Accounting Management
Resume:
JEFFREY BOGDAN, CPA
**********@*********.***
SUMMARY I have significant not for profit experience in financial
management at the senior level. Demonstrated capabilities
include profit and loss responsibility, strategic planning, auditing,
government contract administration, budgeting and cost
containment analysis. Additional knowledge in protecting
company assets through developing and implementing policies and procedures.
A dynamic, hands-on, analytical, deadline and bottom line
oriented self-starter with excellent problem solving and
communication abilities. I excel in performance through both individual,
team and cross departmental organizational structures.
PROFESSIONAL EXPERIENCE
2012 - 2013 Deputy Comptroller Town of Southampton
Assisted the Comptroller in overall administration of the
fiscal affairs of the Town.
Primary contact for the Town of Southampton during Super Storm
Sandy with FEMA.
Contributed to the Town's upgraded credit rating from Standard
& Poors and Moody's in the successful implementation of
structural and technical reforms that stabilized its financial position and
bolstered reserves in its non-general operating funds.
Coordinated the agreed upon procedures engagement of the
Southampton Police Department's Time and Attendance system
and its policies and procedures as they relate to the PBA and SOA union
contracts with an outside Certified Public Accounting firm.
Developed and initiated the need for a centralized purchasing
department which limited and controlled spending thru the
use of purchasing software and a two year budgeting model.
Managed the integrity of all financial accounting, budgeting,
purchasing and reporting systems and coordinated the
proposals, commencement and delivery of all audits and reports.
Ensured compliance with State Comptroller practices and
Government accounting standards.
Implemented improvements in the effectiveness of internal
control policies and procedures.
Supervised the accounts receivable, accounts payable and
payroll functions.
Coordinated and assisted in the preparation of the annual
operating and capital budgets.
Had the full authority to perform all duties of the Comptroller
in his absence.
2011 - 2012 Director of Finance Parrish Art Museum, Inc.
Not for Profit
Supervised all aspects of the Museum's financial operations and
benefit plans.
Kept senior management informed with respect to emerging
budgetary constraints.
Coordinated and led the preparation of the annual operating
budget with senior management.
Oversaw the $27.5 million dollar capital campaign and financing
for the construction of a new museum and provided status
updates and forecast reports on a regular basis.
Assessed financial controls and proposed and implemented
improvements of policies and procedures.
Maintained capital campaign revenue, expense, and cash flow
schedules.
Ensured proficient and effective use of financial accounting
software as well as implemented upgrades.
Directed and implemented systems for responsible management of
budget.
Interfaced with the independent auditors regarding the annual
audit coordinating the delivery of all requested
information.
Prepared and presented all financial reports at the Board of
Trustees, Finance and Audit Committee meetings.
Implemented all finance and investment decisions made by the
Finance and Investment Committees.
Coordinated and prepared all budgets for individuals,
foundations, corporate and public grant solicitations.
2005 - 2011 Director of Finance Mercy Haven, Inc. & New
Strides, Inc. Not for Profits
Supervised the Finance Department and Director of Management
Information Systems.
Developed and reviewed with monthly and annually the reporting
package used by Senior Management and Program Directors for
better fiscal oversight and to improve operational efficiencies.
Interfaced with the independent auditors regarding the annual
audit and A-133 audit as well as prepared schedules for and
performed analysis of accounts for the annual audits.
Prepared and presented quarterly and annual financial reports
at the Finance Committee and Board of Director meetings.
Corresponded with Federal(HUD Sec. 8, Shelter plus Care and
811), State(OMH, OTDA, HHAP, DOH) and Local (County and
Town) agencies regarding contracts and grants reporting.
Reviewed the 990 checklist and prior year 990 for current year
updates and changes as well as reviewed the current year
990 and draft financial statements prepared by the Independent Auditors for
accuracy prior to review and final endorsement by the
Executive Director.
Provided oversight and reviewed budgets and financial
information in the preparation and review of the annual
submission of the CBR, CFR and CCR.
Coordinated the research process, training and implementation
of more effective and efficient Accounting (Abila MIP) and Marketing
& Development (Abila FR 50) software systems.
Coordinated the annual budget process with Senior Management
and conducted quarterly stewardship (budget) meetings with
Program Directors and Managers to monitor the allocation of agency
expenses.
Prepared all budgets and financial information for the RFP
applications of new contracts (HHAP, OMH OTDA and DOH) and
grants.
Prepared monthly and quarterly vouchers for reimbursement of
all Federal, State and Local contracts and grants.
Prepare and coordinate the annual budget process and monitor
the allocation of Agency expenses
Handled all financial planning, investment relationships and
risk management for the Agency.
Directed the research, formulated and completed all required
tasks for the financial sustainability section of the
Agency's strategic planning projects.
Corresponded with Federal, State and Local agencies regarding
contracts and grants administration.
Coordinated and prepared vouchers for reimbursement of Federal,
State and Local contracts and grants.
Supervised the accounts payable, accounts receivable and
payroll functions of the agency.
Updated and maintained the accounting system internal control
policies and procedures.
Developed standardized budget to actual reports at the program
and departmental levels.
A member of the Agency's Program Planning Team and Co-Chair of
its Finance Committee.
1994 - 1998 Certified Public Accountant Cullen & Danowski,
LLP CPA Firm
Conducted comprehensive audits and prepared financial
statements of school districts, government
and not for profit entities.
Prepared compilation, review and audited financial statements
for commercial enterprises.
Corresponded with the Internal Revenue Service and other
Governmental Agencies.
Prepared tax returns and support for individuals, corporations,
partnerships and non for profit entities.
Prepared monthly, quarterly, and annual payroll and sales tax
returns.
Developed and delivered tax projections for individuals,
corporations and partnerships.
EDUCATION
Long Island University, Southampton, New York
Bachelor of Science Degree, Business Administration
Major: Accounting Concentration: Finance
COMPUTER SKILLS
Abila MIP Fund Accounting and Abila Fundraising 50, Great
Plains Dynamics and FRX, Blackbaud Financial Edge and
Raiser's Edge, Quickbooks, Peachtree Accounting, Paramount Purchasing,
Bid Traq, Minute Traq, Microsoft Excel, Access, Word, Outlook and
Power Point.
REFERENCES
Professional references available upon request.
Contact this candidate