Awarded the Certified Management Accountant designation in October 1994 after passing the June examination on the first attempt.                                                                   

Passed the November 1992 CPA Examination on the first attempt.

EMPLOYMENT

2005 - Present       Director of Finance, United Way of Indian River County.

Responsibilities include overall management of financial and accounting functions. Timely account analysis ensures  accuracy of financial data eliminating the need for adjustments during the year end audit process.  Formatting of financial reports allows the finance committee and board of directors to easily review results of operations.  Preparation of the annual operating budget for comparison to interim financial statements highlights deviations from expected results.  Other duties include dealings with banks, lending institutions and insurance agencies as wells as preparation of payroll and filing of all associated required reporting..

2000-2002    Director of Finance, United Cerebral Palsy of Rhode Island, Inc.

Accomplishments included streamlining procedures and policies for more effective and efficient operation.  Conversion to a new computerized general ledger system allowed tracking of revenue and expense by consumer.  Increased organization of accounts receivable and payable functions and improved accuracy of financial reports were by products of the conversion.  Other responsibilities included ensuring compliance with external reporting requirements, account analysis, preparation of annual operating budget, dealings with banks and lending institutions.

1998-2001   Tax Preparer, Fernandes & Charest, LLC

Responsibilities included organization of client information and preparation of personal and corporate (including non-profit) tax returns using Pencil Pushers software.

1997-1999   Tax Preparer, Suls, Watergate & Parente

Responsibilities included organization of client information and preparation of personal tax returns using Pencil Pushers software.

1993-1994   Business Manager, RI MRI Network

Accomplishments included installation of a computerized general ledger system to effectively organize accounts payable and receivable.  Use of this system also streamlined preparation and increased accuracy of financial reports.  Other responsibilities included account analysis, preparation of annual operating budget, dealings with banks, lending institutions, insurance companies and other employee benefit firms.

EDUCATION
1980-1985   B.S.B.A., University of Rhode Island
Major:   Accounting
G.P.A. 3.7/4.0

COMMUNITY SERVICE
1997-2001   Treasurer, Little Compton After School Club
Successfully initiated conversion from manual to computerized general ledger system resulting in organized cash disbursements and efficient financial statement preparation.  Other responsibilities included preparation of federal form 990, payroll preparation and associated filings and query answering for the board of directors.

1993-1997   Treasurer, Providence Ronald McDonald House

Successfully converted accounting system from a manual to computerized general ledger resulting in organized financial tracking and reporting.  Other responsibilities included payroll preparation and associated filings and query answering for the board of directors.