Manager Financial

Accounts Payable Manager Project Management Leader

Accomplished, dedicated, and energetic financial and project management leader with 15+ years of diverse experience leading finance and accounting initiatives in fast-paced business and non-profit settings. Seasoned in developing, implementing, and evaluating accounting strategies that enhance business capabilities. Proven record of accomplishment of collaborating across all organizational levels to advance client relationships. Hands-on team leader and influencer with excellent communication, collaboration, decision-making, and problem-solving skills. Areas of expertise include:

JUBILEE HOUSING, INC., Washington, D.C. 2017 – Present

Financial Empowerment Coordinator/ Family Resource Manager

Developed and lead a transformative Financial Inclusion and Economic Empowerment (FIEE) program with special emphasis on increasing financial capability, building assets and employment, maintaining and expanding credit building initiatives, and more. Identified and secured new community partners to enhance program capacity and footprints.

Cultivated and grew relationships with key community stakeholders and partners.

Instructed in-person group courses on a host of topics, including financial education, credit building, job readiness, skill building, financial stability, and more.

Tracked program outputs to report data, coordinated external services and referrals, maintained case notes, and utilized program data to identify and implement process improvements.

Trained and motivated a group of volunteers to aid in coordinating and supporting program needs.

Developed a strong rapport with families to gain a holistic understanding and assessment of their needs.

Researched community based and city/state sponsored programs that would benefit family needs and make referrals as necessary.

Conducted biological and foster home assessments to observe living conditions to ensure the safety and well-being of the children and their families.

Monitored family visitations between biological parents and their children within the agency and community based sites.

Built professional relationships with local/citywide school districts to identify and resolve problems in a timely and effective manner.

Completed progress notes in Connections database documenting efforts in assisting families.

CAPITAL AREA ASSET BUILDERS, Washington, D.C. 2013 – 2014; 2015 – 2017

Consultant (2017)

Continued to provide financial support to the organization in a consultant role. Posted weekly participant transactions, investigated and resolved account issues, processed abandoned accounts, developed new program procedures to reduce attrition, and led one-on-one financial education and credit counseling sessions to clients.

Consistently ensured client relationship and program participation goals were met or exceeded.

Created and facilitated training to internal and partner staff on a wide range of processes and procedures.

Closely collaborated with senior leadership to draft grant proposal information and other critical reports.

Completed monthly, quarterly, and annual grant reporting to federal, state, and local funders.

Program Manager (2015 – 2017)

Trained incoming personnel on database systems and provided case management to 250 accounts. Processed and enrolled participants into a federally funded grant, provided one-on-one credit coaching, funded assets and budgets, and led a team of five. Reconciled monthly outcome tracker transactions and payments, mailed client statements, and prepared analysis reports. Led internal and partner training, investigated and resolved issues, and collaborated with leadership to set and implement growth strategies.

Increased program enrollment and participation from 225 to 425 and analyzed cash flow and payouts of clients reconciled escrow accounts.

Financial Program Manager (2013 – 2014)

Coordinated and led financial program priorities for a leading building firm. Aligned monthly outcome tracker transactions to QuickBooks, downloaded control and escrow account bank statements, and mailed statements to clients. Prepared net worth analysis for prospective participants entering the matched savings program, posted weekly transactions, and investigated and resolved all issues regarding participant bank account transactions.

Facilitated training to internal and partner staff on company application processes and best practice procedures.

Continuously ensured client relationship and program participation goals were met.

Administered company benefits, payroll, and 401K programs.

SINERGIA, INC., New York, NY 2015

Customized Employment Service Coordinator

Provided individualized job coaching services to a range of individuals with disabilities. Identified and analyzed work processes and supported individuals in mastering job duties. Created partnerships with area employers and served as a liaison between employers, participants, family members, and other advocates. Led and mentored three team members.

Collaborated with cross-functional teams to share information on participant goals and progress.

Played a key role in multiple research studies on employment counseling.

RGS TITLE, LLC, Reston, VA 2008 – 2010

Accounts Payable Manager

Led a team of talented staff, processed weekly check runs, reconciled accounts payable, processed 1099s, provided month-end closing reports, and served as a liaison to external auditors, senior accounting staff, and outside vendors.

TOLL BROTHERS, INC., Dulles, VA 2005 – 2007

Accounts Payable Manager

Managed a team of 13 and coordinated all accounts payable initiatives, including processing check runs, reconciling accounts, and reviewing house budgets, resolving unpaid invoices and contract payments, and coordinating annual audits.

PULTE HOMES, Fairfax, VA 2003 – 2005

Accounts Payable Manager

Lead a team of three in tracking, analyzing, and approving accounts payable information. Reconciled all expenses and accounts, coordinated travel advances and arrangements, made daily bank deposits, and coordinated audit processes.

Office Manager & Bookkeeper, Nicole Cole Financial Services/NEXT, Landover, MD Accounting & Financial Assistant, Robert Half International, Washington, D.C. Accountant, Catapult Consultants, LLC, Arlington, VA

Master of Business Administration, University of Phoenix, summer 2021

Bachelor of Arts in Special Education, Virginia State University, 1984

Certifications

ServSafe Food Handler Certification, Certificate # 4522801 – 2020

Covid-19 Contact Tracing Certification, -2020

Member, NAACP

Financial Management Accounts Payable Team Leadership & Coaching Project Management General Ledger Forecasting & Budgeting Payroll Management

Accounting Financial Education Compliance Program Management Grant Management Employment Coaching Process Improvement Ethics Public Health Contact Tracing Epidemiology

Technologies: Microsoft Office Suite, QuickBooks, FoxPro, Lawson, Lotus, Athens Case Management, Quwik Tag, Sage

CAREER SUCCESS

ADDITIONAL CAREER EXPERIENCE

EDUCATION & PROFESSIONAL DEVELOPMENT

PROFESSIONAL AFFILIATIONS

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