Methodical Director experienced in overseeing daily operations across multiple organizations. Achieved effective execution of business strategies and implementation of business plans while managing financial performance. Focused on fostering collaboration and communication to drive continuous improvement and high-quality outcomes.
Overview
18
18
years of professional experience
Work History
Director of Constituent Relations & Partnerships
The Saint Constantine School
07.2024 - Current
Cultivated relationships with key board members, donors, small businesses and corporations to advance organizational objectives.
Led strategic fundraising initiatives to boost donor engagement and community support. (Galas, luncheons, spring and fall festivals)
Managed donor relations by ensuring timely communication and acknowledgment of contributions.
Maintained fundraising database, ensuring accuracy for monthly reporting to board of directors and facilitating informed decision-making.
Coordinated with internal departments to ensure alignment between development and organizational objectives
Recruited, trained, supervised, evaluated, and mentored staff members to enhance team performance.
Developed detailed project plans outlining timelines, goals, budgets, staffing needs, and requirements.
Implemented comprehensive strategies to improve operational processes and enhance efficiency.
Managed budget allocations and resource planning for multiple projects, optimizing resource utilization to support organizational goals.
Director of Finance/Acct & Human Resource
The Saint Constantine School
Houston, TX
12.2017 - 06.2024
Oversaw accounting operations, ensuring compliance with regulations and standards.
Implemented financial software systems to streamline reporting and data management.
Developed and implemented financial policies, procedures, and controls.
Monitored cash flow management activities to ensure liquidity needs are met.
Cultivated relationships with external auditors to ensure timely completion of annual audits.
Completed tax return filings and maintained adherence to tax regulations and timelines.
Oversaw preparation of yearly budgets for departments within the organization.
Managed the overall accounting functions of the organization including accounts payable and receivable, payroll, and general ledger.
Negotiated contracts with vendors and suppliers to maximize value while minimizing costs.
Oversee Human Resources, ensuring simple, effective, timely and compliant processes including hiring, onboarding, discipline, and terminations
Maintain and improve HR policies
Submit required HR and benefits regulatory filings on time
Prepare payroll and manage benefit administration and regulatory matters, coordinating with Finance team
Support leadership with sensitive HR matters such as key personnel transitions, staff discipline and terminations; maintain compensation framework and facilitate hiring process; advise on organizational structure
Assist staff with on benefits and HR topics; develop and lead effective Grievance and Exit Interview processes
Advise supervisors on scheduling and efficient use of hourly labor
Support Integrated School Hiring Committee, led by the Head of Faculty Development, and ensure robust, consistent hiring practices across all departments and academic levels which increase staff diversity and build a pool of potential future leaders
Serve on Safety Committee; Investigate and document staff and student safety incidents and serve as contact for Workers Compensation
Led Human Assets Committee in developing and implementing processes and programs to enhance staff performance and motivation.
Manage personnel data and files (paper and electronic)
Vice President
West Houston Chamber of Commerce
09.2017 - 12.2018
Developed and implemented continuous improvement initiatives and optimized organizational structure, establishing key performance indicators (KPIs) to monitor staff activity and performance against goals.
Managed chamber staff by overseeing hiring, firing, and conducting performance reviews to ensure alignment with organizational goals.
Oversee the day-to-day operations of the Chamber, including management of programs, staffing, membership, and marketing efforts
Identify and develop revenue generation programs and events
Implement a marketing plan for the chamber to assure a positive community image.
Hired and managed employees to enhance productivity through training on best practices and protocols.
Forged strategic alliances with various organizations to strengthen networking opportunities.
Direct the annual and long-term planning process
Develop goals and objectives for recommendation to the Board
Work with the Chair to prepare agendas and materials for Board and Executive Committee meetings
Prepared financial documents such as budgets, forecasts and reports.
Analyzed actual financial results vs budget to prepare variance reporting to functional groups.
Managed payroll processing activities for multiple entities including tax filings.
Reconciled bank statements to maintain accurate financial records.
Prepared monthly financial reports for management review and analysis.
Accounting Manager
Zupt LLC
08.2016 - 08.2017
Responsible for full cycle accounting, payable and accounts receivable functions, posting journal entries, general ledger reconciliations, bank reconciliations, month end, quarter end, and/or year-end closing, preparation of financial statements, managing vendor relationships, retainage experience, insurance audits, human resources, shipping logistics, etc.
Assisted in the preparation of monthly job cost report and review
Oversaw accounts receivable processes, ensuring timely collection and accurate reporting.
Timesheet and vendor invoice management
Weekly payroll processing and verification – taxes, prevailing wage, 941s, etc.
Accounts payable – Processed subcontractor/vendor requests for payment
Reconciled and entered credit card statement receipts into system
Managed company credit card (including gas cards) and receipts
Maintained vendor credit application files with W-9s
Led accounting team in daily operations, facilitating collaboration and execution of accounting tasks.
Fully coordinated and communicated actions between purchasing and accounting (POs, SOA, shipments)
Maintained inventory control, ensuring accurate tracking and reporting of stock levels.
Coordinated travel for employees and clients: hotel and airline reservations; complied with immigration/visa related issues.
Accounting & HR Manager
The Information Store, Inc.
Houston, USA
05.2008 - 04.2016
Worked with CPA and helped prepare monthly, quarterly and yearly financial statements
Responsible for processing of payroll, accounts payable, and accounts receivable for the majority of the corporation’s divisions. (6 global offices - USA, Mexico, Middle East, Australia).
Delivered accurate monthly consolidated financial information to management, enabling informed decision-making.
Forecasted weekly cash flow and managed accounts payable payments.
Ensure compliance with bank covenants
Prepared monthly sales tax reporting to TX State Comptroller
Developed cultural sensitivity training program for employees traveling internationally, enhancing awareness of regional practices in Latin America, Europe, Asia, and the Middle East.