Functional Senior Director driving proven results within Community Development Industry. Manages complex occupational issues while meeting business objectives. Strong operational skills and solid experience regulating policies and managing budget expenditures. Collaborates with management teams and stakeholders to uphold company vision.
Overview
37
37
years of professional experience
Work History
Senior Director of Financial and Offsite Analysis
NeighborWorks America
08.2010 - Current
Responsible for managing operations of Offsite Financial Analyses and Assessment group for 250 plus network organizations
Responsible for establishment and implementation of Offsite Assessment protocols and practices 100 plus organizations annually
Responsible for establishing and subrecipient monitoring, establishing financial metrics and monitoring trends of not-for-profit organizations
Responsible for ensuring quality of work of Offsite review team including workload, schedule and report quality
Provide consultation and advice to management, peers and network organizations on financial and business line matters
Responsible for ongoing assessment of NeighborWorks Network Organizations including program and financial trends
Responsible for reporting results of financial health assessments to various internal and external customers.
Prioritized and allocated valuable resources to meet business targets
Fostered work culture of collaboration and inclusion to increase morale and reduce turnover
Instituted formal operating procedures and enforced adherence to policies and regulations that impacted bottom-line
Drove strategic improvements to enhance operational and organizational efficiencies
Management Consultant III
NeighborWorks America
01.2009 - 08.2010
Responsible for ensuring quality of work of onsite review team including workload, on-site review schedule and report quality 10 plus Assessments annually
Responsible for planning on-site review and coordinating program review specifics with network organizations 10 plus Assessments annually
Provide consultation and advice and to management, peers and network organizations on financial matters
Responsible for ongoing assessment of NeighborWorks Network Organizations including program and financial trends 10 plus Assessments annually
Responsible for reporting results of financial health assessments to various internal and external customers.
Evaluated diverse organizational systems to identify workflow, communication, and resource utilization issues
Evaluated current processes to develop improvement plans
Conducted thorough reviews of operations to devise and deploy improvement strategies
Compiled research data and gave professional presentations highlighting finds and recommended optimizations
Broadened improvement initiatives, troubleshooting problems for corrective action
Helped develop proactive and successful business policies to meet changing demands
Used critical thinking to break down problems, evaluate solutions and make decisions
Organized and detail-oriented with strong work ethic
Senior Financial Analyst
NeighborWorks America
12.2004 - 12.2008
Responsible for ongoing assessment of NeighborWorks 250 plus Network and non-network organizations related to financial performance and financial health
Responsible for reporting results of financial health assessments to various internal and external customers, including Senior Leadership
Responsible for providing financial management and trend analysis training to Management Consultants and other staff
Responsible for identifying appropriate financial performance indicators and health indicators for financial health and financial performance of NeighborWorks Network organizations
Serve as internal and external as support and advisor on accounting and financial management related issues
Responsible for assisting Manager of Internal Assessment coordinate department workflow.
Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement
Developed and implemented financial models to analyze complex information and assess health of organization
Financial Analyst
NeighborWorks America
12.2002 - 11.2004
Responsible for ongoing assessment of NeighborWorks Network Organizations related to financial performance and financial health
Responsible for reporting results of financial health assessments to various internal and external customers.
Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement
Chief Financial Officer
United Service Community Action Agency
10.2002 - 11.2002
Managed finance department
Developed agency’s annual budget
Responsible for preparation of annual financial report and associated fiscal notes
Coordinated annual audit and prepared related audit schedules
Responsible for determining investment strategy and investment of cash balances
Supervised four accounting staff.
Oversaw budgets, payroll, and accounts payable and receivable
Analyzed operational issues and implemented corrective action to maximize profits
Conducted detailed analysis of company financial information and oversaw preparation of related reports
Prepared accurate financial statements at end of quarter to summarize financial health and business performance
Directed budget development, creation of budgetary controls and recordkeeping systems and investment management
Oversaw accounts payable and receivable to track income and expenditures, drive statutory compliance and provide quantitative financial information
Tracked cash flow and financial planning to analyze company's financial strengths and weaknesses and propose strategic directions
Managed and led direct reports to handle controllership, treasury and corporate finance functions
Director of Finance
The City of North Kansas City
07.2001 - 09.2002
Responsible for daily management of finance department
Supervised City’s Cash Receipts, Accounts Payable and Payroll units
Lead role in development of annual budget
Responsible for preparation of annual financial report and associated fiscal notes
Supervised five staff.
Prepared monthly reconciliation of bank accounts and took corrective actions on deviations
Established and enforced controls on revenue and expenses to protect company assets
Analyzed financial statements against forecasts to prepare high-level variance analysis
Introduced software tools and process improvements to mitigate loss and drive operational growth
Verified compliance of financial policies and accounting procedures against federal regulations
Enhanced internal control systems and procedures to mitigate risk and support opportunities
Chief Administrative Officer
The Full Employment Council, Inc
07.1999 - 06.2001
Supervised grants management, data collection, procurement and facilities operations
Trained staff and Agency subcontractors on program and fiscal grant requirements
Facilitated contractor relations including establishing subcontractor performance goals
Responsible for monitoring subcontractors’ compliance with organization’s goals and federal regulations
Coordinated annual financial audit and interim program audits
Managed all aspects of procurement process including, reviewing and authorizing purchase request, developing request for proposals and drafting purchase agreements and contracts
In charge of Finance department in CFO’s absence
Assisted CFO with resolving various accounting issues
Supervised facility operations, including facilities maintenance, facilities expansion projects and fixed asset tracking system
Supervised five staff.
Implemented and monitored organizational plans and developed goals and strategies to address prioritized issues
Devised and presented business plans and forecasts to board of directors
Monitored key business risks and established risk management procedures
Directed technological improvements, reducing waste and business bottlenecks
Assistant Director of Finance
Jackson County Missouri Government
03.1999 - 06.1999
Prepared financial projections for department administrators
Monitored department expenditures to ensure authorization of expenditures
Determined short term and long-term cash flow requirements and ensured that excess funds were invested in appropriate short term or long-term investment vehicles
Monitored subcontractors’ performance and ensured that contractors adhered to contractual obligations.
Reviewed accounting and financial documents for accuracy and examined supporting documentation to establish conformance with contracts and agreements
Liaised with CFO to communicate accounting activities and establish metrics for operating decisions
Conducted department meetings to communicate developments and implement process improvement activities
Forecasted trends and recommended improvements based on financial risk analyses
Enhanced internal control systems and procedures to mitigate risk and support opportunities
Supported operational efforts and budgetary needs by taking initiative to recommend and manage costs and revenue enhancement
Prepared financial statements, accruals and journal entries and maintained reconciliations to summarize current and projected figures of company financial position
Supervised day-to-day activities of accounting staff and delegated tasks to increase productivity and office efficiency
Business Manager
Jacor Broadcasting Group
08.1998 - 01.1999
Managed the accounting operations for four radio stations
Responsible for the daily management of the accounting, radio traffic and facility operation units
Prepared monthly financial statements and other fiscal reports for management and corporate headquarters
Provided general business support to managers and other staff
Supervised five staff.
Assistant Comptroller
KCMC Child Development Corporation
06.1995 - 07.1998
Supervised cash receipts, accounts payable and payroll operations
Prepared financial reports for various government agencies and other agencies financial supporters
Prepared financial reports for management and Board of Directors
Developed budgets and provided guidance to program managers on management of department budgets
Facilitated audit process and prepared related audit schedules
Worked with vendors, bankers and other parties to resolve fiscal related matters
Supervised four staff.
Worked with [Number] executives to create annual budget and track actual expenses against projected expenses
Oversaw accounts payable and receivable operations for [Type] business with $[Amount] in monthly expenses
Managed payroll data entry and processing for [Number] employees to comply with predetermined company guidelines
Chief Deputy Auditor
Jackson County Audit Department
01.1990 - 06.1995
Evaluated internal management processes and practices to determine compliance with policies and statues
Assessed performance of county subcontractors to determine agencies contractual compliance
Prepared performance reports and recommendations related to audit findings
Analyzed budget performance on ongoing basis to identify potential areas of cost savings
Performed quality control review of staff work papers
Supervised three staff members.
Assistant Auditor
Jackson County Audit Department
04.1987 - 01.1990
Conducted financial and program audits of Jackson County Departments and subcontractor agencies
Researched fiscal and government issues for Jackson County Legislators.
Education
Bachelor of Science - Business Administration And Accounting
Missouri Western State University
Saint Joseph, MO
05.1987
Skills
Team Building and Motivation
Collaborative Leadership
Culture Transformation
Key Performance Indicators
Data Analytics
Team Management
Timeline
Senior Director of Financial and Offsite Analysis
NeighborWorks America
08.2010 - Current
Management Consultant III
NeighborWorks America
01.2009 - 08.2010
Senior Financial Analyst
NeighborWorks America
12.2004 - 12.2008
Financial Analyst
NeighborWorks America
12.2002 - 11.2004
Chief Financial Officer
United Service Community Action Agency
10.2002 - 11.2002
Director of Finance
The City of North Kansas City
07.2001 - 09.2002
Chief Administrative Officer
The Full Employment Council, Inc
07.1999 - 06.2001
Assistant Director of Finance
Jackson County Missouri Government
03.1999 - 06.1999
Business Manager
Jacor Broadcasting Group
08.1998 - 01.1999
Assistant Comptroller
KCMC Child Development Corporation
06.1995 - 07.1998
Chief Deputy Auditor
Jackson County Audit Department
01.1990 - 06.1995
Assistant Auditor
Jackson County Audit Department
04.1987 - 01.1990
Bachelor of Science - Business Administration And Accounting
Homeownership Center Manager and Financial Coach at NeighborWorks (Non-Profit Agency)Homeownership Center Manager and Financial Coach at NeighborWorks (Non-Profit Agency)