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Director Of Finance Resume

San Antonio, TX

SUMMARY:

Finance professional with leadership experience in accounting, budgeting, forecasting and analysis, information technology, financial operations, process development and improvement, and tax compliance. Ability to analyze complex data and provide guidance to executive level decision makers. Known for business acumen, problem - solving, and a positive attitude. A quick learner and adaptable thinker, with excellent management skills and proven ability to multi-task. Problem solver skilled at applying knowledge of sound financial principles to implement viable solutions and influencing stakeholders.

PROFESSIONAL EXPERIENCE:

Confidential,San Antonio, TX

Director of Finance

Responsibilities:
  • Lead a department of Thirteen (13) employees with responsibilities that include Accounts Payable, Fixed Assets Management, Purchasing, Payroll, Budget, Financial Reporting, General Ledger, and Accounts Receivable.
  • Lead ongoing standardization of financial reporting, including department-level reports.
  • Develop annual operating budget and prepare audited financial statements for not-for-profit research institution with approximate annual revenue of $50 million.
  • Manage annual audit for research institution with approximately $50 million in annual revenue. Manage and review the preparation of audited financial statements to assure compliance with Generally Accepted Accounting Principles (GAAP). Prepare presentations of audit results and financial performance for the Board of Trustees and executive leadership.
  • Ensure month end close is completed, and quarterly preparation of GAAP and statutory financial information are prepared within established timelines. Present the financial results, including cash flow information, to executive leadership.
  • Work with external auditors/consultants to prepare indirect rate cost proposals, and IRS tax filings (Form 990).
  • Initiated and directed implementation of Adaptive Insights for forecasting and planning, which reduced the budget process from six months to three months while providing more reliable data.
  • Designed and implemented automated process to ensure compliance with Federal regulations regarding Effort Certification.
  • Led the redesign and implementation of physical inventory process to consistently manage over 2,000 fixed assets, improving documentation, reducing time required to track assets, and eliminating audit risk.
  • Develop annual operating budget and prepare audited financial statements for research institution with approximately $50 million in annual revenue. Prepare presentations of annual budget and audited statements for the Board of Trustees and executive leadership.
  • Coordinate and monitor annual audit for research institution with approximately $50 million in annual revenue. Manage and review the preparation of audited financial statements to assure compliance with Generally Accepted Accounting Principles (GAAP). Prepare presentations of audit results and financial performance for the Board of Trustees and executive leadership.
  • Work with external auditors and/or consultants to prepare audited financial statements, indirect rate cost proposals, and IRS tax reporting (Form 990).

Confidential,San Antonio, TX

Manager of Finance and Administration

Responsibilities:
  • Prepared financial statements and other reports required by regulatory agencies for $6 million in externally funded grants and contracts.
  • Prepared and managed annual departmental budgets in excess of $12 million.
  • Performed budget to actual variance analysis.
  • Assisted in the formulation and writing of new or amended rules, regulations, policies and procedures, such as effort certification and departmental budget process.
  • Ensured departmental compliance with effort reporting requirements and conflict of interest disclosure.
  • Streamlined payroll process for a department with 7 Divisions, and more than 150 employees, reducing the time required to complete the monthly payroll process from one week to less than one day, while eliminating almost all risk for errors.
  • Prepared and managed annual budget that included $6 million in externally funded grants and contracts, and $3 million in State funding. Managed clinical operations, including a budget exceeding $3 million.

Confidential,San Antonio, TX

Grants & Contracts Specialist

Responsibilities:
  • Prepared financial status reports and invoicing for federal grants and contracts.
  • Maintained the monitoring plan to ensure compliance with the Institution’s Time and Effort reporting policies.
  • Initiated, designed, and implemented accounting procedures and controls for accounting processes.
  • Reviewed, validated, and processed data directly to the institutional financial database.

Confidential,Brownsville, TX

Accountant

Responsibilities:
  • Prepared all exhibits and schedules for Annual Financial Reports for Designated Fund.
  • Reconciled and maintained General Ledger.
  • Assisted with preparation of monthly financial reports and month-end close.
  • Prepared journal entries.
  • Prepared Allowance for Doubtful Accounts and maintained Accounts Receivable.
  • Prepared reports for state and national entities.

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