Senior Level Executive with experience in multiple non - profit and profit

environments who has proven success in crafting organizational value and

expansion by seeking funding opportunities coupled to effective operational

and financial controls.

PROFESSIONAL SKILLS

Financial

. Operational performance reporting, projections and variance:

. Continually identify operational bottlenecks/challenges and develop

solutions.

. At different and divergent organizations as Controller or equivalent:

o utilizing GAAP developed/executed corporate accounting standards

o supervised staff

o established/controlled budget and budget processes

o general ledger reconstruction

o reorganized accounting/bookkeeping functions

o performed monthly audits of cash accounts

o reconciled bank accounts including the credit card account

o prepared ad hoc, monthly and annual internal financial reports

o supervised payroll functions

o completed or supervised completion of IRS tax form 990 and

1120S.

o selection of audit firm and coordination of annual financial

audit under SAS 104-111 & 112.

Results & Accomplishments

> Negated the need to litigate an insurance crime claim. Claim was

settled for $241,000. This saved the organization over $60,000 in

contingency legal fees.

> At same organization over three budget years created a $150,000

reserve by slashing Management and General expenses by that amount.

> Created budgets for a $30,000,000 telecommunications start-up; a non-

profit with a $.7 million operating budget as well as a $3 million

renovation/relocation budget; a $1.8 million budget for another non-

profit and budgets from $50,000 to $5,000,000 for over 50 public

Community Development Districts.

> Reduced losses and account discrepancies resulting in $63k+ annual

savings at a second company. At a third organization, accrued $90,000

in operations related cash surpluses.

> Identified and corrected $127,000 in gross accounting errors for an

eight month period in the operating account at a fourth company.

Management and Leadership:

. Continually identify organizational opportunities and act upon them.

. Seek ways to be entrepreneurial and to better engage management in

order to lead the organization to the next level.

. Act as institutional change agent by recommending fresh faces, people

and ideas to the board of directors.

. Establishing budgets to measure financial results as well as assist in

planning/decision making and financial control.

. Interact with management and peers at related organizations.

. Review, update and develop organizational policies.

. Provide regular financial reporting where none was before.

Results & Accomplishments

> In multiple organizations got the board of directors to

established board level Finance and/or Audit committees thereby

engaging them in more effective and necessary financial

oversight.

> Changed outside financial auditors and succeeded in recruiting

an outside financial expertise to participate as a board

director.

> Internal consultant to by last employer's board on the revised

IRS form 990.

Grants, Contracting and Business Development

. Work with internal constituents and staff to identify/develop funding

opportunities.

. Built relationships with potential donors, sponsors, granting

agencies, university affiliate, governmental agencies and other non-

profit organizations.

. Contract language and negotiation including financial component.

. Provide Grant review, editing and budgets.

. Submitting official and grants official for assorted federal, state

and non-profit grants organizations.

. Developed and implemented a lacking organization fee structure for

contracting.

. Developed and negotiated Federal Indirect Cost Rate (Administrative

overhead rate) for use in governmental awards.

. Completed and submitted required granting agency financial reports.

Results & Accomplishments

> At most recent employer submitted NIH, DOD, AHA, and Florida

Biomedical Research Program grants totaling over $8.5 million in

potential funding. $2 million was funded.

> At same employer executed over 20 research and educational agreements

with industry sponsors with budgets totally over $2.5 million. With

the implemented fee structure increased profitability by 10% on these

contracts.

> Selected on multiple occasions by the Department of Veteran Affairs

Technology Transfer Program office to negotiate multi-site Cooperative

Research and Development Agreements.

> Authored an organizational contracting process and procedure.

Employee Benefits Management

. Developed a benefits schedule.

. Established benefit policy and procedure.

. Negotiated with vendors

Results & Accomplishments

> Corrected errors in 403(b) matching contributions to make plan ERISA

and IRS compliant.

> Brought retirement plan documents current and kept them in compliance.

> Reduced health insurance plan costs by $10,000 for the 2010 renewal

year.

COMPUTING SKILLS

. MICROSOFT OFFICE (Word, Excel, PowerPoint. etc.)

. Accounting & Inventory: Turns, QuickBooks Pro, QuickBooks Pro for Non-

Profits, Tax Cut and Navigator

WORK HISTORY

South Florida VA Foundation for Research and Education, Inc.

Controller, Contracts/Grants and Benefits Manager

2009 - 2010 Controller & Benefits Manager

2007 - 2008

Palm Beach Capital Advisors, Accounting & Business Consultant

2007

Institute for Business Appraisers, Contract Forensic Accounting Project

2007

Severn Trent Environmental Services, Contract Sr. Financial Analyst/Acct.

2006

Transport 1-2-3, Inc, President

2004-2006

DTC Telecom, LLC, Director Financial Operations 2002-

2003

Accounting, Finance and Management Consultant/Contractor 2000-

2002

Agency Marketing, Inc.,Temple Sinai of Hollywood, Florida,

Safeguard/Weather Tight, Auto Nation & Kitchens of the Ocean

Nexstar Communications, Inc., Vice President Finance

2000

Finance Manager 1999-2000

OTHER RELEVANT EXPERIENCE

A&L 1440 LLC Accounting/Business Manager

2009 - current

Temple Judea of Palm Beach Gardens Treasurer/CFO

2002-2005

EDUCATION

BA, Cornell College, Mt. Vernon, IA

MBA, SIU, Edwardsville, IL, 4.6/5.0GPA

CONTINUING EDUCATION

Seminars and workshops addressing:

. Board Governance

. IRS Form 990 (Revised 2008 format)

. Statement of Audit standards for Non-profits

. Organizational fee schedules and project budgets

. Calculating Federal indirect Cost Rate for Federal government awards

. Financial policies and procedures for Non-profits

. HR policies and procedures

. Cooperative Research and Development Agreements

Member of Society of Research Administrators International

Contributor to National Association of Veterans Research and Education

Foundations' management forums.

Contact this candidate