SUMMARY OF QUALIFICATIONS

I am an Accounting Professional with over 20 years of experience in the

Nonprofit and For Profit sector. I served as the Controller and Chief

Financial Officer of several organizations. I am proficient in budget

preparation, cash flow management, preparation of financial statements, and

internal control review and risk assessments. Additionally, I have 13 years

of experience as a Tax Accountant and am a registered Tax Preparer and

Authorized IRS E-file Agent.

PROFESSIONAL EXPERIENCES

Institute of Play, Inc., New York, NY

2012 to Present

Controller

. Presenting the operating budget with cash flow projections to

Executive Staff.

. Preparing quarterly and annual financial statements for the Board of

Directors, Executive Director, and the independent auditors.

. Supervising and training accounting staff in the performance of their

duties.

. Evaluating and identifying internal control risks and implementing

improvements.

. Supervising the grant management process to ensure that the

Organization is in compliance funders' requirements. Under my

leadership, we maximized all government contracts reporting and

received maximum reimbursements.

. Utilizing the Fund-EZ accounting system to maintain the organization's

general ledger system.

. Attending board meetings and presenting financial updates to the Board

of Directors and the Finance Committee.

. Preparing the full audit package for external auditors and serving as

the liaison with the CPA firm to ensure that all audits are completed

with minimal management letter comments.

Bronx House, Inc., Bronx, New York, NY

2007 to 2012

Controller/Chief Financial Officer

. Supervised all of the Organization's financial activities to assure

that organizational policies, Generally Accepted Accounting Principles

and government regulations were being followed.

. Prepared the full audit packages for external auditors and served as

the liaison with the CPA firms to ensure that all audits are completed

with minimal management letter comments.

. Evaluated and identified internal control risks and implemented

improvements; updated the fiscal standard operating procedure manual

to reflect policies and procedures being practiced by the accounting

staff.

. Attended board meetings and presented financial updates to the Board

of Directors and the Finance Committee.

. Created, analyzed and monitored operating budgets with cash flow

projections, as well as individual program budgets.

. Supervised the grant management process to ensure that the

organization was in compliance with state, city, and other funders'

requirements. Under my leadership, we maximized all government

contracts reporting and received maximum reimbursements.

. Performed month and year-end close.

. Completed account analysis and reconciliations for all Balance Sheet

and P & L accounts.

. Responsible for financial planning and modeling.

. Managed all areas of human resource including, administering health

and retirement plans.

. Designed allocation methodology approach to maximize operating

results.

. Supervised members of staff working in the Accounting and Business

office.

Davis and Rosenbaum Financial Services, Bronx, NY

2001 to 2008

Tax Accountant - Seasonal

. Completed federal and multi-State income tax returns for individuals,

small businesses, partnerships, corporations and LLC's.

. Prepared sales and payroll tax returns for clients.

. Provided auditing and full charge bookkeeping services to clients.

. Handled correspondence with IRS and State departments.

Robert Half International - Accountemps Salaried Professional Services, New

York, NY 2006 to 2007

Salaried Financial Specialist

The Salaried Professional Services Division of Robert Half provides

solutions for organizations that need higher level Accounting Professionals

to fill long-term temporary positions. During my time as a Salaried

Financial Specialist I worked on the following engagements:

. Worked as the Assistant Controller for the Whitney Museum, which is a

multi-million dollar nonprofit organization.

. Worked as the Accounting Manager for the Fortune Society, which is a

nonprofit organization with over 40 separate government and foundation

grants, and a $30 million budget at the time of my engagement.

. Worked as a Consultant at Tutor.com filing business, payroll and

unemployment insurance registration applications in approximately 30

different states.

Empire Safe Company, New York, NY

2002 to 2006

Accounting Manager

. Performed account analysis and reconciliations for all balance sheet

and P & L accounts.

. Prepared and monitored the budget.

. Prepared monthly financial statements and budget reports.

. Responsible for preparation of schedules and analysis reports for

auditors.

. Monitored and maintained inventory counts.

. Responsible for month and year-end close.

. Prepared and filed multi-state sales tax, IFTA, and highway use tax

returns.

SPECIAL SKILLS

Proficient in the use of the following Accounting and Tax systems: Fund EZ,

Great Plains, Blackbaud Financial Edge, Raiser's Edge, QuickBooks,

Fundware, MAS90, Peach Tree, Business Works, ProSeries and Great Tax.

Knowledgeable in the following additional systems: NYC PIP system, NYS AHCF-

1 System, DOE Pre-kids system, ADP Total Source Payroll system, Mac Grants,

ADP EZ Labor Management Time Tracking system, Donor Perfect Database,

Parallels and Microsoft Office.

Other skills: Registered Tax Return Preparer, Authorized IRS E-file

Provider, Licensed Notary, Bilingual (English/Spanish)

EDUCATION

FORDHAM UNIVERSITY

Degree: Bachelor of Science

Major: Public Accounting with a concentration in Finance

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