Description
PROFILE EXPERIENCE & SIGNIFICANT ACCOMPLISHMENTS Financial Executive with more Construction Financial Management Association Princeton, NJ July 2008 - April 2017 than 25 years of progressively ($6 million non-profit professional association) higher levels of hands-on and Vice President, Finance & Administration August 2013 - April 2017 managerial experience in both Managed three employees oversaw the IT Department, the office lease and all general for-profit and not-for-profit facility needs company liaison for online marketing specialist responsible for digital and print advertising revenues and all previous responsibilities listed below. organizations. Certified Public Controller July 2008 - August 2013 Accountant (CPA) with strong As co-chair, prepared/presented financial reports to Audit, Investment and Finance interpersonal skills and an Committees responsible for all accounting and finance functions: monthly financial aptitude for effectively reporting/closings budget development financial forecasting external audit taxes (form communicating financial 990) treasury management employee benefit administration maintained adequate information to both Senior property/liability insurance coverage. Management and non-financial * In conjunction with broker, renegotiated the extension of the facility lease to include professionals. Loyal, dedicated six months free rent and a $60,000 tenant allowance, saving the organization $100,000. leader who thrives on rapidly * Established and co-chaired the Investment and Audit Committees to oversee identifying and implementing governance and implement policies, create controls and more effectively manage the financials and improve the investment portfolio. advanced, innovative plans, processes and procedures. * Evaluated, researched and negotiated credit card rates with new merchant processor, reducing the annual rates on $2M from 5.0% on average to 2.5%, resulting in $50,000 in annual savings. CORE S T R E N G T H S * Restructured the financial statement close process from quarterly to monthly and from cash to accrual basis, resulting in a 4-day close and providing more timely and accurate * Leading/Developing Teams information to run the business. * Presenting to Committees Consolidated Services Group Hamilton, NJ February 2002 - July 2008 and Senior Management ($50 million managed care organization, formerly Consumer Health Network, a wholly * Financial Reporting owned subsidiary of Selective Insurance (Nasdaq: SIGI)) * External Audit Management Vice President of Finance January 2006 - July 2008 Managed team of seven employees as a result of the acquisition of the company, duties * Financial/Variance Analysis expanded to include: debt compliance treasury management functions financial * Budgeting and Forecasting forecasting cash projections pricing analyses and all previous responsibilities listed below. * Process Improvement / Controller August 2002 - January 2006 Lean Methodology Managed team of seven employees in addition to Director responsibilities below, * Project Management developed annual budget directed preparation of business segment reporting, internal cost studies and customer profitability presented financial results at quarterly BOD meetings. * Effective Negotiation Skills Director of Accounting February 2002 - August 2002 * Software Conversions/ Managed team of three employees and directed all accounting and A/R functions prepared Software Systems monthly financial statements and all supporting financial analyses prepared quarterly financial presentations for BOD meetings. ACCOMPLISHMENTS Financial Executive with more Construction Financial Management Association Princeton, NJ July 2008 - April 2017 than 25 years of progressively ($6 million non-profit professional association) higher levels of hands-on and Vice President, Finance & Administration August 2013 - April 2017 managerial experience in both Managed three employees oversaw the IT Department, the office lease and all general for-profit and not-for-profit facility needs company liaison for online marketing specialist responsible for digital and print advertising revenues and all previous responsibilities listed below. organizations. Certified Public Controller July 2008 - August 2013 Accountant (CPA) with strong As co-chair, prepared/presented financial reports to Audit, Investment and Finance interpersonal skills and an Committees responsible for all accounting and finance functions: monthly financial aptitude for effectively reporting/closings budget development financial forecasting external audit taxes (form communicating financial 990) treasury management employee benefit administration maintained adequate information to both Senior property/liability insurance coverage. Management and non-financial * In conjunction with broker, renegotiated the extension of the facility lease to include professionals. Loyal, dedicated six months free rent and a $60,000 tenant allowance, saving the organization $100,000. leader who thrives on rapidly * Established and co-chaired the Investment and Audit Committees to oversee identifying and implementing governance and implement policies, create controls and more effectively manage the financials and improve the investment portfolio. advanced, innovative plans, processes and procedures. * Evaluated, researched and negotiated credit card rates with new merchant processor, reducing the annual rates on $2M from 5.0% on average to 2.5%, resulting in $50,000 in annual savings. CORE S T R E N G T H S * Restructured the financial statement close process from quarterly to monthly and from cash to accrual basis, resulting in a 4-day close and providing more timely and accurate * Leading/Developing Teams information to run the business. * Presenting to Committees Consolidated Services Group Hamilton, NJ February 2002 - July 2008 and Senior Management ($50 million managed care organization, formerly Consumer Health Network, a wholly * Financial Reporting owned subsidiary of Selective Insurance (Nasdaq: SIGI)) * External Audit Management Vice President of Finance January 2006 - July 2008 Managed team of seven employees as a result of the acquisition of the company, duties * Financial/Variance Analysis expanded to include: debt compliance treasury management functions financial * Budgeting and Forecasting forecasting cash projections pricing analyses and all previous responsibilities listed below. * Process Improvement / Controller August 2002 - January 2006 Lean Methodology Managed team of seven employees in addition to Director responsibilities below, * Project Management developed annual budget directed preparation of business segment reporting, internal cost studies and customer profitability presented financial results at quarterly BOD meetings. * Effective Negotiation Skills Director of Accounting February 2002 - August 2002 * Software Conversions/ Managed team of three employees and directed all accounting and A/R functions prepared Software Systems monthly financial statements and all supporting financial analyses prepared quarterly financial presentations for BOD meetings.
Accomplishments
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