Lorreta Rocha
Boston,MA
Summary
Motivated Director of Finance promoting more than six years of proficiency in identifying and analyzing trends and partnering with other departmental leaders. Well-rounded in non-profit internal infrastructures, including experience with human resources, data, benefits, payroll, compliance, communications and staff-training.
Overview
8
8
years of professional experience
Work History
Director of Finance & Benefits
Massachusetts Communities Action Network
01.2022 - 06.2024
- Maintained full integrity of the organization's finances- including all revenue and expenses, ensuring organization policies and procedures, as well as state and federal laws and regulations, were followed
- Managed the annual audit and tax filings in partnership with outside auditors
- Maintained QuickBooks bookkeeping and worked directly with the accountant for monthly reconciliations
- Managed accounts payable/receivable and maintained organizational checking accounts, investments and invoices
- Generated monthly reports including accounts payable reconciliation, accounts receivable reconciliation, cash flow report, and balance sheet audits
- Assisted the Executive Directors with the development of the annual budget
- Processed MCAN Central's Bi-weekly payroll and its affiliates
- Reviewed and monitored receipts and invoices for staff credit card expenses and staff reimbursements
- Supported with grant management
- Designed, recommended, and implemented new benefits programs
- Examined possible plan designs and benefits cost changes
- Coordinated daily benefits processing
- Handled enrollments, terminations, changes and beneficiaries
- Provided customer service support to internal and external staff
- Developed communication tools to enhance understanding of the organization's benefits package
- Managed Paid Time Off for MCAN Central and its affiliates, including vacation, sick, personal, and bereavement time
- Trained and informed directors and staff about new benefits policies, employee portals, and benefits overall
- Handled state filings such as the IRS form 990, MA Annual Report, and Form PC(Public Charity)
- Managed internal audits when needed for insurance companies.
Human Resources & Administrative Manager
Massachusetts Communities Action Network
10.2016 - 01.2022
- Provided HR and payroll support to the central staff and affiliates, including onboarding and termination.
- Updated and managed employee handbook
- Supported managing the organization's finances
- Managed the cash-flow and helped create the annual budget
- Managed benefits for fifteen plus employees
- Helped plan MCAN's Annual Fundraiser which raised more than $100,000 annually
- Managed paid time off and time-tracking
- Handled the bookkeeping using Quickbooks Desktop and Online.
- Data entry
Education
Bachelor - Environmental Management
Southern New Hampshire University
Manchester, NH05.2015
Skills
- Quickbooks
- Excel
- Audit management
- Internal Controls
- Financial reporting and analysis
- Compliance Monitoring
- Budget Planning
- Word
- Outlook
- Google Suite
- PowerPoint
Other
- Cape Verde Women's Basketball National Team Player 2009-2013
- SNHU Women's Basketball Varsity Team - Team Captain
- Devoted 20-25 hours per week to athletics while carrying a full course load
- Organized and led workouts, while ensuring that players stayed motivated
- SNHU Undergraduate Research Day Top Ranked Presentation 2015
- Outstanding Community Based-Research Award - “SNHU Rain Garden” 2014
Languages
Portuguese
Native or Bilingual
Spanish
Limited Working
Timeline
Director of Finance & Benefits
Massachusetts Communities Action Network
01.2022 - 06.2024
Human Resources & Administrative Manager
Massachusetts Communities Action Network
10.2016 - 01.2022
Bachelor - Environmental Management
Southern New Hampshire University