Areas of Expertise:
- Supporting and advising on improvements to financial controls and reporting systems
- Preparing projections and other financial analysis as needed
- Reconciling problem accounts and review of period end balances
- Mentoring and supporting onsite finance personnel, especially during personnel transitions
- Assisting in preparation for audits or assessments of organizational readiness for a financial statement audit
- Providing financial training for boards
- Worked over 15 years auditing nonprofit and for profits organizations, including 7 years focused on cooperatives
- Provided finance training to the board of directors for “home” co-op
- Mentored Finance Managers over multiple years to act as on-going resource
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