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Board Member Financial Analyst

Silver Spring, MD
September 09, 2021

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Seasoned Business Professional in Project Management, extensive experience in business and systems administration, office management, and financial bookkeeping with 100% customer satisfaction. Outstanding contributions with organizational leadership (strategic vision), business development (strategic relations), mentoring (inspiring) as well as, managing programs in program and project management with results driven performance and integrity.


Certification Program - Montgomery College, Takoma Park MD – 03/2019 to Present

Master of Science Degree in Project Management (MSPM) - George Washington University, Wash, DC 04/2003

·Concentration in Entrepreneurship

Bachelor of Business Administration (BBA) - Averett University, Danville, VA School of Business (Dean’s List) 10/1996


Senior Director of Finance/PT - Bookkeeper Consultant, Harvest Life Fellowship, Washington, DC, 05/2003 to Present

·Process accounts payables, receivables and budgeting utilizing QuickBooks Premier for Non-Profits.

·Prepare data and QB file for quarterly reporting for church accountant.

·Implement Project Management Full Life Cycle processing.

·Coordinate project planning, program development and office procedures.

·Established and maintain best practices in accounting and bookkeeping practices.

·Development of project plans with budget estimating and risk analysis, bring project in on-time, within budget.

Director of Administration/IT and Human Resources, Central Union Mission, Washington, DC 9/2013 to 11/2018


·Served as the mission’s administrative/financial liaison with bankers, attorneys, accountants, vendors and public officials doing business with the Mission; ensured CUM met deadlines for online financial processing and filings.

·Processed RFPs and negotiate contracts for the mission’s ongoing general and health care insurances.

·Maintained financial procedures and goals for the mission; produced reports for board meetings, annual audits.

·Managed monthly reporting and perform reconciliation in QuickBooks for the mission’s investment accounts.

·Negotiated RFPs for bids on all mission insurance policies.

·Maintained financial reports for staff credit card processing.

·Served as Chairperson for CUM Safety Committee and Risk Management, overseeing the Safety and Emergency Preparedness Process and Procedures, including setup of management teams for 6 locations.

IT and Data Security Management:

·Negotiated new IT contracts to convert to cloud processing for the entire mission footprint.

·Served as the liaison between our IT Company and the phone system company when negotiating services and problem solving. Ensured that audits were provided to ensure data security meets company standards.

·Ensured the mission’s VOIP phone system met the industry and company standards.

Human Resources:

·Negotiated new business with Health Care Brokers.

·Maintained HR files for all employees of GRM and CUM.

·Provided annual census for bid on new health care and benefits cost analysis.

·Guided and managed the overall provision of Human Resource services, policies and programs.

·Lead HR practices provided for employee-oriented, high performance culture through goal attainment, productivity and standards along with maintaining COBRA benefits as the group administrator.

·Managed Kohlmeier Educational Fund for new and recurring educational loan requests.

Director of Finance/CFO/Admin and Human Resources, Central Union Mission, Washington, DC, 11/2009 to 9/2013

·Financial Liaison with bankers, attorneys, accountants, vendors and public officials doing business with CUM.

·Maintained $10M annual budget for Executive Director to submit to quarterly board meetings and assuming full responsibility for all CUM financial operations.

·Insured complete fiscal accountability was achieved; required financial reports were prepared and analyzed to be consistent with the best financial business practices.

·Established financial procedures, goals and objectives for CUM; responsible for company’s annual audit.

·Initiated annual budget preparation, evaluating or recommending modification to budget structure and forecasts, spending oversight and maintenance of proper cash flow.

·Guided and managed overall provision of Human Resource services, policies and programs, resulting in an employee-oriented, high performance culture

·Lead HR practices that provided an employee-oriented, high performance culture.

Financial Analyst/Bookkeeper, Evangelical Lutheran Church of America, Wash., DC, 08/2007 to 10/2009

·Computed and recorded the ELCA organizational budget over $1M.

·Interpreted financial information from the financial reports to ELCA treasurer and executive staff.

·Verified and Reconciled Bank Accounts with 100% accuracy.

·Managed financial data utilizing QuickBooks and Revelations financial packages.

Director of Finance Consultant, Harvest Life Fellowship (DCC III), Wash., DC, 05/2003 to 12/31/2014

Implemented Project Management Full Life Cycle processing.

Coordinated the Finance Team in Project Planning, Program Development and Office Procedures.

Implemented Best Practices in Accounting and bookkeeping practice.

Successfully developed, implemented the installation of the New Pastor for 2001 and Church Expansion of 2001-2003.

Developed project plans with budget estimating and risk analysis, achieving on time, in-budget.

Software Engineer II & III /Analyst, Verizon Communications, (Bell Atlantic, NSI), 02/1996 to 4/2003

Facilitated Requirements Gathering and Design Sessions to gather detailed business requirements.

Managed Product and Billing initiatives and established business requirements for Operations Support.

Managed IT Product Support Initiatives to deliver Verizon products and services into published timelines.

Partnered with clients in requirements development to insure deliverables of client expectations.

Liaison between software development teams and business clients to troubleshoot database issues.

Developed SAI Process Flow & Training Guide for process improvement procedure guide for client initiatives.

Successfully performed Rand D of budget requirements within Wholesale IT databases and web tools.

Conducted knowledge transfer training sessions with Internal Work Groups of Wholesale Network Systems.

Served as a key team player, administering Capability Maturity Modeling (CMM) data testing,

Software Engineer Analyst I & II - (Bell Atlantic, NSI): 12/1996 – 02/1999

Developed business requirements of Verizon new billing system Long Distance products.

Successfully completed End-to-End Life Cycle of BALD release 2.9 products

Effectively worked on the development of critical products such as Personal Toll Free for Business.

Successfully performed research and product requirements for North Product Development (NPD) CENTREX.

Created and completed accurate Product Detailed Specification (PDS) documents.

Successfully validated Bell Atlantic customer bill.

Validated product and services and tax usage of the test bills.

Successfully validated 1.5 Consumer Pilot integration test software/test plans.

Facilitated development and integrated use of new databases to provide automation and metrics tracking to testing validation processes.


·Ordained Deaconess and Elder, Harvest Life Fellowship, Ordinations January 2010 and May 2012.

·Harvest Life Fellowship Awards: Certificate of Award for Outstanding Service, Leadership Award for Highest Achievements for Integrity in Ministry, Award for Leadership Contributions to SMART Life Outreach Ministry.

·Verizon Communications recognized by client community (BALD and GNI) for successful design and development of Long Distance products: Bell Atlantic Product Development MVP Award for Outstanding Dedication and Service.


·Screen Actors Guild (SAG) Board Member served in the actor category term Sept 2013 to Sept 2015.

·Harvest Life Fellowship Washington DC, 2/2010 to 11/2014.

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