Shannon Kelley
Proven Leader: Corporate Development/Strategy, Nonprofit/Charitable Organizations, Finance, Accounting, Audit, Compliance, Private Equity, E-Commerce, Retail
- Role
- Director of Finance at Yw Boston
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Shannon Kelley
Self-directed and driven financial executive with comprehensive accomplishments leading…
Experience
Director of Finance
Jan 2020 — Present · Harvard, MA, US
Compile monthly financial reports for the Board of Directors, reconcile bank accounts and complete the month end process.• Meet monthly with the Strategy Committee and quarterly with the Finance Committee.• Prepare annual budget, complete yearly audit; assist with annual report and oversee tax return preparation/filing.• Monitor various bank, investment and endowment accounts.• Oversee cash management from the various fundraising software and maintain/reconcile DonorPerfect.• Maintain restricted asset roll forward reports and track expenditures.• Assist Director of Donor Engagement with managing the fundraising events.• Create and monitor program budgets with the Director of Clinical Care.• Work directly with Grant Writing Consultant for program grant opportunities.• Oversee and lead human resources, administration, operations and information technology.• Developed and implemented a new leadership model.• Manage insurance company relationships, negotiate yearly premiums.• Mitigate property loss and liability exposure by executing quarterly reviews of the 403b, IRS 5500 filings and audit.
Education
Delta State University
Bachelor of Business Administration - BBA, Accounting and Finance
1990 — 1993
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