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Work Background
Humane Society of Greater MiamiChief Financial Officer
Aug. 2023North Miami Beach, Florida, United StatesAs Chief Financial Officer, I led the strategic financial transformation of the Humane Society of Greater Miami, turning a deficit into a profit within less than a year. My leadership was instrumental in modernizing our financial and operational frameworks through the implementation of cutting-edge cloud-based accounting software and a comprehensive HRIS system, which significantly enhanced organizational efficiency and profitability. I spearheaded the transition to digital timekeeping and developed extensive internal controls and HR policies, bolstering the organization's financial stability and operational integrity. Through collaborative revenue growth initiatives and departmental education, I drove significant improvements in our financial health and organizational effectiveness.
Bellwether HousingController
Oct. 2021 - Oct. 2023Seattle, Washington, United StatesDuring my tenure at Bellwether Housing, I played a crucial role in expanding low-income housing availability in Seattle by forging strategic partnerships and managing financial operations effectively. The executive team frequently relied on me to lead the financial operations of the organization and its subsidiaries. I designed and implemented a rigorous audit and tax compliance checklist, ensuring timely audits and tax returns, meeting all obligations under limited partnership agreements. Under my leadership, the organization achieved excellent credit ratings and secured additional Low Income Housing Tax Credits, significantly increasing net assets and enhancing housing availability for low-income families. I am grateful for the executive team for this opportunity and for being able to make a difference in the housing crisis in Seattle at their side.
City of JenksDeputy Finance Director
Sep. 2019 - Nov. 2021Jenks, OklahomaAs Deputy Finance Director, I managed the financial operations of four legal entities, including the City of Jenks and its associated authorities. My work in government accounting, which demands high levels of detail and transparency, earned two prestigious GFOA awards for Outstanding Budget Presentation. I developed a comprehensive 400-page budget that balanced detailed financial information with accessible summaries, satisfying both rating bodies like Moody’s and S&P and the needs of less financially literate stakeholders.
Tulsa Higher Care Clinic, Inc. Chief Financial Officer
Jan. 2015 - Sep. 2019Tulsa, Oklahoma, United StatesUnder my leadership, the clinic experienced rapid expansion, significantly increasing its real estate footprint and forming new partnerships. This growth diversified revenue streams through rental income and partnership shares in patient services revenue. I played a pivotal role in establishing a non-profit subsidiary aimed at providing holistic care to underprivileged and terminally ill patients, furthering the organization’s mission and financial health.
QBIC Consulting, LCChief Financial Officer
Jun. 2007 - Jan. 2015Tulsa, Oklahoma, United StatesMy tenure at QBIC Consulting allowed me to grow under the mentorship of seasoned executives, ultimately becoming a major shareholder in the Tulsa Higher Care Clinic. I developed and executed comprehensive tax strategies that attracted investors and expanded the organization’s portfolio despite the challenges of the Great Recession. My strategic financial management facilitated the acquisition of other organizations, positioning QBIC Consulting for sustained growth and success.
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