Customer Service Management

PEGGY L. BOORD, CMA

********@*****.***

**** *. ***** *****, *********, FL 33019 Office: 305-***-**** Cell: 904-***-****

Financial Management/Administration/Strategic Planning/Project Management

Executive leader successful at creating collaboration throughout the organization and building high performance teams to support the achievement of overall institution goals and objectives. Combine strategic/analytical financial expertise with strong qualifications in business development, operations and P&L management. Record of reversing financial declines and identifying new revenue initiatives and cost reductions through process redesign and performance improvement. Core competencies include:

Revenue Initiatives

Contract Negotiation

Cash Management

Budgeting and Reporting

ERP Implementation

Strategic Capital & Operational Planning

Cost Reduction Initiatives

Sponsored Award Management

Process Improvement

Financial Modeling and Forecasting

Technology Integration

Regulatory Compliance

RFP/RFQ/RFI

Education

Master of Business Administration, Webster University

Bachelor of Business Administration: Accounting, University of North Florida

Certifications:

Certified Management Accountant

Currently scheduled for CPA exam

Special Skills:

Experience in non-profit organizations for higher education and their direct support organizations

Experience in manufacturing, cost accounting, inventory management, international business consolidation and FX accounting.

Service industry accounting and finance.

Experience with major ERP software packages-PeopleSoft, Banner, Datatel

Proficient with software programs including MS Office suite, Sharepoint, Adobe

Acrobat, others.

Employement History

Senior Associate Controller 2/2016-present

Florida International University (government & non-profit DSO)

Provide leadership and oversight for Accounting and Reporting, Student Financial Services, Cash Management, and Collections areas of the Controller’s Office.

Fosters environment dedicated to excellent customer service delivery for areas of responsibility to insure service delivery is consistent with the goals and objectives of the University, Division of Finance, and the Office of the Controller.

Accountability for compliance with federal, state and local laws and regulations, University policies and procedures, and other laws, policies and procedures as appropriate including: reconciliation of appropriate transactions to general ledger and preparation and/or review of internal and external compliance reporting as appropriate.

Oversee the human resource management for areas of responsibility. Develop existing staff to their fullest potential and hiring new resources as needed.

Manage technology enhancements to improve customer service, accountability and work efficiencies.

Oversee complex technical accounting tasks.

Serve as a liaison between the Office of the Controller and the University community.

Recommend to the University Controller changes in policies to enhance operations.

• Oversee annual state financial audits. Serve as liaison between University and state auditors.

• Maintain integrity of general ledger and financial records of university

Executive Director, PeopleSoft ERP Project 10/2013-1/2016

Florida State College at Jacksonville (government and non-profit DSO)

• Selected for special assignment as Project Director to lead the selection, procurement and implementation of full suite of PeopleSoft software. The implementation includes Financial and Supply Chain Management, Human Capital Management, Campus Solutions and CollegeNet room scheduling.

• Responsible for project budget resource planning, vendor management scheduling, communications and overall successful completion of an on time and on budget implementation of full PeopleSoft ERP suite.

• Responsible for implementation team of 80 including both offshore and onshore system consultants as well as college resources.

Associate Vice President, Financial Services, 01/2011 to 10/2013

Florida State College at Jacksonville

• Provided leadership to Finance staff of 48 including 30 professional and 6 director level staff including Bursar, Controller, Payroll, Budget, Grants, Accounts Payable.

• Responsible for all aspects of accounting, budgeting and financial reporting for college.

• Responsible for endowment management for College and Foundation.

• Developed and managed college operating budget of $150 million.

• Primary responsibility for state financial audits-both financial and operational.

• Key role in Southern Association of Colleges and Schools reaccreditation process.

• Maintained integrity of general ledger and reporting.

Vice President Administration and Chief Financial Officer, 2/2008-12/2010

University of Great Falls (non-profit)

• Served as key member of President’s cabinet.

• Provided leadership for financial and administrative functions including Auxiliary Services, Physical Plant, Purchasing, Human Resources and IT.

• Created and implemented strategic plan.

• Managed University endowment funds and investment portfolio.

• Developed and managed capital and operating budgets.

• Developed, implemented and monitored adherence to University policies.

• Acted as Finance representative to the Board of Trustees as a member of the Finance

Committee.

• Prepared and delivered financial information at monthly Trustee meetings.

• Worked closely with the other members of the Executive Leadership team to further the University’s mission.

• Was responsible for all aspects of administration and finance operations and strategic direction.

• Managed external audits.

• Led reaccreditation of university by Northwest Commission on Colleges and Universities.

• Led overhaul of technology strategy for campus including both software and infrastructure upgrades.

• Implementation of major enhancements to Banner system.

Controller 02/2000-02/2008

Jacksonville University (non-profit)

• Responsible for all aspects on accounting and financial reporting for the university including

Controller, Payroll, Accounts Receivable, Grants, Accounts Payable, Budget

• Provided leadership to Finance staff of 25-30 including professional positions

• Managed university endowment funds and investment portfolio.

• Developed and managed capital and operating budgets.

• Developed, implemented and monitored adherence to university policies.

• Acted as Finance representative to the Board of Trustees as a member of the Finance

Committee.

• Managed external audits.

• Led reaccreditation of university by Southern Association on Colleges and Schools

• Implementation of Datatel ERP software.

Media One Corporation 01/1999-02/2000

Accounting Manager

Assistant Division Controller, 01/1992-01/1999

Union Camp Corporation/Bush Boake Allen, Inc.

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