Nonprofit Executive Leadership

• Energetic and creative leader with 10 years of experience in pivotal roles contributing to the strategy and
• infrastructure design and implementation that supported a non-profit's operating-budget growth of 34 million.

PROFESSIONAL EXPERIENCE

Confidential

• Advanced within Trout Unlimited into executive positions of increasing influence and impact, helping steward the nonprofit from 8 million to 42 million in operating budget.
• Chief Financial Officer Chief Administration Officer
• Chief Financial Officer VP of Administration
• Direct day-to-day operations, encompassing membership services, accounting, human resources, information technology, public relations, revenue streams, and office administration. Highlights include:
• Membership Services:
• Developed metrics that captured member feedback utilized organization-wide to improve services to members and influence execution of advocacy efforts.
• Decreased calls from 4,000 volunteer leaders by implementing website section that included 24/7 access to current membership information, critical information on running an effective organization, and status reports to national office on current operations.
• Instrumental in generating 1 million in additional annual revenue by creating new program based on member feedback.
• Volunteer Management/Community Outreach/Field Operations:
• Worked with volunteer development staff to create a strategic plan template and workshop to assist the 400 chapters and councils in creating their own strategic plan that was inline with the national strategic plan.
• Ensured 400 volunteer chapter treasurers were educated on IRS regulations, financial controls, financial presentations, and financial systems by developing and implementing routine web/phone training sessions.
• Worked with development staff on financial modeling for three large fundraising dinners in New York, San Francisco, and Washington, DC that deliver approximately 700,000 annually.
• Partner with volunteer operations department to identify key chapters and councils that would benefit from the President's annual visit advise volunteers on contract, employee, and other legal questions.
• Board Relations:
• Work with board strategic planning committee to create and monitor strategic plans from 2003 to present.
• Facilitate discussions with staff and board's risk management committee on minimizing risk of current and new activities.
• Work with board compensation committee to ensure compliance with IRS regulations present financials at annual member meeting as well as three board meetings per year.
• Partnered with board to create audit committee as well as whistle-blowing and document-retention policies.
• Human Resources:
• Saved organization 210,000 in first year alone and secured improved staff benefits by creating self-insured medical program with low deductibles and co-pays for in-network services.
• Revised HR handbook to comply with 23 different state laws ensured staff was knowledgeable on how to meet requirements necessary to receive federal dollars.

PROFESSIONAL EXPERIENCE

Information Technology:

• Transformed inconsistent IT structure hired outside firm to standardize software and host central exchange and data servers in secure data center implemented backup, virus protection, 24/7 help desk, and spam blocking software.
• Led the creation of an intranet/business portal allowing for cross departmental collaboration on projects, paperless invoice processing and computerized timesheet system.
• Worked with web, volunteer operations, direct mail, and development teams to identify requirements for a consolidated database that would support complexities of direct mail and web donation programs, membership services, volunteer leader requests, and various other options.
• Risk Management:
• Led program staff in review, negotiation, and acquisition of three other nonprofits, adding 700,000 in additional annual activity and five additional staff members.
• Led the negiotation of a new ten year office lease for the headquarters. Oversaw the build out of the new space and coordinated the communications to staff to get feedback concerning layouts, furniture and other items.
• Review corporate liability and directors and officers insurance annually to ensure proper coverage.
• Controller Director of Finance and Administration 8/2002 12/2003 Fast-tracked in executive role based on rapid and effective revamping of all financial operations.
• Risk Reduction: Oversaw first Federal A-133 audit of TU, resulting in a clean opinion and classification as a low-risk for future Federal grant audits.
• Process Improvements: Reorganized accounting department for improved reporting accuracy and efficiency, overhauled budgeting process from a top-down to bottom-up system which provided greater staff accountability in meeting budget targets, and developed an upgraded donor database with credit card processing features for the TU Call Center.
• Vendor Management: Consolidated TU fulfillment system from three vendors to one, reducing both the error rate and the fulfillment time to half the previous rate.
• Fiscal Oversight: Automated timesheet system, improving speed and accuracy of staff time reporting and enabling issuing of financials five days earlier. Managed creation of staff pay scales with annual market comparison of salary and benefits. Evaluated insurance coverage and reviewed and approved all contracts and grant agreements.

Confidential

Senior Associate Accountant/Associate Accountant/Junior Associate Accountant Managed audit, consulting, and tax service for non-profit organizations with 100,000 to 50 million annual operating budgets. Designed and implemented financial and project management systems, prepared federal and state tax returns, and managed and evaluated junior associates and interns.