Financial Planning and Analysis

• Lead and manage all accounting and financial functions for assigned non-profit clients.
• Oversee and ensure the timely and accurate preparation of financial statements and reports.
• Manage relationships with banks and external financial partners.
• Conduct in-depth reviews and analyses of financial systems and internal controls.
• Provide expert oversight and strategic input on cash flow management, forecasting, and liquidity planning.
• Coordinate and lead the annual financial statement audit process.
• Lead special financial projects including financial projections and tax planning strategies.
• Drive continuous improvement initiatives across client organizations.

Fractional CFO – Non-Profit Experience

Finance Adjunct Instructor – Global Visiting Faculty

Director of Financial Planning & Analysis, FP&A

Senior Financial Analyst

Senior Financial Analyst – Revenue Integrity

Flex Math Instructor – Data & Financial Literacy, Florida Certified