Meg Flanagan
San Jose,CA
Summary
Skilled Controller with over 30 years of experience working with non-profit organizations. Strong aptitude in budget development and analysis. Organized and dependable team player with ability to handle multiple projects simultaneously with a high degree of accuracy. Excellent written and verbal communication skills. Adept at educating others on financial statements and analysis. Good mathematical and problem-solving skills.
Overview
38
38
years of professional experience
1
1
Certification
Work History
Controller
The Villages Golf And Country Club
07.2014 - Current
- Prepare annual operating and reserve fund budgets ($36M) using information from various sources including: Department Directors, trending data for utilities and various expenses, city and county agencies, and guidance from Boards of Directors.
- Ensure accurate, timely and compliant completion of monthly financial statements.
- Provide cash management by overseeing reconciliation of bank accounts and managing cash flow between various accounts.
- Work with new Board Directors and various committee members to provide educational training for understanding monthly financial statements.
- Coordinate annual financial audit and 401(k) plan audit, including preparation of various schedules.
- Prepare bi-monthly water usage reports for over 650 water meters to monitor excessive usage and control expenses
- Analyze monthly operating and replacement reserve spending compared to plan. Develop reports as desired and communicate results to General Manager, Board Directors, Board Committees and Department Directors.
- Oversee work of three person Accounting Department and provide support and technical guidance for complex accounting issues.
- Maintain general ledger chart of accounts, including setup of new accounts and formatting monthly financial statements.
- Assist General Manager with communication of annual budget plan and develop presentation documents as required
- Prepare monthly financial commentary reports.
- Manage reserve fund investment portfolios ($22M) within guidelines established by Boards of Directors.
- Provide report on monthly health plan claims expenses and track historical expenses for analysis.
- Track and monitor kWh usage and generation of 614kW solar power system.
- Review budget and reserve cost performance and seek methods to reduce or contain expenses without affecting service levels.
- Ensure financial practices and procedures comply with general accepted accounting principles and all other applicable laws, including strict adherence to Davis Stirling Act.
Accounting Manager
The Villages Golf And Country Club
12.2000 - 07.2014
- Performed monthly bank reconciliations for 10 operating and reserve accounts.
- Prepared various journal entries for month-end close.
- Utilized financial software to prepare monthly financial statements for executive review.
- Supervised A/P and A/R accountants.
- Prepared annual property tax return and quarterly sales tax returns.
- Maintained fixed asset schedules.
- Managed company credit cards issued to senior management.
General Ledger Accountant
The Villages Golf And Country Club
12.1990 - 12.2000
Accounting Technician
San Jose State University Research Foundation
09.1985 - 08.1990
Education
MBA - Business Administration
San Jose State University
San Jose06.1990
Bachelor of Arts - Physical Education
University of California, Berkeley
Berkeley, CA06.1985
Skills
- Budget Development and Preparation ($36M)
- Financial Statement Review, Analysis and Commentary
- Non-Profit Accounting
- Fiscal Reporting
- Financial Statements Expertise/Training
- Month-End and Year-End Closings
- Account Reconciliation
- Trend Reports
- Problem Solving
- Written and Verbal Communication
Affiliations
Financial Executives International/Silicon Valley Chapter
Certification
Certified Community Association Manager (CCAM) - California Association of Community Managers
Interests
Soccer, Hiking, Gardening, Golf and Music
Timeline
Controller
The Villages Golf And Country Club
07.2014 - Current
Accounting Manager
The Villages Golf And Country Club
12.2000 - 07.2014
General Ledger Accountant
The Villages Golf And Country Club
12.1990 - 12.2000
Accounting Technician
San Jose State University Research Foundation
09.1985 - 08.1990
MBA - Business Administration
San Jose State University
Bachelor of Arts - Physical Education
University of California, Berkeley
Similar Profiles
Agnes BallantyneAgnes Ballantyne
Floor Manager at The Villages Golf and Country ClubFloor Manager at The Villages Golf and Country Club
Ernesto GutierrezErnesto Gutierrez
Food Runner at The Villages Golf and Country ClubFood Runner at The Villages Golf and Country Club
Larry KezarLarry Kezar
IT Specialist at The Villages Golf And Country ClubIT Specialist at The Villages Golf And Country Club
Abraham ContrerasAbraham Contreras
Telecommunication Foremen Lineworker at Fibertel, LLC Quanta ServicesTelecommunication Foremen Lineworker at Fibertel, LLC Quanta Services
Martha Chavez FloresMartha Chavez Flores
Tester 1 at JabilTester 1 at Jabil