Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
28
28
years of professional experience
Work History
BUSINESS OWNER
S&E FAMILY TAX AND MORE
01.1997 - Current
Established strong customer relationships through excellent communication and attentive service.
Strengthened company reputation by consistently meeting or exceeding customer expectations in terms of quality services offered.
Consulted with customers to assess needs and propose optimal solutions.
ASSOCIATE FISCAL ADMINISTRATIVE OFFICER - RETIRED
STATE OF CT
11.2017 - 06.2024
Enhanced overall office productivity through effective staff management and coordination of daily tasks.
Controlled costs to keep business operating within budget and increase profits.
Managed budgets effectively, ensuring optimal financial performance while investing in necessary resources for business growth.
Conducted regular account reviews to identify areas for improvement and ensure continued success.
Streamlined internal processes for better efficiency in account management tasks.
Negotiated contracts with focus on maximizing profit and ensuring client satisfaction.
Associate Fiscal Administrative Officer
Board of Regents, State Colleges & Universities
05.2008 - 11.2017
Coordinated with program managers to ensure grant-funded projects aligned with organizational goals and funder expectations.
Contributed to grant writing efforts by researching potential funding sources and assisting with proposal development.
Enhanced financial reporting accuracy by streamlining accounting processes and automating key tasks.
Assisted in drafting compelling grant proposals that successfully secured funding from various sources.
Managed grant accounting, ensuring funds were allocated according to requirements and deadlines were met for reporting purposes.
Fiscal Administrative Officer
State of Connecticut
11.1997 - 04.2008
Maintained accurate records, ensuring timely processing of invoices, payments, and financial reports.
Managed files and records for clients and adhered to safety procedures to prevent breaches and data misuse.
Updated reports, managed accounts, and generated reports for company database.
Evaluated the effectiveness of internal controls within various departments, leading to improved risk management practices.
Assisted in developing an annual audit plan based on risk assessments conducted throughout the year, ensuring resources were allocated effectively.
Collaborated with external auditors to ensure timely completion of annual financial audits, maintaining a strong working relationship between both parties.
Facilitated training sessions with staff members on new policies or procedures aimed at improving internal control environments across various departments.
Participated in cross-functional teams to streamline processes, resulting in increased operational efficiency within the organization.