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Manager Financial

Racine, WI
February 26, 2020

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**** ****** ****

Racine, WI 53404


Career Summary:

Accountant, CFO, Consultant, Designer, Executive Director, Grant-Writer, Finance, Business and Operations Director. Extensive experience in all aspects of profit/non- profit governance, accreditation standards and criteria, grant-writing and fund-raising, maintenance and administration of every-day business, strategic planning, and financial, budgeting and grant managing procedures through year-end financial closings, tax filings and audits. Demonstrated results achieving reconciliation of financial systems as well as the design, conversion and implementation of accounting and business policies and procedures and best practice counsel for new and adapting business entities. I have been both employed and self-employed with an emphasis in non-profit and small businesses.

Professional History


Finance Director

• SAFE Haven of Racine (15/16)

• Catholic Herald (Milwaukee Archdiocese) – (16/19) Accountant

• Milwaukee Riverkeepers - current

• North American Invasive Species Management Association - current Accounting, transitional and start-up financial implementation, hands-on creation of accounting software program and conversion, advice regarding best non-profit practices, strategic planning and implementation, grant reporting and oversight, financial and budget preparation, audit preparation, IRS form 990 filing, for-profit annual tax filings and bookkeeping.



Financial consultant, Accountant and grant-writer for various organizations such as:

• AGAPE Supportive Services

• Aryetti Marketing

• Milwaukee Environmental Consortium

• St. Vincent De Paul of Racine

• Wyant Law Offices

• Life’s Transitions

• ANGELS for Autism

• Kenosha/Racine Land Trust

Accounting, financial conversion, financial system set-up and implementation, grant- writing, grant reporting, financial and budget reporting, 990 preparation, audit preparation and bookkeeping. In this time I was also actively involved in pro-bono capacity with the Caledonia Conservancy, Caledonia Historical Society, Hoy Audubon Society and SENO Education Foundation providing successful grant-writing, financial services, program creation and implementation, fund-raising and strategic and governance advice.


2011 -12

Executive Director responsible for leadership and management of the agency according to the mission, strategic direction and operations plan through grant writing, budgeting, implementation and governance. Other duties incorporate final responsibility for all aspects of 102 year-old Agency and its’ employees. The organization’s public face and ambassador.


This full-time position evolved from a previous 8 years of financial and accounting consultation. Operations Manager providing advice and counsel to the Executive Director on all matters related to the financial, administrative, and human resource activities. Responsible for all financial activities, providing assistance, support, participation and counsel for all aspects of the accreditation process, as well as the operational needs of MACTE. My knowledge and experience in non-profit governance and finance allowed me to initiate and implement improved, proactive financial standards and compliance procedures to this international organization resulting in best practice policies for the agency and accreditation applicants and members. RACINE MARBLE AND TILE, LLC


This position evolved from a previous 5 years of accounting and financial consultation. Business Manager directly supervising a support and sales staff of 8 others. I directed all business functions including sales, marketing, design and implementation of new construction and remodeling jobs. Concurrently, I was a Design Consultant and CFO with responsibility for successfully ensuring the completion and payment of all appropriate expenses and taxes while also overseeing collections of receivables and billings. This position included analyzing profits and losses to ensure maximum business potential and overseeing and handling all Human Resource issues for a complete staff of over 30.



Accounting Manager, Business Consultant and CFO

• Homeward Bound (5 years)

• MACTE Commission (11 years)

• FOCUS on Community (7 years)

• Martha Merrill’s Bookstore

• Racine Neighborhood Watch

• Kindcare

• Curative Workshop

• Johnson Controls

• Johnson Worldwide Associates

• St. Catherine’s High School

• YWCA of Racine (4 years)

Community Involvement

• Trees We Love – Program Creation and Implementation – 2016 - Current

• Will Allen/Growing Power - volunteer implementer/coordinator of Good Food Revolution presentation at Golden Rondelle Theatre - 2015

• 100th recognition of Passenger Pigeon Extinction/ Current Extinction Crisis - volunteer implementer/coordinator at Golden Rondelle Theatre presentation - 2014

• Conservation Chair/ Treasurer – Hoy Audubon Society - 2014 - Current

• Village of Caledonia Parks and Rec Commission – 2014

• SENO Education Foundation - 2014

• Caledonians Advocating Responsible Planning – 2013

• River Bend Nature Center – Volunteer Naturalist - 2013

• Racine Arts Council – Volunteer Fund-Raising Planning Committee 2012-13

• Eco-Justice – Volunteer Naturalist 2012

• Caledonia Historical Society – 2011-2014 Volunteer Grant Writer, Fund-raiser, and Financial Consultant

• Caledonia Conservancy – Volunteer Naturalist (current) and Financial Consultant 2011

• YWCA (River Bend) Strategic Planning Committee 2008

• Treasurer – Gretchen Warner for School Board 2006 & 2009

• Fund Raising Committee for Homeward Bound 2001

• YWCA Board of Directors 1997

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