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Summary
Dedicated Customer Service Representative motivated to maintain customer satisfaction and contribute to company success. Reliable and always willing to be a team player. 
Skills
  • Strong organizational skills
  • Active listening skills
  • Courteous demeanor
  • Customer service expert
  • Sharp problem solver
  • Energetic work attitude
Work Experience
Volunteer Laundry and Boxroom Attendant Apr 2014 to May 2017
Union Gospel Mission of Salem Salem, OR
  • Organized the laundry room 
  • Washed and dried soiled linens using commercial machines
  • Folded laundry and stocked extra linens in appropriate space
  • Communicated with managers and other mission guests to ensure laundry was completed in a timely manner 
  • Cleaned and maintained the laundry room area 
Community Service Coordinator Apr 2006 to Jun 2006
Western Oregon University Monmouth , OR
  • Organized community service events
Administrative Finance Director Jun 2005 to Dec 2005
Western Oregon University Monmouth, OR
  • Managed accounting duties for the Residence Hall Association
Gentle Hall Treasurer Sep 2003 to Jun 2005
Western Oregon University Monmouth, OR
  • Completed treasurer duties for the Gentle Residence Hall 
  • Balanced the budget and dispersed funds to students accordingly 
Education
Bachelor of Science, Social Sciences 2009 Western Oregon University Monmouth , OR, United States
This resume is created in 7 minutes.
Professional Summary
  • 25 years of experience and leadership in the Southern California auto industry with privately held and corporate dealer groups.
  • Comprehensive understanding of dealership operations encompassing sales, marketing, captive lender relationships, inventory, allocation, customer retention, financial statement analysis.
  • Extensive experience with manufacturer engagement related to inventory, marketing, promotion, staffing, control of market, customer satisfaction, internet effectiveness and forecasting.
  • Successful maintaining positive dealership culture encouraging employee commitment and satisfaction, while achieving volume and profitability objectives.
  • Advanced knowledge of automotive business systems and platforms.
Skills
  • Understand scope and challenges of each department within the dealership.
  • Manage departmental forecasting in response to seasonal market conditions.
  • Drive revenue and profitability.
  • Maintain extensive personal network.
  • Knowledge of importance in building and sustaining manufacturer relationships to gain preferred treatment in resources.
  • Understand the value of dealer communications and sharing of local and regional market concerns.
  • Attract and develop talent.
Work History
02/2007 to 08/2017
General Sales Manager Circle Audi Long Beach, CA
Working under a dual point general manager, performed many GM functions including meeting with corporate representatives to discuss achievement of forecast goals and departmental improvements as well as attending area and regional meetings.
  • Awarded Audi Magna Society, Magna Elite 7 years consecutively.
  • Consistently maintained positive pump-in pump-out sales relationship with area dealers as defined by Audi of America.
  • Consistently maintained control of primary area of influence as defined by Audi of America.
  • Consistently achieved CSI SSI in top 10% of area and region.
  • Beta tested Audi incentive portal and was instrumental in pre launch improvements.
​​
06/2003 to 01/2007
General Sales Manager Phillips Auto Newport Beach, CA
Gained a broad perspective of the exotic automotive segment and the risks and rewards associated with exclusive high-end pre-owned vehicles.
  • Hired, trained sales representatives.
  • Supervised sales and finance staff.
  • Purchased, consigned vehicles.
06/2001 to 06/2003
General Sales Manager Huntington Beach Mitsubishi Huntington Beach, CA
Worked directly with the owner interfacing on all topics relating to dealership operations.
  • Supervised sales force of 10 sales associates.
  • Managed all aspects of pre-owned department.
  • Increased pre-owned sales 40%. Developed, implemented all aspects of sales processes and training.
  • Designed, implemented CSI process. Improved CSI to Diamond chapter of excellence within 3 months.
  • Designed, managed and implemented all areas of advertising and marketing.
10/1998 to 06/2001
New Car Sales Manager Joe Macpherson Chevrolet Irvine, CA
Gained understanding of large, high volume dealership operations, including the importance of efficient processes, systems and follow through, management of risk and judgement of deal merit.
01/1996 to 09/1998
General Sales Managers Costa Mesa BUICK-PONTIAC-GMC Costa Mesa, CA
Facilitated buy/sell transfer from private owner group to manufacturer-placed new owner/general manager.
  • Installed policies and procedures.
  • Hired new front end staff.
06/1987 to 01/1996
Finance Director Crevier BMW Santa Ana, CA
Consistently top 5 volume high line dealerships in the United states.
  • Top producing finance department within BMW dealer network.
  • Interfaced directly with venders of after market, financial services products and determined product offerings.
Education
BBA: Marketing Salem State University - Salem, MA
This resume is created in 7 minutes.
Summary
Seasoned numbers whisperer. Bring me your chaotic accounting disarrays and I will tame them. I have the ability to listen to and interpret the story that your organization's financial numbers tell, and calmly and confidently advise you on what options you have to make the decisions needed to achieve your goals.
Experience
Owner Feb 2008 to Current
Integrity Accounting Services St. Paul, MN
  • I take complicated, cumbersome process and information flows which generate less than accurate information and transform them into straightforward, efficient processes which supply management and board with the accurate, timely vital information they need to make sound business decisions. 
Finance Director Feb 2007 to Feb 2016
Midwest Women and Children's Services Omaha, NE
  • Hired as "fixer" of $6M nonprofit organization deemed at risk of financial mismanagement by outside CPA firm. During first few weeks determined that there were no controls, processes or factual reporting. Within one year the CPA firm and largest granting agency changed their "concerned" rating into commendations for pristine financial management processes and we earned kudos for efficiency and accuracy in their audit reports. Ship-shape within six years.
  • Developed and oversaw annual budgets for various grants and monitored spending; developed and executed allocation system to accurately and efficiently charge expenses to the appropriate programs.
  • Managed cash flow position and prepared forecasts for organization.
  • Executed all contract and third party billing, acting as liaison to outside organizations when necessary, and ensured that money owed to the organization was received in a timely manner.
  • Worked with management, program staff, and outside IT firm to determine hardware and software needs and implemented and maintained them with appropriate upgrade.
  • Reviewed, recommended, and implemented appropriate financial controls, policies, and procedures.
  • Served as the primary liaison to outside CPA audit firm and granting agency reviewers to ensure efficient and timely audits and reviews.
  • Developed and maintained tools and systems to provide critical financial and operational information to the CEO, Board of Directors, and program management staff.
  • Ensured timely, complete, and accurate filing of all required and recommended local, state and federal forms and registrations including audits, Form 990 returns, sales tax returns, property tax filings.
  • Guided and managed overall human resource functions by working with supervisors to recruit, select, orient, and counsel staff; plan, monitor, and review staff job design and contributions, maintain equitable compensation.
  • Responsible for employee benefits program design, implementation, and maintenance, as well as payroll, including employee paychecks, tax deposits, monthly/quarterly/annual tax reporting requirements, W-2s, W-44s, I-9s, 1099s, in collaboration with outside vendor.
  • Supervised staff who executed accounts payable, account reconciliations, and financial analyses.
  • Oversaw organizational insurance policies.
  • Analyzed financial impact of current and proposed business segments for senior management and Board of Directors.
Business Manager/Accountant Aug 2004 to Jun 2005
Gethsemane Lutheran Church and School St. Paul, MN
  • Managed billing, payables, payroll, financial reporting and analysis, supervision of contribution record keeping and quarterly statements, receivables management, cash flow forecasting, budgeting, chart of account design and maintenance, accounting software administration (ACS), human resource administration, and financial adviser to various boards and committees within organization.
Accounting and Finance Professor, Adjunct Aug 1996 to Jul 2004
Minnesota State Colleges and Universitites Twin Cities, MN
  • Taught Financial Accounting, Managerial Accounting, and Corporate Finance in traditional classroom, web-enhanced and online settings.
  • Developed courses for accelerated learning programs and online classes.
  • Conducted training seminars to teach other instructors on web-based software
Contract Accountant and Financial Analyst Jan 1996 to May 1998
Certes Financial Professionals Minneapolis, MN
  • Performed account analyses, accounting position design and description, audit schedule preparation, budgeting/profit planning, cash flow forecasting, due diligence support, financial statement preparation, fixed assets, internal audit compliance, invoicing, month end close, process improvement and documentation, working capital management.
  • Worked with companies of all sizes in Manufacturing, Retail, Printing and Publications vertical markets.
Accounting Manager/Treasury Analyst May 1990 to Jun 1996
The Valspar Corporation Minneapolis, MN
  • Configured Oracle general ledger and implemented new system.
  • Designed, implemented, and monitored compliance with accounting policies and procedures.
  • Investigated best way for company to manage vendor early payment discounts resulting in savings of $1M annual savings and earning ELITE award.
Audit Team Mar 1987 to Dec 1990
Deloitte Minneapolis, MN
  • Analyzed accounts, prepared financial statements, presented financial results.
  • Reviewed processes for efficiency and effectiveness and made recommendations for improvement to large and small businesses in Minneapolis and San Francisco. 
Education
AICPA Not-for-Profit Certificate 2017
Mini Masters in Nonprofit Finance University of St. Thomas St. Paul, MN Corporate Finance
BBA, Business Administration - Accounting University of Wisconsin Eau Claire, WI
  • Summa Cum Laude
  • University Honors
Certificate in College Teaching University of St. Thomas St. Paul, MN
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Professional Summary
Dedicated professional with excellent communication and managerial skills. Multi-task manager experienced in delegating authority and motivating others. Self-motivated and able to set effective immediate and long-term goals to meet operational and sales deadlines.
Affiliations
Stress management workshop *Employee relations workshop *Fair Housing *Effective Listening *Continuity of Business *Quadel Consulting- Assisted Housing Manager (AHM CERTIFIED)
Skills
Finance Express Reynolds & Reynolds Windows XP
Work History
Finance Director 06/2009 to 08/2013
Exclusive Motor Cars Baltimore, MD
  • Build and develop relationships with automotive lenders.
  • Assist customers with loan financing and credit re-building.
  • All phases of automotive buying; from structuring to funding.
  • Provide clean loan packages to automotive lender for immediate financing.
  • Maintain clean contracts in transit to keep dealership finance income at a minimum.
  • A/R; A/P.
  • Tag & Title.
  • Payroll.
Client Development Officer/Underwriter 01/2007 to 01/2008
Citifinancial Auto Columbia, MD
  • Assist in managing the operation of the branch and team to increase and retain customer base.
  • Make sound credit decisions in sales of all loan and insurance products.
  • Review and analyze loan applications for purpose of extending credit.
  • Access credit history and financial obligations to determine eligibility for sub-prime automotive financing.
  • Build and develop relationship with dealer base to ensure highest level of customer satisfaction.
  • Audit loan documentation to ensure compliance with corporate guidelines.
Finance Director 01/2006 to 01/2009
Fox Automotive Timonium, MD
  • Meet with bank representatives to review funding packages.
  • Make sound credit decisions on processing loan applications.
  • Review and deliver loan and service contracts to clients.
  • All phases of automotive deals, from structuring to funding.
Administrative Assistant 01/2006
Priority One Staffing Mercantile Bank Linthicum, Maryland
  • Accounts payable and receivable.
  • Manage Inventory and Purchasing.
  • Managed and Maintained monthly, quarterly, and annual budgets.
  • All phases of administrative duties supporting Vice President of Communications CONTINUED RESUME FOR.
Senior Finance Director 01/2004 to 01/2006
Antwerpen Automotive Baltimore, Maryland
  • Meet with bank representatives to review funding packages.
  • Review and deliver Loan and Service Contracts to clients.
  • All phases of automotive deal, from structuring to funding.
  • Developed and overseen all aspects of In-House Financing.
  • Management of In-house collections and repossessions.
Trainer / Supervisor
  • for F&I Team.
  • Handled bad debt collections of sub-prime customers.
Property Manager 01/2000 to 01/2004
PHI Management Baltimore, Maryland
  • Accountable for all administrative phases of a multi-apartment portfolio.
  • Approved daily invoices for payment to outside vendors.
  • Schedule and tour prospective resident through lease-up procedures.
  • Convened with residents to discuss and/or resolve problems.
  • Accountable for all administrative phases of multi-family Conventional, Subsidize, and Tax credit communities.
  • Company liaison to various community associations.
  • Managed and Maintained monthly, quarterly, and annual budgets and reports for HUD Section 8 / Conventional mixed community.
  • Represented Company in rent and civil court matters.
  • Meet with HUD inspectors to insure that property complied with federal and housing guidelines.
  • Assist with new community lease up campaign.
  • Negotiated contract proposals, which included the supervision of outside contractors working on properties.
Education
This resume is created in 7 minutes.
Professional Summary

Over twenty years experience as an automotive and lending professional with broad-based experience in lending, retail sales operations, wholesale, and finance achieving a personal performance history of significant profit, volume, and customer satisfaction. Top producing sales professional, and a dynamic communicator who consistently exceeds goals and company expectations. Positively influence others for the benefit of the organization. 

Talented leader with 10+ years of motivating direct reports as well as colleagues through development and encouragement. Outstanding relationship building, training and presentation skills. Competitive and independent who is organized, self-disciplined and goal oriented, producing high results in each role attained.  A mentor by nature, coach, and team builder with a track record of proven success. Excellent communication skills with a positive growth mindset that have allowed  me to thrive in diverse environments and allowed me to be innovative in my each of my roles.
Skills
  • Strong verbal communication
  • Team liaison
  • Staff development
  • Microsoft Office - Excel, word, PPT
  • Work very well under pressure
  • Problem solving skills
  • Strong work ethic
  • Strategic partnership building
  • Networking expert
  • Large and small group Presentations
  • Team leadership
  • Process implementation
  • Project management
  • Risk management processes and analysis
  • Excellent time management skills
  • Financial analysis
  • Contract negotiations
  • Operations management
  • Flexible self-starter
Work History
February 2013-Current Manager | Gateway One Lending and Finance | Anaheim, CA
  • Branch qualified for Top Level performance of Masters Club every year since 2013. Maintain highest percentage of teams qualifying for "Masters Club" with 85% qualifying year over year. 100% Qualification in 2016.
  • Directly lead 14 Account Managers and credit team managers. 
  • Review 45%-60% of the auto application contracts submitted in the branch consisting of an average 16-20 million monthly.
  • Oversee the state of Arizona region and various California sub region locations including San Diego, Riverside, and San Bernardino.
  • 2015 Regional Employee of the Year.  Lead branch in the company in three areas: volume, profit, and quality for 5 consecutive years. 
  • Maintained auto finance contracts delinquency and loss under 1%, lowest financial loss in corporate.
  • Identify and develop training, direction, motivation, strategy ideas and vision sharing, to both Credit Managers and Account Managers.
  • Effectively managing cross functional relationships to achieve all quality, pricing, and volume objectives that get auto dealers funded.
  • Ensure up to date compliance and industry changes making sure to keep Gateway One and TCF Bank within all laws and regulations for Indirect Auto lending.
  • Lend support to the IT department as Sales and Credit SME during major lending platform change.
  • Involved in company regulatory audits from the OCC, CFPB, and from the parent company TCF Bank.
  • Assist the Regional VP with meetings and projects involving  Q/A, Dealer Risk, Titles, and the Regional conferences.
  • Acting Regional VP during scheduling conflicts or VP unavailability allowing me to use my strong decision making skills.
October 2007-February 2013 Credit Manager / Account Manager | Gateway One Lending and Finance | Anaheim, CA
  • Over 25 Million dollar personal lending portfolio in the San Diego region, with a company low delinquency rate of .0051%.
  • Create and implement marketing, reporting, and finance operations infrastructure tools that have become the backbone of the company's success.
  • Team member coaching and training on company processes, products, business practice, follow-up skills, systems, and approach on growing new and existing territories to assigned members with varied sales experience.
  • Deep knowledge in a variety of departments of the business including collections, auditing, operations, customer service, and team building.
  • Taking assigned region from 300K a month to over 5 million a month in a five year period and maintaining growth over that period.
  • Achieved highest level of performance, qualifying for "Masters Club" during each qualifying period.
  • Consistently low delinquency and loss over a five year multi million dollar portfolio while maximizing profit and volume.
  • Proven ability to provide high-quality  leadership and encourage a teamwork atmosphere in every assigned project I am involved in.
  • Ability to demonstrate a high level of integrity at all times with excellent presentation, negotiation, sales, and credit skills.
October 2006-August 2007 Finance Director | Keffer Kia | Mooresville, NC
  • Won the Keffer "Top Producer" award having the highest Auto Finance Manager sales volume among the companies six dealerships in November, December, and February 2006/2007.
  • Motivate and provide guidance to an eight person sales staff and two person finance team.
  • Create a standard of sales operations and organization among the company for high quality production.
  • Increased and developed lender relationships from two credit team lenders to seven.
  • Increased dealership profit by over 37%, utilizing and teaching exceptional negotiation and sales abilities.
June 2004-October 2006 Account / Credit Manager | Onyx Acceptance Corporation | Rancho Bernardo, CA
  • Increase volume, profit, and quality by over 40% from the first month in the territory through inside and outside sales opportunities.
  • Qualified for company top level of performance, "Presidents Club" in 2004 and 2005 for being highly competative.
  • Develop and maintain great GM/ client relationships with 80 dealers in Northern San Diego and Southern Riverside Counties.
  • Exceeded goals set for production staff consistently through application of sales strategies and closing opportunities.
  • Continually demonstrated an ability to stay educated and in-tune to organizational changes, company guidelines and industry regulations.
October 2002-June 2004 Finance Director | Ken Grody Ford | Carlsbad, CA
  • Increase income in Finance department by 180% in a highly competitive season during the recession.
  • Sales experience and strong product knowledge earned me sales person of the month recognition four times. 
  • Direct supervisor of five employees responsible for inspiring, coaching, and support.
  • Improved existing credit lender relationships by offering support and flexibility when appropriate. 
  • Created new lender relationships to assist in profitability growth by educating and uncovering opportunities.
  • Organize and edit training manuals, multimedia visual aids and other educational materials for sales and finance teams.
February 1996-October 2002 Finance Director | Shaver Auto Center | San Bernardino, CA
  • Leadership mentor of four to six team members at any given time.
  • Received Gold status in sales and customer satisfaction from Daimler/Chrysler.
  • Completed David Lewis & Associates sales and finance training for an increase in industry knowledge and education.
  • Implemented finance departments for two new stores.
  • Implemented processes and created new lender relationships to assist in the increase of profitability partnerships through financial services.
  • Coach / Inspired new and existing employees to make them knowledgeable on business development, sales strategies, financial products, and contracts.
This resume is created in 7 minutes.
Professional Summary

Offering a 15-year career distinguished by commended performance and proven results. Versatile, with extensive experience in Fortune 500 corporations, start-ups and international companies. Leader with demonstrated expertise in financial analysis, including; reporting, budgeting, forecasting and special projects.

Skills
  • Budgeting and finance
  • Cross-functional Partnerships
  • Project Management
  • Sales Strategy
  • MSOffice
  • Essbase
  • PeopleSoft
  • Coupa
  • SAP
  • Tableau
Work History
Finance Director Jan 2016 - Current
Alight (formerly AON) Chicago/Remote, Illinois
  • Partners with field sales leadership team & consultants to ensure that the strategic goals and financial challenges being executed
  • Supports the sales team in achieving revenue and profitability goals.
  • Drives the annual revenue and discretionary opex plan for the business
  • Leads development of annual budgets and monthly forecasts of spend, including staff hardware and software.  Conducts variance analysis
  • Develops business cases for new capital, working with cross-functional teams
  • Manages the monthly financial close process, including accruals and preparing journal entries ensuring compliance with GAAP.
Sr. Finance Manager Jan 2014 - Jan 2016
Wrigley/MARS Chicago, IL
  • Partnered with marketing and sales to ensure that the strategic goals area achieved according to plan
  • Implemented sales strategies for the seasonal confections area which resulted in over 17% growth of customer base.
  • Lead development of annual budgets and monthly forecasts for all marketing and sales related areas
  • Developed business cases for new products, working with cross-functional teams
  • Lead the innovation finance team for confections & gum categories, including pricing strategies
  • Analyzed and presented all category results at a channel and customer level drawing insights to drive executive decision making in conjunction with P&L and company leaders.
Sr. Finance Manager Mar 2012 - Jan 2014
Groupon Chicago, IL
Finance Manager (Contract) Jan 2011 - Jan 2012
Groupon
  • Part of the cross function team that Initiated two key partnerships which resulted in 38% revenue growth.
  • Performed all month-end client revenue calculations including agencies & affiliate marketing
  • Worked closely with department heads and financial analysts to ensure best practices and metrics continue to evolve to meet the changing needs of the business.
  • Prepared and presented monthly P&L's and adhoc reports to senior leaders Managed finance analyst team, ensuring they worked successfully with business and payroll teams.
  • Submitted journal entries & accrual s, resolving revenue, balance sheets and invoicing issues.
  • Produced marketing weekly, monthly and quarterly balance statements and presented analysis to senior leaders Created out of pocket and travel budgets, ensuring that the teams stayed within budget.
  • Presented WIP issues and worked with business analysts to resolve any issues.
  • Monitored & approved time sheets for contractors, debt collections and client work orders.
Finance Manager Dec 2009 - May 2011
Target Minneapolis, MN
  • Worked with partners in our front-end business lines who need analysis, project leadership and financial guidance to optimize profitability.
  • Designed management reporting that fits the clients' needs, encourage fact-based decision making and optimizes profitability
  • Conducted regular reviews of actual performance vs.forecast to highlight areas of risk and opportunity vs.budgets for clients.
  • Managed Senior and Lead Financial Analysts in ad hoc analysis and reporting needs, and provide financial analysis for the marketing pyramid
  • Managed Monthly Close and P&L meetings.
Sr. Financial Analyst (Global Innovation) Dec 2007 - Dec 2009
Unilever London, United Kingdom
Financial Analyst (Hair Care Category) Dec 2004 - Dec 2007
Unilever London
  • Provided ongoing control and reporting of budgets and initiative corrective action as required (TT&E, BIC) Delivered Monthly Results reports for Category, including monthly results and commentaries.
  • Maintained accruals and transfers monthly, ensuring that the reconciled each month for all the teams.
  • Reconciled and reported invoice processed with project BIC accruals.
  • Conducted reconciliation on prior year balance sheet reserve with marketing services team to ensure payments were made and reviewed in a timely and best quality manner.
Education
MBA: Concentration in Business Strategy and Economics May 2013
The University of Chicago Booth School of Business Chicago, IL
Bachelor of Science: Psychology May 2010
University of Minnesota - Twin Cities
CIMA (Management ACCOUNTING) May 2006
London School of Business and Finance England, United Kingdom
Bachelor of Science May 2004
University of Minnesota - Twin Cities
This resume is created in 7 minutes.
Professional Summary
Well-established Executive Director of Finance with over twenty-eight (28) successful years adept at networking and creating valuable partnerships. Absorbs new and useful information into an ever-evolving stock of financial strategies. Financial Professional with a proven track record who leverages exceptional communication skills to build quality relationships with clients, buyers and upper management in Non-Profit Organizations capable of interchanging valuable skills within any organization. Innovative and proficient in extracting financial data from various reporting systems and suggesting key operational changes.
Skills
  • QuickBooks
  • Blackbaud
  • Human Resources and Administrative Management
  • Construction Partners
  • Costing and integration planning
  • Sage
  • CYMA
  • Peachtree
  • Budgeting and financial management
  • Tracstar
  • Microsoft Office Suit Expert
  • Management of Financials
  • General accounting and GAAP compliance
  • Lean implementation
Work History
Director of Finance, 03/2016 to Current
Coalition for the Homeless (Non-Profit) Houston, TX
  • Ensures that management and operational policies and procedures are in place to ensure the operational activities are efficient and in-line with approved budgetary allocations, and meet all legal, ethical, Human Rights and Employment Standard requirements.
  • Establish and implement internal controls, finance policies and procedures, administrative and IT systems to ensure that the organization's day-to-day operational activities are efficient and effective, and are in-line with approved strategic initiatives and budgetary allocations.
  • Ensures that finance, administration and IT initiatives are evaluated, and that recommendations are developed and implemented to increase the organizations impact.
  • Prepares and presents reports including (regular, ad hoc, monthly) financial budgets and financial narrative reports for the review of the board of directors and management team - on a monthly basis.
  • Develops, implements, adheres to and monitors compliance to internal financial controls to ensure that the organization is protected from risk.
Finance Director, 04/2013 to 12/2015
HIV/AIDS Resource Group (Non-Profit) Houston, TX
  • Responsible for all financial transactions for the organization and funded agencies in accordance to government contracts and generally accepted accounting principles, OMC circulars A-133.
  • Supported the Directors and Managers in the development of annual budgets for the various strategic initiatives, including external relations, fund development, board relations, professional development and staff meeting expenses.
  • Completed applications for suppliers and vendors and maintain accurate and complete reporting by establishing effective accounting systems and procedures for all initiatives and regional/remote offices.
  • Provided regular financial reports to the Executive Director, board of directors and finance committee that consist of a balance sheet, consolidated and unconsolidated income statements (with month, quarter and YTD projections, actuals, and % and $ variances), and monthly and other cash flow forecasts, as well as a financial narrative report outlining the status of the organization and any current and/or anticipated changes in the financial position of the organization.
  • Supervised the Accounting Department, prepared agency single audit, compliance reports including 990 tax return preparation and schedules CPA independent audit.
Contributions:
  • Oversaw all accounting functions, and assure fiscal compliance of $12M grants.
Director of Finance & Administration, 11/2010 to 03/2013
American Civil Liberties Union of Texas (Non-Profit) Houston, TX
  • Ensured approved salary increases are inline with the compensation system and implemented accordingly.
  • Developed, implemented, and adhered to and monitored compliances to internal financial controls to ensure that the organization was protected from risk.
  • Supervised all regular accounting functions for operations and membership campaign activities, including supervision of staff performing the daily accounting functions; monthly, quarterly, and annual year end closing.
  • Worked closely with director of development and other senior managers to implement and maintain fiscal budgets variances are within the agency financial objectives.
  • Advised and guided the Executive Director and Board of Directors on the external landscape with respect to changing governmental legislation that potentially affects and/or changes the financial, administrative and IT requirements of non-profit organizations in Canada, including the new accounting standards.

Contributions:

  • Restructured all equipment leasing resulting in a savings of over $60,000.
  • Created and managed annual consolidated agency budget of $3 million.
Earlier Work History
  • Controller - New Community Hewish High School (Non-Profit)
    • 09/2006 - 04/2009; West Hills, CA
  • Finance/Operations Manager - American Humane Association/Film & Television (Non-Profit)
    • 03/2004 - 09/2006; Sherman Oaks, CA
  • Controller - Haven Hills, Inc. (Non-Profit)
    • 11/2001 - 03/2004; Canoga Park, CA