Kelly L. Vaughn
Missouri City,USA
Summary
Finance and administration executive with 28 years combined experience in governmental, non-profit and public accounting entities; directing payroll and benefits, financial planning, reporting, analysis, budgeting, and staff supervision and management. Solid interpersonal skills and cross-functional team interactions coupled with effective leadership abilities. Regarded as a leader who is capable of building strong team environments and fostering a sense of pride and integrity among the staff. Professional strengths include: Staff Hiring, Training & Development, Contract Negotiations/Collective Bargaining Agreements, Development & Establishment of Policies/Procedures, Productivity/Efficiency Improvements, Financial Statements & Management Reporting, Operating & Capital Budget Preparation, Long-term Financial Planning, Fund Accounting, Accounts Payable and Receivable Administration, A/R, A/P & G/L Account Analysis, Debt Administration, Financial Software Implementation.
Overview
28
28
years of professional experience
Work History
CHIEF FINANCIAL OFFICER
The Post Oak School
06.2016 - Current
- Company Overview: Montessori school serving students 14 months through 12th grade
- The Post Oak School is a diverse and welcoming Montessori community that honors and guides lifelong learners as they create their own bold pathways in leading purposeful lives
- Senior leadership position reporting directly to the Head of School and acts a liaison to the Board of Trustees
- Participates on the following committees Finance and Benefits, Audit and Risk, Endowment, Building and Grounds, and Campus Planning
- Responsible for the professional management of the fiscal and operation aspects of the School
- Oversees and directs budgeting, audit, tax, accounting, treasury, purchasing, real estate, long range forecasting, and insurance activities for the organization
- Appraises the School’s financial position and issues interim reports on its financial stability, liquidity, and growth to the Head of School and various committees of the Board
- Develops implements and maintains internal financial reporting systems, financial controls and management information systems in compliance with GAAP and tax law
- Develops and implements systems and processes to establish and maintain records
- Oversees the preparation of reports of disbursements, special analyses, and information reports for school administration and the Board; presents recommendations for changes and/or improvements, monetary controls and adherence to budget
- Directs and analyzes studies of general economic, business, and financial conditions, and their impact on the school’s policies and operations
- Establishes and maintains contacts with board members, key donors, financial institutions, and the investment community
- Manages the School’s tuition assistance program
- Oversees and manages the school’s property and casualty, health and liability insurance programs
- Approves all financial obligations of the School
- Manages operational cash flow by maintaining adequate sources of borrowing, endowment, and investing excess cash in short term funds in accordance with the School’s investment policy
- Leads the annual budget and forecasting process
- Responsible for managing the following areas: Business Office, Human Resources & Benefits, Clinic (school nurse), Reception (front desk), Facilities (Building & Grounds), Transportation, and Security & Risk Management
- Maintains an effective system of internal management’s controls throughout the School
- Addresses issues resulting from the independent financial audit and internal management audits
- Develops and implements appropriate training and development opportunities for direct reports
- Builds a strong partnership with the Head of School to ensure that the educational goals of the School are in sync with the business/fiscal goals of the School
- Montessori school serving students 14 months through 12th grade
- The Post Oak School is a diverse and welcoming Montessori community that honors and guides lifelong learners as they create their own bold pathways in leading purposeful lives
CHIEF FINANCIAL OFFICER
Wings of Hope
08.2015 - 06.2016
- Company Overview: Global Humanitarian Charity
- Wings of Hope provides Humanitarian services worldwide, including medical air transport for individuals in need within the United States
- Services include all that is required to effect a positive changing in the future of the poor and ranges from health care, education, sustainable food and water, to every manner of community development
- Supervise all accounting practices, including revenue analysis, cash flow, payables, and receivables
- Administer payroll, field advances, cash draw-downs, and all related banking activity
- Coordinate preparation for and execution of annual audit and financial statements
- Supervise the maintenance of the accounting system and general ledger
- Preparation and Reporting of financial statements and reports to Board of Directors
- Select, train, and supervise staff of volunteers, enabling them to improve skills and achieve work objectives
- Coordinate preparation of headquarters and field budgets
- Global Humanitarian Charity
- Wings of Hope provides Humanitarian services worldwide, including medical air transport for individuals in need within the United States
- Services include all that is required to effect a positive changing in the future of the poor and ranges from health care, education, sustainable food and water, to every manner of community development
DIRECTOR OF FINANCE
City of Saint Charles
11.2011 - 05.2015
- Company Overview: Municipal government
- The City provides a full range of services which include police and fire protection, water, sanitary sewer, ambulance services, construction and maintenance of streets and infrastructure, planning and zoning management, recreational activities, cultural and historic events, and general administrative services
- Plan, direct, and coordinate fiscal management and operations for the City
- Supervise the maintenance of the central accounting system and general and subsidiary ledgers; direct the preparation of financial statements and reports, direct payroll operations and maintenance of related records
- Hire, train, supervise and evaluate staff, enabling them to improve skills and achieve work objectives
- Acquire, monitor and maintain records for City investments and daily cash requirements
- Prepare, review and monitor the citywide annual budget
- Prepare schedules and reconciliations for the annual audit and Comprehensive Annual Financial Report
- Confer with and advise subordinates concerning day-to-day operations, policies and procedures; assign, monitor and audit projects
- Review policies and procedures to ensure compliance with federal, state and city accounting regulations
- Review professional publications for reference to GASB releases and other industry guidance to help determine relevance to the City's financial operations
- Facilitate self-insurance plans (general liability, worker's comp, employee and retiree health)
- Oversight of tourism tax collections
- Played a key role in the design and implementation of a Voluntary Retirement Incentive Program that benefited the employee while providing a significant ongoing cost savings to the City
- Reversed trend of increasing draw down of fund reserves (retained earnings) and implemented a balanced budget for fiscal year 2013 and fiscal year 2014
- Played a key role in the implementation of new citywide software
- Converted City's budgetary basis of accounting from cash basis to accrual basis to comply with generally accepted accounting principles (GAAP)
- Resolved outstanding issues noted on prior audits
- Developed budget document in accordance with guidelines established by the National Advisory Council on State and Local Budgeting and the GFOA's best practices on budgeting
- Achieved the City's first Distinguished Budget Presentation Award
- Maintained Moody's Aa2 rating on City's outstanding general obligation debt, Aa3 rating on certificates of participation, and Al rating on certificates of participation issued for nonessential purposes
- Municipal government
- The City provides a full range of services which include police and fire protection, water, sanitary sewer, ambulance services, construction and maintenance of streets and infrastructure, planning and zoning management, recreational activities, cultural and historic events, and general administrative services
DIRECTOR OF FINANCE AND ADMINISTRATION
City of Chesterfield
07.2007 - 11.2011
- Company Overview: Municipal government
- The City provides a range of services which include police protection, construction and maintenance of streets and infrastructure, planning and zoning management, recreational activities, cultural and historic events, and general administrative services
- Planned, directed, and coordinated fiscal activities and Municipal Court operations for the City
- Supervised personnel practices and employee benefits, including medical and retirement benefits, compensation, employees' records and relations, and ensured programs complied with Federal laws governing all personnel practices
- Conferred with and advised subordinates concerning day-to-day operations, policies and procedures; assigned, monitored and audited projects
- Supervised the maintenance of the central accounting system and general and subsidiary ledgers; directed the preparation of financial statements and reports, directed payroll operations and maintenance of related records
- Trained, supervised and evaluated staff, enabling them to improve skills and achieve work objectives
- Played a key role in the implementation of new citywide software
- Monitored and maintained records for City investments and daily cash requirements
- Prepared, reviewed and monitored citywide annual budget
- Prepared schedules and reconciliations for the annual audit and Comprehensive Annual Financial Report
- Conducted month-end closing and produced monthly financial statements
- Reviewed policies and procedures to ensure compliance with federal, state and city accounting regulations
- Reviewed professional publications for reference to GASB releases and other industry guidance to help determine relevance to the City's financial operations
- Municipal government
- The City provides a range of services which include police protection, construction and maintenance of streets and infrastructure, planning and zoning management, recreational activities, cultural and historic events, and general administrative services
ACCOUNTS PAYABLE/ CONTRACTS MANAGER
COVENANT HOSPICE, INC.
01.2002 - 01.2006
- Company Overview: A not-for-profit organization with 17 locations across Florida and Alabama
- Company is one of the largest and most comprehensive hospices in the nation
- Restructured and supervised a department with over $3.7 million monthly in payables including hiring, training, scheduling, and evaluating personnel, developing and directing duties and responsibilities
- Ensured accuracy and timeliness of vendor and employee payments; streamlined invoice approval process, resulting in a 66% reduction in turnaround time
- Prepared and analyzed monthly financial statements including monthly reconciliation of balance sheet accounts and bank accounts
- Developed written protocols to ensure compliance with established systems and procedures
- Negotiated contracts with vendors and durable medical equipment entities
- Prepared annual budgets
- Established and maintained good working relationships and increased communication both within the departments and with the clinical staff
- A not-for-profit organization with 17 locations across Florida and Alabama
- Company is one of the largest and most comprehensive hospices in the nation
ACCOUNTANT
SEARS & ASSOCIATES, P.A.
01.1997 - 01.2002
- Company Overview: Local public accounting firm serving a wide variety of clients
- Performed public accounting for small businesses, professionals and individuals with emphasis on financial statements, taxes and payroll
- Verified staff assignments
- Local public accounting firm serving a wide variety of clients
Education
M.B.A. -
Lindenwood University
St. Louis, MOB.A. - Accounting
University of West Florida
Pensacola, FLSkills
- Staff Hiring
- Training & Development
- Contract Negotiations
- Collective Bargaining Agreements
- Development of Policies
- Establishment of Procedures
- Productivity Improvements
- Efficiency Improvements
- Financial Statements
- Management Reporting
- Operating Budget Preparation
- Capital Budget Preparation
- Long-term Financial Planning
- Fund Accounting
- Accounts Payable Administration
- Accounts Receivable Administration
- A/R Analysis
- A/P Analysis
- G/L Account Analysis
- Debt Administration
- Financial Software Implementation
- Proficient in New World Systems
- Proficient in MS Excel
- Proficient in Microsoft Dynamics GP
- Proficient in F9 for Great Plains
- Proficient in Windows
- Proficient in Outlook
- Proficient in HPMS
- Experience with Word
- Experience with PowerPoint
- Experience with QuickBooks
- Experience with ProFX
Affiliations
- Barat Academy Board of Directors Finance Committee
- Government Finance Officers Association
Timeline
CHIEF FINANCIAL OFFICER
The Post Oak School
06.2016 - Current
CHIEF FINANCIAL OFFICER
Wings of Hope
08.2015 - 06.2016
DIRECTOR OF FINANCE
City of Saint Charles
11.2011 - 05.2015
DIRECTOR OF FINANCE AND ADMINISTRATION
City of Chesterfield
07.2007 - 11.2011
ACCOUNTS PAYABLE/ CONTRACTS MANAGER
COVENANT HOSPICE, INC.
01.2002 - 01.2006
ACCOUNTANT
SEARS & ASSOCIATES, P.A.
01.1997 - 01.2002
B.A. - Accounting
University of West Florida
M.B.A. -
Lindenwood University
Similar Profiles
Qian ZhangQian Zhang
Chinese Immersion Teacher at Post Oak AcademyChinese Immersion Teacher at Post Oak Academy
Michael WinterMichael Winter
PRESIDENT/CEO at Post Oak Media LLCPRESIDENT/CEO at Post Oak Media LLC
DAWN SMITH-JOHNSONDAWN SMITH-JOHNSON
Director of Nursing at White Oak Post Acute CareDirector of Nursing at White Oak Post Acute Care