MARY STYRON WILSON, MBA, CPA *** Brackin Trace
Grayson, GA 30017
ab9gu4@r.postjobfree.com
PROFESSIONAL EXPERIENCE
The Fremont Group - Senior Principal
The Fremont Group is a fifteen year old consulting firm delivering
financial and fundraising consulting services to Chambers of Commerce in 44
states.
Responsibilities: Work with clients to complete a comprehensive financial
analysis and prepare a feasibility study for a fundraising campaign.
* Business challenge - Economic environment made chamber's current
business model ineffective. My contribution:
o Worked with a developer to create new online fundraising tools
which required limited staff time and were a continuous source
of revenue - 24/7.
o Developed and taught monthly webinars to assist chambers in
effective methods to change their current business model making
their organizations viable now and in the future.
* Reason for job search - sold interest in company.
Children's Healthcare of Atlanta Foundation - V.P. of Ops & Advancement
2007-2008
Children's Healthcare of Atlanta has three children's hospitals and
numerous social service programs. (Annual revenue of $100M).
Responsibilities: Supervision of donor research, all accounting and
finance operations, treasury management, strategic planning, grant request
and reporting, database management had ten direct reports and 120 total
staff. Also responsible for working with program managers to make sure they
received needed reports, removing obstacles in the way of program success,
finance committee of the board of directors.
* Business challenge: The Foundation had grown and was successful in
fundraising but had not developed an adequate infrastructure which was
needed to support fundraisers, department heads and program managers.
Approximately 579,000 files were merged and the merger was a failure.
Staff who needed financial reports could not obtain them in a timely
manner and there were no systems in place to make sure that the report
was correct. My contribution:
o Worked with a programmer to remap all files which resulted in
accurate financial reports which provided the correct financial
information to program managers for successful decision making.
o Worked with senior staff to develop a five year strategic plan,
along with targeted goals and objectives, to keep organization
on track to meet the increased fundraising goals that were
needed to support the hospitals.
o Developed a reporting system that accurately reflected cash
flow, budget variances along with five year financial models to
support the strategic plan that was developed.
* Reason for leaving - I was recruited to develop the infrastructure.
However, given the economy hospital administration decided that we
would not be able to continue to invest in the foundation until the
economy improved.
Mary Styron Wilson
Page Two
The Jewish Federation of Atlanta - CFO
2006-2007
The Jewish Federation of Atlanta supported 17 Jewish agencies and had a
foundation with 454 donor advised funds, 17 private foundations and a
significant endowment. (Annual revenues of $100M).
Responsibilities: Supervision of federation accounting, foundation
accounting, treasury management, database management, facilities, food
service, conference center, security, human resources with eight direct
reports and 30 total staff. Also responsible for working with private
foundation boards, donor advised funds and finance committee of the board
of directors.
* Business challenge: The foundation had very complex reporting
requirements and had selected software that was new and it was being
beta tested at the Federation. The software did a very good job on
reporting the asset valuations but these did not always agree with the
financial reports. Since the Federation sent out about 800 statements
monthly this created real issues. My contribution:
o Provided the developer of the software a list of additional
financial reports that were needed and the necessary changes needed
to make all the reports accurate.
* Reason for leaving - recruited for another position.
Hands on Network / Points of Light Foundation - CFO
2002-2005
Hands on Network is an organization of branches in 55 cities that use
citizen volunteers to complete needed projects in economically
disadvantaged neighborhoods. The national organization held all government
grants, such as AmeriCorp, and was responsible for the financial reporting
to state and federal agencies. (Annual revenue of national office $10M).
Responsibilities: Supervision of accounting, risk management, financial
reports needed for all grants, financial modeling, forecasting,
administration and finance committee of the board of directors.
* Business challenge: The national organization had entered into a
relationship with a large foundation to develop software but did not
have systems in place for tracking the cost of the software
development; the national organization was responsible for opening new
branches but did not have an adequate methodology to use in the
development of feasibility studies. My contribution:
o Developed the procedures and reports that were necessary to
correctly cost the software.
o Developed financial models that provided the organization with a
consistent and efficient way to prepare feasibility studies for new
branches.
* Reason for leaving - recruited for another position.
The Atlanta Symphony Orchestra - CFO
1995-2002
The Atlanta Symphony is one of the top twenty orchestras in the US. Of the
top twenty orchestras only the Cleveland Orchestra has won more Grammies
than the Atlanta Symphony. (Annual revenues $50M).
Mary Styron Wilson
Page Three
Responsibilities: Supervision of accounting, treasury management, database
management, outdoor amphitheatre, human resources with six direct reports
and 15
total staff. Also responsible for working with private foundation boards,
donor advised funds and finance committee of the board of directors.
* Business challenge - Organization with large annual deficits,
significant debt, serious cash flow shortage and frequent strikes by
union employees. My contribution:
o Created a financial infrastructure with emphasis on budgeting,
forecasting, controlling cost and growing revenue. These tools
were instrumental in a financial turnaround which:
. eliminated $5M of accumulated deficits
. positioned the organization to move from operating
losses of $1M per year to net income of $250,000.
. increased revenues by 40% in a period of national
industry decline.
o Completed an economic study and a report showing a $1.7B
economic impact of a new venue, which led to a $35M sponsorship.
o Gained a reputation as a "consensus builder" while negotiating a
union contract in three weeks - previous negotiations had been
adversarial.
o Implemented Balance Scorecard as a strategic framework to
evaluate operations from four perspectives - financial,
customer, internal business processes and
innovation.
o Using ten years of historical information to develop predictive
models for revenue this work earned a patent.
* Reason for leaving - recruited for another position.
Marubeni, Japanese international (revenue $500M)-Division Controller
1993-1995
Graduate Studies
1989-1993
Volunteers of America - CFO ? Divisional Controller
1984-1989
PKF International Public Accounting Firm - CPA-Manager
1980-1984
PROFESSIONAL DEVELOPMENT
* Published a paper "Leading Change in A Performing Arts Organization,"
February, 2002.
* Served on the American Institute of Certified Public Accountants
(AICPA) planning committee for the 2002 National Not for Profit
Conference - attended by approximately 750 CPAs; served as chairman of
national planning committee for the American Symphony Orchestra
League's Annual CFO Conference in 1999 and 2002
* Adjunct faculty member teaching courses in Accounting, Finance,
Management and Operations Management, Nonprofit Leadership (1983 -
present)
EDUCATION/PROFESSIONAL CREDENTIALS
* University of Florida Doctoral Studies (Leadership) 1992-1994
* Troy State University, B.S in Accounting, MBA in Management, 1981,
1990
* University of South Alabama, Masters in Accounting, 1992
* Certified Public Accountant, 1983 - active license