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Work Background
Hmong Wisconsin Chamber of CommerceDirector of Operations
Nov. 2023Milwaukee, Wisconsin, United States · On-site
City on a Hill MilwaukeeFinance and Property Director
Sep. 2021 - Nov. 2023Milwaukee, Wisconsin, United StatesA strategic thought-partner charged with Financial Management, Risk and Liability as well as support to the operational elements of the organization’s properties and facilities. Areas of responsibilities cover finance, business planning and budgeting, legal, facilities management, and IT. A member of the senior leadership team involved in strategic decision making and operations as the organization continues to enhance its quality programming and build capacity.
Girl Scouts of Wisconsin SoutheastFinance Director
Nov. 2017 - Sep. 2021Oversaw the daily operations of the Finance team, consisting of an Accountant and two Accounting Associates. Responsible for month-end close and preparation of financial reports for internal and external contacts. Responsible for audit fieldwork and preparation of audited financials and tax reports.
Jewish Family ServicesDirector of Accounting
Jan. 2016 - Nov. 2017Progressive growth during 8-year career with nonprofit organization. Directed and coordinated the financial and accounting operations of a $5MM organization and $3MM aggregate in supporting organizations. Responsible for month-end close and preparation of financial reports for internal and external contacts. Responsible for audit fieldwork and preparation of audited financials and tax reports.
Jewish Family ServicesSenior Accountant
Dec. 2012 - Jan. 2016Responsible for preparation of: Cash management schedules, Audit schedules including, but not limited to: Schedule of Federal and State Awards, Net Assets, and Consolidation/Elimination of Entities, Grant and Program budgets and reports, Monthly management reports for service fees, investments, and programs. Prepare annual Form 990 tax returns with independent auditors. Responsible for day-to-day operations of the accounting department. Review month end closings and prepare monthly income and expense statements, balance sheet, and cash flow statements. Review departmental transactions performed by other accounting staff. Review Accounts Receivable billings and agings monthly and investigate past due accounts. Coordinate activities with Agency’s collection policy. Monitor governmental grants to ensure compliance with OMB Supercircular. Prepare payroll; work directly with human resources director to gather payroll and benefits information and produce administrative reports. Responsible for coordination with the auditors for the year-end audit. Prepare annual budget. Provide backup for and assistance to Accounting Associate and Staff Accountant.
Jewish Family ServicesStaff Accountant
Jun. 2009 - Dec. 2012Responsible for Accounts Receivable cycle for client private billings for services rendered and government grant contracts for fee for service programs. Prepared transaction for month end closing. Processed transactions for Housing entities as needed. Assisted in the coordination with the auditors for the year-end audit. Provided backup for and assistance to Accounting Assistant in the areas of Conservatorship, client service and account maintenance, accounts payable, and resettlement services and accounting. Assisted in the design, improvement, and documentation of accounting and business-related systems and processes, and internal control. Assisted in maintaining accounting department’s records in compliance with record retention policy.
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