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Work Background
Compass Working CapitalDirector of Finance And Administration
Nov. 2024Boston, Massachusetts, United StatesOversee all accounting functions, organizational budget and forecasting, audit & compliance, and team management
The Knowledge HouseNonprofit Finance Consultant
May. 2024 - Feb. 2025
The Knowledge HouseChief of Staff & Senior Director of Operations
Nov. 2022 - May. 2024Bronx, New York, United StatesOversee the organizations’ operational infrastructure including people operations, finance, IT, data analytics, and organizational development teams while directly supervising the Director of Operations & Finance, Senior Manager of Data & IT, Senior Manager of People Operations, and Manager of Organizational Development.
• Responsible for financial oversight and analysis of the organizations’ $8M budget including monitoring budget to actuals, monitoring investments, building a financial forecasting model, and reducing spending to create a cash reserve policy.
• Monitor & drive progress towards the organizations’ five year strategic plan and annual departmental milestones promoting visibility and assisting in creative problem solving in partnership with organizational leadership when items are off track.
• Act as the organizations’ change management leader rolling out new tools, policies, and procedures as the organization and staff grow ensuring strong adoption and positive staff culture.
• Build inclusive talent management strategies to ensure continuous learning, improve retention, and foster staff development.
• Act as a trusted, strategic thought partner to the CEO & CTO Co-founders on capacity planning, funding strategies, and continuous improvement program initiatives.
• Serve as the master communicator between department heads and the CEO/Co-founder to evaluate and optimize internal communication loops, foster leadership development, and increase productivity through efficient resource allocation.
• Partner with the Senior Director of Advancement on revenue forecasting and the grant application processes.
• Drive board of directors’ engagement and manage finance and audit committees.
The Knowledge HouseDirector Of Operations
Mar. 2021 - Nov. 2022Bronx, New York, United States• Managed people operations, finance, compliance, and IT remotely for a nonprofit providing tech education and workforce development for underserved POC populations in the Bronx, Newark, Atlanta, and Los Angeles. • Supervised and developed a robust operations team.
• Built the TKH people operations infrastructure including organizational culture efforts, staff retreat planning, staff socials, recruiting & interviewing, new hire onboarding, staff exits, performance management, and professional development.
• Provided financial oversight for Accounts Payable, Accounts Receivable, grants management, and payroll. • Led the yearly budgeting process, developed and implemented cash flow management processes.
• Partnered with board finance and audit committees on organizational financial strategy and sustainability planning.
• Worked with outside legal counsel on updating the TKH Employee Handbook with to improve DEI and accessibility language and policies.
• Partnered with the senior leadership team to refine and update staff performance policies.
• Led a search for a new PEO partnership for TKH which included surveying employees, collecting benefits data, vetting potential vendors, and overseeing a successful transition and onboarding.
Refugee and Immigrant Self- Empowerment (RISE)Associate Executive Director
Aug. 2018 - Mar. 2021Syracuse, New York Area• Manage 6 programs, 18 direct team members, 50+ volunteers, and daily operations at RISE, non-profit organization serving refugees and immigrants in the Syracuse, NY area, promoting self-sufficiency through educational programming, employment, and social support
• Seamlessly interact with, support, and supervise the four RISE department heads on program development, data integrity, client satisfaction, and program evaluation
• Responsible for RISE’s HR policies and fostering workplace culture to be inclusive for refugee & New Americans
• Provide cultural competency and diversity and inclusion training to local organizations and community partners
• Valuable player in strategic growth strategy implementation from 2017-2019, increasing RISE's operating budget from $775,000 to $2M
• Responsible for internal grants management of over $2 million in diversified federal grant funding per year
• Secured private contract with regional hospital network, allowing RISE to provide vital health services to the refugee community, and ensures a unrestricted income stream of over $480K per year
• Planned and executed fundraising events and campaigns raising up to $40K per event
• Oversee RISE financials, including accounts management, invoicing, reporting, payroll, and budgeting
• Work closely with RISE Board of Directors, presenting monthly program and financial reports, and participate in board development
ProLiteracy WorldwideProject Manager
Jul. 2018 - Sep. 2019Syracuse, New York Area• Helped manage the pilot of the Workforce Atlas website to collect and evaluate data on the usability and impact of workforceatlas.org in order to prepare for the launch of the site to the public.
• Coordinated with internal team and project partners on data collection, evaluation, and website development for pilot.
• Acted as a direct liaison and point of contact for four pilot sites.
• Traveled to visit two pilot sites and conduct a mid-pilot Learning Check meeting to discuss progress of pilot.
• Collected information and updated Workforce Atlas website pages with images and additional resources.
Refugee and Immigrant Self- Empowerment (RISE)IDA & Women's Empowerment Program Director
Mar. 2017 - Aug. 2018Syracuse, New York Area• Managed the Individual Development Account program at RISE, serving 300+ refugees and immigrants in the Syracuse, NY area, promoting economic independence and sustainability through financial literacy education and asset building
• Managed the Women's Empowerment program at RISE, serving 20+ young refugee & immigrant female youth promoting health awareness, prevention, and self-sufficiency through peer mentoring and health promotion activities.
• Assisted program participants and oversee all program activities; recruitment, enrollment, completion, and evaluation.
• Developed community partnerships with local refugee and immigrant leaders to promote program recruitment, market the program brand, and build trust among clients and future participants.
• Created and maintain culturally appropriate curriculum and ensure programming is relevant to issues being faced in the community.
• Managed a three person case manager team daily, ensuring the program's success, proactively addressing any issues, and ensuring staff development.
Massachusetts General Hospital Community Health Associates- Stay In Shape ProgramHealth Educator
Jan. 2015 - Jan. 2016Revere, Massachusetts• Managed development of mobile health app from conception to launch with the Stay in Shape program to provide students with resources to use outside the classroom and to connect parents and families to the program
• Built and administered a program survey for mobile health app development to gauge user experience • Translated existing program curriculum into mobile health app features and functions, drove process and quality of data improvement through integration of mobile app functions
• Evaluated and developed partnerships with potential vendors for app building contracts
• Shadowed case managers and health educators in a community health center to learn patient centered care practices • Supported CHA directors on internal projects/event planning for nutrition programs serving community
WayfairVendor Relationship Manager
Feb. 2013 - Apr. 2014Greater Boston Area• Transitioned suppliers to prepare to appear on Joss & Main website and educated them on internal processes
• Managed and trained direct report on event management, inventory management, and supplier relations’ processes
• Worked with internal teams on online sales promotions to ensure all items have adequate stock and display correctly
• Problem solved with customer service and suppliers on any customer-facing issues during sales events
• Formed collaborative relationships with suppliers to improve order speed and customer service
Force FactorSupply Chain Analyst
Aug. 2011 - Mar. 2013Boston, Massachusetts, United States
StaplesInventory Analyst
Jan. 2011 - Aug. 2011Framingham, MA• Tracked inventory levels, purchase orders, sales, and customer service levels for assigned SKU and vendor base in three different product categories.
• Maintained high levels of instock during product promotions/ads while collaborating with planners and buyers to analyze historical information to drive sales and product turn.
• Executed smooth product transitions while working with category merchants and planners to ensure minimal effect on service-level goals.
• Fostered a trustworthy partnership with vendors in order to understand supply chain scope and react to inventory issues as quickly as possible.
State StreetFund Accountant/Market Data Co-op
Jan. 2010 - Aug. 2010Dublin, Ireland• Provided complete support in daily activities between fund accounting, pricing, derivatives, and corporate actions departments to maintain business continuity.
• Completed Daily valuations of up to three funds simultaneously with a high accuracy rate inside strict time constraints.
• Reviewed fund performance and completed reporting regularly to ensure a proactive approach to sudden market changes and provided parallel back up.
• Researched market rate changes and fluctuations affecting price movements.
CovidienTrade Compliance Co op
Jul. 2008 - Jan. 2009Mansfield, MA• Assisted in the customs clearance of COVIDIEN goods being imported into the U.S.
• Communicated with customs brokers and agents around the country to resolve clearance issues.
• Monitored various customs brokers’ performance using established measurements.
• Published and controlled a monthly report of broker performance indicators to drive successful brokerage for COVIDIEN.
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