Over twenty years of proven leadership and expertise in financial and organizational management of nonprofits. Experience to include all aspects of operational oversight, leadership (staff and volunteer) development, strategic planning as well as building alliances/partnerships with community members, elected officials and local businesses. Integral member of senior leadership team responsible for setting strategic direction (with chief executive officer) in areas of membership, finance and fund development.
Chief Development Officer
2006 to Present
• Responsible for philanthropy with the organization, assuring that the organization's corporate culture, systems and procedures support fund development.
• Lead staff and volunteers to institutionalize philanthropy and fund development within the organization.
• Plan, coordinate and assure implementation of strategies to develop donors and contributions to support the organization.
• Maintain accountability and compliance standards for donors and funding sources.
• Evaluate the effects of internal and external forces on the organization and its fund development plans.
• Ensure that programs support the organization's values, mission and general objectives.
• Organize capital and annual campaigns, grant writing and special events.
• Communicate the YMCA's mission and goals to donors and potential donors.
• Act as the Liaison person between the YMCA and other financial institutions.
• Raised $350,000.00 in 2009 to support programs and the mission of the Garner Road YMCA.
• Supervised 21 staff members.
• Prepared Budget for all grants and the Development Officer.
• Excellent oral and written skills
• Master- Excel, Microsoft word, Quick Books, Peachtree Accounting, email, Peoplesoft, Government Accounting, Purchasing.
Chief Financial Officer
1997 to 2006
* Responsible for all financial aspects of managing $1 million YMCA to include: preparations of 990s and all audits, accounts payable and receivable, payroll, income statement preparations, general ledger, trial balances and daily deposits.
* Responsible for cash forecasting, balance budget, State and Federal funds, donations, capital campaign.
* Negotiated all contracts and serve as primary liaison with financial institutions, insurance companies and vendors.
* Served as primary development officer by developing fundraising plans, writing grants and securing donations
* Provided leadership and management for ten (10) departments as well as primary personnel/human resource professional for the entire branch.
* Developed the Friends of the YMCA fund raising program and raised $575,000 annually.
* Developed two new programs through United Way to support families and youth in the community.
* Awarded Grants of $1.2 million for the Garner Road YMCA.
* Developed gang prevention program, youth programs, seniors program.
1994 to 1997
* Managed contracts and grant accounts with total expenditures of $30 million
* Performed all pre-audit functions and monitored all post-award fiscal activities to ensure compliance with sponsoring agency, federal, state, and university policies and procedures.
* Reviewed contracts, identified and instituted cost-sharing, monitored research efforts and confirmed and maintained budgets.
* Approved documents for the Department Head and advised leadership of any problems.
• As the cost management liaison provided accounting support the research faculty to assist in attaining the projected budget.
• Insured all precedent costs compiled with policy and procedures from various sources document such as invoices, recurring records and financial statements.
• Input fund entries into accounts for documentation of business transactions within the financial module.
• Developed budgetary guidelines used for tracked allocations of transactions, e.g., the credit receipt, transfers, allotment, withdrawal, obligations, or outlay of funds.
• Insured that all precedent cost activities such as productivity analysis and budget forecasting complied with company policies and procedures. Compared the financial module with document obligations to ensure proper usage, payments and cost efficiency.
• Periodically prepared reports for program analysis and senior management, complied, summarized data from multifaceted documents using analytical techniques to make reliable forecasts for budget proposal.
• Resolved months of backlogged work, restored order and organization to process/records in disarray, researched and solved billing problems, corrected invoice and spreadsheets entry errors that had been previously missed. Paid attention to details to reduce possibility of errors when working with many financial accounts and ensured all funds were allocated to the correct contracts and grant accounts.
• Participated in planning/implementing business policies and procedures to ensure proper internal controls including adherence to budget control and compliance to A-110 and A-21 federal guidelines as it pertained to my scope of work.
• Knowledge of accounting policies and procedures, and governmental accounting to include compiling and analyzing financial information to prepare entries to accounts, such as cost sharing, general ledger and journals, trial balance, and subsidiary accounts for accurate applications of debit and credit entries.
Accounting Technician II
1990 to 1993
1990 to 1993
* Inputted and processed bi-weekly and monthly payroll cycles.
* Audited benefits, I-9 and visa information to comply with federal, state and university policies.
* Reconciled accounts, advised managers of fund availability to meet payroll demands.
* Worked closely with the Director to close accounts at the end of the fiscal year.
Accounting Clerk IV
Assistant to the Director of the ROTC
1989 to 1990
1984 to 1985
Software Packages: Microsoft Word, Excel, PowerPoint, Corel WordPerfect, Peachtree Accounting, Quick Books, ADP, Paychecks and Email.
References are available on request.
M.S. in Human Services
B.S. in Accounting