Proven Chief Financial Officer with a strong track record in budget development, fiscal management, and financial reporting. Expertise in driving operational efficiency and transparency through strategic financial planning.
Overview
25
25
years of professional experience
Work History
Chief Financial Officer
Fall River Public Schools
Fall River, MA
07.2015 - Current
Developed and implemented financial strategies to align with district educational goals.
Oversaw budget preparation and ensured compliance with state and federal regulations.
Analyzed financial reports to inform decision-making and optimize resource allocation.
Led cross-departmental teams to enhance fiscal management and operational efficiency.
Directed financial audits, ensuring transparency and accountability in all transactions.
Directed budget development, budgetary controls and recordkeeping to make informed financial decisions.
Collaborated with executive leadership to establish budgetary guidelines and allocate resources efficiently across the organization.
Fostered a culture of continuous improvement within the finance team, encouraging professional development opportunities for staff members.
Conducted detailed analysis of school department financial information and oversaw preparation of related reports.
Oversaw budgets, payroll, and accounts payable and receivable.
Prepared accurate financial statements at end of quarter to summarize financial health and business performance.
Oversaw the successful completion of external audits, addressing any recommendations promptly to ensure smooth operations.
Prepared all yearly end of year financial reports with the Massachusetts Department of Elementary and Secondary Education
Updated the Shared Cost Agreement with the City of Fall River.
Financial Manager
Fall River Public Schools
Fall River, MA
07.2010 - 06.2015
Implemented financial controls to enhance accountability and reduce discrepancies.
Oversaw payroll processing, ensuring compliance with state regulations and accuracy.
Collaborated with department heads to forecast budgets and monitor expenditures.
Presented financial analyses to stakeholders, supporting data-driven decision-making.
Prepared comprehensive financial statements for executive review, aiding in effective decision-making processes regarding growth opportunities and resource allocation.
Increased financial efficiency by streamlining budget processes and implementing cost-saving measures.
Prepared all end of year financial reports with the Massachusetts Department of Elementary & Secondary Education.
Completed several end of year financial reports that were not completed upon taking the position to place the District in good standing with the Massachusetts Department of Elementary & Secondary Education.
City Auditor
City of Fall River
Fall River, MA
01.2008 - 07.2010
Conducted thorough financial audits to ensure compliance with local regulations and standards.
Reviewed and analyzed financial statements for accuracy and consistency across departments.
Mentored auditing department employees, fostering professional development and adherence to best practices.
Provided detailed documentation on audit findings, facilitating swift corrective action when necessary.
Maintained confidentiality, handling sensitive information discreetly throughout all stages of the audit process.
Ensured compliance with regulatory requirements by performing regular audits and staying up-to-date on industry standards.
Followed established auditing processes to meet internal and regulatory requirements.
Completed Free Cash Certification for the City submission to Division of Local Services.
Completed Schedule A for submission.
Completed Several Financial and Single Audits upon onboarding to place City in proper standing.
Auditor/Staff Accountant
Hague & Sahady
Fall River, MA
01.2001 - 01.2008
Led comprehensive audits ensuring compliance with financial regulations and internal policies.
Conducted risk assessments to identify vulnerabilities within financial systems, proposing mitigation strategies.
Prepared detailed audit reports summarizing findings, recommendations, and action plans for stakeholders.
Streamlined audit processes, improving efficiency and reducing time spent on each audit engagement.
Planned and executed follow-up audits at appropriate intervals.
Developed strong relationships with clients, building trust and ensuring a high level of satisfaction during the audit process.
Mentored junior auditors, sharing knowledge and best practices to foster their professional growth within the team.
Performed observations and evaluated supporting documents to supplement audit findings.
Conducted risk assessments to determine areas requiring increased focus during subsequent audits.
Analyzed financial statements for accuracy, identifying discrepancies and recommending corrective actions.