Page * *

Brad Feldman

Chief of Finance and Operations

ad30hc@r.postjobfree.com • 614-***-****

LinkedIn • Fountain Hills, AZ 85268

Accomplished and results-driven professional with extensive experience in overseeing financial and general operations. Experienced leader with a demonstrated ability to enhance fiscal performance and streamline business processes across all sectors.

Qualifications Summary

• Well-versed in budgeting, financial reporting, and internal controls along with coordinating and executing corporate filings and compliance at state and federal levels.

• Adept at securing insurance policies and benefits programs for optimal organizational well-being.

• Proficient in generating revenue through strategic initiatives and sound financial management.

• Dynamic HR leader with expertise in administering recruitment, onboarding, and offboarding processes.

• Collaborative auditor liaison, striving for pristine audits and embracing recommended financial enhancements. Areas of Expertise

• Operatiions Management

• Finance Supervision

• Recruitment & Staffing

• Business Development

• Strategic Planning & Execution

• Organizational Transformation

• Project Management

• Revenue Generation

• Budget Development

• Cross-functional Collaboration

• Benefits Programs

• Regulatory Compliance

• Contract Negotiation

• Risk Assessment & Mitigation

• Team Building & Leadership

Career Experience

Investment Adviser Association, Washington, DC 2022 – Present Vice President, Finance and Operations

Develop and manage budgets, financial reporting, and internal controls. Oversee corporate filings in various states and federal filings. Coordinate and spearhead insurance policies and benefits programs. Lead HR recruitment, onboarding, and offboarding processes Review and approve contracts, negotiate office lease agreements, and establish policies and procedures. Administer retirement plan contributions and file necessary reports. Generate non-dues revenue through strategic initiatives. Collaborate with auditors to achieve a clean audit and implement financial improvements recommended by auditors. Create customized dashboard reports for the Finance Committee and Board of Governors. Prioritize implementing financial and HR best practices over the course of two years.

• Upgraded payment processing system to bill.com and integrated it with QBO.

• Built highly effective operations team through collaboration and integration.

• Developed a Shopify cart to enhance the experience for prospective partners and vendors.

• Established an in-house recruitment process and launched a Career Center for organization.

• Facilitated adoption of BambooHR to streamline HR, time management, and payroll processes.

• Implemented QuickBooks Online (QBO) and integrated Dynamics CRM for improved efficiency.

• Successfully transitioned into role, replacing an individual who held the position for 18 years with only one week of overlap. BLF Management, Ltd., Columbus, OH 2000 – 2022

President & Executive Director

Successfully founded and expanded association management company, overseeing its growth from 3 to 15 associations simultaneously. Held positions as executive director in various associations, including those in the medical, auditing, legal, college, insurance, and philanthropic fields.

• Led and supervised a team of up to 15 employees, ensuring efficient execution of all aspects of association management. Page 2 2

• Maintained a stellar track record, as no association ever expressed a desire to terminate their partnership with the company.

• Acted as executive director for the following associations: o Arizona Counselors Association

o The American Association of Nurse Attorneys

o Association of Credit Union Internal Auditors

o Continuing Legal Education Regulators Association o International Nurses Society on Addictions

o National Council for Continuing Education & Training o National Society of Insurance Premium Auditors

o Ohio State Chiropractic Association

o Ohio Self-Insurers Association

o Sudden Cardiac Arrest Association (Director of Operations) o Six (6) State Chapters, American College of Surgeons - OH, DC, FL, NH, NC, ME National Society of Insurance Premium Auditors, Columbus, OH 1998 – 2022 Executive Director

Implemented all aspects of association management, including membership recruitment, retention, and financial management. Managed annual conferences, regional meetings, governance, marketing, social media, website management, and customer service. Generated non-dues revenue, while quadrupling organization's revenue. Developed strong relationships with C-suite executives and premium auditors nationwide. Served as executive director for 24 years at BLF Management.

• Organized largest conference in the organization's history in 2019.

• Improved efficiency and effectiveness by restructuring committee and Board of Directors.

• Established and modified corporate dues structure, resulting in a 30% increase in dues during tenure.

• Successfully adapted to challenges of COVID-19, growing membership and implementing successful online events. Additional Experience

Executive Director, Arizona Counselors Association, Scottsdale, AZ Director of Finance and HR, Secular Student Alliance, Columbus, OH Founder/President/Recruiter, Part Time Works, Columbus, OH Assistant Director, Ohio Psychological Association, Columbus, OH Interim Executive Director, Ohio Network of Children’s Advocacy Centers, Columbus, OH Executive Director, Ohio CASA/GAL Association, Columbus, OH Legislative Aide, Ohio House of Representatives, Columbus, OH Education

Master of Public Administration, The Ohio State University, Columbus, OH Bachelor of Arts in Public Administration & Political Science, Miami University, Oxford, OH Certifications

Certified Association Executive (CAE) - ASAE

Certificate of Nonprofit Board Consulting - BoardSource Investment Strategies, Cornell Certificate

Institute for Organizational Management (IOM) – US Chamber of Commerce, Association Program Technical Proficiencies

wix.com JobDiva.com Boardable.com TCSSoftware.com Submittable i4a.com MemberClicks WordPress QuickBooks – Enterprise & Online CSS Html Canva CommPartners Microsoft 365 GoDaddy One-Drive Brilliant Directories LogMeIn BambooHR Bill Divvy Shopify Dynamics SmartJobBoard Formsite Zoom Phone, Meetings

Contact this candidate