Featured Talent

Profile

CPA with extensive experience working with governmental, non-profit, tax exempt, 501(c)(3), 501(c)(4), union organizations and small/mid-size businesses. Knowledgeable in GAAP, GAAS, Yellow Book, GASB, financial planning and forecasting, reporting, tax laws and filings, and treasury management. Broad experience in bond management and investment banking. Knowledgeable in Tax Increment Financing and Tax Abatement economic development tools including chapter 99, 100 and 353 tools. Also experienced in human resources, benefit administration, information technology, facility, and risk management. Ability to multitask, prioritize and work well under pressure. Outstanding written and verbal communication skills. Strong leadership, management, planning, organizational and accounting and financial services skills.

Career Highlight 1: Secured $1.8M of additional revenue by identifying and utilizing federal/state programs.

Career Highlight 2: Ensured an organization remained on budget for over 15 years straight.

Career Highlight 3: Successfully ensured compliance with a $19M of general obligation bonds.

Why Hire This Candidate (In Their Own Words): With a deep understanding of the unique financial, regulatory, and operational challenges faced by governmental and non-profit organizations, I bring a combination of strategic leadership, fiscal accountability, and mission-driven focus to the Finance functions of organizations. I have over 15 years of experience in governmental, non-profit, tax exempt, union organizations and small/mid-size businesses.

Strengths: (1) attention to detail, (2) relationship building, and (3) budget development and cost control.

Hobbies & Personal Interests: Gardening, sports, and travel.

Education: MS in Acct & Financial Mgmt

Credentials: CPA, Notary Public.

Industry Experience: Business Services, Non-Profit, Public Accounting

Company Fit: Small – less than 10 employeesMedium – 50+ employees

Management Experience: 15 years of management experience including managing up to 3 employees. Co-managed up to 50 employees.

Software Experience: Payroll – ADP, Paychex. Accounting Software – QuickBooks, Sage Intact, NetSuite

Open To: Hybrid, In-office, Remote