Chief Operations Officer, Chief Financial Officer, Executive Director
Last Updated: 13th August 2019 (over 3 years ago)
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
— Aug 2011
Chief Financial Officer
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.
— Aug 2016
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.
Vice President of Finance
— Aug 2019
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.
Director of Finance and Operations
— Jul 2013
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.
General Manager of Merchandising
— Jul 2001
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.