Projects "At-A-Glance"
Finance - Accounting System
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Client requested financial management support for nonprofit organization.
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This role included full management of the finances and direct collaboration with the Board of Directors.
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This extensive project required a complete revamp of QuickBooks, reconstructing accounting records for several years.
Grant Report
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Client received a foundation grant that required a mid-year grant report.
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Prepare and submit mid-year grant report outlining the grant progress.
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Moved forward with new grant applications, awards and mid-year reports for two additional years thereafter.
Homeowners' Association Group
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Provide financial management support for a homeowners' association (HOA) finances and operations.
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This role included full management of the finances, the members, and direct collaboration with the Board of Directors.
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Management included complete coordination of finances, QuickBooks, members & affiliations, vendors and billings.
Accounting - Analysis Report
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Analysis report in relation to large amount of accounting (raw) data received.
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Develop analysis of raw data to answer target questions relating to project.
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Extensive financial analysis developed in excel.