Accomplished in elevating Morgan State University Foundation's financial operations, I bring a robust blend of strategic planning and team collaboration. My leadership ensured compliance and optimized financial processes, significantly enhancing efficiency. Expert in financial analysis and adept at fostering productive team environments, my track record includes mentoring future leaders and streamlining financial systems for impactful decision-making.
Overview
43
43
years of professional experience
Work History
Director of Fiscal Operations
Morgan State University Foundation, Inc.
Baltimore, MD
01.2012 - Current
Manage the Foundation’s fiscal records and financial accounts totaling $165 million
Lead the annual audit process and maintains strong relationship with external auditors to ensure compliance
As a result, the Foundation consistently received unqualified audit opinions and no issuance of Management Letter
Oversee the collection of accounting data for tax form 990 timely submission
Serve as liaison with Office of Development, MSU Foundation Finance, Audit and Investment Committee for financial accounting and GAAP reporting matters
Hire, supervise and train financial staff in all duties
Mentor student workers from freshman to Graduate status
Manage an over grants to ensure contract compliance
Oversees all fundraising and development accounting to ensure that revenues and expenditures are consistently and accurately captured
Coached and trained student workers the foundation to move forward obtaining positions of management in Travelers, State of Maryland Lottery, Federal Government, and Ernst & Young
Actively manage over 1,000 operating and scholarship account
Distributed over 2,600 scholarship based on a variety of donor criteria
Designs and maintains accounting information for Blackbaud systems to produce timely and relevant financial data for internal decision-making purposes, and other external requirements; assists in the ongoing upgrades of the Blackbaud accounting system.
Digitize financial records
Builds a system of checklists, processes and procedures that accomplishes the following: Ensures internal controls are in place that protect the Foundation against fraud and provide assurances that the Foundation accounting records are accurate and complete
Implements a continual cycle of review of processes and procedures to ensure that the Foundation is running a best practices accounting department
Fiscal Officer
Morgan State University Foundation, Inc.
Baltimore, MD
01.2007 - 01.2012
Developed and maintained the Foundation’s fiscal records and financial accounts totaling $20 million in assets to ensure compliance with accounting statues and to support fundraising efforts of the Office of Development
Integral role in all financial management functions including development of monthly/quarterly financial statements, financial budgets, prepare State of Maryland Personal Property taxes, and point of contact with the Foundation’s independent auditors Abrams, Foster, Nole & Williams
Interact with the Board of Directors and President concerning financial forecasts and reports
Provided leadership with the implementation of technology that improved the ability of the Office of Development staff to store and access common files and data in the computer system
Collaborated with the Accounts Payable Manager to improve the preparation and distribution efficiency of the IRS 1099 tax statements
Provided leadership with the development and implementation of various accounting databases that better facilitate the accounting for cash receipts and disbursements
Effectively collaborated with the Enrollment Management Services (EMS) to improve the financial aid and scholarship disbursement process
Senior Accountant
Morgan State University Foundation, Inc.
Baltimore, MD
01.2004 - 01.2007
Perform monthly bank reconciliations, monitor endowed investment funds, prepare donor activity statements, and resolve donor account inquiries
Senior Accountant
US Foodservices, Inc.
Columbia, MD
01.2000 - 01.2003
Prepared financial reports for a fortune 500 company with $14 billion in revenue and performed variance analysis in accordance with the firm’s business plan
Compiled periodic financial reporting packages for senior management and parent company
Reduced monthly closing cycle by three days with identification and recommendation of enhanced closing procedures
Participated in the successful conversion to the Peoplesoft accounting system
Financial Analyst
InterAct Accessories, Inc.
Hunt Valley, MD
01.1999 - 01.2000
Closed and prepared monthly financial statements
Performed monthly account reconciliations and monitored general ledger transactions
Worked in collaboration with Vice President to ensure accuracy and integrity of financial information in support of overall business objectives
Saved more than $30,000 in annual expenses through identification of inaccurate and duplicate vendor payments
Increased productivity levels by providing key contributions toward automation of account reconciliation processes
Staff Accountant
Chest Advertising Co.
Baltimore, MD
01.1996 - 01.1999
Carried out general ledger functions, including account analysis and reconciliation, journal entries, and AR/AP
Prepared financial statements
Prepared multiple state sales tax returns
Consistently met deadlines while demonstrating strong analytical and problem-solving skills to achieve corporate objectives
Special Projects Accountant
Resource Realty, Inc.
Wheaton, MD
01.1995 - 01.1996
Accountant/Analyst
MicroProse Software, Inc.
Hunt Valley, MD
01.1990 - 01.1995
Accountant
CIGNA Insurance Co.
Bloomfield, CT
01.1982 - 01.1989
Education
Masters of Business Administration -
University of Maryland University College
Adelphi, MD
Bachelor of Science - Accounting
Eastern Connecticut State University
Willimantic, CT
Associate of Science - Management
Greater Hartford Community College
Hartford, CT
Skills
Accounting Management
Financial Analysis
Cash Management
Budgeting
Technology Integration
Regulatory Compliance
Strategic planning
Team collaboration
Project management
Non-profit management
Business planning
Financial reporting
Analytical thinking
Phonenumbers
(410) 381-1559, (410) 456-9885
Career Experience
Morgan State University Foundation, Inc., Baltimore, MD, 01/01/04, Present, Director of Fiscal Operations, 01/01/12, Present, Manage the Foundation’s fiscal records and financial accounts totaling $34 million., Lead the annual audit process and maintain strong relationships with external auditors to ensure compliance., Oversee the collection of accounting data for tax form 990 timely submission., Serve as liaison with Office of Development, MSU Foundation Finance, Audit and Investment Committee for financial accounting and GAAP reporting matters., Hire, supervise and train financial staff in all duties., Mentor student workers from freshman to Graduate status., Manage over 40 grants to ensure contract compliance., Oversee all fundraising and development accounting to ensure that revenues and expenditures are consistently and accurately captured., Coached and trained student workers to obtain positions of management in various organizations., Actively manage over 1000 operating and scholarship accounts., Distributed over 1200 scholarships based on a variety of donor criteria., Designed and maintained accounting information for Blackbaud systems., Digitized financial records., Built a system of checklists, processes, and procedures to ensure internal controls., Fiscal Officer, 01/01/07, 01/01/12, Developed and maintained the Foundation’s fiscal records and financial accounts totaling $20 million in assets., Integral role in all financial management functions including development of monthly/quarterly financial statements., Prepared State of Maryland Personal Property taxes., Point of contact with the Foundation’s independent auditors., Interact with the Board of Directors and President concerning financial forecasts and reports., Provided leadership with the implementation of technology that improved file storage and access., Collaborated with the Accounts Payable Manager to improve IRS 1099 tax statements preparation., Developed and implemented various accounting databases., Senior Accountant, 01/01/04, 01/01/07, Perform monthly bank reconciliations., Monitor endowed investment funds., Prepare donor activity statements., Resolve donor account inquiries.
US Foodservices, Inc., Columbia, MD, 01/01/00, 01/01/03, Senior Accountant, Prepared financial reports for a fortune 500 company with $14 billion in revenue., Performed variance analysis in accordance with the firm’s business plan., Compiled periodic financial reporting packages for senior management., Reduced monthly closing cycle by three days., Participated in the successful conversion to the Peoplesoft accounting system.
InterAct Accessories, Inc., Hunt Valley, MD, 01/01/99, 01/01/00, Financial Analyst, Closed and prepared monthly financial statements., Performed monthly account reconciliations., Monitored general ledger transactions., Saved more than $30,000 in annual expenses., Increased productivity levels through automation of account reconciliation processes.
Treasurer Chest Advertising Co., Baltimore, MD, 01/01/96, 01/01/99, Staff Accountant, Carried out general ledger functions., Prepared financial statements., Prepared multiple state sales tax returns., Consistently met deadlines while demonstrating strong analytical and problem-solving skills.
Resource Realty, Inc., Wheaton, MD, 01/01/95, 01/01/96, Special Projects Accountant
MicroProse Software, Inc., Hunt Valley, MD, 01/01/90, 01/01/95, Accountant/Analyst
Graduate Research Assistant at Morgan State University College Discovery ProgramGraduate Research Assistant at Morgan State University College Discovery Program
Contract Specialist at National Institutes of Health National Library of MedicineContract Specialist at National Institutes of Health National Library of Medicine