Committed and driven non-profit professional with 20 + years of experience focused on Financial Management and Budget Planning. A highly skilled problem solving and motivated individual with the ability to effectively collaborate with private and non-profit sector stakeholders for optimal efficiency in business dealings.
Overview
17
17
years of professional experience
Work History
ASSISTANT DIRECTOR OF BUDGET PLANNING & FINANCE
COLUMBIA UNIVERSITY GRADUATE SCHOOL OF ARTS & SCIENCES
10.2014 - Current
Build budgets and designs financial models for the Graduate School of Arts & Sciences Administrative Division
Provide analyses for financial modeling of the annual budget for academic programming, multi-year budget planning, building operations, endowments, payroll, private and government grants, and revenue forecasting
Oversee and provide analytical support in the review of operating budgets and variance analyses for 12 GSAS Departments and grant agencies
Track and reconcile spending of accounts including those for financial aid, endowments, student groups, private and government grants, gift accounts and revenue streams
Manage all matters related to accounts payable, receivable, vendor maintenance, procurement and credit card transactions
Deliver business support and financial guidance to university recognized Student Groups for fundraising and event planning
Create and implement procedures to drive operational efficiency and cost saving measures
Collaborate with vendors to ensure a seamless process between the exchange of goods, services, and timely payments.
BUDGET ANALSYT & ACCOUNTS RECEIVABLE MANAGER
ARLINGTON PUBLIC SCHOOLS
08.2013 - 09.2014
Responsible for tracking expenses from grants and revolving funds, prepare monthly requests for grant funds, grant amendment forms and all other related reports for local and state reporting
Monitor expenditures against the General Fund Budget in compliance with GAAP principles, assist with multi-year budget planning and forecasting
Prepare monthly budget versus actual reports with variance explanation and other ad hoc requests for the Arlington School Committee, Principals, Headmasters and Curriculum Directors
Monitor, track and project revenues for program-based fees (Pre-School, Music, Childcare and Athletics)
Maintenance and training of staff on the use of the financial system and the municipal chart of accounts.
BUDGET ANALYST & BENEFITS COORDINATOR
WORCESTER PUBLIC SCHOOLS
07.2007 - 09.2013
Responsible for the budget preparation, monitoring of budget versus actual and accurate reporting of approximately $60 million budgeted in areas of Health Insurance, Unemployment, Workman's Compensation, Retirement and Salaries
Perform reconciliations & other accounting-related transactions for various payroll and benefit accounts
Deliver analytical support to Payroll to ensure accurate entries of payroll disbursements
Provide oversight, reconciliation and supervision on the 22 Student Activity Accounts for 11 Secondary Schools
Serve as the primary liaison to the Massachusetts Teachers Retirement System to provide support on salary averages, service verifications and purchases
Assist with preparation for annual financial audits
Successfully perform other duties as assigned by the CFO and Business Manager in the areas of budgeting, accounting and payables for School Committee members and CBA negotiations.
Education
BUSINESS CERTIFICATE IN CORPORATE FINANCE -
COLUMBIA UNIVERSITY SCHOOL OF PROFESSIONAL STUDIES
NEW YORK, NY
12.2019
BACHELOR OF SCIENCE IN SPORTS MANAGEMENT -
UNIVERSITY OF MASSACHUSETTS
AMHERST, MA
05.2002
Skills
Accounting
Budgeting
Financial Modeling
Proficient in MS Office Programs
Data Analytics
Grant Accounting & Management
Systems Training
Process Improvements
Problem Solving
Timeline
ASSISTANT DIRECTOR OF BUDGET PLANNING & FINANCE
COLUMBIA UNIVERSITY GRADUATE SCHOOL OF ARTS & SCIENCES
10.2014 - Current
BUDGET ANALSYT & ACCOUNTS RECEIVABLE MANAGER
ARLINGTON PUBLIC SCHOOLS
08.2013 - 09.2014
BUDGET ANALYST & BENEFITS COORDINATOR
WORCESTER PUBLIC SCHOOLS
07.2007 - 09.2013
BUSINESS CERTIFICATE IN CORPORATE FINANCE -
COLUMBIA UNIVERSITY SCHOOL OF PROFESSIONAL STUDIES
BACHELOR OF SCIENCE IN SPORTS MANAGEMENT -
UNIVERSITY OF MASSACHUSETTS
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