Oversee the financial functions of the parish including the financial reporting to the Diocese and Finance Council. Coordinate and lead the annual audit process, liaise with external auditors and Finance Council. Manage and prepare the annual budget and planning process in conjunction with the Pastor, Ministry Leaders, and Finance Council. Reviewed and implemented improved accounting controls and created efficiencies in accounting procedures. Analyzed and improved the administrative resources and created updated job descriptions for staff. Responsible for managing a staff of 12 and oversee the compensation and benefits of approximately 30 employees. Collaborate with ministry staff and volunteers to assist and facilitate successful programs offered throughout the year.
Analyze financial and credit information for small business loan applications according to bank and government standards. Determined credit worthiness of SBA 7(a) and 504 loans.
Responsible for recording all donor gifts for the museum. Reconciled financial reporting of gift processing including pledges, matching gifts, stock gifts, and cash. Reconciled funds, processed disbursements including contracts between museums for traveling exhibits. Support preparation for the annual budget, including reporting and analysis. Prepared for external auditors annually.
Extensive tax, accounting, and consulting experience for individual and corporate clients. Prepared individual, business and pass-through entity tax returns. Worked with clients to offer tax planning assistance, identifying potential tax issues. Assisted tax partner with supervising junior staff and reviewing tax returns. Developed and maintained excellent client relationships on behalf of the firm. Successfully networked to obtain new clients. In-charge on review and compilation engagements. Independently met with clients to perform all aspects of the review or compilation engagement. Demonstrated strong communications skills and excellent people skills.
Please see LinkedIn profile for endorsements. linkedin.com/in/cherylpeters/
I am proficient in QuickBooks, Microsoft Office, Raisers Edge, Financial Edge, ACS, ParishSoft, various tax and accounting software packages.