Trusted Advisor
o Partner / Member of Client Leadership Teams.
o Trusted Advisor to Executive Directors and Business Owners.
o Key Member of Executive Team participating in the direction and vision of the organization.
Business Analysis
o Collaborate with Management to increase revenue and reduce expenses within the parameters of budget, revenue, and the ability to produce desired outcomes.
o Develop dashboards to monitor organizations and subrecipient monitoring.
o Build cash flow projections including monitoring cash on a weekly, quarterly, and annual basis.
Financial Sheet Analysis
o Analyze and review organization’s financial statements pinpointing key positive and negative areas.
o Present statements in Board Meetings and discuss and clarify the statements to all levels of audiences.
Internal and External Audit Client Support
o Maintain accurate and auditable records to maintain compliance and integrity.
o Work with Auditors as the key contact to support Clients during the audit period.
Data Driven Analysis and Insight
o Analyze and review information quickly to interpret and reconcile information.
o Integrate and extrapolate multiple lines of records to build reports and provide data summary.
o Build processing systems using Microsoft Suite tools.
Executive Administration
o Provided interim leadership as a temporary Executive Director during a difficult transition time.
o Started and grew Keelsra Business Services from 0 Employees to 10 Staff including multiple levels of accounting support positions.
o Contributed as Director / Senior Manager of a CPA firm in their Managed Financial and Accounting Services group.
Staff Mentoring
o Developed Staff from Clerical and Administrative Employees to Controller.
o Key role in reinstatement of relationship between Staff and Client to strengthen and support Client trust.
o Team builder with strong communication and mentoring skills. Built and developed high-performance Teams / Leaders. Established Professional Development and Succession Planning processes to retain top talent.
Process Improvement
o Creative thinker developing and executing initiatives and strategy.
o Identify problems and create opportunities. Partner with all levels of Management and direct Program Staff to develop and create solutions to optimize processes.
Grant Support
o Worked with numerous local, state and federal grants from Proposal, Budget, Transactional Tracking, to Funder Reporting.
o Maintained proper support for each grant and program and support Clients during funder audits.
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