Financial Reporting

Simon Estes Foundation

Responsible for management of financial records and resources

StageWest Theater Company

  • Initiated zero-based budgeting process
  • Provide ongoing organizational management guidance
  • Initiated transition from volunteer to professional management

EE Warren Opera House Association – Warren Cultural Center

  • Developed budgeting process for programming activities
  • Researched fundraising and ticketing software

Des Moines Symphony Association – Interim Assignment

  • Researched and analyzed audited financial statements for previous ten years identifying trends and issues to be addressed
  • Revamped budgeting process
  • Developed reports to better inform board of trustees about the Symphony’s financial health
  • Recommended a process for developing new projects and minimizing risk prior to implementation

Alabama Symphony Orchestra

  • Balanced $5 million operating budget for three consecutive years

Iowa State University – Iowa State Center

  • Managed performing arts division operating budget from a $50,000 deficit to surplus position of $50,000

Des Moines Symphony

  • Increased revenues 83% while managing the increase in expenses to 73% during eight year tenure