Experience

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  Kendall, prebola and jones llc

  Apr 2002 - Apr 2004

  Accountant

  • Auditing governmental, nonprofit and for-profit entities• Financial Statement Preparation• Tax preparation of non-profit, for-profit and governmental entities

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  Mcgladrey

  Apr 2004 - Jun 2007

  Auditor

  • Budgeting, planning and executing governmental and nonprofit audits of which the firm was engaged• Reporting directly to the Partner in-charge of public sector audits• Supervising staff accountants to complete audits in an accurate and efficient manner

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  Jewish federation of greater philadelphia

  Jan 2008 - Nov 2020

  • Supervised and managed all accounting, operations and financial reporting functions of the Jewish Federation, its foundations and supporting organizations, including 5 campuses• Responsible for the fiscal accountability and reporting of entire organization - operating costs ($20M), allocations ($30M), revenues ($70M) and assets ($350M)• Oversee the proper recording and reporting on combined endowment assets of approximately $350M• Ensure timely and accurate recordkeeping and reporting to Executive management, Board of Trustees, Board of Directors, Finance Committee, and Audit Committee • Liaison for the Finance Committee and Audit Committee and well versed in communicating the complex financial data to financial and nonfinancial committee members in layman’s terms• Key management role in the selection and implementation of donor management system, endowment management system, records retention system and accounts payable automation system, as well as other IT related business solutions• Key management role in the transfer of approximately $200M in endowment and donor advised fund assets to new custodian, managers, and advisors as well as the implementation of a third party service provider for endowment and donor advised fund accounting and administration.• Responsible for the coordination and preparation of audited financial statements and supporting documentation presented to independent auditor which resulted in unqualified opinions for the past thirteen years and no management letter comments for the past twelve years• Key responsibilities in the issuance of over $30M in tax-exempt and taxable general obligation debt, including entering into interest rate swap agreements Show less

  • Controller

    Jun 2007 - Nov 2020

  • Interim Chief Financial Officer

    Jan 2011 - Jan 2011

  • Interim Chief Financial Officer

    Jan 2008 - Jan 2008
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  Usaa educational foundation

  Nov 2021 - now

  Finance officer

  Responsible for all financial reporting to Board of Governors, Finance & Investment Committee, and Governance, Risk and Audit Committee for the USAA Foundation and USAA Educational Foundation.Support the foundations by analyzing and evaluating relevant complex Enterprise business data, information, metrics and processes to identify opportunities and solutions to business plan development and optimization of business operations. Responsible for supporting key functions and providing recommendations to achieve current and future business strategy needs/objectives. Show less

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  Face the fight

  Jun 2023 - now

  Finance officer