Susan E. Levi, CPA

Experience

• 

  Donnelly-Boland and Associates

  Oct 1999 - now

  Maintain banking relationships and insurance relationships for the firm and provide oversight to Donnelly-Boland's organizational structure. Assist with the business plans and work closely with the CEO on the firm's strategies, policies and procedures. Maintained client service responsibilities that included fully outsourced finance functions for two human service corporations, accounting and tax services for a variety of clients, and general business consulting assignments. Responsible for managing an accounting staff of over 25 employees. Advised local government and not-for-profit agencies on process improvement methodologies in the financial accounting area. Coordinated accounts payable process and billing services provided by the firm to governments and local not-for-profit organizations.

  • Executive Vice President

    Sept 2021 - now

  • Chief Operating Officer

    Aug 2018 - now

  • Chief Financial Officer

    Apr 2004 - Aug 2018

  • Senior Consultant

    Oct 1999 - Apr 2004
• 

  The Alliance for Infants and Toddlers, Inc.

  Mar 2017 - now

  Executive Director

  Responsible for overseeing the administration, programs, and strategic plan of the organization. Handles the fiscal management that generally anticipates operating within the approved budget, ensures maximum resource utilization, and maintenance of the organization in a positive financial position. Confers with and advises all subordinate and other appropriate staff representatives regarding policies, standards, and procedures in the care and treatment of at risk, developmentally delayed, and diagnosed children. Responsible for and provides final approval for recruitment, development, and efficient utilization of personnel. Show less