Summary

Seasoned non-profit and government accounting consultant/contractor with over 10 years of professional experience in all facets of fiscal management and operations seeks dynamic position or project that requires strong analytical and problem-solving skills.

Principal Areas of Practice and Management Philosophy

• Senior level financial management, reporting and development of strategic planning for complex not-for-profit organizations. Advanced knowledge of finance and accounting by identifying business solutions and creating opportunities for enhanced customer service.
• To create and foster a working environment that is conducive to providing value added services in a cost effective manner performed by a highly competent team fully integrated with the company's mission and strategic plan Successful managers empower employees to maximize their highest potential through commitment, dedication, professionalism, and training Effective managers develop successful working relationships and team building through communication and feedback.

Consulting/Contracting Experience

Acting Assistant Director of Grants Accounting Non-Profit Consultant ,

Confidential

• Provides grants accounting services for a 200 million religious charity which included reconciliation of their national collection contributions and federal reimbursable grants, per OMB Circular A-133.
• Provides direct oversight of all accounting functions for the 75 million Migration Refugee Services MRS federally funded program of a charitable religious organization.
• Ensures compliance with all applicable OMB circulars, including but not limited to allowability of costs, cost allocations, financial reporting to federal agencies, and review of sub-recipient A-133 reports.
• Supervises federal program related accounts payable, the drawdowns for the federal grants, the maintenance and reconciliation of accounts associated with federal activity and bank reconciliations.
• Reviews and certifies all government financial status reports Form 425 .
• Prepares all work papers and footnotes specific to the OMB A-133 audit and assist in the preparation of the financial audit statements including audit work papers and footnotes.
• Supervises and provides training to direct reports to ensure appropriate staff development and cross-training within the MRS Accounting staff.

Grant Accountant Non-Profit Consultant

Confidential

• Provided temporary senior staff augmentation for an 80 million nonprofit public policy organization which was inclusive of 600 public and federal grants endowments.
• Responsible for grant allocations and tracking, revenue/expense recognition, the discounting of multi-year pledges, aged receivable reports, as well as reconciliation of unrestricted, temporarily restricted and permanently restricted net assets by program per FASB 116 117.
• Additional duties included preparation of annual audit schedules prepared on behalf of client.

Accountant Independent Contractor

Confidential

Responsible for all fiscal aspects of small consulting firm which include tax filings, financial statements, general ledger, accounts payable and accounts receivable. Other duties include preparation of Request for Proposals, business plans, and financial advisement on investments.

Senior Accountant

Confidential

• Responsible for fiscal management for the construction and fundraising campaign of the WWII Memorial 199 million raised in Washington, D.C. and subsequently for the construction of the Normandy Visitor Center 35 million federal appropriation in Normandy, France.
• Prepared annual governmental financial statements per OMB Circular A-133, preparation and submission of SF224, FACTSI, FACTII, SF133, conversion of governmental financial reports budgetary to non-profit financial statements proprietary per FASB 116 117.
• Continued..
• Prepared audit and monthly schedules for restricted revenue, expense allocation, heritage assets, accounts receivables per FASB 116.
• Managed investment portfolio which included schedules of amortization and interest receivable.
• Prepared and monitored budgets for the WWII Memorial and Normandy Visitor Center.
• Conducted financial analysis, forecasting and cash flow, foreign currency gains/losses, stock donations, in-kind donations.
• Reconciled and prepared general ledger adjusting journal entries.
• Reviewed and reconciled purchase order encumbrances in addition to acting as back up for payment processing and certifying per Prompt Pay Act.
• Assisted in data conversion and implementation of PeopleSoft financial management system.

Not-for-Profit Financial Management Experience

CHIEF FINANCIAL OFFICER

Confidential

• Responsible for oversight and fiscal management of a 4 million senior social service agency.
• Prepared all financial statements in accordance with FASB 116 117 and related tax filings Form 990 .
• Prepared and submitted annual budget to CEO and board of directors.
• Prepared financial information for grant request submissions.
• Established organizational internal control policies and procedures.
• Oversaw grant allocations, revenue/expense recognition, accounts payable, accounts receivable and payroll administration.
• Provided oversight and managed approved budget, financial analysis, forecasting and cash management as well as supervision of all finance and accounting staff

Areas of Practice

• Not-for-Profit Federal Government Grants/Contracting and Compliance OMB Circulars A-122, A-123, A-133
• Federal Indirect Costs Rates Proposals
• Financial and Operations Management
• Audit Management
• Identifying business solutions and creating opportunities for enhanced customer service
• Internal Controls

Computer Applications

Implemented SAGE/MIP PeopleSoft accounting systems, QuickBooks, Sage 50, Solomon, Microsoft Word, Microsoft Excel, Microsoft PowerPoint