Financial Management Strategic Planning

DEAN J. D’AMBROSI, CAE

Carrollton, VA 732-***-**** *************@*****.*** linkedin.com/in/deandambrosiCAE SUMMARY

Experienced executive with over 30 years of leadership in professional and trade associations, small business and entrepreneurial startups, specializing in strategic planning, financial management, membership growth, and operational efficiency. Proven track record of guiding organizations through major transitions, driving sustainable growth, and enhancing organizational performance. Adept at managing budgets, developing innovative revenue streams, strengthening donor and member engagement, and leading high-performing teams. Recognized for servant leadership, building collaborative cultures, and aligning mission-driven goals with practical outcomes that deliver lasting results.

COMPETENCIES or SKILLS

• Financial Management & Budget Management • Strategic Planning & Vision Setting

• Donor Relations & Communications • Executive Leadership & Goal Achievement

• Membership Development & Non-Dues Revenue • Board Relations & Recruitment

• Staff Recruitment, Training & Coordination • Development Programs & Initiatives EXPERIENCE

DND Leadership, LLC 2018 –

Present

Managing Partner & fCFO - US

DND Leadership, LLC is a boutique fractional CFO firm providing strategic financial leadership and operational guidance to mission-driven organizations, start-ups, and growth-stage companies across the U.S. and internationally. The firm specializes in helping clients optimize financial performance, scale operations, and establish sustainable growth through expert financial planning and execution.

Serve as a strategic financial partner to executive teams across multiple industries, including nonprofit, technology, consumer products, and environmental sectors.

Develop and manage financial forecasting models, budgets, and scenario plans tailored to each client’s strategic goals.

Provide cash flow management strategies to support growth, stability, and capital allocation decisions.

Lead and coordinate annual audits, 990 filings, and compliance activities in collaboration with external accounting and legal teams.

Improve internal financial systems and controls, including implementation of platforms such as QuickBooks Online, Xero, and Fathom for real-time financial visibility.

Present monthly and quarterly financial reports to boards of directors, investors, and key stakeholders.

Design and execute financial turnaround plans for underperforming organizations, restoring financial sustainability.

DEAN J. D’AMBROSI, CAE

Carrollton, VA 732-***-**** *************@*****.*** linkedin.com/in/deandambrosiCAE

Oversee HR, payroll, and benefits administration when needed, often coordinating with PEOs or HR service providers.

Support fundraising and investor relations efforts by preparing pitch decks, financial packets, and due diligence documentation.

Character.org 2018 - 2024

Executive Vice President & CFO

A non-profit association with 10 employees specializing in character development with approximately $1.2 million in annual revenue. Provide executive-level leadership in developing a strategic plan that drastically altered the direction of the organization to a more inclusive and broader scope of products, services, and constituent engagement.

Operations management including human resources, accounting, IT infrastructure, consensus building, Board of Directors and committee management to ensure high quality staff solutions and operational excellence.

Utilized management skills to build a successful team, motivate staff and Board members to achieve organizational profitability for the first time in three years, a turnaround of $297,000.

Utilized problem solving skills to install a new more efficient association management system, website, accounting system and office space negotiations resulting in expense reductions of $580,696 from 2018 to 2022.

Developed and implemented new membership structure adding 725 new members increasing association income by $165k.

NAPL/AMSP/NAQP/Epicomm/Idealliance (Multiple mergers and name changes and positions) VICE PRESIDENT OF SALES & MARKETING (acquiring Non-profit had an incumbent CFO) 2016 - 2018 EXECUTIVE VICE PRESIDENT & CHIEF FINANCIAL OFFICER 2015 - 2016 SENIOR STAFF DIRECTOR OF MEMBER SERVICES & CHIEF FINANCIAL OFFICER 2012 - 2015 CHIEF FINANCIAL OFFICER (other responsibilities included, membership, sales, marketing and events) 1996 - 2006 A non-profit trade association ranging from 17-36 employees specializing in products and services for the printing industry with approximately $3.2 million to $7.5 million in annual revenue. Initially hired as an Assistant Controller, through demonstrated abilities was promoted to Chief Financial Officer. Responsible for all financial activities of association including budget development, financial reporting to staff and Board of Directors as well as banking relationships and investment portfolio. Managed accounting team to ensure proper and accurate reporting, GAAP compliance and audit preparations. Promoted to Senior Staff Director/Chief Financial Officer where responsibilities included membership sales, sponsorship sales and overall staff management. Developed and implemented effective sales strategies and tactics for execution; directed and managed sales team members to achieve sales targets; negotiated and closed deals with customers. Monitored and analyzed performance metrics and suggested improvements; prepared monthly, quarterly, and annual sales forecasts and reported results; identified new potential customers and new market opportunities; provided timely and effective solutions aligned with customers’ needs. Through several mergers NAPL became Epicomm where I was promoted to Executive Vice President. In this role I developed Epicomm’s strategic goals and objectives and relied on extensive experience and judgment to plan and accomplish goals. Identified and evaluated new growth initiatives and supported business units in the strategic DEAN J. D’AMBROSI, CAE

Carrollton, VA 732-***-**** *************@*****.*** linkedin.com/in/deandambrosiCAE alliances and transactions areas. Responsible for the daily operations and management of 22 staff comprised of sales, accounting, product development, human resources, and strategic planning. I worked closely with the President & CEO, CFO and board of directors in setting and surpassing strategic direction and financial goals of the association.

Accomplishments with NAPL/AMSP/NAQP/Epicomm/Idealliance:

Recognized the trend of consolidation among members and industry associations, played a key role in the merger of the company with AMSP which formed Epicomm.

Outsourced all accounting functions which decreased staff and expenses by $196K and enhanced financial reporting and results.

Managed staff and logistics in closing New Jersey headquarters, setting up home offices for New Jersey staff, employee relations and minimizing monthly expenses cash out-flow by $25K.

Outsourced all accounting functions which decreased staff and expenses by $196K and enhanced financial reporting and results.

Identified, cultivated, and maintained a relationship with key vendor partners and sponsors while directing cross-functional teams.

Appointed and selected by the President and CEO to lead membership division as well as train and mentor controller in the Accounting Department. Subsequently appointed to CFO position.

Increased staff-to-member contact by 50% in 2005, resulting in increased member database integrity, increased retention, and member to member referrals.

Increased member retention from 76% in 2004 to 86% in 2005.

Exceeded budget for membership dues income by 8% in 2005.

Reduced operating expenses by 15% for all reporting units.

Managed the preparation of budgets and financial forecasts, resulting in reduced operating expenses of 9% from 2001 to 2004.

Construction Financial Management Association (CFMA) 2008 -2012 DIRECTOR OF MEMBER SERVICES

A non-profit trade association with 20 employees specializing in products and services for finance professionals in the construction industry with approximately $5.7 million in annual revenue. Responsibility for all day-to-day management associated with membership sales, retention efforts, as well as supervision of Member Service staff. Accountable for member recruitment, satisfaction, and retention. Built strategies and conducted relationship-building to obtain new memberships and retain current membership. Effectively managed all trade shows and industry events. Developed marketing plans and created promotions to increase individual membership and collaborated with other CFMA departments to develop marketing campaigns for new products and services. Oversaw and conducted in area of focus including surveys, focus groups, data collection, data input and maintenance, and analysis.

Developed member services, strategic chapter planning and training for financial and accounting managers of construction companies resulting in grass-roots member recruitment effort that boosted new member recruitment by 2% or $52K and retention by 6%or $144K.

Made significant contribution in surpassing the annual membership budget by $60K during a recessed construction economy.

Efficiently boosted member retention by 6% on an investment of $30K by designing a new member on- boarding process which increased retention dues by $144K.

Increased staff-to-member contact by 50% in 2005, resulting in increased member database integrity, increased retention, and member-to-member referrals.

Increased member retention from 76% in 2004 to 86% in 2005. DEAN J. D’AMBROSI, CAE

Carrollton, VA 732-***-**** *************@*****.*** linkedin.com/in/deandambrosiCAE

Exceeded budget for membership dues income by 8% in 2005.

Reduced operating expenses by 15% for all reporting units.

Managed the preparation of budgets and financial forecasts, resulting in reduced operating expenses of 9% from 2001 to 2004.

( C ) Partners, LLC 2006 -2008

FOUNDER & MANAGING PARTNER

A privately held consulting firm specializing in association management services including accounting, marketing, sponsorship sales, branding, and membership.

Conceptualized, created, and facilitated fundraising campaigns for clients including golf outings, wine tasting events, dinner dances, program journal development, and sponsorship sales.

Improved and streamlined non-profit operations through a combination of technology, staff, and workflow.

Prepared and analyzed financial reporting thus reducing costs of up to 10% for an annual independent audit.

EDUCATION

Bachelor of Science, Business Finance Monmouth University, West Long Branch, NJ Bachelor of Science, Business Management Monmouth University, West Long Branch, NJ CAE - Certified Association Executive ASAE, Washington DC Languages: English (Fluent)

Computer skills: Microsoft Office Suite, QuickBooks, QuickBooks Online, NOVI, iMIS, Bloomerang, Google Suite, Gravity Flow, MRP Easy, Bill.com, PayPal, Shopify

Previous Affiliations:

NY University, Substitute Professor/Lecturer

New Jersey Society for Association Executive, Former President

Monmouth & Ocean Development Council, Board Member

American Society of Association Executives, Member

Holmdel Township Zoning Board, Member

Economic Development Committee, Chair

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