Controller and Finance Director with 25+ Years of Nonprofit Expertise

ANGEL L. SANTA

718-***-**** **********@*****.***

* **** ***** ****** *****, Apt. 6F, Bronx NY 10460

PROFESSIONAL P R O F I L E

Extensive knowledge and experience in Accounting and Finance and software implementation, with a focus on non-profit accounting systems and ERP platforms. Has worked on a contract/consulting basis for the past decade with numerous not-for-profit organizations, schools, and universities, serving in roles such as Controller and Director of Finance and Administration. Responsibilities have included managing accounting close, financial statement preparation, cash and grant management, audit, reporting, CFR preparation, and compliance with governmental regulations.

Highly proficient in a variety of accounting and fundraising software including The Raisers Edge, The Financial Edge, Abila (Sage MIP), Sage 50/100/200/500, Sage Fundraising 50, Sage Abra, Fund EZ, Peachtree, QuickBooks Pro & Enterprise and Microsoft Office Suite.

PROFESSIONAL EXPERIENCE

Woman’s Business Development Council-Stamford, CT Aug 2024 -Mar 2025

Software Implementation Accounting Consultant (contract)

Assisted the Chief Financial Officer/Finance Director/Development Director with the implementation of

Blackbaud “The Financial Edge and Raisers Edge”. Provided training to all stakeholders in the use of all Account Manuals as well as reporting. Prepared documentation in order to migrate data from “The Raisers Edge” to The Financial Edge.

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

Director of Finance/Controller (contract)

Key member of the Executive Management Team - reported to the Executive Director and assumed a strategic role in the overall management of the company. Handled day-to-day responsibilities to include but not limited to planning, managing, and controlling all aspects of financial accounting related activities (GL & month end close) of the company. This also includes direct responsibility for CFR (consolidated financial reporting), forecasting, strategic planning, job costing, deal analysis & negotiations and private and institutional financing

Neighborhood Defender Service, Inc., NYC, NY April 2023 – October 2023

Regional Controller

Responsible for in all accounting functions to include AR/AP, payroll, GL, journal entries and month end close (financial statement preparation). Also supported audit preparation, cash management/bank transfers/ACHs along with 401K administration/benefits management. Provided cash flow analysis and projections. Handled contract reporting to government agencies, foundations and other entities. Worked closely with accounting team (Assistant Controller, Senior Accountant, Grants and Contracts Manager). Used Financial Edge, Raisers Edge, Sage 50, and Fund EZ.,

Cypress Hills Local Development Corp., Brooklyn, NY Aug 2022-Mar 21,2023

Accounting Consultant

Extensive experience in all accounting activities to include month-end/quarter-end/year end functions. Responsible for GL management, financial statement preparation and audit support. Prepared and submitted contract reports to a wide range of stakeholders, including government agencies, foundations, corporations, and other organizations, ensuring compliance with regulatory and funding requirements. Proven ability to manage and lead a team of contract managers, providing guidance, oversight, and support to ensure accurate and timely completion of all reporting and accounting responsibilities. Used Financial Edge, Raisers Edge, Sage. Fund EZ

.

Boys and Girls Club of Hudson County, Jersey City, NJ Jun 2021-Jul 2022 Financial Director - (contract)

Provided oversight for all financial accounting responsibilities – month end close, audit support and grant & contract management and reporting. Prepared monthly financial statements and reviewed with leadership. Also served duties within Human Resources - managed HR functions such as recruitment, benefits administration, and employee relations. Demonstrated ability to ensure compliance with regulatory requirements and maintain accurate financial records for both internal and external reporting purposes.

Jersey City Employment& Training, Inc.– Jersey City, NJ Aug 2018- Nov. 2019

Chief Financial Officer and Human Resource Administrator

Provided comprehensive support in all financial and administrative matters, including the preparation of financial statements, financial reports, and annual audit documentation and filings (Form 990, CHAR 500). Utilized The Financial Edge and The Raisers Edge systems. Prepared annual budgets and financial forecasts, ensuring alignment with budgetary requirements. Developed data analytics to help the institution achieve its strategic and operational goals. Managed the day-to-day operations of the Finance department, supervising finance staff in collaboration with the Executive Director, Deputy Director, and Operations Manager. Ensured high-quality support for JCETP clients and reviewed and approved all vendor and client contracts. Regularly met with Executive Directors and Board of Directors to discuss financial and operational matters. Engaged with governmental agencies for funding opportunities, RFP preparation, and the maintenance of awarded contracts.

New Jersey City University Foundation, Jersey City, NJ Aug 2017-July 2018

Assistant Controller

Reconciled all GL accounts, trial balances, and bank accounts using PeopleSoft and The Financial Edge. Collaborated closely with the Development Department on matters related to endowments, as well as temporary and unrestricted contributions. Ensured donations and other in-kind contributions were accurately reconciled against the general ledger. Conducted data queries and report writing, managed transactions between the Accounting and Development departments. Responsible for entering and posting journal entries, as well as preparing various financial reports and statements.

Lee’s Art Shop, Jersey City, NJ Jul 2015 - Jun 2017

Controller

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

Managed all accounting and reporting functions using MAS 500 (Sage 500) and Excel. Facilitated a system conversion to QuickBooks to support auditors in final reporting. Handled accounts payable by entering invoices and issuing checks, and managed accounts receivable by preparing and emailing invoices to customers. Oversaw six bank accounts, including deposits and reconciliations, and prepared cash flow, inventory, and aging reports. Maintained the general ledger, processed journal entries, and managed physical inventory, including the disposal of inventory and fixed assets at end of life. Processed payroll and entered all related journal entries into MAS 500. Prepared financial statements and various reports, collaborated with outside auditors on final report preparation, and assisted with all tax filings, including federal, state, city, payroll, and sales taxes.

Network Infrastructure Technologies, Inc., New York, NY Jan 2014– Jun 2015

Assistant 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.

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

Software Implementation Consultant/Project Manager/Accountant (Serviced many not-for-profit organizations)

Provided comprehensive pre- and post-sales consulting, conducting needs analysis to ensure solutions were tailored to client requirements. Managed projects from initiation to completion, overseeing resource allocation and coordinating daily meetings with stakeholders to maintain clear communication and project alignment. Led the installation and implementation of accounting and development software, ensuring seamless integration into existing systems. Oversaw data migration and conversion processes for various software platforms, ensuring data integrity and minimal disruption to business operations. Demonstrated strong project management and client relationship skills throughout the software implementation lifecycle.

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

Senior Consultant/ Project Manager/Accountant

Simultaneously managed multiple not-for-profit client projects, serving in roles such as Controller and

Director of Finance. Acted as a software implementation consultant specializing in platforms including Sage 50/100/200/500, with experience spanning manufacturers, distributors, wholesalers, and not-for-profit organizations. Provided expertise in additional systems such as Sage Abra, MIP, Sage Fundraising 50, The Financial Edge, Fund EZ, and The Raisers Edge. Delivered software training to both groups and individuals, and successfully managed and participated in over fifty software implementations, ensuring smooth transitions and effective system adoption for clients.

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