Professional Experience

Director of Finance And Administration

SEARCH Group, Incorporated
2024-Present

Oversee fiscal and operational functions including accounting, finance, human resources, legal, contracts, and administration, ensuring organizational stability, regulatory compliance, and efficient resource management.

Key Contributions:

  • Transitioned the accounting platform to a more user-friendly system, enabling greater executive involvement in financial decision-making.

  • Moved the organization to a new professional employer organization (PEO), improving benefits management, reporting, and cost efficiency.

  • Developed streamlined reporting processes to support more accurate and effective decision-making.

Sr. Vice President, Finance and Compliance

Credit.org

2010-2024

Led finance, regulatory, compliance, contract, and grant activities for a leading nonprofit credit counseling and Community Development Financial Institution (CDFI) mortgage organization.

Key Contributions:

  • Prepared financial records for external audits, helping shorten the examination process.

  • Reduced reliance on outside consultants by drafting and reviewing contracts in-house.

  • Identified vendor improvements that reduced costs and increased operational efficiency.