Summary
Overview
Work History
Education
Skills
Qualifications Summary
References
Timeline
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Nat Franke

Boston,MA

Summary

Accomplished Chief Financial Officer with extensive experience in fiscal management and corporate leadership at Lynn Shelter Association. Demonstrates proven expertise in financial analysis and ERP system implementation, with a strong track record of enhancing cross-functional collaboration. Achieved a 5% reduction in employee turnover through strategic HR initiatives, reflecting a commitment to organizational excellence. Aims to drive innovation and financial growth within dynamic organizations.

Overview

14
14
years of professional experience

Work History

Chief Financial Officer

Lynn Shelter Association
Lynn, USA
01.2023 - Current
  • Driving organizational success through expert fiscal management, strategic planning, and HR leadership.
  • Proven track record in optimizing financial performance, fostering employee engagement, and aligning operations with long-term business goals.
  • Adept at implementing innovative solutions to complex challenges, while ensuring regulatory compliance and sustainable growth.
  • Direct the financial strategy, planning, and analysis for a [size]-million-dollar organization, ensuring profitability and sustainable growth.
  • Oversee all accounting functions, including budgeting, forecasting, cash flow management, and financial reporting, ensuring compliance with GAAP and regulatory requirements.
  • Spearhead the design and implementation of HR policies, streamlining recruitment, talent development, and employee retention strategies to reduce turnover by 5%.
  • Lead the evaluation and integration of ERP systems, increasing operational efficiency.
  • Oversee HR functions, including benefits administration, compliance, and employee performance management, aligning policies with corporate culture and legal standards.
  • Maintain key stakeholder relationships, including investors, board members, and external auditors.

Assistant Director of Fiscal Operations

Community Resources for Justice
Boston, USA
01.2011 - 01.2022
  • Effectively manage accounting staff, providing training, coaching, assignments, evaluations, and opportunities for growth
  • Work with teams and stakeholders throughout the company to collect the best possible data for forecasts and organizational goals
  • Develop and deliver insightful analysis, helping to inform the CFO’s decision-making process
  • Prepare budgets and monitor changes, spending, and other activity
  • Review and analyze financial reports, including Budget vs
  • Actual reports, and provide department directors with accounting insights
  • Partner with the Accounting team to complete monthly closing processes
  • Review federal contracts and track ongoing billing and contract amendments
  • Manage monthly closed, audit planning, and provide Board reports and financial analyses to the Executive team and stakeholders
  • Implemented ERP-Budgeting function to streamline budgeting processes
  • Trained the executive team and other stakeholders to use this new functionality effectively
  • Review and analyze monthly financial statement and giving insightful information to stakeholders
  • Develop, implement and maintain financial models for cash flow forecasting and budgeting

Education

Master of Business Administration & Master of Management - Finance & Accounting

Willamette University
Salem, OR

Bachelor of Business Administration - Accounting

Assumption University
Bangkok, Thailand

Skills

  • Fiscal management
  • Financial analysis expertise
  • ERP system implementation
  • Corporate leadership
  • Audit coordination
  • Adaptability to change
  • Regulatory compliance
  • Performance metrics analysis
  • Financial process improvement
  • Cross-functional team leadership

Qualifications Summary

Experienced CFO with diverse experience in non-profit and for-profit environments. Oversee a company's financial operations while also taking a significant role in managing human resources, including recruitment, employee benefits, payroll, and workforce planning, essentially viewing employees as a key business asset with a direct impact on the company's bottom line., MBA/MM degree, Strong leadership skills, Excellent communication skills, Proven ability to successfully implement ERP System (Phase I), Proficient in a range of software applications including Microsoft Office, NetSuite, NAV, MIP, MRI, CTI, FAS, Oracle, Hyperion, ADP, KCI, QuickBooks & Great Plains

References

References available upon request.

Timeline

Chief Financial Officer

Lynn Shelter Association
01.2023 - Current

Assistant Director of Fiscal Operations

Community Resources for Justice
01.2011 - 01.2022

Master of Business Administration & Master of Management - Finance & Accounting

Willamette University

Bachelor of Business Administration - Accounting

Assumption University
Nat Franke