Portfolio of Sample Assignments

Skills

Skills

Software

Blackbaud Financial Edge Quickbooks MS Project Visio Microsoft Office (all products)

Work History

Work History
Mar 2013 - Present

Principal

CFO Cost Solutions

As part of the management of the management team, responsible for the profitable development and execution of a nonprofit consulting practice the organization. Specific areas of responsibility include:

  • Strategy Development
  • Business Development
  • Recruitment Staff Development
  • Technical Expert
  • Client/Engagement Management
Jul 2009 - Mar 2013

Senior Consultant

CFO Cost Solutions

In an interim financial controller/CFO capacity, assist commercial businesses and non-profits with hands-on accounting and bookkeeping initiatives. Assignments range from day to day transaction processing and account reconciliations to payroll, financial reporting, cost allocation plans, operational and capital budgets.

  • Set-up the financial accounting, billing, accounts payable, accounts receivable and payroll, tax matters and corporate compliance matters for a small marketing services business. Also handles all bank reconciliations and provides ongoing Controller/CFO duties as needed.
  • Assembled the financial proposal for a $30 MM private equity placement for healthcare expansion project for a small healthcare practice.
  • Built the financial and operational infrastructure for a real estate management firm and served as interim Controller recruiting and training talent.
  • Set-up the financial accounting, accounts payable, rents roll, contractor payroll and coordinated tax matters for a $1MM real estate investment group. Provided ongoing controller-ship and bookkeeping services to the group.
  • Developed the annual budget for a $15 MM human services agency.
  • Coordinated financial audit, resulting in a clean opinion on multiple client engagements
Jul 2008 - Jul 2009

Project Manager

Tatum and Associates

Led financial transformation project that ultimately helped a major housing authority avoid receivership and loss of $30MM in funding. Responsibilities included restructuring financial accounting operations, training and mentoring client staff to improve efficiency and improve internal control relative to federal policies. Documented new processes and procedures, developed operating budget, conducted software study and recommended a new ERP system,mentored and trainedstaff, provided financial statements and regulatory reports to project sponsor along with general progress updates.

  • Led an internal control study which resulted in the restatement of new workflows, job descriptions and staffing configurations for a major federal program
  • Rewrote financial policies and procedures for an $80MM public housing authority
  • Drafted The overall budget, instituted asset based accounting and trained staff in new processes
Nov 2006 - Apr 2008

Executive Vice President CFO

UCAN Chicago

Directed accounting, FP&A and technology functions and provided strategic financial management and support for this $48MM nonprofit social service agency. Analyzed technical and economic data to determine and present and future financial performance and compiled reports/presentations. Key advisor in the areas of investments including: ROI, Business Impact and government rule changes.

  • Developed and rationalized a $35MM operating budget
  • Coordinated asset-based and tax-exempt financing to fund strategic real estate acquisitions
  • Redeemed $1MM in tax-exempt bonds
  • Slashed interest expenses by 50%
  • Reduced debt by $1.9MM to counter diminishing public revenue
Jan 2004 - Nov 2006

Fiscal Consultant

Booz | Allen | Hamilton

Provided training and technical assistance to a wide range of leading non-profit organizations focused on Head Start programs. Led cross-functional team in strategic planning meetings to build organizational capacity and align operations with government guidelines and best practices.

  • Trained and provided technical assistance to a major Toledo, OH based nonprofit in analyzing, identifying, measuring and properly accounting for non-federal share for Head Start purposes. Also assisted Program Director in creating a non-federal share hand book for future use
  • Provided fiscal training and orientation to new Head Start Executive Directors at various state and federally funded conferences and workshops through the Midwest and Washington, D.C. area
  • Enhanced client service delivery by initiating a cross functional approach to planning and delivering technical assistance
Mar 2003 - Jan 2004

Vice President of Finance

Gateway Foundation Drug and Treatment Center

Responsible for all financial matters including: accounts payable, accounts receivable, grants management, account reconciliations, banking relationships, cash management and forecasting, operational and capital budgets as well as financial reporting, policies and procedures as required insuring adequate internal control. Coordinated state, federal tax and regulatory reporting. Served as point person to support annual audit process.

  • Instituted a program where finance partnered with operating managers to provide financial analysis and decision support that resulted in alignment with desired strategic and budgetary outcomes
  • Restructured financial operations to revitalize confidence and present timely and accurate financial statements to the Board
  • Facilitated the acquisition of a major Illinois based healthcare facility
Aug 2000 - Feb 2003

Founding Partner

Widsoft,LLC

Start-up technology enabled advertising company that developed corporately sponsored mini-games for early 3G cellular phones, Raised $100k in first round funding to develop prototypes for presentation to hardware OEM's.Developed 25 prototypes to but failed to secure second round funding for back-end software development during a sharp decline in private equity investment in technology.

Nov 1989 - Jul 2000

Chief Financial Officer

Abraham Lincoln Centre

In progressively responsible roles assumed responsibility to plan, direct and schedule the work of the accounting department including: accounts receivable, revenue and grant management, accounts payables, payroll, general ledger, cash receipts, disbursements, and bank and account reconciliation.

  • Served as project manager over the successful implementation of an accounting information system
  • Restructured the budgeting process to drive alignment of program management with corporate goals

Education

Education

MBA

Lake Forest Graduate School of Management

Interactive and personal, the Leadership MBA curriculum employs a wide range of teaching methodologies that enhance your experiential learning and improve retention. You will benefit by learning from facilitated discussions, case studies, computer simulations and exercises, role-play, team projects and presentations, web enhanced assignments including online discussion groups, and the application of classroom coursework to your current workplace projects.

Jun 2014

Certificate

Career Academy

Prep course for the Project Management Institutes PMP exam

Feb 2014

Certificate

Aveta Business Institute

Six Sigma and Lean Six Sigma : are business management methodologies aimed at cutting waste and increasing productivity through eliminating errors by utilizing various processes and tools.

Nov 2000 - Nov 2000

Fellowship Program

Northwestern University

A highly collaborative and supportive learning environment that develops a comprehensive view of shareholder value creation and the key role financial executives play in the process. A heavy emphasis is placed on real-life case examples, the program provides hands-on experience interpreting financial reports, evaluating investments, applying valuation methods and exploring the implications of strategic decisions on cash flow and stock price.

Sep 1978 - May 1981

BSBA

Roosevelt University

The accounting program is designed to offer students the opportunity to study traditional and contemporary areas of accounting. The program offers a wide variety of courses which expose students to both established accounting standards and emerging accounting issues.

References

References

Dr.Ricardo Knight

Dr. Knight was the project sponsor for the private equity forecast and finance committee board member of UCAN Chicago

Ken Tatum

Reported to Ken at Tatum and Associates

Lee Karas

Reported to Lee at Booz Allen Hamilton