KIPP Administrative Services Corporation – Finance Team ... · Chief Executive Officer Chief Operating Officer Director of Accounting Managing Director of Finance HR Associate (TBH)

Chief Executive Officer

Chief Operating Officer

Director of Accounting

Managing Director of Finance

HRAssociate (TBH)

KIPP Administrative Services Corporation – Finance Team Organizational Chart

Accounting Associate

Coura Galiba 1120 Grove Street � Pottstown, PA 443-‐630-‐7814 � [email protected]

Profile • Strong analytical skills and detail-‐oriented • Excellent organizational, listening, communication, interpersonal and decision-‐making skills • Demonstrate effective multi-‐tasking skills, critical and creative thinking/problem solving • Productive relations with co-‐workers and management, team-‐spirited • Proficient in Microsoft Office and accounting systems • CPA candidate

Experience Accounting Experience Nathan Caplan, CPA Greenspring, MD February 2011 – June 2011 Tax Associate/Bookkeeper February 2013 – Present

• Review and prepare Individual tax documents • Assist in tax preparation of S-‐Corporations and non-‐profit organizations • Assist in preparation of Business Personal Property forms • Support Owner with office administration and operations • Performs regular bookkeeping of the company client corporation • Reconcile and balance accounts • Manage employee payroll services (ADP Interface) • Record cash receipts • Maintain company books • Issue financial statements as and when required

WP Tax & Accounting Group -‐ Monbo Group International Owings Mill, MD Junior Auditor February 2012 – March 2013

• Performs Agreed Upon Procedures (AUP) for governmental agencies • Performs Compliance Audit trough tracing of expenditure sample and Testing of Claims sample • Perform Tickets sales Auditing • Participated in supervised audits for more than 15 companies ranging from small, medium, and large size

Other Experience Community College of Baltimore County Essex, MD Biology Laboratory Assistant Manager February 2006 – Present

• Responsible for managing receipts reconciliation to bank statements • Perform analysis on costing of supplies per science classes and report on annual expenditures • Provide hands-‐on assistance to students and teachers in biology laboratories • Perform administrative work when required • Manage annual inventory stock-‐taking • Supervise, train and facilitate on-‐boarding of new staff members • Assist with clerical and administrative duties of the office

Education Towson University Bachelor of Science in Accounting, 3.0 GPA May 2011 Professional Associations

• Founding Member of NABA (National Association of Black Accountants) Chapter at Towson University o NABA Corresponding Secretary 2009-‐2011

• Member of Beta Alpha Psi (Accounting Honorary Society)

CAROLINE Y. GU 212 ST GEORGES RD, ARDMORE PA 19003

PHONE (610) 908-‐7220 E-‐MAIL [email protected]

PROFESSIONAL SUMMARY Skilled controller with extensive knowledge and experience in nonprofit financial management and reporting as well as a resourceful problem solver. Expertise includes: Payroll, accounts payable, accounts receivable,

purchasing, and fixed assets Audits and tax returns Banking relationships Budget development Cash flow planning

Grant compliance and reporting Accounting system set-‐up and conversion Board and committee reporting Capital budget long term planning Debt financing Endowment investment accounting

Financial reporting, modeling and analysis Insurance monitoring and policy renewal EXPERIENCE Lincoln University, Lincoln University, PA 2016 -‐ present Interim Controller

Leading a payroll, HR benefits and time and attendance system conversion Managed payroll, accounts receivable, accounts payable, cash flow planning and forecasting. Worked with auditors on annual audits, A-‐133 single audits, defined contribution 403(b) plan

audits, and tax forms 990, 990-‐T, 5500, and state tax forms PA BCO-‐10. Directly supervised and mentored accounting operations staff. (Union and non-‐union). Prepare and issue monthly, quarterly and annual financial statements and reports.

Controllership and Accounting Services 2013 -‐ 2016 Self-‐employed, providing financial resources management, financial reporting and grant compliance services. Selected projects included:

Provided controllership and human resources services for the Philadelphia Theatre Company including budget development and monitoring, cash flow forecasting, interim financial reporting to the Board and Finance and Executive committee, annual audit and tax return 990, employee benefits, workers compensation claims, insurance, and capital budget planning.

Grants monitoring and reporting for the Montgomery County Community College Foundation. Completed an $11 million ARRA stimulus grant audit preparation for Urban Affairs Coalition.

The Pennsylvania Horticultural Society, Philadelphia, PA 2007 -‐ 2013

Finance Director (Controller) Managed payroll, accounts receivable, accounts payable, insurance, investments, fixed assets,

cash flow planning and forecasting and banking relationships. Developed and monitored operating and grant budgets and provided reporting and analysis

for internal management and external stakeholders and funding agencies. Worked with auditors on annual audits, A-‐133 single audits, government audits of federal

grants, audits for defined benefit and defined contribution 403(b) plans, tax forms 990, 990-‐T, 5500, and state tax forms PA BCO-‐10 and NJ CRI-‐300R.

Reported financial results to audit, finance, and investment committees of the board and served on PHS green committee.

Directly supervised and mentored accounting operations staff. Accomplishments:

Developed financial system documentation, contract and grant handbook to enhance internal controls and compliance with GAAP disclosure and compliance requirements as well as donor restrictions.

Developed best practices policies and procedures to comply with redesigned tax return 990 requirements.

Developed unitized pool process for endowment investment accounting to rebalance portfolio efficiently.

Converted paper-‐based process to paperless e-‐image platform for lockbox operations and payroll reporting to create savings and optimize processes

Obtained renewal of PA sales tax exempt status for PHS and Meadowbrook Farm (a non-‐profit wholly owned by PHS) and charitable registration with NJ for solicitation of donations.

Tredyffrin/Easttown School District, Wayne PA 1996 -‐ 2007

Controller Managed accounting, investments, purchasing, tax, fixed assets, and banking relationships. Worked with auditors on annual audits, A-‐133 single audits, and federal and state audits. Developed and monitored operating and capital budgets and monthly financial reports. Developed ten-‐year capital budget model to facilitate long term facilities planning. Worked with bond underwriter and bond counsel on closing of multiple bond issues and bond

refinancing, and maintained Moody’s Aaa bond rating for multiple bond issues. Collaborated with internal stakeholders and IT to implement new financial systems.

Gratz College, Melrose Park, PA 1993 -‐ 1996

Controller Managed business team and auxiliary services including bookstore and dinning services. Developed budget and prepared reports to the board and to funding agencies. Worked with auditors on annual audits and tax forms 990 and 990-‐T. Managed human resource functions including employee benefits and IT functions. Established scholarship and compliance monitoring for federal and college financial aids. Developed and implemented health insurance strategies to provide better coverage for

employees and created 20% cost savings. Mitchell & Titus, LLP, CPAs, Philadelphia, PA 1992 – 1993

Supervising Senior Accountant, conducted audits of nonprofits and accounting services.

Martin P. Manco & Company, Inc., Bala Cynwyd, PA 1985 – 1992 Assistant Treasurer (1985-‐86), Controller (1986-‐1988), CFO (1988-‐92) Prepared monthly financial reports and annual budgets for multiple real estate entities. Worked with auditors on annual reviews and tax forms 1120, 1065 and K-‐1s. Set up accounting systems including inventory costing, accounts payable, invoice billings,

accounts receivable, monthly financial reporting, and training staff for new ventures. Completed new-‐venture due diligence and real estate acquisition and syndication analysis.

VOLUNTEER SERVICE Asian Arts Initiative, Philadelphia, PA 2009 -‐ present

Board Member (2009 -‐ present), Treasurer (2011 -‐ present) EDUCATION Villanova University, Villanova, PA B.S. in Accounting (Dean’s List) M.B.A. Wharton SBDC, University of Pennsylvania Entrepreneurship strategic planning courses CERTIFICATION Certified Public Accountant (CPA) and Chartered Global Management Accountant (CGMA) MEMBER American Institute of Certified Public Accountants COMPUTER SKILLS Blackbaud Financial Edge, Blackbaud Raisers Edge, Peachtree, QuickBooks, Abila MIP (Sage), Ellucian Datatel SunGard Pentamation, Cognos Report Writer, Microsoft Dynamics (Solomon), Microsoft FRx Report Writer, Microsoft Excel, Word, and PowerPoint.

Reina C. Prowler, MBA, PHR 1810 S. Rittenhouse Square, Unit 204 ▪ Philadelphia, PA 19103

(267) 615-6996 ▪ [email protected]

EDUCATION

THE UNIVERSITY OF CHICAGO, BOOTH SCHOOL OF BUSINESS, Chicago, IL 2009 - 2011

Master of Business Administration (MBA)

Concentrations in Operations Management and Accounting

Awarded two-year Jerome S. Gore/Hartmarx Scholarship for Academic Merit

Selected to help Chicago Public Schools evaluate best practices for Promising Practices Initiative and

Academy for Urban School Leadership (AUSL)

Selected as the Nonprofit and Education Career Advisor

BROWN UNIVERSITY, Providence, RI 2002 - 2006

Bachelor of Arts (BA)

Double Major in Business Economics and American Civilizations

Studied Economic Policy and Gender Relations at the University of Stockholm in Stockholm, Sweden

Teaching Assistant for courses “Management of Industrial and Non-Profit Organizations” and “Managerial

Decision-Making”

LICENSURE/CERTIFICATION

CERTIFIED PROFESSIONAL IN HUMAN RESOURCES (PHR)

EMPLOYMENT/EXPERIENCE

KIPP PHILADELPHIA SCHOOLS, Philadelphia, PA 2011 - present

Managing Director of Finance and Operations

Manage growth of annual operating budget from $15 million to the current $25+ million for the five KIPP

Philadelphia Schools (K-12, 1900 students)

Develop and maintain fidelity and accuracy of the KIPP Philadelphia Schools (KPS) financial model to

achieve growth goal of a 10-school network (4,000 students)

Support the acquisition and planning for new facilities and sizeable equipment and technology; determine cost-

effective solutions related to the expansion of the region

Manage and coordinate student enrollment and registration procedures at the five KPS schools (informed by

both School District and State guidelines/requirements)

Serve as lead administrator of personnel policies, benefits, and certification requirements

Manage Finance Team, consisting of Controller and Accounting Associate

BLOOMBERG TRADEBOOK, LLC, New York, NY 2007 - 2009

Analyst

Developed innovative electronic trading strategies and tools through organized client feedback initiatives, which contributed to a 20% commissions growth for accounts under management

Managed account relationships in South Dakota, Kansas, Missouri, Indiana, and Kentucky and led cross-functional team initiatives to increase commission dollars

Increased institutional order flow by empowering traders with new trading tools

Generated business through targeted strategies, resulting in six new institutional clients

BLOOMBERG FINANCIAL, L.P., New York, NY 2006 - 2007

Application Specialist, Analytics

Provided analytical support for Bloomberg client inquiries, covering all market sectors

Led clients in creating and maintaining numerous valuation models to make informed investment strategies

Developed and delivered training modules for newly hired Application Analysts

ADDITIONAL

Languages: Spanish (conversational), Swedish (basic)

Travel Enthusiast (Argentina, Egypt, Honduras, Italy, Kenya, Morocco, South Africa, and Tanzania)

Tennis, Lacrosse (coached Middle School Girls Lacrosse at The Gordon School in Providence)

5900 Baltimore Avenue Philadelphia, PA 19143 www.kippphiladelphia.org

P: 215.294.8596 F: 215.252.7792

Position: Human Resources Associate Start: January 2017 Employment Type: Full-Time Location: 5900 Baltimore Avenue, Philadelphia, PA 19143 The mission of KIPP Philadelphia Schools (KPS) is to develop the character, knowledge, and skills of our students so they will succeed in college, giving them the freedom to shape their futures and positively affect their communities. Our vision is to achieve our mission at critical mass – a cluster of schools in Philadelphia – thereby reinvigorating public education in this city through the performance of our students and the leadership of our educators. Within the next eight years, KIPP programming in Philadelphia will include ten schools, over 4,400 students, over 370 employees, and an operating budget greater than 60MM. Position Overview Reporting to the Managing Director of Finance and Operations, the Human Resources Associate is responsible for the accuracy and integrity of all programs and services that relate to KIPP’s human resources division. Qualified candidates will demonstrate familiarity with HR policies and software, excellent attention to detail, and high reliability and professionalism. The Human Resources Associate will be a member of the regional office team that provides services to KIPP Philadelphia’s schools and will work closely with regional office staff and school-based operations staff. Responsibilities New Hire Process

• Collecting employment and tax information • Ensuring background and reference checks are completed • Preparing new employee files • Overseeing the completion of compensation and benefit documentation • Orienting new employees to the organization (setting up a designated log-in, workstation, email address,

etc.) • Conducting benefit enrollment process • Serving as a point person for all new employee questions

Payroll and Benefits Administration

• Processing payroll • Answering payroll questions • Facilitating resolutions to any payroll errors • Participating in benefits tasks, such as claim resolutions, reconciling benefits statements, and approving

invoices for payment • Record Maintenance

Maintaining current HR files and databases

• Updating and maintaining employee benefits, employment status, and similar records • Maintaining records related to grievances, performance reviews, and disciplinary actions • Performing file audits to ensure that all required employee documentation is collected and maintained • Performing payroll/benefit-related reconciliations • Performing payroll and benefits audits and recommending any correction action • Completing termination paperwork and assisting with exist interviews

Qualifications

• Bachelor’s Degree required • At least two (2) years HR or related experience preferred • Demonstrated proficiency in ADP or other HRIS • Demonstrated mastery of Microsoft Office application suite, particularly Excel

• Flexible and able to multi-task within an ambiguous, fast-moving, entrepreneurial environment, while also driving toward clarity and solutions

• Excellent attention to detail • Strong customer-service orientation • Strong written and verbal communication skills • Interest in assuming additional functional responsibilities as KIPP Philadelphia Schools grows • Commitment to KIPP Philadelphia’s mission and values of grit, joy, directness, integrity, and respect.

Compensation Salary is competitive with other Charter Management Organizations (CMOs) and commensurate with experience. Benefits package included. To Apply KIPP Philadelphia Schools is an equal opportunity employer. Personnel are chosen on the basis of ability without regard to race, color, religion, sex, national origin, disability, marital status, or sexual orientation, in accordance with federal and state law.


P: 215.294.8596 F: 215.252.7792

Position: Accounting Associate Start: September 2016 Employment Type: Full-Time Location: 5900 Baltimore Avenue, Philadelphia, PA 19143 The mission of KIPP Philadelphia Schools (KPS) is to develop the character, knowledge, and skills of our students so they will succeed in college, giving them the freedom to shape their futures and positively affect their communities. Our vision is to achieve our mission at critical mass – a cluster of schools in Philadelphia – thereby reinvigorating public education in this city through the performance of our students and the leadership of our educators. Within the next eight years, KIPP programming in Philadelphia will include ten schools, over 4,400 students, over 370 employees, and an operating budget greater than 60MM. Position Overview Reporting to the Managing Director of Finance and Operations, the Accounting Associate is responsible for the accuracy and integrity of day-to-day financial transactions and for implementing and monitoring internal controls for KIPP Philadelphia’s four schools and regional office. Qualified candidates will demonstrate familiarity with accounting practices and software, excellent attention to detail, and high reliability and professionalism. The Accounting Manager will be a member of the regional office team that provides services to KIPP Philadelphia’s schools and will work closely with KIPP Philadelphia’s outside accounting firm, regional office staff, and school-based operations staff. Responsibilities

• Manage accounts payable function, including processing invoices for five schools and regional office • Make weekly bank deposits and associated journal entries • Assist with month-end close, coordinating activities with Managing Director of Finance and Operations, the

Controller and external accountant • Participate in beginning-of-year training of school-based staff in financial policies and procedures and

provide ongoing support to schools as needed • Implement and monitor internal controls • Distribute monthly departmental budget-to-actual reports • Work with the Managing Director of Finance and Operations to support school leaders and the KIPP

Philadelphia senior leadership team in fiscal budgets and analyzing variances • Assist with the preparation of grant budgets and grant compliance • Assist with the preparation of periodic financial reports, schedules and statements for public and private

funders • Serve as a full-time and engaged member of KIPP Philadelphia’s staff

Qualifications

• Bachelor’s Degree required • At least two (2) years accounting, bookkeeping or related experience preferred • Demonstrated proficiency in Intacct or other accounting software • Demonstrated mastery of Microsoft Office application suite, particularly Excel • Flexible and able to multi-task within an ambiguous, fast-moving, entrepreneurial environment, while also

driving toward clarity and solutions • Excellent attention to detail • Strong customer-service orientation • Strong written and verbal communication skills • Interest in assuming additional functional responsibilities as KIPP Philadelphia Schools grows • Commitment to KIPP Philadelphia’s mission and values of grit, joy, directness, integrity, and respect.



P: 215.294.8596 F: 215.252.7792

Position: Director of Accounting Start: September 2016 Employment Type: Full-Time Location: 5900 Baltimore Avenue, Philadelphia, PA 19143 The mission of KIPP Philadelphia Schools (KPS) is to develop the character, knowledge, and skills of our students so they will succeed in college, giving them the freedom to shape their futures and positively affect their communities. Our vision is to achieve our mission at critical mass – a cluster of schools in Philadelphia – thereby reinvigorating public education in this city through the performance of our students and the leadership of our educators. Within the next eight years, KIPP programming in Philadelphia will include ten schools, over 4,400 students, over 370 employees, and an operating budget greater than 60MM. Position Overview Reporting to the Managing Director of Finance, the Director of Accounting is the responsible for maintaining the accuracy and integrity of accounting data, ensure appropriate internal controls and adequate compliance, and supporting the budgeting and financial planning and analysis as well as various reporting. The Director of Accounting will be a member of the regional office team that provides services to KIPP Philadelphia’s schools and will work with KIPP Philadelphia’s outside accounting firm, regional office staff, and school-based operations staff. Responsibilities

• Support the semi-monthly payroll processing, conduct payroll accounting entry, and work with payroll processor to ensure accurate payroll tax returns

• Perform monthly reconciliations of our bank accounts, credit line and debt service • Monitor day-to-day financial processes and ensure appropriate internal control • Lead the month-end close and ensure the accounting data is ready for monthly budget-to-actual

variance report, support the variance analysis • Monitor revenue streams and develop/update cash flow projections and monitoring cash positions for

adequate working capital • Lead the development of budget templates and consolidation of school budgets, assist with the budget

presentation to Finance Committee and the Board • Manage federal, state, and donor-specific grants, submit required financial reports and ensure compliance • Lead the preparation of the year-end audit and other financial review and audits • Work with accounting firm to ensure timely filing of various compliance reports and annual tax returns • Being an engaged team member and ensure adequate knowledge sharing and growth

Qualifications

• Bachelor’s Degree required • At least two (5) years accounting, bookkeeping or related experience preferred • Non-profit accounting experience preferred • Demonstrated proficiency in Intacct or other accounting software • Demonstrated mastery of Microsoft Office application suite, particularly Excel • Flexible and able to multi-task within an ambiguous, fast-moving, entrepreneurial environment, while also

driving toward clarity and solutions • Excellent attention to detail • Strong customer-service orientation • Strong written and verbal communication skills • Interest in assuming additional functional responsibilities as KIPP Philadelphia Schools grows • Commitment to KIPP Philadelphia’s mission and values of grit, joy, directness, integrity, and respect.


2709 N. Broad St., 4th Fl. Philadelphia, PA 19132 www.kippphiladelphia.org

P: 215.227.1728 F: 215.827.5942

Position: Managing Director of Finance and Operations Start: July 1, 2013 Employment Type: Full-Time

Location: 5900 Baltimore Avenue Philadelphia, PA 19143

The mission of KIPP Philadelphia Schools (KPS) is to develop the character, knowledge, and skills of our students so

they will succeed in college, giving them the freedom to shape their futures and positively affect their

communities. Our vision is to achieve our mission at critical mass – a cluster of schools in Philadelphia – thereby

reinvigorating public education in this city through the performance of our students and the leadership of our

educators. Within the next eight years, KIPP programming in Philadelphia will include ten schools, over 4,400

students, over 370 employees, and an operating budget greater than 60MM.

Position Overview Reporting to the Chief Operating Officer, the Director of School Operations will provide financial and operational

guidance and support to all KPS schools to help them attain financial and operational excellence. As an

operations leader, he/she will actively lead and/or participate in regional initiatives to design, implement, and

monitor systems and practices that enhance organizational efficiency and KPS’ scalability.

Responsibilities of the position include:

Financial Management o Strategic Financial planning

o Maintain fidelity and accuracy of financial model o Develop regional financial goals and processes to support growth o Vendor management

o Secure and manage contracts for region-wide support services including accounting platforms, employee

benefits, payroll, nursing, and food service. o Vendor identification, price comparison and negotiation, and supporting DOO in managing

vendor relationships o Analyze and synthesize monthly financial statements for the region, in collaboration with the Controller;

o prepare and present region’s finances to Board of Directors (monthly and quarterly) o Monthly meet with SL to review finances

o Plan, track and manage the budget for the region, and make recommendations to the School Leaders

throughout the financial planning process o Support the acquisition and planning for new facilities and sizeable equipment and technology,

determining cost-effective solutions related to the expansion of the region o Manage real estate financing plans o Support COO in Real Estate strategy

o Manage ACCESS program cost reporting and reimbursement filing. o Participate in and contribute to the regional strategic planning and growth process

o 403b vs. PSERS

Systems and Infrastructure

o Support Directors of Operations and Office Managers to ensure all school year start-up supply needs are

met (furniture/equipment/ school supplies)

o Coordinate the School Meal Program for KPCS/KPEA/KDCA: Point of contact for vendor, manage Point-of-

Sale data maintenance (PowerLunch), coordinate school invoicing processes and protocols, provide

support with compliance requirements and manage NSLP reporting.

o Support schools in vendor contract negotiation

o Coordinate with Finance Team for collection and maintenance of appropriate paperwork for Independent

Contractors

 

Human Resources

o Ensure that staff records are complete and properly maintained/updated

o Ensure that staff information is accurately tracked and update in PowerSchool

o Ensure schools’ compliance with all local, state, federal requirements with respect to Personnel Information

o Serve as main contact in matters pertaining to personnel policies, benefits, and certification requirements

o Review and approve Payroll for all schools and Regional Office.

o Provide support to Directors of Operations at schools for Payroll preparation

o Manage Staff Onboarding Processes

o Prepare Offer Letters and Salary Statement Letters for new and returning staff members

Professional Development/Regional FinOps Alignment

o Co-Create and present, with COO, monthly operations webinars to the school-based ops team

o Weekly meetings with the Directors of Ops and Office Managers to support them with their operational and

professional needs

o Create/Revise Regional Process Documents for School Operations staff (Meal Program (upcoming),

Student Enrollment, Student Registration, SCN, School Start-Up (upcoming)

Management

o Manage Finance Team – Controller and Accounting Associate – and support them in achieving their

strategic goals.

o Dotted line management of Directors of Operations (School Operations Staff)

Regional Scope

o Support Regional Office functional teams in projects needing ops support (Finance with Student

information verification for claims/subsidy filing, Strategic Initiatives with Student and Staff Information for

reporting and grant filing)

Compensation Salary is competitive with other Charter Management Organizations (CMOs) and commensurate with

experience. Benefits package included.

To Apply KIPP Philadelphia Schools is an equal opportunity employer. Personnel are chosen on the basis of ability without

regard to race, color, religion, sex, national origin, disability, marital status, or sexual orientation, in accordance with

federal and state law. To apply, visit www.kippphiladelphia.org/employment and complete an online application.

http://www.kippphiladelphia.org/employment