KNOWLEDGE, SKILLS AND ABILITIES:
Over 17 years of experience as lead Financial Administrator for nonprofit agencies who are recipients of federal, state and local grants; as well as, private foundations and donations.
Fluent in AR/AP using Quickbooks and Excel with multiple funding sources; research, propose, negotiate and manage direct federal, state and local grants, contracts, MOUs and fee for service agreements.
Established accounting controls, systems and reconcile monthly and year end close outs; ensure timely and accurate allocation of income and expenditures.
Extensive background with regulatory compliance reviews, implementation of quality assurance measures; direct and recommend policy and budgetary considerations.
Forecast, create and monitor program and agency budgets from various funding sources and ensure allocation align with governmental requirements and agreements.
Analytical and extremely organized with a keen eye for details to produce accurate and concise budget reviews, reports and data to meet contract deliverables.
Fiscal and budget management: accounting, budget analysis, determine staffing and program needs, identify funding trends and approving purchase requests.
Revamping internal accounting and operational systems to adequately and efficiently track funding and program deliverables; generating clear, concise and accurate financial reports to fulfill contract obligations.
Financial Manager, Nonprofit, June, 2016 – Present.
Lead bookkeeper for the fiscal and human resource components of the agency; set up the accounting system correctly, problem solve, financial crisis intervention, establish internal controls and opened up communication between the program and financial departments.
Responsible for all AR/AP, deposits, postings, allocations, reconciliations, journal entries, invoicing, securing sufficient documentation, recording donations and volunteer hours, tracking credit card expenditures, prepaid fuel cards and budget analysis for several programs and accounts.
Maintain, monitor and ensure accurate financial accounting, bookkeeping and budget reports; communicate with the executive director of budget concerns and propose recommendations.
Audited federal and state multiyear grants to ensure timely and accurate spending of grant funds; identified discrepancies and balanced the budgets.
Understand, manage and prepare monthly grant billing and reports from several funding sources; align expenditures with approved budget line items using Quickbooks and Excel spreadsheets.
Determine salary percentages, set up timesheets, manage all payroll functions, complete required payroll tax forms and monitor payroll liabilities.
Consult on best hiring practices, interviewing, benefit package and classifying positions to ensure compliance with the Fair Labor Standards Act.
Ensure program and budget compliance and make recommendations as necessary.
Point contact person in charge of all human resource functions, including maintaining files, setting up new employee orientation and preparing training for new employees.
rack all donations and maintain good positive relationships with funders and vendors.
Program Specialist, III, State Government, September, 2015 – May, 2016.
Served as the staff person to the Statewide Independent Living Council in developing the State Plan for Independent Living Services and complying with the Open Meeting Law.
Coordinated, managed and monitored grant recipients of IL services and Part B funds to ensure compliance with program delivery and expenditure categories in accordance with contractual and budgetary requirements.
Prepared detail budget reports, allocation of funding sources, monitor expenses for end of the fiscal year close outs.
Approved monthly expenditures by line item expenses, reconcile budgets and track expenses with income and audit records to ensure appropriate spending of state funds.
Processed, recorded, tracked and approved purchase orders, balance records and ensure proper expenditure to budgeted categories.
Responsible for updated, accurate and complete program data in the State data collection database for legislators; created program tracking reports to collect clear, concise and comprehensive program and budget data.
Supervised, evaluated and trained personnel; monitor work performance standards.
Served as the elected Alternate Regional Representative for the SILC Congress.
Appointed to serve on the State Rehabilitation Advisory Council.
Agency Director of Administration, Nonprofit, Feb. 2006 – April 2015.
Oversee the day to day financial operations of a licensed DDA Provider; long term residential support services and supportive employment nonprofit agency for individuals with disabilities.
Converted financials systems to Quickbooks, set up budgets, categories for allocation, classes and profit and loss statements and trained personnel on AR/AP and invoices.
Ensured income and expenditures aligned with various grants and program budgets and prepared financial reports for the Board.
Coordinated transportation services, vehicle check in and out usage and track mileage and expenses to assigned funding sources.
Conducted studies, collect data and interpreted policies to set program goals and objectives, determined qualified personnel for successful deliverable outcomes.
Utilized agreed upon measurable tools for success and recommended modifications to programs, policies and procedures to the board of directors, auditors and State funding compliance staff.
Researched, wrote, secured and monitored various funding sources, including the annual campaign, private foundations and individual donors. Tracked and studied program and funding trends.
Secured and administered state and federal contracts to initiate “service funding plans” utilizing a consumer self-directed model to provide intensive and low-intensive residential and community support services.
Developed partnerships with local and statewide communities and organizations to raise community awareness about the mission of the agency; increased access for individuals.
Received gubernatorial appointment to Rehabilitation Advisory Council and Advisory Council for the Office for the Deaf and Hard of Hearing.
Received commendation from the Governor for exceptional and outstanding services.
• American Institute of Professional Bookkeepers
• Society of Certified Public Accountants
• USA Swimming
Courses, Bookkeeping and Payroll, Truckee Meadows Community College.
Masters of Science, Rehabilitation Counseling, San Diego State University.
Bachelor of Science, Physical Education, California State University, Fullerton.
Certification, HUD Assistant Property Manager, Quadel.