Al is responsible for the Foundation’s Finance/Accounting Department, including processing, calculating, and allocating all transactions to the approximately 300 endowed and non-endowed funds. Once all transactions are recorded and reconciled, Al prepares various financial reports to distribute and review with fundholders and affiliate boards. Other responsibilities include: (1) developing and maintaining internal accounting controls to ensure that Foundation assets are adequately safeguarded, (2) annually working with the CEO to create the operating budget and monitoring its adherence to actual income and expenses, and (3) serving as the liaison to the Foundation’s Audit & Finance Committee, investment managers, bankers, auditors, and insurance brokers.
Prior to joining the Foundation team in 2012, Al worked in several positions finance positions including internal auditor, controller, and public accounting manager. Al earned his Bachelor of Science degree in Accounting and Finance from LaSalle University in 1989, and attained his Certified Public Accountant certificate from the state in 1994.