Therese Soon, CPA

Senior Manager, Accounting Advisory & Outsourcing @ BDO USA

About

A strategic and visionary leader with a passion of making non-profits stronger to grow, thrive and succeed. I bring 21 years of non-profit expertise in audit, controllership/CFO, compliance and business systems migration/implementation. Controllership/CFO, Audit/Compliance and Grants Management - Multiple Funding Sources-Midsize Non-profits - Housing Affiliates Oversight - Budget, Interco. Transactions, Monitoring & Audit - New York City Contracts - DFTA, DOHMH, ACS Head Start, OCFS, DYCD, CACFP, UPK, DHS - NYSED, NYS OMH, NYS OASAS - Direct Federal Awards - Head Start, Early Head Start, Child Care Partnership, Blended PreK/Headstart, CARES, HUD - State/City Contracts - CSBG, LIHEAP/LIHWAP, CACFP, PreK, DOE After School, GEFA Weatherization, ARPA, CDBG, EF&SP, HPRP - Foundations - United Way, Allstate, Rotary - Partnership - School Districts/BOE, Goodwill Industries, Boys & Girls Club In process of reinstating CISA license. Big 4 experience with Ernst & Young and Deloitte Consulting in tax compliance, audit, management consulting services and ERP implementation. Muscogee-Columbus Rotary Club - Active Member and DEI Committee Chair Specialties: Collaborative Balanced Budgeting/Forecasting, Budgeting Scenarios, Housing Affiliates Oversight, Cash Management, Financial Analysis, Business Process Improvements, Feasibility Studies, Negotiated Indirect Cost Rate (NICR), Internal Controls, Grants Requirements Compliance, Admin./Indirect Cost Tracking, Cost Reductions, Non-federal/Match Requirements, Grants Application, Budget Modifications/Revisions, GAAP Financial Reporting, Federal Grants Reporting (PMS, SF-425, SF-429), Cost Reimbursement Grants, Performance Based Grants, CSBG Standards Reporting, Agency-wide/Uniform Guidance & Retirement Plan Audit Facilitation, SEFA, Clean Audits, Merger Integration, Major Contract Review & Negotiations, Bank Loan/Refinancing, Budget vs. Actual/Variance Reporting, Board Approvals & Reporting, Dashboard/Key Metrics Reporting, Policies & Procedures Development, Organizational Self Assessment & Action Plan, Payroll & Accounting Systems Maximization, Conversion & Implementation, Coaching/Training, Microsoft Dynamics, MIP Abila, ADP, Kronos, Sage Intacct, Paycom, Bill.com, Advanced Excel (Pivot Tables, Templates), Grants.gov, HSES, PMS, PANDA, GA Atlas, HHS Accelerator, SAM.gov, NYC VIPS, CMS Emergenetics: Conceptual/Analytical/Structural Predictive Index: Analyzer StrengthsFinder: Achiever/Learner/Deliberative/ Strategic/Analytical/Responsibility/Individualization/Focus/Futuristic/Developer Dare to Lead Trained

Country

United States

City

Columbus

Industry

Non-profit Organization Management

Skill

Certified Public Accounting (CPA), Auditing, Finance, Training, Nonprofit Organizations, Management, Fundraising, Budget Management, Budgeting, Financial Systems Implementation, Federal Grants Management, Grants Management, Financial Analysis, Financial Planning, Managerial Finance, Risk Management, Financial Systems, Financial Statements, Financial Audits, Nonprofit Management

Experience

Senior Manager, Accounting Advisory & Outsourcing

BDO USA

2024-8 - Present · 2 yrs 2 mos

United States

Assurance Experienced Manager, Accounting Advisory & Outsourcing

BDO USA

2023-5 - 2024-8 · 1 yr 4 mos

Columbus, Georgia, United States

Experienced Manager

BDO FMA

2021-11 - 2023-6 · 1 yr 8 mos

Remote

Supports Business Services and Outsourcing - Grants Management, Interim CFO/Controller and Business Systems Implementation.

Chief Financial Officer

Enrichment Services Program, Inc.

2010-10 - 2021-10 · 11 yrs 1 mo

Columbus, Georgia, United States

Managed financial and grants compliance requirements for a $30 million CAA with vision of eliminating systemic poverty through early childhood education, community services and partnerships. Programs administered: Head Start, Early Head Start, Child Care Partnerships, Pre-k, CACFP (Meals Program), Community Services Block Grant (CSBG), Low Income Household Energy/Water Assistance Program, Community Development Block Grant, EF&SP, United Way.

Chief Financial Officer/Contoller

Goddard Riverside

2004-9 - 2010-8 · 6 yrs

New York, New York, United States

Managed financial, compliance and audit/review requirements of a $24 million community based non-profit organization dedicated to providing basic needs of food, shelter and education through its 27 programs in Upper West Side New York for children (Day Care, PreK and Head Start), youth and families (Beacon, After School, Summer Camp, Education and College Access), homelessness (ACT Team, Safe Havens, Outreach, Training/Job Placement), older adults (Senior Center, NORC, Meals on Wheels), advocacy (Family Council, Single Stop), Tenant Assistance (SRO Law Project), and 5 low-income housing affiliates.

Audit Manager

Padilla and Company LLP

2002-10 - 2004-9 · 2 yrs

Queens, New York, United States

Managed financial not-for-profit audits to include program specific audits for the City of New York (DFTA, DOHMH, DYCD) and non-attest work for New York City/State; seconded to Watson Rice LLP to do the MTA Audit with Deloitte Touche.