Experience

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  Corroon & black

  Nov 1986 - Jun 1988

  Accountant
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  Ober, kaler, grimes & shriver

  Jul 1988 - Nov 1993

  Accounting manager
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  Hodes, ulman, pessin & katz, p.a.

  Dec 1993 - May 2000

  Controller & office administrator
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  Whiteford, taylor & preston llp

  May 2000 - Dec 2022

  Executive director & chief financial officer

  Served in dual role of Executive Director and Chief Financial Officer for 180 lawyer Firm with 17 office locations. | Ex-Officio member of Firm’s Executive Board, participating in, presenting, and contributing to Board Meetings, Partnership Meetings & Retreats, Associate & Counsel Retreats, Practice Leadership Meetings. | Trusted Business Advisor to Firm Leadership including Firm Managing Partner, Office Managing Partners, and Practice Leaders. | Served in leadership roles on various committees, including Chair of Firm’s Billing & Collections Committee. | Managed and led Executive Management Team in Finance, IT, HR, Data Privacy, Security & Compliance, Legal Talent Recruiting and Office Administration. | Developed and oversaw annual budgets with precision and accuracy; analyzed operational issues and implemented corrective action plans to improve profitability and efficiency. | Served in essential role in annual Equity Partner Compensation Process, including advising the Committee of the gross profit to be distributed and attendance at and participation in Compensation Committee meetings. | Served in role central to annual compensation process and recommendations for Non-Equity Partner, Counsel and other Attorney and staff. | Managed insurance portfolio including Professional Liability, Employment Practice Liability, Cyber, Director’s and Officer’s and Business/Workers Compensation. | Liaison with Firm General Counsel, ensuring that highly sensitive information and delicate situations were handled with the utmost confidentiality, discretion, and integrity. | Administered and oversaw banking relationships including annual renewal of credit facilities. Show less

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  Maryland legal services corporation

  Apr 2023 - now

  Finance and human resources director

  Responsible for the financial management and human resources management functions for a nonprofit organization whose mission is to ensure that low-income Marylanders have access to stable, efficient, and effective civil legal assistance through the distribution of funds to nonprofit legal services organizations. | Create and maintain schedule and documentation of fiscal year grant awards by grantee, tracking and reconciling monthly, quarterly, and off-cycle grant payments. | Prepare annual budget and present budget to the Board of Directors. | Monitor investment funds and serve as liaison to Board Investment Committee. | Prepare reconciliations and documents for the annual Financial Audit. | Prepare and update financial management internal controls, processes, and procedures to protect the organization by reducing the risk of fraud or the misappropriation of assets. | Manage payroll and benefits and handle the annual open enrollment process. | Develop and oversee the employee onboarding process. Show less