CV

Senior Accountant

Education Analytics

Managed month-end close, reconciliations, and revenue recognition for $29M+ in annual contract and grant revenue across multiple streams, including time-and-effort contracts, licensing agreements, and performance-based deliverables under ASC 606, ensuring accurate allocation and timing of revenue recognition.

• Executed comprehensive receivables reconciliation for $2.4M in contract balances across four distinct revenue categories (patient accounts, 340B pharmacy, capitation, and shared savings), implementing aging analysis controls and improving collection patterns for medically underserved populations.
• Led ERP system enhancements including dimension restructuring to support functional expense allocation across program service lines, donor fund tracking for restricted contributions, and CRM integration to improve grant revenue monitoring for $6M+ in federal awards.

Accounting Consultant

Various

Partnered with Finance Executives on audit preparation and financial statement reviews, analyzing operating performance across program services and ensuring proper classification of restricted vs. unrestricted net assets.

• Developed sophisticated Power BI-based forecasts including dynamic budgets, burn rate projections with sensitivity analysis, and interactive dashboards linking field office documentation to headquarters reporting, supporting country directors’ strategic planning.
• Prepared complex donor financial reports including SF-425 Federal Financial Reports, quarterly pipeline reports, final financial closeout packages, budget modification requests, and no-cost extension justifications while training 10+ regional staff on Excel financial modeling and project budget management.

Controller

Heartland Alliance International

Directed monthly financial close and reporting for $20M international nonprofit entity operating across Latin America, Caribbean, Middle East, and Africa, producing consolidated financial statements, treasury analyses, and executive dashboards for board treasurer and leadership team.

• Supervised finance team of four analysts overseeing multi-country operations across six currencies, reviewing all general ledger entries, donor invoices, accounts payable transactions, and ensuring compliance with federal grant requirements totaling $10.2M in USAID and State Department awards.
• Led financial systems transition during organizational restructuring, managing ERP migration, payroll system conversion, and paperless AP implementation as entity separated from parent organization, ensuring accurate historical balances and maintaining operational continuity throughout the wind-down process.
• Implemented financial controls to address audit findings and complex revenue recognition issues, including proper treatment of deferred revenue, grant advances, period-of-performance compliance, and allowable costs to ensure GAAP compliance and meet Uniform Guidance requirements across international operations.

Financial Analyst - Latin America/Caribbean Region

Heartland Alliance International

Conducted comprehensive budget-to-actual analysis for $8.6M in grants across Colombia and Dominican Republic, identifying variances, ensuring compliance with cost-share requirements, and submitting budget modifications as needed.

• Developed sophisticated Power BI-based forecasts including dynamic budgets, burn rate projections with sensitivity analysis, and interactive dashboards linking field office documentation to headquarters reporting, supporting country directors’ strategic planning.
• Prepared complex donor financial reports including SF-425 Federal Financial Reports, quarterly pipeline reports, final financial closeout packages, budget modification requests, and no-cost extension justifications while training 10+ regional staff on Excel financial modeling and project budget management.

Finance Officer

City of Chicago, Department of Public Health

• Streamlined invoice processing and payment operations during COVID-19 that accelerated invoice processing by 40%, managing surge in expenditure claims while reducing processing time and maintaining compliance.
• Conducted quarterly budget planning sessions with delegate agencies, establishing revenue projections and expenditure targets aligned with grant periods, identifying budget variances requiring corrective action plans, and ensuring alignment between programmatic deliverables and financial resources throughout the fiscal year.
• Developed standardized financial protocols and documentation systems for Health Department revenue tracking, establishing correspondence procedures, creating centralized recordkeeping infrastructure for grant and contract files, and improving audit readiness for federal and state funding sources.

Earlier Experience

• Center for Economic Progress (Tax Assistance) - Processed accounts payable, payroll, and cash receipts; administered and recorded employee benefits; performed month-end close procedures; and prepared year-end tax documents (W-2s, 1099s) and adjusting journal entries.
• The Night Ministry (Public Housing Nonprofit) - Managed 16 government grant budgets across six programs; redesigned payroll allocation systems spanning five departments; built customized Great Plains database linking expenses to state and local grant vouchers; coordinated government and private funding strategies with Development team.
• Deborah’s Place (Public Housing) - Served as Accountant managing general ledger, cash management, and government grant accounting for $9M organization; supervised Accounts Payable staff; conducted monthly variance analysis and grant forecasting; booked revenue for 12 government grants across three entities; and supported single audit preparation and government monitoring.

Tax Preparer and Quality Assurance

VITA/TCE Tax Assistance Volunteer

Lead tax preparation for Spanish-speaking, low-income participants, checking each preparation before filing for errors.

B.A.

John Cabot University

Finance & Economics

Technical Course

Chegg Skills

Data Science Flex

• Created machine learning and data science portfolio.

Additional Courses

• Federal Income Tax - principles of Internal Revenue Code - 2017
• Cost Accounting - factory operations, cost finding for order/processes, overhead allocation - 2017
• Internal Auditing - assurance, risk management and governance - 2026