Accurate, Efficient, and Ethical

1. Finance Department & Startup Support
Build or optimize nonprofit finance departments from the ground up. Services include ERP setup, internal controls, banking structure, budgeting systems, fund tracking, and establishing compliant financial infrastructure for new or growing organizations.
2. Interim & Fractional Financial Leadership
Serve as a temporary or part-time Director of Finance, Controller, or CFO during FMLA, parental leave, vacancies, or rapid growth. Maintain continuity in strategy, operations, and compliance.
3. Audit Preparation & Tax Compliance Readiness
Ensure clean, timely audits with strong internal controls, reconciliations, and documentation. Act as a liaison with auditors to make audits and 990 preparation more efficient.
4. Financial Consulting & Analysis
Deliver consulting on budgeting, forecasting, cash flow, payroll, fund tracking, and revenue recognition (ASC 606). Lead software transitions. Align financial strategy with your mission and support leadership in making informed, data-driven decisions.
5. Policy & Procedure Development
Draft and optimize finance-related policies, including expense, travel, student loan, and lease accounting. Establish or update SOPs that support operational efficiency, accountability, and compliance.
6. Banking, Treasury, & Capital Access
Assist in opening nonprofit bank accounts, setting up dual controls, securing lines of credit, and building investment and reserve strategies. Provide practical banking and treasury guidance tailored to nonprofit realities.
7. Cloud-Based Financial Operations & AI Integration
Modernize your finance function with cloud-based solutions and AI tools. Transition to paperless systems, automate workflows, paying bills via ACH, and implement platforms. Improve efficiency while strengthening controls.

I am a former nonprofit finance executive turned independent consultant, with over 15 years of experience helping mission-driven organizations build and strengthen their financial operations. I earned both my Bachelor of Science in Finance (2008) and my Master of Business Administration in Accounting and Management (2019) from DePaul University.Outside of work, I enjoy spending time at the gym, playing golf, and exploring national parks. I have visited more than 20 so far. In 2021, I completed the Chicago Marathon, an experience that reinforced my belief in discipline, endurance, and consistent effort. I also have a deep and ever-growing knowledge of sports, which has been a lifelong passion. My two cats Hemi and Oliver bring a lot of laughter, personality, and calm to my daily life.

Throughout my career, I have worked with a diverse range of nonprofit organizations, including:
- The Salvation Army
- SEIU Illinois Healthcare Benefit Funds
- Secure Community Network
- American College of Surgeons
- American Academy of Sleep Medicine
- National Equity Fund
- MPEA
I have also worked for major private-sector firms such as:
- Skidmore, Owings & Merrill
- RSM McGladrey
- Great Wolf Lodge
- McShane Construction