Massachusetts Department Government Relations
Resume:
Patricia O’Leary
* ***** ****, ******, ** *****
*********@*****.***
Experienced professional with expertise in management, finance, administration and government relations. A proven ability to work closely with diverse populations to establish common ground and work toward efficient solutions.
Summary of Qualifications
26 Years of Executive Management Experience in the Non-Profit Industry
Experience in establishing and maintaining public community relationships to build support for agency objectives
Experience in fiscal management, budget controls, fiscal oversight, audit and producing financial statements
Federal Grant Administration and Massachusetts Department of Transportation, Department of Education and Department of Early Education & Care Reporting and Fiscal compliance experience
Experience negotiating agreements and settlements
Auditing Experience in both the Public and Private Sectors
Managed/Created EEO and Civil Right Programs in compliance with Federal requirements Professional Experience
Stavros Center for Independent Living, Inc., Amherst, MA 2019-Present, Chief Financial Officer
Manage Finance and Fiscal Intermediary Billing staff for all aspects of general ledger activities. Hired to restructure entire GL system and create accounting department procedures.
Create annual budgets and projections throughout the fiscal year and report to Board of Directors.
Manage year end audit and oversee completion of 990 tax returns, MA Uniform Financial report, and other related annual filings.
Responsible for all banking relationships, Credit Card services, and procurement procedures.
Promoted to Fiscal Intermediary (FI) Contract Manager in Year 2 to oversee $300M FI contract Pioneer Valley Transit Authority, Springfield, MA
2010-2019, Chief Financial Officer
Manage Finance staff for all aspects of general ledger activities, AP, AR, Payroll, audit workpapers, and budget preparation. Additionally, responsible for Managing the Claims division of the company and making decisions on settlement versus trial appearances
Manage financial and budget activities of all divisions: Fixed Route, Paratransit, and Administration
Prepare and present all financial reports in compliance with MGL Chapter 161B to the Advisory Board and Finance committees on the fiscal health and budget to actual periodically throughout the year
Develop year end Assessment calculations to the 24 member communities and submit to the MA Department of Revenue for inclusion in the Cherry Sheets
Manage all financial audits, annual, federal and state triennial, and miscellaneous state and federal audits as announced. Ensure timely and accurate workpaper production to provide auditors with succinct, and accurate representations of all accounts and programs. Respond to all audit requests, prior to and after completion of audits.
Resume of Patricia O’Leary, Continued
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Pension Administrator for 4 PVTA directed pension plans, assets totaling $32M, chair the investment strategy committee
Direct risk management and cost control procedures for the PVTA, including insurance coverage, eliminating budget variables, implementing internal controls via segregation of duties and duplicative authorizations of payment vouchers.
Manage and develop the financial and claims staff of the agency, including mandatory attendance at appropriate professional development courses/seminars
Develop and implement 5-year capital and operating plans with associated funding and create annual Capital Improvement Plan for presentation to the Metropolitan Planning Agency and Massachusetts Department of Transportation
Represent the Authority at various Regional Transit Authority workgroups, Massachusetts Department of Transportation, Federal Transit Administration meetings, and local communities at the request of the Administrator
Oversee compliance of the National Transit Database reporting and federal grant reporting to the federal government
Prepare all financial disclosures and work with bond counsel on annual Revenue Anticipation Note sale ($33M –
$13M)
Remain cognizant of all federal and state legislation, rules, codes, or initiatives which affect the Authorities overall mission with respect to funding and financial stability
Assist the Massachusetts Area Regional Transit Association Executive Director developing analytical reports for all 15 Regional Transit Authorities for publication to legislatures and Massachusetts Department of Transportation.
Represent all Regional Transit Authorities to Massachusetts Department of Transportation when exploring new initiatives
Worcester Comprehensive Child Care Services, Inc., Worcester, Massachusetts 1995 – 2010 – Deputy Executive Director for Finance and Human Resources
Represent agency at legislative briefings, testify before legislature on childcare and healthcare issues
Represent 501(c)3 agency in the absence of the Executive Director
Manage Human Resources for the agency of 70 employees including recruitment, hiring, supervising, benefit management, and unemployment.
Manage financial and accounting functions the agency, produce year end UFR’s for reporting to MA
Participate in strategic planning, including expense forecasting and cash management/investment strategies.
401K Pension plan administrator
Prepare and present monthly financial reports on agency health to a Board of Directors
Manage audit and preparation of 990 tax returns
Education
Masters of Public Administration Degree Program, Clark University, Worcester, MA Bachelor of Science Degree in Organizational Behavior, Lesley College, Cambridge, MA Professional Education Courses, Seminars, and Programs Covering all Aspects of Financial Management, Total Quality Management, and Public Transit Services and Operations
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Professional Affiliations
Springfield Area Chamber of Commerce
President: Board of Directors Worcester Education and Care, Worcester MA, Retired Member, Board of Directors, Springfield Technical Community College Foundation, Retired Springfield Executive Women’s Golf Association
References
Available on Request
Contact this candidate