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35 <br />Page 2 of 3 <br />WPM 011 11ne WON <br />I am interested in expanding my community service and volunteer capacity and heard about <br />openings on the Orange County Planning Board. This lies in my area of interest and I would <br />love the opportunity to bring a fresh perspective by serving on the planning board. <br />Conflict of Interest: <br />Supplemental Questions: <br />Orange County Planning Board (REQUIRES DISCLOSURE STATEMENT) <br />Please list the work /volunteer experience /qualifications that would add to your expertise <br />for this board. <br />COMPASS CENTER FOR WOMEN AND FAMILIES- Chapel Hill, NC <br />Finance Director, July 2013- Present <br />Direct wide range of financial, human resources, and risk management duties for recently <br />merged nonprofit organization with long history of helping women and families in Orange County <br />aEoOversee organization fiscal planning and management, including year end CPAAudit, <br />development & administration of annual budget, monitoring expenditures, generating monthly <br />financial reports, and all aspects of cash management procedures <br />aEoMaintain a system of internal controls to protect organization assets, long -range financial <br />plans, and align financial reality with organization s strategic plans <br />aEoExecute all financial management duties including AP, AR, bank reconciliations, and general <br />ledger <br />aEoPerform extensive Grant Management duties including initiating drawdown of funds, <br />completing expenditure reports for state and local government grants, maintaining continual <br />compliance with all grant requirements, and monitoring reporting deadlines <br />aEoDirect human resource duties such as on- boarding and off - boarding employees, health and <br />retirement benefits management & evaluation, payroll preparation and reporting, and personnel <br />legal compliance <br />aEoExtensive experience and use of QuickBooks accounting system for recording & reporting <br />financial data <br />aEoMonitor agency strategic plan, analyze compensation strategy and programs to ensure <br />regulatory compliance, verify insurance remains at appropriate levels, and keep abreast of legal <br />requirements and government funding trends that might affect agency finances <br />DIRECT DISTRIBUTION- Hobe Sound, FL Asst. <br />Director, Operations, June 2002- December 2013 <br />Execute wide range of management duties for Pharmaceutical /Wholesale Sales Company with <br />$15M annual sales <br />aEoOversaw and organized all financial activities for fast -paced business including budget <br />management, needs assessments, projected growth calculations, and collaborations with senior <br />staff <br />aEoDirected team of 3 -15 employees, delegated & tracked progress on multiple simultaneous <br />individual /group assignments, managed purchase & payment structure, and travel to various <br />offices <br />aEoManaged client relationships, interacted with stakeholders, and guided delivery of goods <br />through various ports in International supply chain <br />aEoResearched and cultivated International client accounts, resolved billing disputes, <br />implemented money- saving strategies, green initiatives, budget cuts, and efficiency modifications <br />aEoIncreased employee productivity by improving workplace satisfaction, instituting effective <br />company forms & procedure manuals, and conducting ad hoc trainings to improve efficiency <br />