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Summary

Senior level executive with twelve years experience in non-profit accounting


Demonstrated operational leadership in strategic planning, financial
reporting, forecasting and budgeting, cash management and cost reduction
programs.
Strong people, technical and planning skills.
Advanced computer skills including Excel, Word, Access, Outlook, Great Plains
and Nortridge accounting software.
Experience: Controller / Treasurer
Shorebank Enterprise Group
2000-2009
Oversight of the financial management of a twenty five million dollar non-
profit corporation
Managed cash flow, budgeting, forecasting, financial statements, financial
reports, risk management, strategic planning, fund and grant reporting
and maintenance, operational and financial analysis.
Key member management team reporting directly to President and
Board of Directors
Progressive management and reporting for grants and contracts both
government and non-government.
Complete oversight of external audits including A-133 audits.
Preparation of annual audits for independent auditors.
Knowledge of government laws and regulations relating to grants and
contracts.
On line reporting for government and non-government agencies
On line ACH cash transactions
Negotiation and maintenance of all financial relationships.
Analyzed financial performance and recommended / implemented
required corrective improvement actions.
Coordinated and directed development of annual revenue and expense
budgets for two corporations and six business units
Oversight of planning, implementation and follow up of major projects
including communications systems and improvements to business
operations
Managed projects within completion time and budget guidelines.
Directed hiring, training, evaluation and professional development of
department staff.
Senior Accountant:
Shorebank Enterprise Group
1996-2000
Full charge A/R, A/P
Financial statement preparation
Bank statement reconciliation
Month end closing including journal entry
Fixed asset maintenance
Cash management
Education
Attended Cleveland State University Accounting courses and
Non-Profit accounting classes, seminars and workshops

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