Sales Human Resources

SENIOR FINANCIAL EXECUTIVE

Financial and administrative executive with over 25 years of organizational

experience, which has established and stabilized a museum, not-for-profits

and an airport retail concessionaire. Possesses extensive leadership

skills in human resources, information technology, financial reporting and

business management

SELECTED ACHIEVEMENTS

. Obtained investment advisor for $1.8 million in investments and $1

million 403B Plan

. Obtained $500,000 of bank financing for Corliss Stone-Littles, LLC

with sales of less than $2 million for the expansion of the company

based on a business plan that show showed substantial sales growth.

. Obtained $300,000 of bank financing for an IPA client with sales of

less than $1 million based on a business plan that showed prospective

sales growth.

. Procured and installed initial systems for the Museum of Jewish

Heritage in three months, which included Blackbaud Accounting,

Ticketing, Human Resources (Abra), Group Tours and wide area network

in time for the museum's opening to the public in September 1997.

. Developed a property sales program that included restructuring the

bank debt for Bedford-Stuyvesant Restoration Corporation. This

program generated over $7 million in sales in less than 2 years, which

allowed the company to cover operating losses.

TECHNICAL SKILLS

. Tools: Microsoft Excel, Word and PowerPoint, Blackbaud, Raisers Edge

Financial, QuickBooks

AREAS OF EXPERTISE

. Writing Strategic Marketing and Business Plans

. Implementation of Accounting and Internal Control Systems

. Preparing Applications for Airport Concession Disadvantaged Business

Enterprise (ACDBE) Certification per FAA guidelines

. Federal Tax Reporting for Forms 1040, 1120S, 1065 and 990

. Federal Single Audit reporting and procedures under U.S. OMB Circular

A-133

EXPERIENCE

10/10 to 9/13 Houston Arts Alliance, Houston, Texas ($8 million Arts

Council for the City of Houston)

Chief Operating Officer

. Completed Annual Audit during staff transition due to Board led re-

organization

. Completed re-write of the Human Resource Handbook

. Completed the transition of 403B Plan to a new plan administrator and

investment advisor

. Completed the selection of a new investment advisor for $1.8 million

reserve fund

. Completed the hiring of the organization's first Director of

Development

. Lead and completed transition of Agency wide database system for

accounting, grants making, fund raising, e-communications and e-

business

11/09 to 10/10 Jim Jaco Consulting Services, Dallas, Texas (Management

consulting firm)

Senior Business Consultant

. Established an accounting system for Dallas medical practice and

related businesses

. Trained bookkeeper for the Dallas medical practice

. Set up QuickBooks for Desoto based construction company

10/02 to Present Self Employed as Certified Public Accountant and Business

Consultant

Developed business plans for two successful startup operations with current

annual sales of $2 million

7/07 to 11/09 Corliss Stone-Littles, LLC, Grapevine, Texas

A $2 million airport concession company operating 52

stores in nine airports around the United States

Chief Financial Officer

. Wrote business plan that resulted in $500,000 bank financing for the

expansion of the company based on the potential to grow sales by 40%

. Implemented and served as trustee for 401K Plan

. Developed financial systems in QuickBooks Enterprise to bring

accounting for the company and four related companies from two years

behind to real time reporting that

. Completed FAA audit for related company that had been opened for three

years

8/06 to 7/07 International Profit Associates (IPA), Buffalo Grove,

Illinois

A $250 million management consulting firm

Senior Business Consultant

Assisting businesses with developing sound business practices including

developing accounting, finance, cash management, sales, marketing,

production and business management as well as marketing and strategic

business plans for bank financing. Clients were:

. Boise Idaho Custom Cabinet Maker

. Indianapolis, Indiana Storage and Moving Company for Interior

Designers

. Temecula, California Construction Company

. San Francisco, California Landscaper Designer and Construction Company

. Houston, Texas Shipping and Logistics Company

. Dallas, Texas Jewelry Wholesaler

. Waco, Texas Landscaping Company

8/03 to 10/03 Marymount School of New York, New York, New York

An Elite Private School with revenue over $20 million

Temporary Finance Manager

. Full-charge bookkeeper for Blackbaud accounting system

. Follow-up with parents regarding tuition statements

. Daily posting of cash receipts to the general ledger

. Bi-weekly and monthly payroll processing

. Monthly bank reconciliations

. Monthly preparation of student billing statements

5/97 to 9/02 Museum of Jewish Heritage, New York, New York

$11 million in revenue with a staff of 70 employees

Chief Financial Officer

. Developed and installed internal control procedures,

Blackbaud accounting system and wide area network.

. Initially hired and developed the human resources staff that recruited

all critical positions for the Museum before grand opening.

. Managed debt financing for the Museum building completed in 1997.

. Planned and implemented move of administrative offices in proximity of

Museum.

. Designed and implemented the Museum's first pension plan.

. Net assets increased by greater than 10% in every fiscal year since

the Museum opened.

. Established and managed cash reserves beyond Board of Trustees goals.

. Developed annual comparison of the Museum's financial position to

other museums to establish strategic goals

. Coordinated debt financing and line of credit for the

$60 million expansion of the Museum

3/91 to 5/97 Regional Plan Association, Inc., New York, New York

Not-for-profit members association established in 1929

for planning the development of the New York City

region with annual revenue of $3 million and a staff

of 25 employees

Vice President, Finance & Administration Served as

Secretary of the Corporation

. Implemented cost reduction program that resulted in the first

operating surpluses in three fiscal years

. Developed annual budget that resulted in operating surplus for five

consecutive fiscal years

. Implemented the relocation of New York offices to donated space

resulting in annual savings of $250,000

. Developed a company wide area network with communication software to

our satellite offices.

. Implemented Federal Single Audit reporting and procedures under U.S.

OMB Circular A-133.

2/90 to 2/91 Wood, Williams, Rafalsky & Harris, New York, New York

$4 million minority owned law firm

Director of Administration

2/84 to 12/90 Bedford Stuyvesant Restoration Corporation, Brooklyn, New

York

A community development corporation with annual revenue of $36

million and a staff of 50

Vice President/Finance

Managed financial operations with combined revenue of $36 million;

developed and implemented strategic planning for 15 subsidiaries and

affiliates including for profit real estate development and holding

companies and retail operations

12/80 to 1/84 Celanese Corporation, New York, New York

Senior Financial Analyst

9/77 to 12/80 Arthur Andersen & Co., New York, New York

Senior Auditor

EDUCATION

Hofstra University, Hempstead, New York

Masters of Business Administration, Accounting

GPA: 3.7 out of 4.0, Academic Scholarship

Oakwood College, Huntsville, Alabama

Bachelor of Arts, History Minors: Accounting and Business

Administration

GPA: 3.4 out of 4.0, Deans List and Honors Program

AFFILIATIONS:

American Institute of Certified Public Accountants; Education Leader

and Board Member for Agape Fellowship SDA Church

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