Financial System Overhaul & Organizational Restructuring

Client: Nonprofit Organization
Deliverables: Financial cleanup, compliance framework, organizational structure, and approved budget

Plan and implementation:
Led a comprehensive 36-month financial cleanup project, completed within 9 months. Prepared accurate financial statements to ensure compliance for current year tax filings:

Organizational Restructuring:
Redesigned reporting lines and accountability by restructuring
15 subdivisions (8 with restricted funding, 7 with designated funding) that had previously been overseen by a single individual. Selected and appointed supervisors, created job descriptions, and established salary structures for both professional and hourly staff. Introduced oversight mechanisms and controls to provide direction and governance across all subdivisions.
Financial Systems: Developed and implemented policies to support long-term compliance and accountability. Designed and managed the budget to include multiple cost centers covering operations, designated funds, restricted funds, and grant funding.
Training: Built and delivered a system to train budget managers on proper expensing practices and compliance with institutional policies and IRS regulations.

Duration of project: 9 months
Results:

Cleared and reorganized 3 years of backlogged financial records
in just 9 months
Delivered accurate financial statements for tax compliance
Reorganized 15 subdivisions with proper leadership, oversight, and accountability
Implemented compliance policies to strengthen governance
Built a comprehensive budget across, operations, designated, restricted, and grant cost centers
Trained budget managers in compliance and financial stewardship, creating a sustainable system beyond implementation
Prepared and secured approval of the annual budget 3 months before fiscal year start —the first time in over 20 years the organization began with an approved budget

Inventory System Implementation

Client: Manufacturing Company - Steel Industry
Deliverables: Automate stock ordering system

Plan and implementation:
Developed and rolled out a new purchasing process by creating a Standard Operating Procedures (SOP’s) for buyer and accounting specialist. Implemented automated system that integrated with QuickBooks.

Duration of project: 3 months
Results:

Reduced overall costs by 22%
Eliminated storage and maintenance expense for metal goods
Increased Efficiency in the purchasing cycle

Accounts Payable Process Implementation

Client: Nonprofit Organization
Deliverables: Standardized Accounts Payable (AP) procedures

Plan and implementation:
Designed and implemented a structured AP workflow to replace the unregulated process previously in place. Established controls starting with vendor setup verification, contract/agreement requirements, invoice, categorization, and payment approvals. Developed clear procedures to ensure accuracy, accountability, and compliance in the AP process.

Duration of project: 2 months.
Results:

Successfully managed and streamlined processing of 600+ invoices per week
Eliminated miscoded and unverified transactions
Improved vendor management and payment accuracy
Increased financial accountability and audit readiness