Megan R. Montalvo

Gilbert, AZ ***** * 928-***-**** *ad0gyi@r.postjobfree.com

Education

Grand Canyon University, Phoenix, AZ

Master of Business Administration, Emphasis in Accounting

Graduated: April 2014

Northern Arizona University, Flagstaff, AZ

Bachelor of Science in Accountancy, Certificate of Human Resource Management

Graduated: May 2010

Leadership

ASU Lodestar: American Express Leadership Academy- Class 11, 2018-2019

Job Experience

Chief Financial Officer January 2020 - Present

United Food Bank, Mesa, AZ 85010

Waste Not, Inc. Scottsdale, AZ

Oversee and manage payroll, accounts payable, accounts receivable, and general ledger functions

Responsible for internal controls and working procedures concerning finance, information systems, and other related functions

Manages the external financial audit process and filing all tax forms that, include the 990 Federal Tax form, 990-T Federal Tax Form, and Form 5500

Responsible for preparing and analyzing all monthly financial statements/documents for United Food Bank and Waste Not and consolidated financial statements. Analyze and explain budget variances. Present information to the Budget, Finance, and Audit Committee and Board of Directors

Implemented and tested all aspects of upgraded ERP system, including linking of inventory sub-ledger

Helped grow United Food Bank’s net worth from $5m to $20m from 2019-2023

Ensured proper cash spending, grew cash balance from $231,000 to $9m from 2019-2023

Managed consolidated entities net worth of $21m

Oversee consolidated financials of $55m in revenue and $53m in expenses

Prepare, manage, support, and implement the annual budget process for both Organizations, including forecasting, financial modeling, and analysis

Supervise four employees

Understanding and oversight on Uniform Grant Guidance, A-133 (single audit)

Serve as backup in processing invoices, cutting checks, making deposits, completing month-end reconciliations

Oversee and guide food purchasing, inventory input, and classification of products in ERP system

Ensure the correct application of GAAP and Grant funder regulations, such as Federal, State, County, Private Funders, or other entities/individuals, are used while preparing all grant billings and reports

Prepare and review journal entries

Instructed sessions on Finance 101 for staff and board members

Oversee and implement standard processes for all Human Resource functions from hiring, termination, onboarding, interviewing, employee issues, and benefits

Listen, problem solve, and collaborate with other departments that result in efficiencies, best outcome, and/or new processes

Director of Finance May 2018 – December 2019

United Food Bank, Mesa, AZ 85010

Managed payroll, accounts payable, accounts receivable, and general ledger functions.

Responsible for internal controls and working procedures concerning finance, information systems, and other related functions.

Responsible for preparing and analyzing all monthly financial statements/documents for United Food Bank.

Manages monthly physical inventory count and comparison to perpetual inventory process.

Prepares month-end reconciliations and year-end reconciliations.

Manages the annual budget process.

Managed the annual external audit process and preparation/filing of 990 Federal Tax form.

Responsible for planning and administrating all wage & salary and employee benefit programs.

Created and implemented new policies and procedures, employee handbook, etc.

Managed daily cash flow.

Submit monthly reimbursement requests and corresponding documents for Government programs- TEFAP, and CSFP and ensure compliance with A-133, Uniform Grant Guidance standards.

Assisted in moving from a PEO to bringing everything in-house and into Paylocity

Assisted with moving to a new credit card vendor and receipting/coding electronic

Senior Assurance Associate November 2013 – April 2018

Assurance Associate December 2012 – November 2013

CliftonLarsonAllen, LLP, Phoenix, AZ 85012

Specializing in Not-for-Profit audits, reviews, and compilations

Responsible for planning, budgeting, coordinating, executing, and completing multiple audits of varying size and complexity simultaneously while adhering to strict deadlines

Tasked with researching complex accounting issues

Schedule, delegate, and review the work of one to four staff members

Supervise, train, and mentor one to eight staff members

Communicate with manager and principal the status of audits, resolve any complex issues, and ensure adequate client service delivery

Proactively interact and communicate with clients to gather information to ensure engagements are completed timely

Review the design and operation effectiveness of internal controls

Audit complex areas/transactions as well as prepare financial statements with corresponding footnote disclosures, and related reports

Preparation of consolidated financial statements and corresponding footnotes for two to sixty-two entities

Re-perform and perform reconciliations for variety of accounts: Bank reconciliations, Accounts Receivable, Investments, Fixed Assets, Accounts Payable, Net Assets, Revenue, and Functional Expenses

Collect and analyze data to detect deficient controls, duplicated effort, fraud, or non-compliance with laws, regulations, and management policies

Data analysis over revenue and expenses, monthly/yearly trend analysis, Benford’s Law, Check Register, Receivables

Adhere and complete audits regarding federal guidelines for Single Audits (A-133 and Uniform Grant Guidance)

Prepare Not-for-Profit 990 tax return

Accountant III November 2011 – December 2012

State of Arizona Department of Environmental Quality, Phoenix, AZ 85007

Supervised two employees

Performed account analysis over certain funds

Prepared monthly reconciliations over assigned funds

Ensured expenses were properly allocated to appropriate fund sources

Collaborated on a wide variety of accounting tasks assigned by the CFO

Compiled Ad Hoc reports for CFO

Coordinated activities closely with procurement, budget, business operations, and program area

Maintained and reconciled a variety of payroll accounting records for payroll in regard to assigned cost recovery funds

Revenue Auditor III-Individual Audit August 2010 – November 2011

State of Arizona Department of Revenue, Phoenix, AZ 85007

Verified the accuracy of Individuals Federal and State Returns

Analyzed tax forms submitted to the state by individuals

Ensured that information is complete and accurate on tax forms

Confirmed that tax returns are compliant with IRS and Arizona State Tax Codes

Collected and analyze records, documents, and other information

Researched state and federal tax laws, rules, and regulations

Contact with taxpayers or representatives upon audit findings for tax code clarification and compliance

Entered taxpayer information into the computer system to establish deficiency or delinquency accounts

Authorized refunds or adjusted accounts

Skills

Microsoft Office: Word, Excel, PowerPoint, Smartsheet; QuickBooks Desktop; QuickBooks Online; Pfx Engagement; Pfx Tax Engagement; IDEA; STAR; ASTEE; GoFileRoom; Portals 10-Key; GAAP; FASB; A-133, Uniform Grant Guidance; Data Analysis; Microsoft Navision Dynamics; Planning Maestro; Analytics Maestro; SalesForce; GiveEffect; Canva; Paylocity

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