Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline

Tracy Weiner

New York,NY

Summary

Experienced professional with a strong background in technology-related roles. Proficient in software development, system administration, and technical support. Skilled in problem-solving and optimizing performance. Capable of managing projects and collaborating effectively with teams. Committed to continuous learning and staying current with industry trends to contribute to organizational success.

Overview

34
34
years of professional experience

Work History

Executive Director

CBIZ Foundation
New York, NY
09.2020 - Current
  • Manage a team of five professionals to enhance marketing strategies, significantly increasing program visibility.
  • Manage a $3 million annual budget, ensuring financial responsibility.
  • Achieved a 60% increase in annual fundraising over three years through strategic planning.
  • Organize campaigns and events, generating over $1 million in annual funds.
  • Establish and sustain connections with corporate partners and charitable organizations to ensure ongoing support.
  • Developed and implemented a donor program, resulting in a 20% increase in retention rates.
  • Collaborate with the board on governance and strategic planning.
  • Implemented community outreach programs that involved the participation of hundreds of volunteers.
  • Attend public events, conferences, and media engagements on behalf of the organization.
  • Track industry trends to maintain the organization's relevance.
  • Developed a leadership development program designed for young adults.

Chief Financial Officer

SCG, LLC
Fort Lee, NJ
07.2006 - 02.2008
  • Managed a $3 billion portfolio, ensuring fiscal compliance.
  • Prepared monthly financial reports and investment evaluations.
  • Collaborated with financial managers and bankers to improve performance.
  • Developed and maintained accounting and record-keeping systems.

Family Office President

TFO, LLC
New York, NY
01.2004 - 07.2006
  • Supervised a team of 25 employees, handling operations for seven residential properties and four commercial properties.
  • Developed policies, procedures, handbooks, and job descriptions for staff.
  • Refined operational standards by training staff on compliance and best practices.
  • Oversaw all phases of real estate acquisition and renovation, including properties in New York City and Long Island.

Accountant

Marcum LLP
New York, NY
01.2003 - 01.2004
  • Provided accounting services to hedge funds and family offices.
  • Outsourced as Chief of Staff/Chief Financial Officer for high-net-worth individuals.
  • Prepared partnership and individual tax returns.
  • Produced personal financial statements.
  • Collaborated with family office leaders to create accounts, internal controls, and policies.
  • Managed banking and investment relationships for family offices.
  • Evaluated mortgage financing for personal and second homes.
  • Assessed lease vs. purchase options for private aircraft.

CFO

Sunrise Credit Services, Inc.
Farmingdale, NY
01.2001 - 01.2003
  • Managed a team of 7.
  • Prepared financial statements and annual budgets.
  • Monitored budgets and expenditures.
  • Established relationships with vendors, banks, and third parties.
  • Assisted executives in making long-term decisions and advocated for financial needs.

Accountant

Marcum & Kliegman LLP
Woodbury, NY
02.1992 - 01.2002
  • Provided comprehensive accounting services to clients.
  • Specialized in real estate accounting.
  • Prepared detailed financial statements.
  • Completed tax return preparation.

Education

Some College (No Degree) - Business Administration And Management

SUNY, Farmingdale, Farmingdale, NY

Skills

  • Organizational and time management
  • Attention to detail
  • Team building and leadership
  • Analytical skills
  • Computer proficiency
  • Dependability and responsibility
  • Relationship management
  • Flexible and adaptable

Accomplishments

  • St. Jude National Corporate Sponsor Award
  • St. Jude Children's Hospital leadership peer advisor
  • City & State Responsible Responsible Award

Timeline

Executive Director - CBIZ Foundation
09.2020 - Current
Chief Financial Officer - SCG, LLC
07.2006 - 02.2008
Family Office President - TFO, LLC
01.2004 - 07.2006
Accountant - Marcum LLP
01.2003 - 01.2004
CFO - Sunrise Credit Services, Inc.
01.2001 - 01.2003
Accountant - Marcum & Kliegman LLP
02.1992 - 01.2002
SUNY, Farmingdale - Some College (No Degree), Business Administration And Management

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Tracy Weiner