Executive Summary

Over ** years of progressive experience in auditing and financial services management, excellent interpersonal, organizational and time management skills, proficient in many software applications, payroll and accounting systems and a highly effective leader

Experience

CATHOLIC CHARITIES COMMUNITY SERVICES, INC New York, NY

Assistant Controller 2015 – 2017

Overall responsibility for financial service operations for Catholic Charities Community Services of Orange and Sullivan

Monitored local staff to ensure transactions are accurate and appropriately reconciled, timely and appropriately processed with sufficient internal controls: payroll, accounts payable, cash receipts and journal vouchers

Reviewed books of accounts and processed operational and financial results, preparing accounts for audit and coordinating with auditors

Prepared reports for Governance (Boards and Committees) and government agencies (IRS 990/5500, NYS CHAR500, NYS CFR and CBR) including contract claims and advances

Reviewed and monitored internal controls, making recommendations for improvements

Negotiated and assess fiscal services to be provided; recommended fees and estimated costs of delivering services; kept annual agreements up to date.

Provided a monthly calendar citing the key fiscal dates for the entity; prepared a monthly department summary report of accomplishments.

Assisted the Controller with fiscal projects as required

Worked with Agency Relations in developing their budget / monthly report and identified support to Federation

BRONX AIDS SERVICES, INC. d/b/a BOOM! Health Bronx, NY

Controller 2014 – 2015

Overall responsibility for financial operations for an organization created as a result of two merged nonprofits in 2013

Direct financial operations for accounts payable, payroll, general accounting.

Supervision of payroll process for over 100 employees on a biweekly basis

System administrator for agency’s fund accounting system Fund EZ v.10

Provide training, mentoring and coaching to a team of 7 professionals

Ensure adequate cash flow to support operations

Manage the smooth and timely completion of the agency’s year-end audit and information returns

Contribute to overall department strategy in keeping with the agencies mission and goals which included development of department procedures to strengthen internal controls

VOLUNTEERS OF AMERICA – GREATER NEW YORK, INC. New York, NY

Director of Finance 2013 – 2014

Overall responsibility for financial operations as a member of senior management

Supervision of funding agency billing for a portfolio of $80M, over 12 agencies including NYSOMH, NYSED, NYC DHS, NYC HRA, NYC DoHMH, NY DOE, US DVA, NJDMHS, NJDDD, NJDCDH, NJDYFS, WCDSS, WCDMH and more

Supervision of the budget process for over 90 programs in 6 sectors in 2 states

Directed the processes for accounts receivable and payable (3,000+ vendors)

Supervision of payroll process for over 1,300 employees on a biweekly basis

Developed and create financial reports on the accounting system recently implemented (Abila MIP fund accounting system-over 10 years of experience)

Provided training, mentoring and coaching to a team of 11 finance managers and staff

Developed and maintain detailed cash flow projection reporting system

Contributed to overall department strategy in keeping with the agencies mission and goals which included development of department procedures to strengthen internal controls

CHILD CARE COUNCIL OF WESTCHESTER, INC. Scarsdale, NY

Controller 2005 – 2013

Created solid accounting and internal control procedures for all areas of the accounting cycle which resulted in improved department productivity

Improved audit process, year-end closing and financial statement preparation which resulted in faster year-end closings and shorter audit fieldwork time

Produced successful procedures and reports for cash and investment management

Presented financial reports monthly to the Board of Directors

Introduced new budget preparation procedures which resulted in improved estimates of actual operations during the year

Maintained organization investment schedules including all purchases, sales, transfers, interest/dividends, realized/unrealized gains and losses and booking related journal entries while tracking historical costs against market value and presenting information to external auditors and investment committee

Met monthly with program directors to review budget to actual grant reports and transaction detail to develop action plan to ensure the efficient use of grant funds and program outcomes

Supervised the preparation of financial reports and claims to State and County (WCDSS, WCOFW, WCDOH, NYS OCFS) agencies on a monthly and quarterly basis

Led finance team in timely preparation of annual financial audit, preparation of year-end audited financial statements and annual information returns Form IRS 990 and NYS CHAR500

Presented financial reports at monthly board of director meetings as well as finance/audit and investment committees

Supervised and mentored finance department staff and provided support to Executive Director on all financial related matters

APPLIED BEHAVIOR ANALYSIS, INC. d/b/a FRED S. KELLER SCHOOL Yonkers, NY

Controller 2004 – 2005

Managed all financial aspects of the school such as safeguarding and maintaining the computer systems, financial reporting and recordkeeping

Supervised monthly and year end closing and financial reporting including Consolidated Financial Report for NYS Education Department

Improved all accounting cycles by introducing new technology and procedures that increased productivity

Changed procedures and created schedules that department staff used to monitor financial activity

Improved collection of accounts receivables

My suggestion for independent fundraising resulted in the school hosting its’ first ever fundraising Dinner Dance which raised over $30,000

Established the first ever school-wide budget system

CITY PARKS FOUNDATION, INC. New York, NY

Chief Financial Officer 2001 – 2004

Transitioned to a new business model quickly

Applied my audit and accounting background to direct all accounting, finance, and employee benefit functions, manage cash flow and endowment portfolio

Reported to and met with various board committees and board of directors on a regular basis

Facilitated the completion of the annual independent financial audit

Supervised the preparation of the year-end audited financial statements

Completed investment schedules, met with investment manager and finance committee on investment performance and coordinate funds transfer and purchase of investments based on organization’s investment policy

Established a new budgeting system and chart of accounts

Improved accounting department processes

Spearheaded search for a new integrated accounting system

HELP USA, INC. New York, NY

Director of Financial Reporting 1996 – 2001

Prepared the year-end consolidated financial statements for 35 separate entities including six limited partnerships with assets totaling $125.5m and revenues totaling $53m

Supervised more staff with higher skill and education levels in the preparation and distribution of monthly internal financial statements

Prepared investment schedules and tracked investment performance

Maintained schedule and recorded payment of debt service to support LIHTCs

Spearheaded an accounting system implementation and earned the duties of maintaining the system

Supervised the preparation of financial reports to funding agencies and coordinated the year-end closing including OMB Circular A-133 reporting.

NEW YORK BOTANICAL GARDEN, INC. Bronx, NY

Assistant Controller 1992 – 1996

Supervised the processing of a biweekly payroll of approximately 450 employees

Managed cash receipts personnel and function

Prepared annual financial statements and acted as the liaison with independent auditors

Maintained of the accounting system

Prepared grant reports to the City of New York on expenditures from appropriations

Prepared Forms 990, CHAR500 annual information returns and quarterly payroll tax returns and information returns for various governmental agencies

Managed an 8 person financial services department

Communicated with all levels of management within the company and outside vendors

Instrumental in the implementation of a new accounting software package

CULBRO CORPORATION New York, NY Staff Auditor 1990 - 1992

A diversified international Fortune 500 company whose lines of business include real estate, and consumer, plant nursery and industrial products. In this position I built on what I had learned from my previous job opportunities. This included performing financial audits for all divisions of the company, preparing work papers and reports of audit findings and communicating audit findings to company management

FINLAY FINE JEWELRY CORPORATION New York, NY Field Auditor 1987 – 1990

A privately-held corporation whose annual sales were derived from the retail of fine jewelry. Business operations included localities throughout the United States. In this position I performed operational audits and reported the results to management. I developed audit programs and advised management how to improve internal controls. This position required that I supervise physical inventories and branch location openings and closings, perform analyses for senior managers and train new field auditors. I also maintained a schedule of audited locations and organized audit itineraries along with working on several special projects.

LEONARD S. MASON & CO. New York, NY Staff Auditor 1986 – 1987

This was a small C.P.A. firm. As a staff auditor my role was to assist the junior partner and other senior auditors on audit engagements of non-profit organizations, real estate companies, management companies and other small business, prepare payroll tax returns and prepare small business income tax returns, perform compilations of client transactions and document audit findings in client work papers

Education

Long Island University, Purchase, NY MBA Healthcare Organization Management 2012

Bernard Baruch College, CUNY BBA Public Accounting 1987

Certifications

NYS Certified Public Accountant NYS Notary Public

Technical Skills

Microsoft Office, ADP, Paychex, USA Payroll, Abila MIP Fund Accounting (over 10 yrs. experience), Lawson, American Fundware, ACCPAC, FUND-EZ, NYS Consolidated Fiscal Reporting System(CFRS)

References

Available upon request

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