Seasoned executive with proven success in overseeing finance strategy, operations, and performance for companies across diverse industries. Top-notch Chief Financial Officer, known for providing sharp insights into financial trends and opportunities to drive profitability with proven track record of success leading and growing organizations. Strong background in strategic planning, financial management and team development. Skilled in identifying opportunities and implementing practical business strategies with commitment to staying informed about latest trends, technologies and best practices.
Overview
16
16
years of professional experience
Work History
Chief Finance Officer
League Of Conservation Voters
09.2021 - Current
Provide strategic direction for organization's finance, development, and HR teams as Chief Financial Officer and member of executive leadership team.
Drove revenue growth by formulating multi-year strategic goal aimed at diversifying, balancing, and expanding organization's revenue streams, culminating in remarkable 36% revenue surge in inaugural year.
Leveraged strategic financial acumen and cultivated partnerships with National affiliate and Foundation Funders to generate over $350K in unrestricted multi-year grant revenue.
Adapted and implemented robust internal controls and segregation of duties policy to ensure 100% compliance and safeguard assets in context of remote work environment, maintaining operational efficiency and security.
Enhanced forecast reliability and cash flow management through development and utilization of robust financial models and scenario analyses, ensuring optimal liquidity for business operations and reducing cash flow gaps by 25%.
Collaborated with cross-functional teams to develop annual budgets, leading to 30% increase in resource allocation efficiency.
Streamlined grant application processes by implementing efficient tracking systems and organized databases.
Supported strategic decision-making by conducting in-depth analysis of key performance indicators, benchmarks, and trends, resulting in notable 25% increase in ROI on fundraising activities.
Works closely with Board of Directors, Finance Committee, and Executive Committee to present comprehensive financial overview of organization, devise financial strategies, and provide consultation on direction of organization's financial and HR operations.
Implemented data-driven approaches for workforce planning, resulting in 25% reduction in turnover and enabling proactive talent management decisions.
Designed and implemented comprehensive onboarding programs for new hires, resulting in 20% increase in retention rates and overall satisfaction.
Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
Championed diversity initiatives to create inclusive workplace culture, resulting in increased representation of underrepresented groups.
Collaborated with cross-functional teams to identify technology needs and implemented appropriate solutions for improved workflow efficiency.
Director of Finance & HR Administration
Viridiant
07.2019 - 09.2021
Served as key thought leader and driver of Viridiant's business model by developing, implementing, and evaluating short and long-term strategic financial objectives, including responsibility for administration and monitoring of investment portfolio performance in collaboration with board’s Investment Committee.
Oversaw all financial and reporting systems and ensures compliance, coordinating all audit activities, working with Board Treasurers and Investment Committee to develop investment strategies and overseeing treasury management functions ensuring available cash to meet grant and operating expenses
Reduced overhead costs by $45K in first year by identifying inefficiencies and implementing targeted cost-saving measures across various departments.
Developed and launched strict accounts receivables process, reducing account aging from 180 to 45 days on average and and recouping $250K in outstanding receivables within first 60 days.
Led organization's seamless shift to fully remote operations amidst COVID-19 pandemic by developing comprehensive policies and acquiring advanced technology solutions to bolster security and optimize productivity.
Secured $330K PPP funding to ensure continuity of organizations operation.
Streamlined financial reporting processes by implementing more efficient software systems and optimizing data management.
Enhanced company profitability with strategic financial planning, budgeting, and forecasting techniques to ensure optimal resource allocation.
Optimized cash flow management through diligent monitoring of receivables, payables, and investment activities.
Collaborated with executive leadership team, Board of Directors, and Finance Committee in developing long-term financial goals, ensuring alignment with overall business objectives.
Evaluated potential mergers and acquisitions for financial viability, playing key role in acquisition of Richmond Region Energy Alliance.
Conducted thorough financial analysis on proposed Dominion Home Energy Audit program ensuring investments aligned with organization's growth strategy and delivered desired ROI.
Managed high-performing finance and fundraising team, providing guidance and mentorship to foster professional growth and development.
Treasurer
Reach Out Center
12.2010 - Current
Developed financial strategies for long-term growth, resulting in increased revenue and profitability.
Managed investment portfolio to optimize returns while minimizing risk exposure.
Advise management on investments, grants, and loans.
Perform operational analysis on internal systems and processes to improve efficiency.
Analyze financial data to mitigate risk and increase financial liquidity.
Lead quarterly finance meetings and report to board of directors on financial health of organization.
Manage internal controls and segregation of duties policies while maintaining strict fiduciary oversight of organizational resources.
Developed comprehensive financial models to support strategic decision-making and business growth.
Managed cross-functional teams to achieve company-wide financial objectives and maintain fiscal responsibility.
Implemented grant management and tracking process to ensure compliance with grant deliverables.
Grant research and writing.
Forecast for future financial decisions and positions.
Enhanced stakeholder understanding of financial performance through clear and concise presentations.
Implemented robust financial planning system, allowing for more efficient data collection and analysis.
Supported executive decision-making with ad-hoc analyses, highlighting potential risks, opportunities, and areas for improvement.
Managed cash flow effectively by monitoring receivables, payables, inventory levels, and investment activities closely.
Conducted variance analyses on regular basis, enabling prompt identification of deviations from budgetary targets or strategic objectives.
Lead annual budget development by working closely with department heads to establish realistic projections based on historical data analysis.
Financial Case Administrator II
The Office Of The Chapter 13 Trustee
12.2010 - 06.2019
Led team of case administrators, providing training and guidance on case management procedures.
Received and disbursed over $4M monthly to Chapter 13 creditors, ensuring accurate and timely distribution.
Monitored cases for motions to dismiss, drafting responses and providing necessary documentation.
Prepared final reports for court filing, summarizing case activity and financial transactions.
Conducted monthly financial reporting, analyzing case expenses and income for trustee review.
Facilitated annual audit preparation, compiling necessary documents and assisting auditors as needed.
Established robust internal control framework, minimizing risk of fraud and ensuring compliance with regulations.
Supervised accurate, efficient, and compliant completion of monthly financial reporting packages.
Developed comprehensive financial models to support management in forecasting and scenario analysis.
Streamlined bankruptcy case management processes by implementing new filing systems and organizational techniques.
Collaborated with attorneys to develop comprehensive case strategies that maximized likelihood of successful outcomes.
Maintained strict confidentiality of sensitive client information, adhering to ethical guidelines and protecting privacy rights.
Drafted clear and concise legal documents, including motions, pleadings, and briefs, contributing to well-prepared cases.
Monitored case progress closely to ensure adherence to deadlines and prompt resolution of outstanding issues.
Manager - Financial Planning and Analysis
Reach Out Center
08.2008 - 12.2010
Developed comprehensive financial models to support strategic decision-making and business growth.
Managed cross-functional teams to achieve company-wide financial objectives and maintain fiscal responsibility.
Implemented grant management and tracking process to ensure compliance with grant deliverables.
Grant research and writing.
Forecast for future financial decisions and positions.
Enhanced stakeholder understanding of financial performance through clear and concise presentations.
Implemented robust financial planning system, allowing for more efficient data collection and analysis.
Supported executive decision-making with ad-hoc analyses, highlighting potential risks, opportunities, and areas for improvement.
Managed cash flow effectively by monitoring receivables, payables, inventory levels, and investment activities closely.
Conducted variance analyses on regular basis, enabling prompt identification of deviations from budgetary targets or strategic objectives.
Lead annual budget development by working closely with department heads to establish realistic projections based on historical data analysis.
Education
MBA - Finance
Longwood University
Farmville, VA
06.2025
BBA - Business Management
Bryant And Stratton College
Buffalo, NY
05.2014
Skills
Strategic Planning and Execution
Fiscal Sponsorship Management
Budget Development and Forecasting
Cash Flow Management
Business process improvement
Investment Management
M&A, Divestitures, and Integrations
Financial Systems Implementation
Grant Reporting & Compliance
Payroll and HR/Benefits Administration
Contingency and Succession Planning
Internal Controls
Affiliations
SHRM
VAFRE
Timeline
Chief Finance Officer
League Of Conservation Voters
09.2021 - Current
Director of Finance & HR Administration
Viridiant
07.2019 - 09.2021
Treasurer
Reach Out Center
12.2010 - Current
Financial Case Administrator II
The Office Of The Chapter 13 Trustee
12.2010 - 06.2019
Manager - Financial Planning and Analysis
Reach Out Center
08.2008 - 12.2010
MBA - Finance
Longwood University
BBA - Business Management
Bryant And Stratton College
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