Chief Financial Officer Resume
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TECHNICAL SKILLS:
- Yardi - 7
- Sage Timberline Office
- Great Plains
- QuickBooks
- Fund-EZ
- Oracle Financial
- Ultra Tax CS
- Pro-Series Tax Software
- ISI-Intelligent Systems Integration
- Word
- Excel
PROFESSIONAL EXPERIENCE:
Chief Financial Officer
Confidential,New York, NY
Responsibilities:- Properties include 1,275+ affordable units in 78 buildings & 44+Commercial spaces, over 5,000 individuals
- Maintain construction/re - development/repositioning/re-financing of several Capital projects (averaging 35+million)
- Plan, develop, organize, implement, direct & evaluate the company's fiscal functions & performance
- Works diligently with the CEO to develop a strategy on acquisitions financing, the valuation & integration
- Aid in the due diligence, budgeting/modeling of strategic investments, M&A and Real Estate compliance
- Trust Advisor with Chase facilitated investments for New Home Ownership programs (including 9-Townhouses)
- Working with several banks with first-time homeownership workshops and classes
- Set policy & implement credit procedures on all tenant credit reporting
- Negotiate & handle city, state & federal contracts & grants (including HUD, Section 8 & SCRIE, Mitchell-Lama)
- Lead on all audit projects (27 audits annually) including fiscal year and calendar year endings
- Preparation of audit & budget narratives with workflows
- Responsible for ongoing engagement with the business on implementation of action plans
- Oversee the work of internal staff and contractors in executing on audit tasks & projects,
- Community REIT investment in Central Harlem with Confidential & Confidential
- Demonstrate discipline in accepted audit frameworks and standards through all facets of audit execution
- Develop & enhance the skillsets & capabilities of the internal audit staff & property management staff
- Manage 25 budgets & forecasting (including Women In Need, Inc. -Homeless Shelter) for HPD, NEF, Seedco & Americorps
- Tax-credit Compliance (Tenant recertification & cleaning up prior year tenant ledgers)
- Job cost budgets, Ad Hoc Reporting & ACR reporting for new projects
- Worked with Harlem Confidential on Weatherization Assistance Program
- Reviewing & monitoring tenants billing, A/P, A/R and financial statements
- Govern & set policies for collection for both resident & commercial delinquent tenants
- Serve on the Board Fiscal Committee & Asset Management Committee
- Responsible for recruitment of new employees
- Negotiated both union contacts with 32BJ & 338 Local
- Review & analyze staff workload including; evaluations to confirm effective support to each department
- Placing ads, interviewing, consulting with Department Directors & Managers about hiring needs
- Oversee employee policies and procedures & benefit administration
- Responsible for reducing legal risks & ensuring regulatory compliance & implementing labor laws
- Working with end users to troubleshoot computer problems to determine the source & advise on appropriate action
- Wrote the mapping & script between Chase Bank Positive Pay & the new Yardi 7 software system
- Manage the implementation of an upgrade to the core network to improve network services
- Maintain network device management, configuration & security
- Evaluate alternative technologies for administrative needs
- Approve weekly & bi-weekly payroll (union & non-union)
- Participate in collegial office environment including office-wide initiatives outside of own job area such as events
Chief Financial Officer
Confidential,Bronx, NY
Responsibilities:- Nonprofit Senior Services & Real Estate Development (since 1964 Home Attend Services, Meals on Wheels, Senior Housing)
- Superintend and managed 15 senior center, 2 low income multi-family housing buildings (295 units)
- Plan, develop, organize, implement, direct & evaluate the company's fiscal functions & performance
- Handle city, state & federal contracts & grants (including HUD, Section 8 & SCRIE)
- Review new loans & construction contracts
- Supervise all distributions & intercompany payouts (monthly, annually)
- Property insurance, property tax & property management
- Prepare monthly bad debt analysis report
- HUD reporting, Department of the Aging, Department of Youth & Community Development
- Work with New York City Mayor’s Office of Contract Services (MOCS)
- Worked w/Office for Persons w/Developmental Disabilities (OPWDD), NYS Office of Mental Health (OMH), NYS Department of Health (DOH), Department of Homeless Services & NYS Department of Labor (DOL)
- Acts as a critical resource for insight for managers on final selections for hiring & terminations
- Recruitment process for all staff with support from the executive team
- Development of technology including computers, phones, cell phones, ipads software & emails
- Overseen reporting for grants & compliance with OMB Circulars A-133 Audits
- Overseeing & creating 22-individual budgets (including housing, centers & meals on wheels)
Chief Financial Officer
Confidential,Central Islip, NY
Responsibilities:- Draft, outline & summarize Grants documentation & all request (RFP)
- Handle the analysis, variance & examination of audits; preparation of all financial statements
- Annual reports, BEDS, Student Information Repository Systems, VADIR, VESID, charter renewal, immunization, fire drill, & authorizer-required reports
- Collaborates on school data, financial, enrollment & management systems
- Meeting with Board, Trustee and Shareholders
Confidential,New York, NY
Responsibilities:
- Accountable for entire accounting & billing department
- Commercial Rent Tax, Tax Sales, Real Estate Taxes
- Investigate, disputes & discrepancies on all billing & invoices
