Work History

Work History
2011 - Present

Controller

The Public Theater

Provide financial oversight for $21M operating budget, $18M endowment, and capital projects.  Oversee annual audit and preparation of monthly financial statements. Prepare and present interim forecasts, financial and cash flow reports to senior management and Board. Coordinate investment activities with Finance Committee, acting as liaison with banks and investment managers

2006 - 2011

Controller promoted to Development Director

The Lost Colony, Roanoke Island Historical Association

As DEVELOPMENT DIRECTOR, promoted ethical, cost-effective, and community-sensitive fundraising practices. Cultivated an environment in which the Board, Fundraising Committee, staff and volunteers were encouraged to fundraise for the Association and its mission. Provided fundraising opportunities for the Association by developing, maintaining, participating in and overseeing a comprehensive fundraising plan, including events, campaigns, and other fundraising devices, representing 50% of the annual operating budget.

As CONTROLLER, optimized all financial performance through analysis and efficient management of human resources. Managed accounting, budgeting, forecasting and cash management for all aspects of the Association, including production of America's longest-running outdoor symphonic drama, The Lost Colony. Directed all accounting and finance functions for compliance with fund accounting and timely management reporting. With the Executive Director, ensured the success of box office goals and development efforts, including annual membership and marketing drives, fundraising events and capital campaigns. Prepared budgets for the sake of winning and complying with private, state, and federal grants.

2005 - 2005

Interim Controller

Museum of Jewish Heritage

Restructured financial system and automated monthly and annual reporting. Developed improved processes for tracking temporarily and permanently restricted net assets. Assessed, redesigned and implemented new business practices to better track public support. Rescued systems for Fixed Assets and Prepaid Insurance. Consolidated financials for subsidiary organization. Prepared specialized grant reports and board presentations.

2002 - 2004

Accounting & Budget Manager

Brooklyn Academy of Music (BAM)

Managed accounting and budgeting staff, including Accounts Payable and Receivable. Prepared monthly and annual financial reports, as well as budgets and forecasts. Worked with departments and board to create annual operating and project budgets. Led annual audit preparation and presented year-end reports to the Board of Directors. Restructured and automated financial system. Developed processes for tracking temporarily and permanently restricted net assets. Prepared daily status reports, including the activity of Box Office, Planning and Support and Capital Projects.

2000 - 2002

Operations Manager

Cowboy Pictures

Oversaw the financial success of individual films and the company as a whole. With seven direct reports, managed Acquisitions, Booking and Print Shipping, as well as Publicity and the creation of all collateral materials. Directed the general operations of the business, such as Finance, Human Resources and Legal. Created and implemented production schedules and budgets for all phases of theatrical release.

1997 - 2000

Senior Accountant promoted to Systems Implementation Specialist

Guggenheim Museum

As SYSTEMS IMPLEMENTATION SPECIALIST, assessed, redesigned and implemented new business practices with a multitude of departments, including Finance, Membership, Fundraising and Curatorial and Collection Management. Collaborated with IT in the implementation of enabling technology and user training. Fostered an environment of continuous improvement. Designed and institutionalized ongoing operational procedures and processes.

As SENIOR ACCOUNTANT, managed accounting staff, including Accounts Payable and Receivable. Prepared monthly and annual financial reports, including regular presentations to the Board of Trustees. Prepared audit documents and schedules. Managed investment portfolios. Tracked and discounted gifts and contributions. Prepared monthly accruals for exhibition-related expenses and bond-related interest. Reconciled overseas operations and bank accounts, including Berlin, Bilbao and Venice. Oversaw application of FASB principles.

1995 - 1997

Studio Owner and Manager

Anvil Entertainment

Developed and implemented initial business plan and music studio model. Established all operating and accounting procedures. Set up financial systems. Prepared budgets and financial reports. Obtained licenses and permits required to start business. Organized successful marketing and promotional efforts as needed. Managed studio staff. The studio broke even in its first year and sales doubled in each of the subsequent two years.

1995 - 1996

Senior Accountant

EuroBank

Managed internal accounts, including interest payable, interest receivable and loans in process. Reconciled external bank accounts. Purchased foreign currencies. Processed wire transfers. Restructured accounts payable and inventory systems. Implemented FDIC required loan procedures.

Skills

Skills

Theatrical Works

For the screen: Tiananmen, Triggerstreet.com Screenplay of the Month; The 13th Christmas, Best Screenplay, Monterey Screenplay Competition (chaired by Clint Eastwood); Hacks; Emily's Sneakers; A Girl Named Bliss.   For the stage:   Author of Simon's Pirate Adventure for Waterside Theatre, Manteo, NC, 2009-2010 (and held over for 2011). Co-author of Rapunzel, Pinocchio, Rumplestilskin, and Hansel and Gretel for the Children's Hour Players, a touring ensemble, with 100+ performances each.  

Fundraising

Think about the person you love the most, whoever it is--your husband, your mother, your baby girl, or maybe it's your pet Schnauzer. Now imagine--whoever it is--they 're dying. There's an operation that can save them, but you can't afford it.   What are you going to do?   Make a list of everyone you know who would want to help you save your loved one. This is YOUR LIST, the list of everyone you know who might possibly help you in a fundraising effort, because there is no one you would leave off such a list if at all possible.   As a fundraiser, this is my first step: I ask every board member of the non-profit to make their list.

Database Management, etc.

Also proficient with FileMaker and Access (database software), Project, Basecamp, Lotus 1-2-3 (including macro programming), Rentrace, FedLine, Skype, Adobe Photoshop, ACT (contact management), FileMaker Donations, and Raiser's Edge (fundraising). Trained in all functions of modern e-mail and calendar software, including Outlook, Thunderbird and Apple's Mail.

Social Networking

An early adopter of applications such as Facebook, Twitter, LinkedIn, and Yammer.  

Excel

  Special virtuosity in Excel and fluent in all components of MS Office, both Macintosh and IBM, with a special interest in on-line and network security.

Small-business and mid-level financial systems

  Expert in professional small-business and mid-level financial systems, including Great Plains, Solomon, Blackbaud (Financial Edge), Libra, Peachtree, Multiview, Best Budgeting and QuickBooks. Skilled in financial report writing software including Crystal, FRx and CS Dave.

Theatrical Works

Education

Education
Aug 1992 - May 1995

Bachelor of science

Babson College

Graduated Magna Cum Laude.

"Babson College has been selected among the Most Admired Educational Institutions, according to a survey conducted by the Boston Business Journal. The BBJ noted that Babson was among 30 companies/organizations, CEOs, and brands that epitomize the most admired throughout Boston’s business community. Babson was one of just three educational institutions recognized, along with Massachusetts Institute of Technology and Harvard University."