Officer
University Liggett School
07.2021 - 06.2024
Director of Finance
University Liggett School
07.2016 - 06.2021
Associate Director of Finance
University Liggett School
07.2011 - 06.2016
Accountant
University Liggett School
12.2007 - 06.2011
Accountant
Bosch
12.2006 - 12.2007
Auditor
Plante & Moran PLLC
01.2004 - 12.2006
Bachelor of Science - Accounting
Oakland University
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