Feb 2002 - Jun 2009
University of Bridgeport
Private university that prides itself on its international student body and strong academic achievement
·Managed all financial functions of the University to ensure compliance with regulatory agencies.
·Hands-on supervision of 18 Finance office staff covering Accounting, Payroll, Bursar, Accounts Payable, Purchasing and Cashier including financial statement preparation, collections, and customer services.
·Led Bursar’s Office to increase collections over 50% using aggressive procedures and timely billing techniques realizing over $15 million that was considered delinquent or written off.
·Promoted appropriate payment programs with students and their families to improve customer relations.
·Created a desk reference manual of updated fiscal policies and procedures.
·Introduced an open atmosphere and a teamwork approach to motivate staff to achieve greater results for common goals such as the timely completion of reports to meet regulatory requirements.
·Worked closely with other University staff and faculty with their financial activities for stronger internal control. Created standard accounting rules for campus clubs and departments.
·Assisted in the management of a $70 million operating budget. Provided input for tuition and fee changes.
Dec 1997 - Oct 2001
Director of Finance
ARI of Connecticut, Inc.
Private care center for developmentally challenged adults funded with grants and private resources
·Directed all financial management activities for a Not-for-Profit organization.
·Prepared and analyzed all financial statements for the Board of Directors, management and government agencies.
·Prepared and managed $5.3 million operating budget. Realized at least $100 thousand surpluses every year.
·Managed $1 million investment portfolio and $500,000 in monthly cash flow.
·Created a new 401(k) plan. Managed employees' pension plan as Trustee.
·Selected and successfully converted old accounting system with all new financial and payroll software using Great Plains/ FRx and ADP PC Payroll for Y2K compliancy.
·Prepared and administrated all government and private grants. Member of fund raising team.
·Key member of the development team that produced a new state-of- the-art group home.
1984 - 1997
Pentegra Retirement Systems
Assistant Controller 1988-1993
Senior Accountant 1986-1988
Pension administrators for the employees and members of the Federal Savings Bank Association
·Prepared all monthly and annual financial statements and income tax reporting for a $1.6 billion pension fund; diversified in 20 accounts of various stocks, bonds, mutual funds, options, etc.
·Prepared and managed $9.2 million administration budget including account analysis.
·Payroll administrator for 80-person firm including tax reporting.
·Supervised accounting for over 12,000 active retirees including tax reporting.
·Supervised finance department staff. Upgraded many procedures to achieve higher efficiency.
·Member of the team that created the new company name to improve its marketability and brand.
·Worked extensively with Solomon G/L, FAS 1000, ADP PC Payroll, MS Word and Excel, Lotus 123 and QuickBooks.