Kelsey Jackson

Finance, Accounting, and Administration:

• Led all financial and administrative operations, ensuring strict compliance with non-profit tax laws and financial regulations.
• Directed key financial functions including accounting, budgeting, and auditing, upholding precision and integrity in financial operations in line with Generally Accepted Accounting Principles (GAAP).
• Spearheaded audit processes, achieving consistent compliance and exemplary audit outcomes with no material weaknesses or deficiencies noted.
• Worked in close partnership with the Executive Director to develop, implement, and monitor annual budgets, promoting fiscal responsibility.
• Prepared detailed quarterly and annual expense reports, forecasting expenses accurately and providing justifications for variances to ensure financial accountability.
• Formulated and executed strategic financial plans, managing all financial operations to meet and exceed organizational goals.
• Served as a crucial member of the senior executive team, offering strategic insights and leadership that enhanced organizational decision-making and policy development.
• Improved office operational efficiencies and effectiveness through the development and implementation of new policies and procedures.

Human Resources:

• Developed and managed comprehensive human resources programs and policies covering staffing, compensation, and benefits, enhancing workplace harmony and employee satisfaction.
• Ensured staff compensation alignment with organizational structures and budgets, enhancing cost-effectiveness and equity.
• Managed the entire employee lifecycle, improving processes from recruitment and hiring to onboarding, training, and retention, which enhanced overall talent management.
• Maintained rigorous adherence to state and federal laws, including ACA, ADA, and EEOC regulations, through up-to-date HR policies and procedures.
• Partnered with leadership to strategize staff planning, develop job descriptions, and foster professional development, which contributed to significant staff growth and advancement.
• Led annual compliance training programs, ensuring all employees were knowledgeable about legal and regulatory requirements, thereby promoting a culture of compliance and risk mitigation.
• Established a system for quarterly employee feedback to drive continuous improvements in workplace satisfaction and productivity.

Contract Management, Procurement, Risk Management, and Legal:

• Oversaw contract management processes, including review, negotiation, and performance tracking, optimizing resource utilization and financial control.
• Developed and managed procurement procedures that adhered to contractual and grant requirements, prioritizing both efficiency and cost-effectiveness.
• Acted as the primary liaison with insurance providers, securing comprehensive and cost-efficient business coverage to mitigate financial risks.
• Demonstrated leadership in managing contract, procurement, and legal teams, effectively communicating complex contractual and legal matters to stakeholders.
• Applied problem-solving skills to enhance contract and procurement processes, promoting a culture of teamwork and efficiency across cross-functional teams.

Financial Management and Planning:

• Managed all financial and administrative operations, ensuring strict adherence to non-profit tax laws and financial regulations.
• Facilitated the annual budgeting process, analyzing and projecting financial needs for each program area.
• Assisted staff in developing budgets for existing and new programs, as well as for grant applications, reports, and RFP responses.
• Conducted comprehensive financial analysis to identify trends, evaluate performance, and provide actionable insights for strategic decision-making.
• Ensured compliance with financial regulations, IRS guidelines, and oversight by relevant state and federal agencies.
• Managed grant budgets and oversaw revenue recognition processes, aligning financial activities with organizational goals.
• Reviewed and ensured the alignment of contracts with the organization's financial health and strategic objectives.
• Strategically identified and developed new services, establishing systems to enhance service delivery and organizational growth.

Analysis and Reporting:

• Prepared monthly financial reports that were clear, accessible, and professionally presented, enhancing organizational transparency.
• Updated cash flow projections regularly and presented financial updates to stakeholders, facilitating informed decision-making.
• Generated timely and in-depth financial analyses for program development, grant applications, and events, even under tight deadlines.
• Managed the annual audit process, adhering to Generally Accepted Accounting Principles (GAAP), and oversaw the preparation of Form 990 and compliance with funding report requirements.
• Led external, donor, and government audits, maintaining stringent compliance with GAAP principles throughout.
• Assisted in the preparation of reports for foundations and other funders, ensuring accurate and timely delivery of grant invoices and reports.

Human Resources Administration:

• Administered the organization's benefits package and acted as the liaison with benefit providers, ensuring comprehensive coverage.
• Conducted orientations for new employees and handled HR inquiries, enhancing employee understanding and satisfaction.
• Developed and implemented performance management processes, including goal-setting, evaluations, and performance improvement plans, driving employee development.
• Maintained and updated HR policies, ensuring compliance with labor laws and industry regulations.
• Procured and managed benefits packages, optimizing cost and coverage to meet the needs of the organization and its employees.

Financial Management:

• Directed all financial operations, ensuring adherence to non-profit tax laws and financial regulations.
• Managed Accounts Payable, Accounts Receivable, and general ledger functions, maintaining precise financial records.
• Demonstrated expertise in preparing reconciliation and reporting schedules for auditors, implementing internal audit controls to identify and resolve discrepancies, thereby enhancing audit results.
• Developed and implemented comprehensive budgets aligned with organizational objectives, conducted monthly financial forecasts to monitor performance against budgeted targets, ensuring fiscal responsibility.
• Vigilantly managed and optimized all agency expenses, reducing costs through detailed accounting practices and compliance with the State of Maryland's regulatory requirements.
• Analyzed budget and revenue trends, providing insightful financial reports to inform strategic decision-making by leadership.

Human Resources and Payroll:

• Oversaw a comprehensive range of HR functions, including payroll administration, recruitment, termination procedures, benefits management, and performance evaluations, ensuring compliance with labor laws and organizational policies.
• Processed payroll efficiently for over 100 employees using ADP, maintaining timeliness and accuracy in all salary disbursements.

Revenue and Strategic Planning:

• Meticulously monitored and managed agency revenue, ensuring the accuracy and timeliness of grant and contract payments, and actively sought additional funding to enhance financial stability.
• Played a key role in the development and execution of the agency's strategic plan, aligning operational activities with long-term goals and fostering collaboration across teams to boost organizational growth and efficiency.

Leadership and Operations Management:

• Supervised a team of 10 in the Wire Transfer and Bookkeeping Departments, guiding efficient operations, professional development, and strict adherence to bank policies.
• Ensured 100% accuracy across all departmental functions, emphasizing risk management and rigorous compliance protocols.
• Managed Federal Reserve adjustments, credit reviews, and complex requests, achieving a 95% successful resolution rate, thereby enhancing department reliability.
• Collaborated with other departments to ensure alignment with ongoing regulatory changes and compliance with new legal requirements.
• Developed and maintained robust relationships with third-party vendors and service providers, ensuring service quality and compliance with contractual agreements.

Customer Service and Problem Resolution:

• Acted as the primary point of contact for escalated customer service issues related to wire transfers, swiftly resolving inquiries to maintain and enhance customer satisfaction levels.
• Implemented service improvement initiatives based on customer feedback, contributing to a noticeable improvement in service delivery and customer experience.

Technical and Operational Skills:

• Utilized advanced software tools for intricate credit verifications and financial analyses.
• Conducted comprehensive operational tasks including account reconciliations, statement generation, and data entry, ensuring high levels of data integrity and operational efficiency.
• Led initiatives to continuously review and optimize wire transfer and bookkeeping processes, enhancing efficiency by 20% and significantly reducing error rates.

Reporting and Compliance:

• Prepared and delivered detailed reports to senior management that outlined departmental performance, key metrics, and adherence to compliance standards, facilitating informed decision-making.
• Played a key role in internal and external audits, providing essential documentation and insights that supported compliance with both regulatory requirements and internal policies.