President, Blue Ridge Business Consultants, Pennsylvania - 1999 to present
Launched new consulting business specializing in accounting and management services for for-profit and non-profit organizations. Services include preparation of financial statements, cash-flow projections, financial analysis and reports; budget preparation; analysis of business operations to improve operating systems and processes and improve cash flow; and implementation of accounting software systems. In addition, customized education and training programs are provided for staff and board members.
Executive Director, National Board of Certification for Community Association Managers (NBC-CAM), Alexandria, Virginia - 1997 to 1999
Selected by the Board of Directors of the Community Associations Institute to plan and orchestrate the implementation of a national certification program as a result of anticipating major changes in industry licensing and government regulations. Charged with establishing the infrastructure, budgets, cash flow projections and operating plans for this new organization. Launched an agressive marketing campaign and received national press coverage. Built program to 3000+certified managers.
Senior Vice President, Community Associations Institute (CAI), Alexandria, Virginia - 1995 to 1999
Recruited to this 17,000-member trade association as Vice President of Finance and Administration and promoted to Senior Vice-President within 15 months. Directed the finance, human resources, IT, membership and office administration functions. Challenged to drive forward operational, financial and employee relations improvements to support rapid growth and market expansion. Directed staff of 13 and administered a $6.6 million annual budget.
Director Finance and Administration, Equipment Leasing Association, Arlington, Virginia - 1987-1995
Promoted through three management positions to final assignment leading the strategic planning, design and implementation of all financial, accounting, human resource, IT and administrative functions for this 750-member trade association representing a $129 billion industry. Orchestrated a massive reorganization to upgrade the quality, reliability and effectiveness of core operations. Directed two major office renovations while maintaining staff morale and continuing with normal business operations. Administered $5.5 million budget.
President, DF Financial Management, Harrisburg, Pennsylvania - 1982 - 1986
Led the start-up and successful management of an exclusive management consulting practice providing specialized financial and operations expertise to for-profit and non-profit organizations. Designed and delivered comprehensive programs integrating management, financial and information system methodologies to streamline processes, enhance internal controls and enhance operational effectiveness.
Accountant/Computer Operator, Waggoner, Frutiger and Daub, CPAs, Camp Hill, Pennsylvania - 1980-1982