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Manager Mental Health

Croton-on-Hudson, New York, 10520, United States
November 29, 2017

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Kathleen Dunleavy

** ****** **** *****

Croton-on-Hudson, NY 10520

Home 914-***-**** • • Cell 914-***-****


Thirty years experience in senior financial leadership. Presently with respected $7MM non-profit agency providing emergency shelter and counseling services to survivors of domestic violence and human trafficking. Previously with $30MM multi-service non-profit agency managing business and financial operations of multiple divisions. Significant part of career as Vice President - CFO of successful $400MM commonly-owned entrepreneurial aviation companies in the private sector. Traditional financial and audit training at EY working with various industries as an Audit Manager. Strong academic background – BS-Accounting, MBA & CPA – and broad experience with charitable local community organizations.

Experience and Skill Highlights:

Financial Statement Preparation, Analysis and Commentary (Monthly Highlight Reports, What-If Analyses, Monthly Narratives, Audit F/S with Accompanying Footnotes, Board and Finance Committee Packages and Presentations)

A/R, A/P, Payroll, HR, IT, Purchasing, Grants Management

Budget Preparation and Budget-to-Actual Reporting

Financial Projections for Multiple Divisions

Financial Analysis

Strategic Planning

Audit Management (BDO and EY)

Administrative, HR & IT Officer

“De Facto” Business Manager of Andrus Mental Health Division

Customer and Vendor Contract Preparation, Negotiation and Administration

Vouchering, Monitoring and Reporting on Government and Private Grants

Exemplary Supervision Skills (Presently Supervise Staff of 5)

Excel, Word, FundEz, F9, Great Plains, FRX, Report Writer, Anasazi, Asset Manager, Apricot, Solomon, QuickBooks, PowerPoint

Excellent Written and Verbal Communication Skills

SED/OCFS Rate Setting

CFR, SSOP and Cost Reports Preparation – SED, OMH and OCFS

Forms 990, CHAR500 and A133/Single Audit Preparation

Professional Accomplishments:

Restructured business systems to modernize operations: established fixed allocations in ADP, developed new budget template for FY17 to account for OTPS by individual grants, increased employer contribution to health benefits by 5% and negotiated reimbursement of increase from funders, reworked distribution of work responsibilities to provide for greater staff redundancy and more efficient allocation of responsibilities.

Prepared and analyzed detailed strategic plan analyses and drafted accompanying narratives.

Reorganized Mental Health Division of Andrus resulting in a reduction in write-offs of 25%.

Provided critical depositions at ABS against major airline/customer that secured over $13 million in contractual default awards.

Helped conceptualize, negotiate and argue Exclusive Vendor Agreement with Pratt & Whitney that resulted in securing an anticompetitive status and hundreds of millions of dollars in revenue.

Coordinated IRS Audit of Company Principal on his personal and business tax returns; secured a $5 million reduction in initial audit claim (interest and penalty fees waived).

Participated in several Strategic Plans, organizationally and divisionally.

Rewrote Boiler-Plate Business Contracts, MOU’s, etc. to significantly tighten up language that had previously led to contractual disputes.

Streamlined Clinician Productivity Reporting providing more accurate real-time data for monitoring billable time.


My Sisters’ Place, Inc. (White Plains, NY) 2015 – Oct. 2017

Chief Financial Officer (“CFO”)

Responsible for all aspects of fiscal management, administration operations, IT duties and HR functions for $7 million NFP agency providing emergency shelter and counseling services to survivors of domestic violence.

Directly supervise staff of 5 in Finance and Operations; report directly to CEO and BOD.

Budgeting, Audit Management, Grant Writing & Accounting, External Tax/Accounting Reporting are among many of other duties in addition to meeting presentations/attendance and personnel management.

Preparation of Forms 990, CHAR500 and OCFS Reporting (“MSP”).

Redrafted Employee Handbook with assistance from Pro Bono attorneys; rolled out new policies & procedures to reframe and institute broad spectrum of agency P&P protocol.

Negotiated contracts with Grantors, Vendors, Bankers and Lessors. Achieved a $1.5 million settlement with Landlord for involuntary office relocation; renegotiated grants to modify grants budgets

Acted as Chief Administrative Officer, CTO and HR Director with assistance from outside vendors.

Julia Dyckman Andrus Memorial, Inc. (Yonkers, NY) 2010 – 2015

Director of Revenue Cycle Management

Responsible for all aspects of fiscal management with focus on divisional operations.

Supervise staff of 8; Report directly to CFO.

Financial Operations include specialized mental health billing including Medicaid and MMC; instrumental in readying the agency for NYS implementation of Clinic Restructuring and preparation for Health Homes.

Preparation of Agency’s CFR, SOP and Cost Reports for SED (campus) and OMH (Article 31 operations)

Manage all aspects of revenue operations of multiple divisions including government and private grants, contractual agreements, and oversight of complex business and financial reporting.

Coordinate annual financial audit and A133 audit with BDO.

ABS Partnership (Reno, NV/Greenwich, CT) 1990 – 2007

Vice President – Chief Financial Officer

Responsible for all financial requirements for privately-owned aviation company engaged in after-market, noise attenuation modifications to DC-9 aircraft. Company generated profits over $400 million; manufacturing and engineering facilities located in Reno, NV; seat of management, accounting & legal based in Greenwich, CT. Supervised staff/independent contractors of 25 (at peak of operations) in multiple locations.

Researched and implemented accounting software package in R&D stage of company’s development.

Negotiated and nurtured supplier/vendor agreements, including exclusive contract with Pratt & Whitney.

Generated and administered contracts with major customers, such as Northwest, AirTran, Air Canada, Spirit Airlines, Airborne Express and other heads of state and VIP’s.

Handled all procurement, budgeting, billing/collections, payroll/HR, financial statement and tax return preparation; coordinated annual audit with Ernst Young.

Prepared and designed regular presentations to the ABS Partners; reported directly to President/Managing Partner.

Valsan, Inc./ Winglet Systems, Inc. (Purchase, NY) 1990 – 2005


Simultaneously managed companies (connected through common ownership in ABS Partnership) until 2005, when companies were sold. Handled all typical financial requirements of Valsan, Inc. (re-engined 727 aircraft to make them compliant with Stage 3 Noise Rules) and WSI (produced fuel-efficient winglets for 727 aircraft).

Supervised R&D efforts; worked with lenders relative to budget status and performance milestones. Assisted in the contract negotiation of launch customer agreements – FedEx (Valsan) and Delta (WSI).

Established accounting and reporting systems. Provided weekly/monthly cash flow statements and budget-to-actual reports to lenders (and owners) and monitored compliance with loan agreements relative to royalty payments, interest payments and reporting obligations.

Traveled extensively to negotiate contracts with suppliers and customers, prepared boiler-plate agreements for customers and modified as appropriate for individual customer needs/circumstances, ensured sustaining engineering and product support was provided, and assisted with reporting requirements to the FAA.

Assisted in negotiations with buyer(s) of the company(ies), drafted initial sales agreements, prepared pro forma financial statements to prospective buyers.

Ernst Young (New York, New York) 1984 – 1990

Audit Manager

Worked in audit department of EY in various industries: retail, not-for-profit, real estate, manufacturing, and aviation.

Clients included US Navy (NAVRESSO), JP Morgan Library, Cushman & Wakefield, Loehmans, Saks, Corning Ware, Polarome, Overseas National Airways, and Valsan, Inc.

Traveled overseas frequently relative to lengthy assignment with the US Navy.

Liaised with all levels of the clients’ organization; reported to EY partners on audit results.

Assigned to Valsan, Inc. in last year at EY and offered position as company’s Controller.


Fordham University, New York, New York

Masters of Business Administration (magna cum laude)

Fordham University, Bronx, New York

Bachelor of Science - Accounting (magna cum laude)

Honor Societies – Phi Beta Kappa & Beta Gamma Sigma

CPA NYS - 1984

Volunteer Community Activities:

The Croton-Harmon Education Foundation: BOD Member 2005 - 2010

Co-Chair, Annual Campaign 2005 - 2007

Implemented targeted direct marketing and fund-raising techniques.

Tripled the foundation’s return from the annual campaign.

Croton Harmon High School PTSA: President 2007 - 2009

Quadrupled membership; doubled fund-raising efforts.

Croton Harmon Gridiron Club: President & Treasurer 2008 - 2011

Established Club’s 501(c)(3) status.

Converted Club’s manual accounting records to QuickBooks.

Maintained financial records and prepared/filed tax returns.

Cortlandt Soccer Club: Team Treasurer/Manager 2003 –2007

Maintained financial and registration records for two teams in the club program.

Managed referee schedules and fees, handled tournament enrollments and provided regular communication with team parents and coaches.

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