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Finance and grants management

Location:
Allen, TX
Posted:
November 18, 2020

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Resume:

VALERIE WADDLE

**** **** ****** #****, **********, TX 75082

972-***-**** adhyl4@r.postjobfree.com

FINANCIAL MANAGEMENT

Hands-on financial professional with 15 years of accounting, operations and human resources management experience in the nonprofit and small business fields. Valued communicator utilizing strong analytical skills to translate financial data into innovative ideas and strategies, dedicated to exceeding expectations. Collaborative advisor matching team members and responsibilities for resource optimization and achievement of organizational goals. Knowledgeable in full cycle accounting, payroll, budgeting, and general ledger management. Experienced in employee benefits, hiring, evaluation, compensation and termination.

PROFESSIONAL EXPERIENCE

INTERFAITH HOUSING ALLIANCE, INC (IHA)—Frederick, MD

$2 million annual budget, affordable housing nonprofit, developer and manager of rental properties Vice President, Operations/Finance September 2015—April 2017 Reported to the CEO and served as an integral member of the senior management team, responsible for the development of IHA’s financial management strategy, ensuring organizational compliance and contributing to the development of the organization’s strategic goals. Lead an internal team to support the following areas: finance, business planning and budgeting, human resources, administration, information technology and property management.

Conducted annual budgeting and planning process for IHA and rental properties, and presented budgets for approval to CEO, state agencies and the Board of Directors.

Lead the audit processes and production of tax and property returns for 7 entities including annual IHA audit, rental properties audits, state agency audits, and other audits as required.

Advised the CEO and other senior management on financial planning, budgeting, cash flow, investment priorities, compliance and policy matters.

Compiled and presented monthly financials and critical financial matters at board of directors meetings.

Negotiated contracts and managed vendors providing payroll processing, audits, insurance, employee benefits, and banking.

Lead operations staff including Administrative Manager, Staff Accountant, and Property Management team of eleven.

Oversaw staff performing the hiring and onboarding processes and employee benefits administration.

Developed and implemented new performance evaluation system.

Managed assets over $35 million, overseeing property management operations and supervising two regional property managers.

NEIGHBORWORKS AMERICA—Washington, DC

$136 million annual budget, nonprofit organization Manager, Program Budgets & Contracts September 2013–-September 2015 Provided key leadership, management and compliance through financial oversight and implementation, financial analysis, reporting and proposal writing regarding all aspects of specific funds from grants and P a g e 2

contracts with federal and state government agencies, corporations and foundations for the Training Division.

Assisted and advised the Director regarding strategic budget decisions, prioritization and financial planning.

Managed budget creation and financial reporting on assigned grants and contracts.

Oversaw compliance with terms and conditions of grant agreements or contracts.

Advised program managers on contracting, time and expense, billing and payments.

Monitored revenue and expense budgets related to assigned grants and contracts ensuring proper expenditure of funds.

Managed $8 million budget and 15 large donor funds using PeopleSoft. HABITAT FOR HUMANITY OF FREDERICK COUNTY, MD—Frederick, MD

$2.2 million annual budget, nonprofit organization Development and Finance Director January 2012 – September 2013 Financial Manager March 2009 –December 2011

Finance

Performed or oversaw full cycle accounting activities

Prepared monthly and annual financial statements and management reports

Created annual budget

Oversaw annual audit management

A/R, A/P, and GL

Wrote and contributed annually to strategic plan Human Resources

Selected and managed employee benefits and organization insurance coverage

Performed employee interviews, orientations and evaluations

Supervised staff of 5 in accounting, communications, volunteer coordination and administration IT and Administration

Managed information technology activities including hardware purchase, network management and donor database development

Directed Facilities Management

Development

Oversaw fundraising activities including events management, foundation, corporate and government grant writing and management; direct mailings; fundraising strategy development, donor identification and cultivation.

Accomplishments

Over 4 years of financial oversight, net working capital improved 136%, current ratio improved 60%, change in unrestricted net assets improved 351% and debt ratio decreased 71%.

Researched and implemented new funding source, increasing revenue by over $400,000

(30% of budget).

Wrote successful grants for $313,000.

Designed yearlong work plans for database development, volunteer coordination, website development, communications/public relations, and Habitat ReStore retail store marketing.

Implemented cost savings in purchasing procedures, financing land, insurances, unemployment tax payments & status, and vendor review. P a g e 3

COLLEGE PHARMACY—Colorado Springs, CO

Compounding pharmacy employing 80 personnel

Human Resources Manager December 2002 –June 2005

Responsible for all human resources activities for 80 employees, reported to CEO. Participated in all recruitment, interviewing, hiring, orientation, training, compensation determinations, employee discipline measures and terminations. Performed benefits administration. Wrote or updated policies and procedures to ensure organizational compliance with state and federal law. Accomplishments

Designed and implemented new annual review process and determined merit-based raises

Developed and facilitated mentorship program for management and potential management

Recruited several well qualified pharmacists in a highly competitive job market

Decreased turnover by 10 to 15 % in high turnover technician and CSR positions, and initiated procedures to hire more qualified staff and certify technicians currently employed

EDUCATION

Mid-America Nazarene University, Olathe, Kansas

BA, Accounting (Business GPA 4.0, Cumulative GPA 3.9) Awards

Chapman Scholarship, Highest Score Accounting Senior Comprehensive, Financial Executive’s Institute Outstanding Accounting Graduate Award, Delta Mu Delta Honor Society, Alpha Chi Honor Society, graduated Summa cum Laude.

SOFTWARE

Accounting: Sage 50, PeopleSoft, QuickBooks Pro

Microsoft Office: Excel, Word, PowerPoint

Custom database and donor management software

Microsoft Exchange email management, Constant Contact PERSONAL INTERESTS

Travel in North America, East Africa, West Africa, Europe, Asia, South America, and Australia. Volunteering at teen and children’s summer camps as a certified lifeguard. Sabbatical—I spent the last 3 years in New Zealand assisting my spouse with his charitable and religious responsibilities in New Zealand, Australia and Kenya.



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