Accounting Financial
Resume:
Lucia Matthew, MBA/CPA
Yonkers, N.Y. 10710
914-***-**** (home) 914-***-**** (cell)
**********@***.***
CAREER OVERVIEW
Highly motivated, organized, and detail-oriented professional, with progressive career experience in management and leadership
roles. Processed-focused, with strong organizational and interpersonal skills marked by professional demeanor and articulate verbal
and written aptitudes. Self-starter focused on results; fueled by passion for processes and procedures. Expertise includes planning,
problem solving, investigative research and providing efficient and effective decision making skills with an extensive knowledge
base. Thrive in fast-paced, multifaceted environments. Strategic thinker, able to work as a member of management in order to
provide the philosophy, mission, vision and values in both leadership behavior and decision making.
EDUCATION/CERTIFICATION
BARUCH COLLEGE, C.U.N.Y., NEW YORK, N.Y.
MBA, May 1994, Accounting Major - GPA:3.85/Overall GPA:3.83. Member - Beta Gamma Sigma Honor Society
UNIVERSITY OF THE WEST INDIES, ST. AUGUSTINE CAMPUS, TRINIDAD, W.I.
B.Sc., Industrial Management, Accounting Major - GPA: 3.5/Overall GPA3:3
CERTIFIED PUBLIC ACCOUNTANT, STATE OF NEW YORK
PROFESSIONAL MEMBERSHIP/ACTIVITIES
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Monroe College, Bronx, NY and New Rochelle, Westchester, NY 8/06-Present
Adjunct Professor in Accounting
CORE COMPETENCIES
• FASB rules, Financial Statement preparation and analysis, cash flow and budgeting
• Process improvement identification and implementation
• Policies and procedures creation and update
• Facility, capital and project management
• Staff evaluation, management, recruiting, training and staffing logistics
• Data analysis and reporting for the CFO
• Tax preparation, Financial, Pension, Federal and State Single audits management
• Sarbanes Oxley Compliance Review
PROFESSIONAL EXPERIENCE/ACCOMPLISHMENTS
International Rescue Committee (IRC) - (Annual Operating Budget-$550 million) 2/14-Present
Associate Controller
• Managed five direct reports and three indirect reports in IRC Headquarters (HQ) performing the general accounting
functions and the overall general ledger process.
• Work closely with the external auditors during the annual financial statement and federal A-133 audit as well as project
specific audits conducted at HQ.
• Prepare the IRC financial statements, IRS Form 990 and manage all other external financial reports, annual registrations
and financial surveys.
• Prepare and submitted the USAID 1550 report as required ensuring complete accuracy.
• Monitor and ensure the accuracy of all HQ revenue, expense, and balance sheet accounts, implementing necessary controls
and procedures as required.
• Oversee the finance IT staff and the rollout of finance related systems and ensure software is current and maintained
appropriately.
• Supervise the Accounts Payable staff ensuring accurate and timely disbursement and recording of properly supported
payments and ensure adequate internal controls are in place over disbursements.
• Manage the Payroll staff ensuring accurate and timely processing of payroll, timely disbursement of payroll funds and
ensure that adequate internal controls are in place over the processing of payroll through ADP.
• Implement and maintain effective and efficient internal control and accounting procedures for HQ financial functions,
reviews adequacy of internal control processes and implement process change as needed to the HQ finance manual.
The Metropolitan Museum of Art (Annual Operating Budget-$400M) 5/10-1/14
Deputy Controller/Financial Reporting and Accounting
• Prepared and reported quarterly and annual financial statements in accordance with generally accepted accounting
principles.
• Supervised staff performing the general accounting functions and the overall general ledger process.
• Interfaced directly with the external auditors and prepared the preliminary audited financial statements and footnotes and
all-important year-end closings schedules for the annual financial audit, interim audit, and the Federal A 133 audit.
• Directly managed the defined benefit plan and five 403B plan annual audits and provided and compiled information
as needed.
• Managed the preparation of the annual federal form 990, 990T and 13 related state tax returns.
• Supervised the entire $400 million capital budget including accounting, reconciliation and reporting.
• Compiled and updated financial policies and procedures to maintain appropriate internal control and financial processing
throughout the entire revenue, purchasing, expenditure and financial close processing.
• Ensured accurate and comprehensive analysis of financial data and reported financial information to Trustees, Senior
Management and other constituencies to enable effective and timely decision-making.
• Prepared financial data for the quarterly Board Financial reporting packages for the Audit and Finance Committee meetings
ensuring accuracy of the presentation.
The Stamford Health Systems, Inc., Stamford, CT (includes Stamford Hospital and nine affiliates) (Annual
Operating Budget-$500M) 8/05-4/10 Corporate
Controller
• Prepared and reported monthly and annual consolidating and consolidated financial statements in accordance with
generally accepted accounting principles.
• Supervised staff of nine accounting personnel performing the accounting functions through the entire general ledger
process.
• Managed Medicaid and Medicare billings and collections including reserves and bad debt analysis.
• Interfaced directly with the external auditors and prepared the preliminary audited financial statements, footnotes and
schedules for the annual financial audit and interim audit.
• Managed the defined benefit plan and 403B plan annual audits and provided and compiled information as needed.
• Prepared the annual federal forms 990, 990T, 1120, 1065 and state tax returns for all entities.
• Prepared financial data for the monthly Board Financial reporting package (including the M D & A section) and
ensured accuracy of the presentation.
• Accounted for the Stamford Health System’s annual $200 million capital budget and the initial $500 million Stamford
Hospital capital expansion project from preparation to overall reconciliation and reporting.
• Managed the organization’s banking relationships, treasury and cash positions and prepared regular cash projections for
senior management.
• Held financial responsibility for all federal and state grants from grant contract review to required Federal A133 audits.
• Managed the general ledger, accounts payable, materials management and fixed assets systems conversion to Meditech.
PROFESSIONAL EXPERIENCE/ACCOMPLISHMENTS CONTINUED
The Cooper Union for the Advancement of Science and Art, New York, N.Y. 8/98-8/05
Controller/Director of Finance
• Managed the entire financial and accounting operations of the College while reporting directly to the Vice President for
Business Affairs and Treasurer/CFO.
• Supervised staff of nine direct reports performing all the accounting functions throughout the entire general ledger process.
• Spearheaded the annual budget process, reviewed the budgets with Department Heads and analyzed and monitored
exceptional variances on a monthly basis.
• Managed the entire treasury function of College relating to the operating and endowment assets.
• Interfaced directly with the external auditors and prepared the preliminary audited financial statements and all relevant
footnotes and all-important schedules for year-end financial audits.
• Prepared the annual federal forms 990 and state tax returns for all entities.
• Held financial responsibility for federal and state grant management, from grant contract review to final close out
and required Federal A133 audit.
• Interfaced with other members of the senior management team on strategic programmatic and fundraising priorities and
prepared reports for and interfaced directly with the Board of Trustees.
• Spearheaded and coordinated the last bond financing deal with the Dormitory Authority of the State of New York.
UHY Advisors, Inc. (CPAs), New York, N.Y. 2/97-8/98
Berenson & Company LLP (CPAs), New York, N.Y. 7/89-2/97
Mason & Company LLP (CPAs), New York, N.Y. 2/86-7/89
Supervising Senior Auditor
• Planned and organized audit and review engagements for clients in various non-profit industries, including healthcare,
education and other charitable organizations, engineering, service industries, manufacturing, wholesale, retail and a state
municipality.
• Prepared Partnership, S and C Corporation, Private Foundation and other income tax returns.
• Supervised staff accountants, reviewed workpapers and prepared staff performance evaluations.
• Managed several client system conversions and trained client personnel in the use of the various accounting software
packages.
SKILLS
Microsoft Word, Excel, Power Point, Meditech Healthcare software, ProSystems tax software, QuickBooks, Oracle,
Banner, MAS 90, People Soft, Lawson, Great Plains, FRX, Sun System and Infor Q and A.
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