Chief Operations Officer, Chief Financial Officer, Executive Director


Last Updated: 13th August 2019 (over 3 years ago)

Address
United States

E-mail
Locked

Phone Number
Locked

Gender
Male

Age Range
45 to 54

Qualification Level
Masters

Languages
English

Summary

Certified MBA and 20+ year business leader with extensive experience in the educational environment with specific skills in financial management and operations, project management, human resources, construction planning, capital project management, facility management, and strategic planning. Proven track record of developing and implementing strategic plans within all departments to cut costs, increase efficiency and increase profitability. Strong personal work ethic that is optimistic, self-motivated, and results- oriented.

Areas of Expertise
• Strategic Planning and Analysis
• Accounting and Financial Management
• Risk Management
• Facility and Construction Management
• Communication and Leadership
• Budgeting and Forecasting
• Donor Relations and Development
• Human Resource Management and Processes • Performance Management
• Contract Negotiation and Review

Education

Walsh University
MBA

   Aug 2009
— Aug 2011

Masters of Business Administration

Experience

Woodland School
Chief Financial Officer

   Aug 2016
— Current

Reporting directly to the Head of School as the Chief Financial Officer for the independent school located in Portola Valley, CA. Woodland School has 285 students and an operating budget of 8.2M. Serving as key advisor and strategic partner with the Head of School for all operational and financial decisions. Direct reports include Accountant, Human Resource Manager, Director of Facilities, Director of Technology, and the Director of Extended Care Programs. Responsible for overseeing all business and campus operations including budgeting and forecasting, accounts payable and receivable, payroll, balance sheet reconciliations, cash management, campus capital projects and renovations, operational policies, and human resources which includes recruiting, hiring and onboarding, retention, performance evaluations, and record keeping.

Directly Responsible for the preparation and presentation of all financial reports for the Board of Trustees, the Head of School, and the school community. Annually establishes schoolwide financial and administrative objectives, policies, and practices that provide the school with a continuously sound financial structure. Coordinates and executes all capital projects including working with donors to secure funds. Works closely with legal counsel regarding contracts, policies and human resources.

Harkham Hillel Hebrew Academy
Executive Director

   Oct 2015
— Aug 2016

Serving as 2nd in command to the Head of School for the 630-student independent day school located in Beverly Hills California. Direct reports included the Controller, Registrar, Human Resource Manager, Director of Advancement, Director of Campus Life, Director of Security, and the Director of Facilities.

Responsible for managing all non-academic areas for the academy including accounting, facilities, marketing and communications, advancement and development, risk management, human resources, and technology. Oversaw the beginning stages of the 15-20M expansion and renovation of the campus. Processes included collaborating with architects, construction companies, city officials, board liaisons, and all stakeholders. Successfully restructured business office which improved operations, efficiencies and the processes for daily, monthly, and annual business operations.

Worked hand in hand with the Director of Advancement and donors on key school initiatives to secure funding for operations and capital projects.

The Cleveland Music Settlement
Vice President of Finance

   Jul 2013
— Aug 2019

Served on Senior Leadership Team as Vice President of Finance for the Cleveland Music School Settlement which served over 1500 students and an operating budget of 4M. Responsible for analyzing, forecasting, planning, and managing all business operations and serving as chief advisor to the President and Board of Directors for sound business decisions. Focused on operational excellence and sound fiscal management. Responsible for business planning & analysis, budgeting and forecasting, reporting financial results to the President, the Board of Directors, and the school community. Analyzed capital investments, coordinated potential acquisitions and growth opportunities, and continuously reviewed program profitability and effectiveness.

Oversaw the organization’s annual operating budgets that included both restricted and unrestricted funds. Worked closely with investment partners in the management of the 6.5M endowment portfolio.
Directly supervised of a staff of seven in accounting, accounts receivable, accounts payable, human resources, maintenance, custodial, technology, and the school’s enrollment and customer service office.

St. Sebastian School
Director of Finance and Operations

   Jul 2001
— Jul 2013

Served over twelve years as Director of Finance and Operations for one of the more successful private schools in Northeast Ohio. St. Sebastian Parish had over 4000 members, 460 students, and an operating budget of 3.2M. Responsible for preparing and administrating annual budgets, financial reporting, human resources, contract negotiation, managing payroll, accounts payable, accounts receivable, school registration process, technology department, and tuition assistance program.

Additional responsibilities included safekeeping all sensitive parish files and records, Diocesan audit, maintaining a responsible cash flow management system, P&L analysis, long term capital and operational strategies, facility management, financial operations including budgeting and forecasting.

Demonstrated long term vision, leadership and management of school & parish finances and operations which resulted in increased enrollment and membership, and the reduction of an ongoing operating deficit of $350,000 to a cash surplus of $250,000. Strategically managed the renovation of St. Sebastian Parish campus into a stately landmark by concentrating on excellence in creating a safe, clean, and meticulously cared for environment.

Cleveland Browns Professional Football Team/Facility Merchandising Inc.
General Manager of Merchandising

   Mar 1999
— Jul 2001

Served as General Manager for Facility Merchandising Incorporated assigned to the Cleveland Browns Professional Football Team as the strategic partner for all retail sales of Cleveland Browns merchandise. Retail operations included the Cleveland Browns Stadium, Columbus Nationwide Arena, The Cleveland Grand Prix, and online retail sales for the Superbowl. Was directly responsible for creating and maintaining a first-class merchandising operation resulting in league leading product sales of Cleveland Browns merchandise via online and stadium retail centers, special events, and game day stadium sales.

In collaboration with architects and construction contractors served as the point person in the design, development, and establishment of 21 retail locations within the Cleveland Browns Stadium, including $1.5M projects of Gridiron Square Sports Bar, Team Store, and Hall of Fame.

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