Experienced and trusted leader skilled at managing finance and operating departments through an accountability framework, growth-mindset, and empathy to achieve goals. Successful background in implementing and maintaining financial controls and systems to align with GAAP standards through FASB.
Overview
14
14
years of professional experience
Work History
Fractional CFO/COO
J. Knox Consulting, LLC
11.2023 - Current
Provide finance and operations solutions to nonprofit organizations on a contract or project basis.
Collaborate with organizations on CFO and other finance/operations searches.
Identify best practices for organizations for accounting systems and processes in preparation for financial reporting and audits.
Risk-averse investment vehicles are recommended for budgeted funds and remaining cash reserves.
Senior Director, Finance and Operations
Chiefs For Change
06.2017 - 10.2023
Advised the CEO and Board of Directors on all financial planning and budgeting activities.
Led annual budgeting process with CEO in collaboration with staff members; ensured detailed programmatic activities were forecasted and reported appropriately and that variances were tracked, justified, and reported throughout the year.
Led all activities associated with the annual audit by working closely with independent auditors to ensure clean audits.
Oversaw grant management activities totaling over $90M+, ensuring that records were accurately maintained, deliverables were met, and cash needs were met.
Maintained strong financial controls and ensured all financial processes and reports with integrity, accuracy, and usefulness.
Engaged with leadership team and staff to implement DEI strategic framework around human resources policies, compensation and benefits benchmarking, and performance evaluations.
Manager, Finance and Operations
Shine Together (formerly Teen Success, Inc)
03.2013 - 12.2014
Advised Executive Director and Board Chair on finance and budgeting solutions.
Sourced and implemented all financial processes, systems, and controls.
Onboarded new employees with training and new hire documentation.
Executed vendor setup and payment, administration of bank accounts and account reconciliations.
Oversaw employee benefits selections and enrollments for health, dental, and 401K.
Managed organization insurances, business licenses, and program contracts.
Created employee handbook, travel and reimbursement policies, and employee review assessments.
Associate, Finance and Operations
New Profit
08.2010 - 03.2013
Worked closely with Finance Director and external bookkeepers for timely and accurate reporting, annual budget planning, and annual audit.
Researched and facilitated hardware and software integration solutions as we moved from shared to stand-alone servers.
Reviewed documentation and identified financial discrepancies where applicable.
Assisted with maintaining the employee handbook.
Processed new hires and employee terminations, benefits administration, and managed vendor relationships.
Education
Bachelor of Arts - Humanities-German Literature, Minor-Business Mgmt
Brigham Young University
Provo, UT
04.2006
Skills
Salesforce CRM
Sage Intacct and Quickbooks
Asana and Airtable
Bill and Expensify
Microsoft Office and Google Workspace
Trinet, ADP, and Paychex PEO administration
Finance and Accounting Oversight
Grant and Fee-for Service Contract Management
Timeline
Fractional CFO/COO
J. Knox Consulting, LLC
11.2023 - Current
Senior Director, Finance and Operations
Chiefs For Change
06.2017 - 10.2023
Manager, Finance and Operations
Shine Together (formerly Teen Success, Inc)
03.2013 - 12.2014
Associate, Finance and Operations
New Profit
08.2010 - 03.2013
Bachelor of Arts - Humanities-German Literature, Minor-Business Mgmt
Brigham Young University
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