Human Resource Accounts Payable

ANGEL L. SANTA

**********@*****.***

Cell: 848-***-****

https://www.linkedin.com/in/angelsanta

Accountant / Controller / Director of Finance-Software Implementation Consultant

PROFESSIONAL PROFILE

My experience includes Accounting and Finance, Human Resource Management, Payroll Management & Software implementation. Experienced with non-profit accounting systems as well as ERP systems.

I have work for numerous Not for Profit organizations, Schools, and Universities on a contract basis. My functions have included: Director of Finance and administration, Controller, Human Resource Manager (Hiring and Firing as well as benefit management), Accounts Payable and Receivable, Cash Management, Financial Statements, Reporting, CFR preparation and other reports required by governmental agencies, working knowledge of FASB, GASB, GAAP and IFRS. Not for profit Accounting and ERP accounting (Sage 500).

I have strong working knowledge of “The Raisers Edge and The Financial Edge”, “Abila (Sage MIP)”, “Sage 50,100,200, 500 Implementations, and Sage Fundraising 50 as well as Sage Abra’, Fund EZ, Peachtree, QuickBooks Pro and Enterprise, Adobe Photoshop, Adobe Suite, Microsoft Office Suite, and many others.

EXPERIENCE

Current Project

Woman’s Business Development Council-Stamford, Conn – Aug 2004 -Mar 2025

Software Implementation Consultant/Accounting Consulting

Assisting the Chief Financial Officer /Finance Director /Development Director with the implementation of Blackbaud “The Financial Edge and Raisers Edge”. Providing training in the use of all Account Manuals as well as reporting. Prepare documentation in order to migrate data from “The Raisers Edge” to The Financial Edge. Private training to all stakeholders in the project. Working remotely 24 Hours a week.

General Human Outreach in the Community - Kew Gardens, NY – April 2024

Director of Finance- Short term contract.

As a key member of the Executive Management Team, I report to the Executive Director and assume a strategic role in the overall management of the company. As Director of Finance I have primary day-to-day responsibility for planning, implementing, managing, and controlling all financial-related activities of the company. This includes direct responsibility for accounting, finance, forecasting, strategic planning, job costing, legal, property management, deal analysis and negotiations, plus private and institutional financing.

Adobe Suite, Microsoft Office Suite, and many others.

Duties & Responsibilities:

Provides leadership in the development for the continuous evaluation of short and long-term strategic financial objectives.

Ensure credibility of Finance group by providing timely and accurate analysis of budgets, financial trend, and forecasts.

Take hand-on lead position of developing, implementing, and maintaining a comprehensive job cost system.

Direct and oversee all aspects of the Finance & Accounting functions of the organization.

Evaluates and advises on the impact of long-range planning, introduction of new programs/strategies and regulatory action.

Establish and maintain strong relationships with various program supervisors to identify their needs and seek full range of business solutions.

Provide executive management with advice on the financial implications of business activities.

Manage processes for financial forecasting, budgets and consolidation, and reporting to the Agency.

Provide recommendations to strategically enhance financial performance and business opportunities.

Ensure that effective internal controls are in place and ensure compliance with GAAP and applicable federal, state, and local regulatory laws and rules for financial and tax reporting.

Interface and report risk to the Board of Directors.

Responsible for overseeing all Medicaid billings, reimbursements, and payroll.

Ensure that the company complies with all legal and regulatory requirements.

Ensure that record keeping meets the requirements of auditors and government agencies.

Maintain relations with external auditors and investigate their findings and recommendations.

Other duties as assigned. ·

Neighborhood Defender Service, Inc. April 2023 – October 2023

Controller- New York

All Accounting Functions

•Accounts Receivable, Accounts Payable, General Ledger, Journal Entries, Financial Statements, Audit preparation, Budgeting, Forecasting, Cash Management, Bank Transfers and ACHs, Payroll and reporting, 401K, Benefits

•Cash Flows and projections.

Ad Hoc projects,

Contract Reporting to many government agencies, foundations, corporations, and others.

Manage Assistant Controller, Senior Account, Grants and Contracts Manager, Staff Account and independent contractors

Use Financial Edge, Raisers Edge, Sage 50, and Fund EZ., Adobe Suite, Microsoft Office ` Suite, and many others.

Various Remote Accounting & Contracts Apr 2017- Jun2021

Cypress Hills Local Development Corp. -Contract -in progress Aug 2022-Mar 21,2023

Duties:

All Accounting Functions

Contract Reporting to many government agencies, foundations, corporations, and others.

Mange several contract managers

Use Financial Edge, Raisers Edge, Sage 50, and Fund EZ, Adobe Suite, Microsoft Office ` Suite, and many others.

Boys and Girls Club of Hudson County Jun 2021-Jul 2022

Financial Director/Chief Financial Officer

All Financial responsibilities

Grant and contract management and reporting

Director of Human Resources

Financial Statement preparations

Audit Preparation

Payroll Adobe Suite, Microsoft Office ` Suite, and many others.

UNIFIED VAILSBERG SERVICES ORG- NEWARK, NJ -INTERM CHIEF FINANCIAL OFFICER

All Accounting and Financial Responsibilities.

Accounts Payable, Accounts Receivable, General Ledger, Payroll, Bank reconciliations (Multiple Accounts from 2020 to current period).

Financial Reporting and other ad hoc projects.

YWCA- Cincinnati, Ohio – Reviewed use of Blackbaud “The Financial Edge SME, and The Raiser Edge.

Rebuild Chart of Accounts, built new FASB reports & budgets,

Credit Card Feed from the bank,

Integrated Raisers Edge and Financial Edge, Entered Budgets, Reconciliations,

Trained staff in proper use of software and entering Journal Entries, and other related projects.

GLOBAL FUND FOR WOMAN-San Francisco, CA- Consultant

Assisted the organization in catching up on projects not completed due to COVID -19.

Reporting,

Credit Card Reconciliations, General Ledger reconciliations and other ad hoc project.

Use Financial Edge, Raisers Edge, Sage 50, Adobe Suite, Microsoft Office ` Suite, and many others.

ACHIEVING THE DREAM, located in Maryland. The contract called for review of The Financial Edge for changes required for the general ledger. I created new reports including financial statements and I redesigned their Chart of Accounts. I provided training to the CFO, The Controller, and the AP Manager. I also provided responses to support questions.

HARM REDUCTION COALITION. Assisted with Grant and Contract preparation as well as budget preparations. Prepared F.A.S.B. reports as required by the State of Florida.

SAINT Anthony's FOUNDATION located in San Francisco, Calif. Worked remotely to provide reconciliation services for the General Ledger and Bank Accounts. Prepared financial statements according to F.A.S.B.

Victims Intervention Program, New York, NY

(Contract ended Due to Covid-19)

Consulting Director of Compliance and Reporting and Budgets

Responsible for monitoring compliance with Grant and Contract agreements

Developed, implemented, and updated contract management procedures.

Analyzed reports from grantors and contractors, determined along with Program or Loan officers the terms and contributions of any contract amendments or loan restructuring, and presented recommendations to Senior Management.

Worked with Senior Management to research and identify funding opportunities from corporations, banks, government sources, foundations, and other philanthropic organization to further mission of V.I.P.

Risk Management

Assisted with reporting and database tracking, Sales Force, Blackbaud “The Raisers Edge and The Financial Edge”. Budgeting and forecasting monthly.

Balance Sheet Reconciliations and Credit Card Reconciliations, Account Analysis

Monitored grantees and borrower compliances with terms and conditions of grant/contract agreements, respectively.

Worked with program managers and other staff in developing budgets to be submitted with RFPs.

Submitted final reporting statistics to all grantors or contractors. 21CFR11/ EU GMP Annex 11 and GAMP 5 standards

Director of Budgets and Contracts

Managed, monitored, and reported on all federal, New York State and New York City contracts; and led program staff in the preparation of organization and department annual budgets.

Coordinated with program and fiscal staff, contract amendments, close-out budget.

modifications, and other required documentation for government contracts.

Supervised the overall administration of contracting documents, including Vendex Questionnaire and other required documents.

Assisted with government contract audits and compliance as required.

Assisted with annual year-end fiscal and program audits.

Performed special projects as needed. Supervision

Supervised Grant Manager staff involved in the day-to-day grants management and subcontractor management work described above.

Jersey City Employment & Training, Inc. – Jersey City, NJ

Chief Financial Officer and Human Resource Administration -August 2018- Nov. 2019

Supported the institution in all financial matters and administrative matters, including preparation of financial statements, and other financial reports.

Used The Financial Edge and The Raisers Edge

Supported the annual audit preparation.

Prepared the annual budget and financial forecasts.

Responsible for keeping in line with the budgetary requirements.

Risk Management

Developed data analytics that support the institution in the meeting strategic and operational goals.

Managed the day-to-day operations of the Finance department including supervision of finance staff.

in partnership with the Executive Director, Deputy Director, and Operations Manager.

Maintained best practices and infrastructure that support the efficient and strategic use of resources that created a sustainable environment of quality, productivity and standards, goal attainment, and measurable impact.

Ensured proper support for clients of JCETP.

Reviewed and approved all Vendor and Client contracts.

Met with Executive Directors and Board of Directors on all matters financial and operational.

Supported the Case Managers to make sure that clients are properly served.

Met with governmental agencies for funding and preparation of RFP’s and maintenance of awarded contracts.

All other tasks as assigned by the Executive Director and the Board of Directors.

IRS 990, CHAR 500, HRA, HUD, SAMSHA, HPD, OTDA, DASNY,NYS OMH, DYCD,NYC DOHMH Medicaid and more

New Jersey City University Foundation – Jersey City, NJ

Associate Controller / Development – August 2017-July 2018

Reconciled all Ledgers, Trial Balance and Bank Accounts using People Soft. And the Financial Edge

Worked closely with Development Department regarding Endowments, Temporary and Unrestricted contributions.

Reconciled donations and other in-kind contributions against General Ledger.

Conducted queries and report writing.

Managed transactions between Accounting and Development.

Entered and post Journal Entries, prepare various reports as well as Financial Statements.

Other duties as requested.

Lee’s Art Shop – Controller Jul 2015 - Jun 2016

Hired to close the organization permanently. Company was going out of business and need someone with the know how in forensic accounting and taxes.

Worked on MAS 500 (Sage 500) for all accounting and reporting in addition to using excel. Converted the system to Quickbooks in order to assist the Auditors in their final reporting.

Accounts Payable (Entered Invoices and Wrote checks)

Accounts Receivable -Prepared billing emailed invoices to customers.

Managed six bank accounts including deposits and reconciliations.

Prepared Cash Flow reports, Inventory reports, Aging reports. And billing.

General Ledger and Journal Entries

Managed physical inventory processing

Disposed of Inventory and fixed assets at end of life for the company.

Processed Final and entered all payroll related journal entries into MAS 500

Prepared Financial Statements and other reports.

Involved with outside auditors on final report preparation.

Assisted with all Tax Filings, Federal, State, City, Payroll, and sales taxes.

Network Infrastructure Technologies, Inc. Jan 2014– Jun 2015

Controller

Day-to day Accounting for three companies using QuickBooks Enterprise.

Entered Accounts Payable invoices and wrote checks.

Reviewed Accounts receivable and contacted customers for payment and sent invoices, when necessary, Prepared Journal Entries.

Processed bank deposits and account reconciliations.

Contacted employees to verify billable time and attendance, then entered payroll using ADP Workforce now

Prepared financial statements and other reports

SDI Software Consultants Inc., New York, NY Nov 2006 – Jan 2014

Software Implementation Consultant/Project Manager/Accountant

Sericed many not-for-profit organizations various capacities.

•Pre-and post-sales consulting need’s analysis

•Project Management, and resource management

•Daily meetings with stake holders

•Installed and implemented Accounting and/or Development Software.

•Data Migration and conversion of various software including Sage 50/100/200/500, Sage Fundraising 50 and Sage Abra

•Trained and supported Accounting and IT Staff

Rogers & Company, CPA’s, Mineola, NY Jul 1999 – Oct 2006

Senior Consultant/ Project Manager/Accountant

•Worked on multiple not for profit client projects simultaneously in various capacities such as:

•Controller / Director of Finance

•Software Implementation Consultant specialist for software including Sage 50/100/200/500, (Companies included Manufacturers, Distributors and wholesalers and Not for profit clients)

•and Sage Abra, MIP, Sage Fundraising 50, The Financial Edge, Fund EZ, and The Raisers Edge.

•Software Trainer for groups and individuals.

•Managed and worked on over fifty implementations.

Worked at various locations

oBeacon Medical Center – Beacon, NY (Health Care)

Implemented Sage Abra Payroll and Human Resources.

Produced Payroll on Sage Abra for Doctors, Staff, Part timers, Temps and Consultants for various locations.

Integrated Payroll with new time clock system.

Assisted with transferring data from legacy system

oUniversity of Connecticut (UCON)-Storrs Connecticut

Work on implementation project along with software company and members of each department of the University.

Established a chart of Accounts on an open-source system for each department and then created a consolidated chart of accounts.

Assisted each department in identifying their needs for reporting then created new reports.

Assisted departments in closing their accounts.

Consolidated financial statements.

Prepared mapping for data migration and assisted in data migration.

Other duties as they came up.

Previous Employments

Frends Seminary School

Rye Country Day School

The Dominican Academy

New Jersey City University-Consuultant/Controller-Development department

EDUCATION

Long Island University, NYC- B.A. Accounting and Finance

Elizabeth Seton College, Yonkers, NY -A.A.S. Paralegal Studies

New York Realty Institute

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