• Biographie
    Resourceful and collaborative financial professional with over 20 years experience managing the financial affairs of a large scale non-profit organization.
  • Expériences professionnelles
    2010 - Courant
    2010 - 2010
    Working with Simmons College on a number of financial projects
    1985 - 2009
    Reported to the Controller/VP Finance. Managed the accounting and general financial areas. · Managed annual financial audit and management letter, university tax returns, federal A-133 audit. · Worked with the Treasurer on cash/investment management, bond offerings and debt management. · Recruited and developed staff for the accounting and general finance area. · Prepared and negotiated the University's Facilities and Administrative Rate Proposal with the U.S. Department of Health and Human Services · Created financial models for multi-year budgeting and forecasting, debt capacity planning, long-term endowment planning and cost management. · Developed databases for: indirect cost analysis, research faculty productivity and incentive program, endowment historical gift tracking (for compliance with state trust regulations), sponsored research and fundraising. · Proposed, negotiated and ultimately moved all student activities funds and accounting into the overall university system providing best continuity of oversight and management of funds.
    1997 - 2006
    · Worked for the Financial Affairs, Audit, Long Term Planning and Development Committees. · Worked on special projects for debt capacity planning and a multi-year study of graduate education.
    1993 - 1996
    · Taught evening program: Introduction to Accounting Principles I, II and III. Director, Internal Audit, 1986 ­ 1989 · Transitioned preparation of University financial statements from external auditors to internal preparation. · Managed the entire financial yearend process for completion of financial statements and footnotes. · Coordinated external audit and reported out on outcomes to the Audit Committee each year.
    1981 - 1985
    · Conducted system and operational audits. · Created administrative technology users group for sharing work solutions.
    1979 - 1981
    · Utilized audit software to conduct systems assisted audits. · Worked on traditional audits and tax preparation.
    Voir toutes les Expériences professionnelles (6)
  • Compétences professionnelles
    Financial Reporting, Cost analysis,Resolution of audit findings
  • Relations
    Chargement... Veuillez patienter...
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