Carrie B. Park, CPA
Verona,WI
Summary
A strategic thought leader with over 20 years of dynamic experience in Accounting and Tax, Family Office Wealth Management, and Non-profit Industries.
- Results Driven
- Passionate in encouraging and inspiring others to live fully integrated lives
- Mission focused
Top 5 Clifton Strengths: Achiever, Responsibility, Belief, Relator, and Intellection
Top 5 Spiritual Gifts: Leadership, Encouraging, Knowledge, Teaching, and Prophecy
Top 5 Values: Faith, Family, Love, Order, and Service
Overview
22
22
years of professional experience
Work History
Controller/Treasurer
University Of Wisconsin Foundation
Madison, WI
08.2018 - Current
- Leadership and management of general accounting, fund accounting, fund administration, budgeting, financial reporting, gift processing, treasury, and tax and audit functions.
- Manage a team that oversees the administration, compliance and accounting of a $4B endowment pool
- Developed and implemented a digital-first transformation of the gift processing function through automation and delivered increased efficiency, improved accuracy and enhance donor experience
- Strategically developed key policies and procedures around finance functions, including but not limited to gift acceptance policy and committee, fund management policy, pledge/commitment management policy
- Oversee an operating budget of $50m.
Assistant Vice President of Information Systems and Donor Records
Baylor University, University Development Division
Waco, TX
07.2017 - 08.2018
- Responsible for the oversight of over $110M of gift revenue including but not limited to monitoring a comprehensive pledge management program, matching gift program, memorial and tributes, issuance of gift acknowledgments, and creating and creating various production and campaign reports
- Manage a staff of 13 professionals which span across gift processing, donor records, reporting, information systems, and data integrity functions
- Analyze and incorporate advanced services systems to streamline workflows and improve efficiencies including the creation of a comprehensive set of policies and procedures around best practices within gift processing and biographical records
- Forge collaborative relationships with various departments including but not limited to alumni engagement, annual giving, planned giving, major giving, accounting, and tax
Director of Planned Giving/ Finance Treasurer
Dallas Seminary Foundation
Dallas, TX
03.2007 - 07.2017
- Managed a portfolio of over 100 donors focusing on building strategic relationships in developing charitable estate plans to meet their family and charitable goals that aligned with the organization
- Liaison with outside investment advisory firm to execute stock and mutual fund trades, manage capital calls and withdrawals of alternative investments, and rebalance pooled funds when necessary
- Performed controller functions such as but not limited to gift processing, charitable registration, tax compliance, working cash management, preparing quarterly financial statement reports, managing the operational budget, and managing the annual audit
- Managed the accounting software and donor database systems including system integrity, creating and monitoring internal and external reporting requirements, and data entry oversight
- Prepared endowment agreements, charitable gift annuity illustrations, and contracts and develop day-to-day policies and procedures including but not limited to gift acceptance policy, internal manuals on gift receipting and disbursements, and accounting system reference manual
Accounting and Tax Manager
Armanino
Dallas, TX
03.2009 - 12.2009
- Managed a portfolio of tax and accounting high net worth clients and their related businesses
- Oversaw a team of accountants in the individual, trust and gift tax return compliance for affluent individuals and related entities
Family Wealth Planning Manager
Grant Thornton LLP
Dallas, TX
06.2006 - 03.2007
- Managed a portfolio of high net worth individuals and related businesses
- Responsible for a team of accountants in offering income, estate and gift tax planning and compliance for high net worth business owners and their families
Accounting and Tax Manager
Rockefeller Capital Management
New York, NY
06.2000 - 06.2006
- Managed dynamic and complex high net worth family relationships
- Working Cash Management for individuals and their businesses including preparing individual and entity annual budgets, monitoring liquidity, preparing quarterly financial reports including net worth statements, statement of revenues and expenses, cash flow statements and various ad hoc reports
- Lead a team responsible for the financial operation of various multi-generational families
- Liaison between family members and various attorneys and investment advisors in managing of their investment portfolio, tax compliance and business ventures.
Education
BS - Accounting and Business Operations
DeVry Institute of Technology
02.1996
Skills
- Family Wealth Management
- Donor Development
- Non-Profit Financial Operations
- Business Succession and Estate Tax Planning
- Income Tax Planning and Compliance
- CRM and Finance System Implementations
- Revenue Cycle Management
- Individual and Family Business Finance and Accounting
- Financial Internal Control Program
Affiliations
- American Institute of Certified Public Accountants
Timeline
Controller/Treasurer
University Of Wisconsin Foundation
08.2018 - Current
Assistant Vice President of Information Systems and Donor Records
Baylor University, University Development Division
07.2017 - 08.2018
Accounting and Tax Manager
Armanino
03.2009 - 12.2009
Director of Planned Giving/ Finance Treasurer
Dallas Seminary Foundation
03.2007 - 07.2017
Family Wealth Planning Manager
Grant Thornton LLP
06.2006 - 03.2007
Accounting and Tax Manager
Rockefeller Capital Management
06.2000 - 06.2006
BS - Accounting and Business Operations
DeVry Institute of Technology