MACKESHIA BROWN
Cedar Hill,TX
Summary
Highly skilled, approachable, and dedicated accounting professional with over 20 years of experience in non-profit accounting and 14 years of supervisory experience. Proven success in effectively managing organization budgets with assets over $25M. Seeking a position within an organization to utilize skills, abilities, and competencies while exemplifying the organization's core values.
Overview
23
23
years of professional experience
Work History
Chief Financial Officer
Housing Forward
02.2024 - 10.2024
- Responsible for financial management and oversight of budget with consolidated total assets of $24M, working alongside the executive team and department leads, to set the strategy and build an ambitious and efficient budget for each fiscal year
- Supervise the day-to-day operations of the Finance and Operations Departments; provide strategic direction to staff, responsible for coaching and professional development of direct reports
- Develop and implement financial strategies, goals, and policies
- Work with the department leads to ensure accurate forecasting and budget management throughout the year
- Ensure financial reporting is aligned with Generally Accepted Accounting Principles (GAAP)
- Lead creation and review of financial management reports and manage regular financial reporting to the Board, executive team and department managers
- Works with the Finance and Audit Committee and Board to ensure strong governance and performance of the organization
- Provide financial forecasting, financial planning and analysis (fp&a) and recommendations to support key agency decisions
- Oversee all aspects of accounting functions, including accounts receivable, accounts payable, general ledger management, chart of accounts and treasury management, to ensure accuracy and compliance with relevant regulations
- Manage relationships with financial institutions, auditors, and other external stakeholders
- Maintain agency financial policies and procedures and ensure efficiency and effectiveness in financial operations
- Oversee and provide direction to staff on contracts and grant management, including subrecipient monitoring and grant reporting
- Oversee and provide direction to internal and external constituents on program administration
- Work with Leadership to ensure operations and initiatives align with Housing Forward and All Neighbors Coalition goals and priorities
- Partner with the executive team to oversee human resources, including training, capacity building, performance evaluation, and professional development strategies
- Support staff in leading asset management, IT and facility services
- Provide direct oversight for the City of Dallas and the U.S Department of Housing and Urban Development (HUD) grants
- Oversee and maintain equitable and effective staff recruitment and retention standards and procedures
Vice President of Finance and Operations
Housing Forward
08.2022 - 02.2024
- Lead annual budget process
- Lead creation and review of monthly and quarterly financial management reports and metrics with an eye out for continuous improvement
- Own subsequent reporting to the Board and internal stakeholders
- Develop the organization’s legal and contracts strategy
- Works with Audit and Finance Committee and Board members to ensure strong governance and performance of the organization
- Liaison with government entities (City of Dallas and HUD) to ensure grant compliance
- Provides oversight into the development and implementation of the financial growth strategy of the organization
- Contributes as a leader in strategic planning process
- Plans and oversees the overall operational, reporting, budgetary, and financial responsibilities of the organization; develops and maintains work systems, procedures, and productivity standards that advance the mission and goals and enable optimum performance of the people and other resources within it; allocates resources to effectively accomplish the work; monitors, evaluates, and aims to improve effectiveness of unit operations; makes business decisions that are consistent with the organization’s mission/vision and our organizational culture and values
- Managed development, training and performance of finance and operations team members
- Review performance, provide coaching and mentoring as appropriate for a performance-based work culture
Senior Director of Finance and Operations
Housing Forward
05.2021 - 08.2022
- Monitor and manage all expenses to ensure most effective use of assets
- Create and maintain all financial reports, including monthly and year-end financial reports
- Prepare budgets, financial forecasts, and cash flow analyses
- Review, revise and maintain internal accounting controls and procedures
- Assist the Executive leadership with the development of annual and program budgets
- Responsible for data entry into accounting system and integrity of accounting system data
- Coordinate audit functions and serve as liaison to external auditors for the annual audit and Form 990 preparation to ensure clean audit
- Review and assist with payroll processing, including deductions and applicable reports
- Monitor grant reporting and appropriate release of temporarily restricted funds
- Monitor and advise asset retirement and replacement
- Managed development, training and performance of finance and operations team members
- Review performance, provide coaching and mentoring as appropriate for a performance-based work culture
- Oversee and maintain accounting records, including chart of accounts, account setup, allocation and distribution setup, vendor setup, general ledgers, journal entries, payments of allocations, designations and distributions, payment of vendors, bank reconciliations, and solution of technical problems
- Supervises aspects of general ledger processing, i.e., accounts receivable, accounts payable, revenue and general ledger
- Reconcile or oversee the reconciliation of balance sheet accounts including all bank accounts, brokerage accounts, fixed assets and accumulate depreciation to include the recording of monthly journal entries
- Track, report and reconcile sponsorship and grant revenues and related expenditures to ensure that both are accurately recorded in the general ledger and the Salesforce donor database and are spent in compliance with donor intent
- Assists in ensuring timely preparation of monthly financial statements
- Prepare audit schedules and Worksheets (PBC) and perform duties as needed during the annual financial statement audits of UWMD and UWFMD, including preparing account reconciliations and pulling source documents for auditor review
- Assist with the employment, training and development of all assigned staff to fulfill the objectives and responsibilities of the department in an effective and efficient manner, consistent with organizational strategic plan
- Process bi-monthly payroll including deposits to retirement accounts, benefits and employee and/or pay adjustments
- Assist Human Resources with facilitating and performing duties as needed during the annual retirement audit
- Establish and implement procedures with respect to monitoring AR and collections
- Back-up and assist Accounts Payable and Accounts Receivable staff members as needed
- Participate in Finance Committee and/or Audit & Ethics Committee meetings as needed
Consultant
Sherry Lambe, CPA, LLC
03.2020 - 05.2021
- Process accounts payable and accounts receivable
- Perform analytical reviews of account balance fluctuations and budget-to-actual analysis
- Assist with the preparation of monthly financial reporting
- Record journal entries for balance sheet accounts
- Assist with the submission of federal funding reports
Director of Accounting
United Way of Metropolitan Dallas
09.2018 - 05.2021
- Managed development, training and performance of direct reports
- Review performance, provide coaching and mentoring as appropriate for a performance-based work culture
- Prepare annual UWW compliant survey (Database II) and assist with the preparation of tax returns and other governmental reports in an accurate and timely manner
- Oversee and maintain accounting records, including chart of accounts, account setup, allocation and distribution setup, vendor setup, general ledgers, journal entries, payments of allocations, designations and distributions, payment of vendors, bank reconciliations, and solution of technical problems
- Supervises aspects of general ledger processing, i.e., accounts receivable, accounts payable, revenue and general ledger
- Reconcile or oversee the reconciliation of balance sheet accounts including all bank accounts, brokerage accounts, fixed assets and accumulate depreciation to include the recording of monthly journal entries
- Track, report and reconcile sponsorship and grant revenues and related expenditures to ensure that both are accurately recorded in the general ledger and the Salesforce donor database and are spent in compliance with donor intent
- Assists in ensuring timely preparation of monthly financial statements
- Prepare audit schedules and Worksheets (PBC) and perform duties as needed during the annual financial statement audits of UWMD and UWFMD, including preparing account reconciliations and pulling source documents for auditor review
- Assist with the employment, training and development of all assigned staff to fulfill the objectives and responsibilities of the department in an effective and efficient manner, consistent with organizational strategic plan
- Process bi-monthly payroll including deposits to retirement accounts, benefits and employee and/or pay adjustments
- Assist Human Resources with facilitating and performing duties as needed during the annual retirement audit
- Establish and implement procedures with respect to monitoring AR and collections
- Back-up and assist Accounts Payable and Accounts Receivable staff members as needed
- Participate in Finance Committee and/or Audit & Ethics Committee meetings as needed
Associate Director of Accounting
United Way of Metropolitan Dallas
07.2014 - 09.2018
- Oversee and maintain accounting records, including chart of accounts, allocation and distribution setup, general ledgers, journal entries, payments of allocations, designations and distributions, payment of vendors, bank and other balance sheet reconciliations, and solution of technical problems
- Supervise aspects of accounts receivable and accounts payable processes
- Reconcile Accounts Receivable to general ledger monthly
- Investigate/analyze variances and resolve reconciling items accordingly
- Work with A/R Staff Accountant in preparation of monthly pledge reminders
- Ensure statements are pulled accurately from Enterprise
- Resolve any outstanding issues with the help of IT and/or Access International
- Process bi-monthly payroll including deposits to FSA, retirement accounts, benefits and employee and/or pay adjustments
- Review, reconcile and record monthly revenue from Enterprise in SAGE journal entries in accordance with GAAP
- Establish and implement procedures with respect to monitoring AR and collections
- Assist in ensuring timely preparation of monthly financial statements
- Prepare schedules and perform duties as needed during the annual financial statement audits of UWMD, including preparing account reconciliations, pulling source documents for auditor review, etc
- Maintain high level of customer service by responding to staff emails/phone calls in a timely and professional manner
- Assist with hiring, training and development of all assigned staff to fulfill the objectives and responsibilities of the department in an effective and efficient manner, consistent with organizational strategic plan
- Back-up and assist Accounts Payable and Receivable, as needed
- Participate in Finance Committee and/or Audit & Ethics Committee meetings as needed
- Provide assistance with special projects as required by Chief Financial Officer and/or Controller
Senior Accountant
United Way of Metropolitan Dallas
09.2010 - 07.2014
- Performed accounting activities related to the maintenance of a complete and accurate general ledger, month/year-end close, and related financial statements in accordance with GAAP for non-profit organizations
- Review and upload the monthly employee expense journal from Expense Expert and ensure accuracy of accounts for 100+ full and part-time employees
- Reconcile credit card receivable accounts for American Express, Discover, MasterCard and Visa
- Provide documentation to Merchant Services to resolve any credit card discrepancies/disputes leading to charge backs
- Reconcile balance sheet accounts and general ledger accounts for United Way of Metropolitan Dallas and United Way Foundation of Metropolitan Dallas
- Assist with the preparation of balance sheets and profit and loss statements
- Responsible for training and managing junior or entry-level accountants
- Responsible for managing the payroll process (generate and review payroll report for discrepancies and post) for 100+ full and part-time employees
- Prepare schedules and perform duties as needed during the annual financial statement audits of UWMD and UWFMD, including preparing account reconciliations, pulling source documents for auditor review, etc
Accounts Payable Administrator
United Way of Metropolitan Dallas
06.2006 - 09.2010
- Prepare invoices for Finance and Human Resources departments
- Maintain Finance files and documentation in accordance with the company policy and accepted accounting principles
- Point of contact for invoice discrepancies
- Assist with vendor maintenance
- Process and issue 1099s
- Notify customers of insufficient payments
- Process intercompany transfers and wires to vendors
- Research and reissue stop payments for outstanding checks
- Maintain integrity of check stock
- Process allocations, designations and trade payables in a timely manner to avoid penalties for late payments
- Maintain petty cash account
- Assist with processing expense reimbursements and purchasing card expenditures for 100+ full and part time employees
- Submit and review Positive Pay files to the bank as needed; resolve discrepancies in a timely manner
Accounts Receivable Accountant
United Way of Metropolitan Dallas
02.2002 - 06.2006
- Open, review, stamp, sort, consolidate and record incoming and outgoing mail
- Audit incoming contributions from corporations and individuals
- Scan/code items on Cannon Scanner
- Process bank deposits
- Enter corporate and individual payments into donor database
- Collect revenue by reminding delinquent accounts
- Maintain the integrity of ledger accounts by properly recording transactions
- Order office supplies and create an inventory process for tracking the office inventory
- Reconcile various balance sheet accounts
- Assist with the preparation of month and year end financials
- Work closely with the Controller to achieve the goals of the department and the United Way organization
Education
Bachelor of Science - Business
University of Phoenix
MBA - Business Administration
Texas A&M University - Commerce
Skills
- Strategic financial planning
- Financial management
- Audit coordination
- Budget development
- Risk management
- Cash flow management
- Operational decision making
- Regulatory requirements
- Accounting principles understanding
- Business forecasting
- Operational management
- Financial reporting
Timeline
Chief Financial Officer
Housing Forward
02.2024 - 10.2024
Vice President of Finance and Operations
Housing Forward
08.2022 - 02.2024
Senior Director of Finance and Operations
Housing Forward
05.2021 - 08.2022
Consultant
Sherry Lambe, CPA, LLC
03.2020 - 05.2021
Director of Accounting
United Way of Metropolitan Dallas
09.2018 - 05.2021
Associate Director of Accounting
United Way of Metropolitan Dallas
07.2014 - 09.2018
Senior Accountant
United Way of Metropolitan Dallas
09.2010 - 07.2014
Accounts Payable Administrator
United Way of Metropolitan Dallas
06.2006 - 09.2010
Accounts Receivable Accountant
United Way of Metropolitan Dallas
02.2002 - 06.2006
Bachelor of Science - Business
University of Phoenix
MBA - Business Administration
Texas A&M University - Commerce
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