Gilbert Yanez

• Leadership and Team Development: Oversee day-to-day accounting operations, provide mentorship, foster collaboration, and develop talent within the finance and federal grants departments (20 team members)
• Budgeting, Forecasting and FP&A: Lead annual budgeting, revenues of 71.5M, establish financial targets, develop various forecasting models, implemented AI software to streamline FP&A, KPI reporting, and reduced EOM close to 6 days
• Full Cycle Accounting: Transitioned from quarterly financial statement package preparation to monthly
process. SWOT analysis to enhance financial performance, mitigate financial risk, ensure regulatory compliance, and safeguard assets. Federated model with over 250 affiliates across the country
• Strategic Financial Planning: Develop and implement financial strategies aligned with organizational goals.
• Financial Operations: Streamline processes for efficiency and accuracy, implement best practices, and SOP
• Treasury Management: Optimize cash flow, oversee banking relationship, and allocate capital for growth
• Stakeholder Communications: Liaise with external auditors, investors, and lenders. Communicated financial performance to board and various committees, coordinated and lead the annual independent & single audit process to ensure timely completion of all PBC schedules, SEFA (over 14M), and 990 filing
• Compliance and Governance: Ensure adherence to financial regulations (GAAP), internal controls, promoting
integrity and ethics

• Provide leadership, hire, supervise, coach, and empower the development of all accounting and HR staff
• Produce, analyze, and present financial reports and communicate monthly, quarterly, and annual financial
statements to the board
• Establish, refine, monitor, and enforce internal controls for revenue recognition, SOP, and financial P&P
• Ensure compliance for all financial, project/program, grants, IRS form 990, 941, 1099 and escheating
• Support strategic business planning with FP&A, KPI modeling, budgeting, and short/long-term forecasting
• Coordinate and lead the annual independent & single audit process, ensuring completion of all PBC schedules
and liaising with external auditors
• Treasury management and maintaining vital relationships with banks, funders, and insurers
• Create employee P&P to manage hybrid/full remote teams
• Supervise the functions of new employee orientation, payroll, employee benefit plans, FA, A/P, A/R, debt
service, capital projects/campaigns, investments, special revenue funds, and reduced monthly close to 4 days
2
• Review/reconcile all balance sheet/income statement accounts and prepare monthly variance reports
• Conduct special internal audits, accounting studies, and cost studies
• Manage the adoption of new systems/integration with other systems as part of the fiscal modernization plan
• Maintain/develop ERP & CRM software
• Collaborate with IT & senior staff to ensure systems,