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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

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