Stephen Kelly

Stephen Kelly

Work experience

Work experience
Jul 2005 - Jul 2008

Finance Officer


ØLed Finance Department team with staff of 8, including CPA’s and Bookkeepers, oversaw financial management of up to 43 units of the Western Pennsylvania Division.

ØManaged a $33 million operating budget in addition to $100 million in assets (legacy/trust funds).

ØResponsible for innovation of new tools to better access business data, real-time.

ØCoached senior leadership on fiscal management.Served as Board Secretary.

Jul 2003 - Jul 2005

Finance Officer


ØPromoted to executive-level finance to fuel effective organization-wide resource management; as well as train and motivate unit managers.

ØLed Finance Department staff of 9 with financial oversight of 35 business units.

ØManaged operating budgets as much as $25 million.

ØCoached local Executive Directors in fiscal management.

ØRedesigned and modernized the statewide Good Neighbor Energy Fund (partnership with 20 utility companies), improving customer service and reducing response time 80% – improved information system for cash management.

ØInnovated new tools to better access business data, real-time.

ØImproved customer service and saved $75,000 a year in fraud – redesigned heavy-seasonal systems with greater financial controls, linking 15 sites and preventing duplication.

ØServed as Board Secretary.

Jun 1987 - Jul 2003

Executive Director


Ø  During tenure, successfully managed a total of 7 centers in 6 states, restoring or improving positive cash flow.Opened new centers to expand operations.

Ø  Directed staff of as many as 40 members with budgets of over a million dollars.

Ø  Increased income every year for all 16 years of tenure.Oversaw fundraising activities.

Ø  Aggressively developed/implemented new programs and systems which were adopted organization-wide as “best practices”.

Ø  Collaborated with other organizations; served as a member of the FEMA Board.

Ø  Managed State licensure of the Childcare Program – upgraded program and obtained State licensure, expanding from 1 center to 6 centers (5 in public schools).

Ø  Doubled income, reduced costs, and generated $100,000 in additional income after expenses by consolidating the efforts of 5 business units.

Ø  Eliminated debt in 4 locations. In one case, the debt was 40% of the annual budget.




Degree with distinction (3.9 avg.); member, Omicron-Psi Honor Society.




I have been board secretary in two divisions, responsible for assembling agenda, assembling information needed to make decisions, and communicating decisions to stakeholders.  I have also implemented systems upgrades to bring live business data into the boardroom, so questions can be answered during a meeting instead of tabling agenda items to gather information.


I have been responsible for writing budgets for the 16 years as a local Executive Director, and then at State & Regional Headquarters coached other local execs on their budgets.  I also monitored them monthly and gave feedback to keep the local execs on target.

Systems / Process design

I thrive on finding broken internal business systems and making them work to improve customer service, improve business data for decision-makers, save money.  My designs have been implemented nationwide at my last employer, a global corp. with over 100,000 employees.

Lotus Notes

Skilled at application design, including integrating Lotus Notes with other applications.  Have used LN to create new busines systems to streamline processing and improve business data.

MS Office (including application programming)

Skilled at integrating MS Office with other applications, such as Accounting software and email applications (including non-Microsoft products).