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>>Our Team
Like the organizations we serve, the multidisciplinary FMA team comprises a diversity of cultures, languages and educational interests.
With offices in New York and Chicago, we've helped organizations throughout the nation. To find out more about any of our team members, click on the names below, or feel free to use the phone and fax numbers to contact any of us directly.
Hilda H. Polanco, Managing Director
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As Managing Director and founder of Fiscal Management Associates, LLC (FMA), Hilda provides practical, hands-on financial management and consulting services to organizations in the not-for-profit sector. Over the last nineteen years, Hilda has built a specialized consulting practice focused on helping not-for-profit agencies create and maintain effective fiscal systems and policies, cost-efficient technology systems, and a human resource infrastructure that supports their program, fiscal and operating demands. Additionally, in order to address a critical need for the professional development of leaders in the nonprofit sector, she spearheaded the creation and launch of the FMA Institute.
A recognized expert in the independent sector, Hilda has been invited for the last three years by the New York Times Company to serve on the selection committee for the NYT Nonprofit Excellence Awards. She is an adjunct professor in Columbia University’s Department of Health Policy and Management and regularly conducts fiscal workshops for Columbia’s Institute for Not-for-Profit Management.
Hilda currently serves on the Board of Directors for the New York Better Business Bureau Foundation and chairs the Foundation’s Hispanic Advisory Committee. Hilda also serves on the Advisory Board for Acelero Learning, an organization that partners with local communities to support high quality Head Start programs. She has also served on the Board of Governance Matters. Other memberships include the American Institute of CPAs, New York State Society of CPAs and its Not-for-Profit Organizations Committee. In 2008, she was honored with the Social Entrepreneur Award from the National Association of Women Business Owners-New York City, which recognizes the successful impact made by a woman who uses business methods to find practical ways to solve social problems or needs related to the not-for-profit sector. Her previous honors include an award from WHEDCO in 2004 for outstanding leadership in the field of nonprofit finance and the 2003 Latina Excellence Award in Community Service from HISPANIC Magazine.
Hilda graduated from New York University with a B.A. in Accounting. She is a CPA and holds the Certification in Control Self-Assessment, conferred by the Institute of Internal Auditors to practitioners who have proven their knowledge and are able to provide guidance on risk, controls, and business objectives.
Phone: 212-931-9240
FAX: 212-931-9241
Email: hpolanco@fmaonline.net
Andrea T. Mills, Director
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Andrea T. Mills, MBA, CPA, CCSA®, Director of FMA, works with nonprofit organizations, individuals, and foundations in financial management areas to help them make important fiscal decisions for their organizations. Her support enables organizations to improve the effectiveness of their giving and receiving of contributions through developing fiscal management tools, establishing appropriate fiscal policies and procedures, and advising on strategic decisions. She also spends time leading FMA’s training initiatives in New York, Chicago, and across the country for executive directors, fiscal staff and board members of organizations and foundations. Most recently, she has taught courses through the FMA institute, was presenter at the City of Chicago, Department of Family and Support Services Annual Fiscal Conference, and is a faculty member of Donors Forum of Chicago.
Andrea came to FMA with over 15 years of public accounting experience working with not-for-profit organizations and start-up venture capital companies through her association with a regional accounting firm and as a supervisor in the Philadelphia office of Grant Thornton LLP. At FMA, she held the position of senior manager for several years before being admitted to partnership as a Director in 2006.
In her ongoing volunteer work for the New York Chapter of Soroptimist International, the world’s largest professional women’s service organization, Andrea is a nongovernmental organization representative, providing reports to organization members on biweekly United Nations briefings that address economic development and human rights policies. She also serves on the Board of Directors of Unifem/USA, NY Metro Chapter and the Board of the Ireland/US Council.
Andrea holds the Certification in Control Self-Assessment (CCSA®) awarded by The Institute of Internal Auditors to practitioners who have proven their knowledge and are able to provide guidance on risk, controls, and business objectives. She is a member of the American Institute of CPAs and The Institute of Internal Auditors, and is an adjunct professor at Columbia University’s School of Continuing Education, where she lectures on accounting issues for not-for-profit organizations. Andrea has an MBA degree from Drexel University and graduated magna cum laude with a BBA from Temple University.
Phone: 212-931-9163
FAX: 212-931-9164
Email: amills@fmaonline.net
Stuart Cohen, Senior Manager
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Stuart Cohen, Senior Manager, leads FMA's development of new programs and initiatives. He has been a leading force behind the development of the FMA Institute, a training and professional development initiative offering nonprofit leaders and staff the education and support they need to effectively lead their organizations and manage their financial resources.
Stu joined the FMA team from FITA (Fiscal Infrastructure Technical Assistance), a service division of MHRA (Medical and Health Research Association of New York City, Inc.), where as Deputy Director he developed and implemented FITA's technical assistance services. While there, Stu instituted an outcomes-based fiscal training model combining workshops with one-on-one consulting services. He also led FITA/MHRA's Common Cents training program, serving over 50 community-based organizations (CBOs) nationally for the Centers for Disease Control. As Assistant Executive Director of the Momentum AIDS Project, a $3M CBO that provides meals, clothing and counseling services to New York City's low-to-no-income citizens living with HIV/AIDS, he was responsible for government contract relations, agency strategic planning and corporate administration.
Phone: 212-931-9134
FAX: 212-931-9135
Email: scohen@fmaonline.net
Dipty Jain, Manager, Consulting Services
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Dipty Jain, CPA, Esq., Manager of Consulting Services, brings comprehensive legal, internal controls and accounting experience to her leadership of FMA's consulting team as they assist clients to develop an appropriate fiscal infrastructure, establish effective fiscal policies and procedures and implement strong internal financial controls.
After graduating from The College of New Jersey with a B.S. in Accounting, Dipty worked as a public accountant at PricewaterhouseCoopers LLP. She also spent over four years performing domestic and international internal controls audits at Schering-Plough Corporation and Bristol-Myers Squibb Company. She holds a J.D. from Brooklyn Law School, where she was a Sparer Public Interest Law Fellow, and worked as a legal intern with the ACLU Women's Rights Project and the Urban Justice Center's Community Development and Domestic Violence Projects.
Dipty volunteers with Queens based Andolan, Organizing South Asian Workers and serves on the Board of Directors of the Third Wave Foundation as Chair of the Finance Committee. She has previously served on the Board of Directors of the New Jersey-based nonprofit, Manavi, an organization that works to end violence against women.
Phone: 212-931-9268
FAX: 212-931-9269
Email: djain@fmaonline.net
Henry Lopez, Manager, Financial Outsourcing
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Henry Lopez is Manager of Financial Outsourcing at FMA. Henry is responsible for overseeing the outsourcing function of FMA and he works closely with upper management and fiscal staff to ensure that financial procedures and operations are functioning in an efficient manner for the organization.
Before joining FMA, Henry was Vice President of Financial Reporting and International Consolidations Accounting Manager at Marsh USA where he was responsible for evaluating framework control environments and determining their operating effectiveness. Prior to that Henry was a manager at PricewaterhouseCoopers and senior auditor at J.H. Cohn, LLP a national Certified Public Accounting Firm. Henry has over 10 years of experience in audit engagements and various specialized accounting programs, including QuickBooks, MAS 90, and Go System Audit.
Henry received his Bachelor of Science in Accounting from St. Thomas Aquinas College, Sparkill, NY.
Phone: 646-403-8059
FAX: 646-403-8060
Email: hlopez@fmaonline.net
Russell Pomeranz, Manager, Financial Advisory Services
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Russell Pomeranz, MBA, is Manager of Financial Advisory Services at FMA. Russ provides consulting support to nonprofit executives in financial management areas such as budgeting and financial analysis. His support enables leaders to improve their organizations financial health by understanding the true costs of their programs, enabling them to plan effectively for the resources necessary to carry out their missions.
Russ comes to FMA with over 20 years of nonprofit financial management experience, most recently as Chief Operating Officer/Chief Financial Officer and Treasurer of the Vera Institute for Justice. Prior to that he was the Director of Finance at the Council on Foreign Relations, CFO at Spence-Chapin Services to Families and Children, and worked in a senior financial and administrative capacity at several arts organizations including the International Center of Photography and Meet the Composer. He serves on the Boards of Directors of the nonprofit organizations Job Path and MATA (Music at the Anthology), and is President of the Columbia County Historical Society. He is currently an adjunct professor at the Columbia School for Public Health.
Russ has published articles on the non-profit sector in publications including the New York Times, the Chronicle of Philanthropy, and The Register Star. He holds an MBA from the University of Michigan, and a BA in Economics from Haverford College.
Phone: 646-202-9014
FAX: 646-202-9015
Email: rpomeranz@fmaonline.net
John Summers, Manager, Research and Development
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John Summers is FMA's Manager of Research and Development. John works with nonprofit executives to help them define and understand their organizations' needs, and with other FMA team members develops programs to address those needs. John also heads FMA's internal and client-based research initiatives.
Prior to joining FMA, John worked with public policy research organizations as a research consultant and analyst, primarily focusing on issues of economic opportunity and political participation. He is active in numerous local nonprofit and faith-based organizations working for social and economic justice.
John holds a Master's degree in political science from Indiana University, and a B.A. from Transylvania University in Lexington, Kentucky.
Phone: 212-931-9133
FAX: 212-931-9139
Email: jsummers@fmaonline.net
Willie Vega, Manager, Software Solutions
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Willie Vega is a Manager of Software Solutions at FMA. Willie is responsible for developing financial management and reporting systems, implementing accounting software programs and providing training on their use, and preparing organizations for audits. As a consultant, his role varies according to the needs of each client. Most often, he acts as the outsourced to provide financial management reports for business performance analysis.
Before joining FMA, Willie was a senior staff auditor at ERE, LLP, where he planned and reviewed audits and prepared consolidated financial statements for businesses across a wide range of industries. He performed accounting reconciliations and analyses, and filed federal and state tax returns for clients.
Willie received his Bachelor of Science in Accounting from St. Thomas Aquinas College, Orangeburg, NY.
Phone: 212-931-9218
FAX: 212-931-9219
Email: wvega@fmaonline.net
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Direct Phone |
Direct Fax |
| Ally, Shamir |
212-931-9224 |
212-931-9225 |
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Shamir R. Ally, Senior Consultant, comes to FMA with significant experience providing technical assistance, contract management, and fiscal audits to not-for-profit organizations.
Prior to joining FMA, Shamir was Senior Management Consultant with Nonprofit Consulting Services (NCS), a division of Public Health Solutions (formerly FITA/MHRA) in New York City. While with NCS, he was responsible for conducting national training sessions in nonprofit financial management, including the development of new procedures and incorporation of best practices. He also performed client assessments and workplan development, served as principal contact with executive, program, and fiscal staff of contractor organizations, and managed the RFP response process, including development of appropriate contracts in accordance with state and local policies.
Before entering the nonprofit sector, Shamir spent a decade as an auditor with such companies as Dime Bank of New York, Macys, Republic National Bank of New York, and Volt Information Sciences, where he was promoted to Supervising Senior Financial Analyst, Corporate Financial Planning and Reporting.
Shamir served on the Employee Activity, Outreach and MOVE Committees with HIV Care Services/Public Health Solutions and volunteers with Literacy Volunteers of America. He holds a Bachelors of Science in Banking/Money Management & Finance from Adelphi University.
Shamir Ally, Senior Consultant
Phone: 212-931-9224
FAX: 212-931-9225
Email: sally@fmaonline.net
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| Andrew, Eva |
646-403-8040 |
646-403-8041 |
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| Braver, Jonathan |
212-931-9294 |
212-931-9295 |
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Jonathan Braver is a Senior Consultant at FMA. Jonathan provides not-for-profit organizations with fiscal management services including budget development assistance, preparation and analysis of financial reports, grants and contracts management and reporting, audit preparation, and oversight and support of internal fiscal staff.
Before joining FMA, Jonathan was Director of Finance and Compliance at East Harlem Business Capital Corporation, a non-profit community development and financial services organization. At EHBCC he directed the full range of the organization's fiscal activities, including management of loan portfolios, preparation of budgets and audit schedules, financial reporting and analysis, and management of city, state, and federal contracts.
Jonathan received a BA in Business Management from SUNY New Paltz and holds a Certified Nonprofit Accounting Professional (CNAP) certificate.
Phone: 212-931-9294
FAX: 212-931-9295
Email: jbraver@fmaonline.net
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Bruce, Llisa |
312-780-1372 |
312-726-3804 |
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| Cheng, Jing |
646-202-9012 |
646-202-9013 |
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Jing Cheng is an FMA Consultant, providing our clients with outsourced accounting services including processing accounts payable and accounts receivable, processing payroll transactions, reconciling bank accounts and producing and analyzing financial reports. Jing also works with organizations on preparing for their external audits, including developing audit schedules, and in implementing financial reporting systems.
Prior to coming to FMA Jing worked as a bookkeeper at Jimmary Associates, Inc. She also served as bookkeeper at the not-for-profit organization Chinatown Manpower Project. Jing holds a Bachelors degree in Accounting from Baruch College in New York City and is a member of the Golden Key Honor Society.
Phone: 646-202-9012
FAX: 646-202-9013
Email: jcheng@fmaonline.net
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Coker, Rebecca |
646-416-6045 |
646-416-6046 |
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| Cohen, Stuart |
212-931-9134 |
212-931-9135 |
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Stuart Cohen, Senior Manager, leads FMA's development of new programs and initiatives. He has been a leading force behind the development of the FMA Institute, a training and professional development initiative offering nonprofit leaders and staff the education and support they need to effectively lead their organizations and manage their financial resources.
Stu joined the FMA team from FITA (Fiscal Infrastructure Technical Assistance), a service division of MHRA (Medical and Health Research Association of New York City, Inc.), where as Deputy Director he developed and implemented FITA's technical assistance services. While there, Stu instituted an outcomes-based fiscal training model combining workshops with one-on-one consulting services. He also led FITA/MHRA's Common Cents training program, serving over 50 community-based organizations (CBOs) nationally for the Centers for Disease Control. As Assistant Executive Director of the Momentum AIDS Project, a $3M CBO that provides meals, clothing and counseling services to New York City's low-to-no-income citizens living with HIV/AIDS, he was responsible for government contract relations, agency strategic planning and corporate administration.
Phone: 212-931-9134
FAX: 212-931-9135
Email: scohen@fmaonline.net
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| Cook, Terence |
646-536-2821 |
646-202-9002 |
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Terence D. Cook, MPA, brings an in-depth knowledge of the not-for-profit sector, with a focus on fiscal accountability, governance and evaluation. At FMA, Terence works to design and implement fiscal, reporting and oversight systems and processes for not-for-profit organizations.
Terence has more than 20 years of experience in nonprofit management and local government, both in his native Great Britain and internationally. Prior to joining FMA, Terence was Director of Finance and Operations at the Stonewall Community Foundation where he managed all aspects of the fiscal, I.T. and H.R. functions of a charitable foundation, granting $1,000,000 per year to LGBTQ community-based organizations. Previously, Terence was Director of the Alliance for Nonprofit Governance (now known as Governance Matters), a collaborative organization dedicated to strengthening strong board leadership.
Terence’s other consulting experience includes providing services to the United Nations Development Program, where he planned the fiscal devolution of Cambodia and a training program for the country’s finance ministers. He also spent three years implementing education programs for Vietnamese asylum seekers in Hong Kong with the United Nations’ High Commission for Refugees.
Terence holds a Master of Public Administration from the Robert F. Wagner School at New York University and received a Bachelor of Education from South Bank University, London. He is an adjunct professor at Columbia University School of Continuing Education where he lectures on nonprofit financial management. Terence also serves as treasurer of Food of Life/Comida de Vida Food Pantry in Dutchess County, NY.
Phone: 646-536-2821
FAX: 646-202-9002
Email: tcook@fmaonline.net
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Drucker, Adam |
646-519-1743 |
646-403-8072 |
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Dykstra, Gretchen |
646-403-8040 |
646-403-8041 |
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Gretchen Dykstra, Senior Advisory Consultant
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| Fuller, Andrew |
312-780-1368 |
312-726-3804
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Andrew Fuller, MBA, provides fiscal management consulting and training services, including cost-benefit analysis, budget projections, cash flow analysis, internal controls consulting, fiscal infrastructure assessment, development of policies and procedures manuals, and other tailored consulting around large scale and complex fiscal issues.
Prior to joining FMA, Andrew worked as a consultant for BearingPoint Inc., providing operational and financial consulting services to federal government clients. Andrew also spent two years supporting the Experimental Program to Stimulate Competitive Research (EPSCoR) Foundation, a national nonprofit organization that promotes the importance of a vibrant science and technology enterprise, primarily though improving the university research infrastructure and competitiveness of states that historically have received smaller amounts of federal research funding. During his tenure with the EPSCoR Foundation, Andrew participated in development efforts to produce nationally competitive proposals for education and research grants for EPSCoR-eligible institutions and contributed to a federal campaign to increase federal funding for the EPSCoR program.
Andrew holds an MBA with a focus on Finance & Operations Management from George Washington University.
Phone: 312-780-1368
FAX: 312-726-3804
Email: afuller@fmaonline.net
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| Gonzalez, Alex |
646-403-8076 |
646-403-8077 |
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Alex Gonzalez is an Associate Consultant at FMA. He provides clients in the not-for-profit sector with outsourced accounting services including processing accounts payable and accounts receivable, processing payroll transaction, reconciling bank accounts and producing and analyzing financial reports. Alex also works with organizations on preparing for their external audits, including developing audit schedules, and on implementing financial reporting systems.
Prior to joining FMA, Alex was the Billing Coordinator at Bilinguals, Inc., which provides English and bilingual evaluations and therapeutic/educational services for children ages birth to five. At Bilinguals, Inc. his duties included managing accounts receivable, preparing monthly payroll reports, and tracking and managing profitability.
Alex is bilingual in Spanish and English and received his Bachelors of Science in Finance from State University of New York at New Paltz.
Alex Gonzalez, Associate Consultant
Phone: 646-403-8076
FAX: 646-403-8077
Email: agonzalez@fmaonline.net
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| Gudgeon, Amy |
312-780-1370 |
312-726-3804
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Amy K. Gudgeon, MPA is Senior Consultant with Fiscal Management Associates, LLC. She leads FMAs Chicago office and is responsible for recommending and implementing improvements to organizations' financial management infrastructure, facilitating management decision making on strategic financial issues.
Prior to joining FMA, she worked as both Project Manager and Director of Grants Management with the City of Chicago's Office of Emergency Management and Communications, where she managed all Homeland Security grant programs and served as the Contracts Director, coordinating all of OEMC s contracts, including negotiation, compliance, and legal oversight. Her experience with charter schools includes leadership with Perspectives Charter School of Chicago where she held the roles of Associate Director of Development and Deputy Director of External Affairs. While there, she oversaw the fundraising of all grant and individual requests to support an annual operating budget of over $3 million, and managed all educational policy initiatives surrounding the Perspectives Replication initiative in collaboration with the Bill & Melinda Gates Foundation, Renaissance 2010 and Chicago Public Schools. She also co-authored the Perspectives Replication proposal/business plan to establish additional effective charter schools in Chicago. An artist herself and supporter of the arts, Amy worked on the start-up team to build the first Children's Museum in downtown Atlanta as Director of Special Projects. She is President of the Friends of Newton Bateman Elementary School, serves as a Community Volunteer with Waters Elementary School and is an Associate Board Member of the American Theater Company.
Amy Gudgeon, Senior Consultant
Phone: 312-780-1370
FAX: 312-726-3804
Email: agudgeon@fmaonline.net
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| Jain, Dipty |
212-931-9268 |
212-931-9269 |
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Dipty Jain, CPA, Esq., Manager of Consulting Services, brings comprehensive legal, internal controls and accounting experience to her leadership of FMA's consulting team as they assist clients to develop an appropriate fiscal infrastructure, establish effective fiscal policies and procedures and implement strong internal financial controls.
After graduating from The College of New Jersey with a B.S. in Accounting, Dipty worked as a public accountant at PricewaterhouseCoopers LLP. She also spent over four years performing domestic and international internal controls audits at Schering-Plough Corporation and Bristol-Myers Squibb Company. She holds a J.D. from Brooklyn Law School, where she was a Sparer Public Interest Law Fellow, and worked as a legal intern with the ACLU Women's Rights Project and the Urban Justice Center's Community Development and Domestic Violence Projects.
Dipty volunteers with Queens based Andolan, Organizing South Asian Workers and serves on the Board of Directors of the Third Wave Foundation as Chair of the Finance Committee. She has previously served on the Board of Directors of the New Jersey-based nonprofit, Manavi, an organization that works to end violence against women.
Phone: 212-931-9268
FAX: 212-931-9269
Email: djain@fmaonline.net
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| Knierim, Veronika |
646-403-8071 |
646-403-8072 |
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Veronika Knierim, MPA, Consultant, assists clients in the development of fiscal infrastructure assessments, improved internal controls, budget projections and development of policies and procedures manuals.
Prior to FMA, Veronika served as a consultant for a French microfinance organization where she coordinated the start-up of the organization complying with IRS regulations for tax-exempt organizations. She also served as a Charity Analyst for the New York Better Business Bureau where she was responsible for evaluating regional charities' adherence to national standards of charity accountability. Before beginning her graduate work, she administered government-funded programs for an international health development organization, where she managed the finances of four long-term USAID health projects in Guyana, Zambia, Ethiopia, and Rwanda. She also worked as a volunteer grantwriter/fundraiser with a community development organization in Johannesburg, South Africa.
Veronika holds a Masters in Financial Management from NYU s Robert F. Wagner Graduate School of Public Service and a Bachelor of Arts in Anthropology from Boston University.
Veronika Knierim, Consultant, Consulting and Advisory Services
Phone: 646-403-8071
FAX: 646-403-8072
Email: vknierim@fmaonline.net
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| Lopez, Henry |
646-403-8059 |
646-403-8060 |
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Henry Lopez is Manager of Financial Outsourcing at FMA. Henry is responsible for overseeing the outsourcing function of FMA and he works closely with upper management and fiscal staff to ensure that financial procedures and operations are functioning in an efficient manner for the organization.
Before joining FMA, Henry was Vice President of Financial Reporting and International Consolidations Accounting Manager at Marsh USA where he was responsible for evaluating framework control environments and determining their operating effectiveness. Prior to that Henry was a manager at PricewaterhouseCoopers and senior auditor at J.H. Cohn, LLP a national Certified Public Accounting Firm. Henry has over 10 years of experience in audit engagements and various specialized accounting programs, including QuickBooks, MAS 90, and Go System Audit.
Henry received his Bachelor of Science in Accounting from St. Thomas Aquinas College, Sparkill, NY.
Phone: 646-403-8059
FAX: 646-403-8060
Email: hlopez@fmaonline.net
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| Mercado, Lynna |
646-403-8073 |
646-403-8066 |
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Mills, Andrea |
212-931-9163 |
212-931-9164 |
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Andrea T. Mills, MBA, CPA, CCSA®, Director of FMA, works with nonprofit organizations, individuals, and foundations in financial management areas to help them make important fiscal decisions for their organizations. Her support enables organizations to improve the effectiveness of their giving and receiving of contributions through developing fiscal management tools, establishing appropriate fiscal policies and procedures, and advising on strategic decisions. She also spends time leading FMA’s training initiatives in New York, Chicago, and across the country for executive directors, fiscal staff and board members of organizations and foundations. Most recently, she has taught courses through the FMA institute, was presenter at the City of Chicago, Department of Family and Support Services Annual Fiscal Conference, and is a faculty member of Donors Forum of Chicago.
Andrea came to FMA with over 15 years of public accounting experience working with not-for-profit organizations and start-up venture capital companies through her association with a regional accounting firm and as a supervisor in the Philadelphia office of Grant Thornton LLP. At FMA, she held the position of senior manager for several years before being admitted to partnership as a Director in 2006.
In her ongoing volunteer work for the New York Chapter of Soroptimist International, the world’s largest professional women’s service organization, Andrea is a nongovernmental organization representative, providing reports to organization members on biweekly United Nations briefings that address economic development and human rights policies. She also serves on the Board of Directors of Unifem/USA, NY Metro Chapter and the Board of the Ireland/US Council.
Andrea holds the Certification in Control Self-Assessment (CCSA®) awarded by The Institute of Internal Auditors to practitioners who have proven their knowledge and are able to provide guidance on risk, controls, and business objectives. She is a member of the American Institute of CPAs and The Institute of Internal Auditors, and is an adjunct professor at Columbia University’s School of Continuing Education, where she lectures on accounting issues for not-for-profit organizations. Andrea has an MBA degree from Drexel University and graduated magna cum laude with a BBA from Temple University.
Phone: 212-931-9163
FAX: 212-931-9164
Email: amills@fmaonline.net
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| Polanco, Hilda |
212-931-9240 |
212-931-9241 |
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As Managing Director and founder of Fiscal Management Associates, LLC (FMA), Hilda provides practical, hands-on financial management and consulting services to organizations in the not-for-profit sector. Over the last nineteen years, Hilda has built a specialized consulting practice focused on helping not-for-profit agencies create and maintain effective fiscal systems and policies, cost-efficient technology systems, and a human resource infrastructure that supports their program, fiscal and operating demands. Additionally, in order to address a critical need for the professional development of leaders in the nonprofit sector, she spearheaded the creation and launch of the FMA Institute.
A recognized expert in the independent sector, Hilda has been invited for the last three years by the New York Times Company to serve on the selection committee for the NYT Nonprofit Excellence Awards. She is an adjunct professor in Columbia University’s Department of Health Policy and Management and regularly conducts fiscal workshops for Columbia’s Institute for Not-for-Profit Management.
Hilda currently serves on the Board of Directors for the New York Better Business Bureau Foundation and chairs the Foundation’s Hispanic Advisory Committee. Hilda also serves on the Advisory Board for Acelero Learning, an organization that partners with local communities to support high quality Head Start programs. She has also served on the Board of Governance Matters. Other memberships include the American Institute of CPAs, New York State Society of CPAs and its Not-for-Profit Organizations Committee. In 2008, she was honored with the Social Entrepreneur Award from the National Association of Women Business Owners-New York City, which recognizes the successful impact made by a woman who uses business methods to find practical ways to solve social problems or needs related to the not-for-profit sector. Her previous honors include an award from WHEDCO in 2004 for outstanding leadership in the field of nonprofit finance and the 2003 Latina Excellence Award in Community Service from HISPANIC Magazine.
Hilda graduated from New York University with a B.A. in Accounting. She is a CPA and holds the Certification in Control Self-Assessment, conferred by the Institute of Internal Auditors to practitioners who have proven their knowledge and are able to provide guidance on risk, controls, and business objectives.
Phone: 212-931-9240
FAX: 212-931-9241
Email: hpolanco@fmaonline.net
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Pomeranz, Russell |
646-202-9014 |
646-202-9015 |
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Russell Pomeranz, MBA, is Manager of Financial Advisory Services at FMA. Russ provides consulting support to nonprofit executives in financial management areas such as budgeting and financial analysis. His support enables leaders to improve their organizations financial health by understanding the true costs of their programs, enabling them to plan effectively for the resources necessary to carry out their missions.
Russ comes to FMA with over 20 years of nonprofit financial management experience, most recently as Chief Operating Officer/Chief Financial Officer and Treasurer of the Vera Institute for Justice. Prior to that he was the Director of Finance at the Council on Foreign Relations, CFO at Spence-Chapin Services to Families and Children, and worked in a senior financial and administrative capacity at several arts organizations including the International Center of Photography and Meet the Composer. He serves on the Boards of Directors of the nonprofit organizations Job Path and MATA (Music at the Anthology), and is President of the Columbia County Historical Society. He is currently an adjunct professor at the Columbia School for Public Health.
Russ has published articles on the non-profit sector in publications including the New York Times, the Chronicle of Philanthropy, and The Register Star. He holds an MBA from the University of Michigan, and a BA in Economics from Haverford College.
Phone: 646-202-9014
FAX: 646-202-9015
Email: rpomeranz@fmaonline.net
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Priest, Ian |
646-403-8074 |
646-403-8075 |
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Ian Priest is a Consultant for FMA’s consulting and advisory service, where he works with nonprofit CFOs who are looking to make strategically significant financial decisions using specific quantitative tools. He provides insight through modeling data, conducting financial analysis and calculating project value.
Prior to joining Fiscal Management Associates, Ian completed his MBA at the Kellogg School of Management, where he majored in analytical finance, accounting and marketing. He has worked as a loan financial officer for the Housing Assistance Council, a Washington D.C. based financial intermediary, as well as the Chicago Public Schools as an internal consultant. While at Kellogg, Ian was chair for the local chapter of Chicago Communities in Schools and co-chair for the Environmentally Sustainable Business Club.
Ian began his work with nonprofits while he was in college at the University of Chicago, where he had the opportunity to work under First Lady Michelle Obama when she was the director of the University Community Service Center. In 2002 he graduated with a BA in Political Science and English Literature, and served for two years as a Peace Corps Volunteer in Burkina Faso, West Africa. While in the Peace Corps, Ian taught math at a rural high school and oversaw the financing and construction of a kitchen unit for blind individuals.
Ian Priest, Consultant
Phone:646-403-8074
Fax:646-403-8075
Email: ipriest@fmaonline.net
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Ruiz, Martha |
212-931-9264 |
212-931-9265 |
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Martha Ruiz is a bi-lingual, full charge bookkeeper at FMA responsible for providing on- and off-site accounting and bookkeeping services including analyzing and reconciling disbursements, deposits and bank statements, posting General Ledger journal entries and inputting financial data. Martha is also responsible for preparing quarterly balance sheets, and year-end closings. Martha is skilled at using numerous accounting software programs including FUND E-Z, QuickBooks, Quicken and MAS 90.
Martha worked in a public accounting firm prior to joining FMA, and has a Business Administration degree from Mercy College, NY.
Phone: 212-931-9264
FAX: 212-931-9265
Email: mruiz@fmaonline.net
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| Segura, Norma |
646-416-6047
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646-416-6048
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Norma Segura is a bilingual Senior Consultant at FMA. Norma provides not-for-profit organizations with fiscal management consulting services on areas including budget development, preparation and analysis of financial reports, grants and contracts management and reporting, audit preparation, and oversight and support of internal fiscal staff. She has extensive knowledge in audits and budget analysis and experience with FUND E-Z and Blackbaud software.
Before joining FMA, Norma was an Audit Senior Associate at BDO Seidman where she worked with organizations in the nonprofit and healthcare industries. She was also a senior accountant at the Yivo Institute for Jewish Research where she provided analysis of special programs and analyzed monthly financial reports.
Norma received a BS in Accounting from Marymount Manhattan College, NY.
Norma Segura, Senior Consultant
Phone: 646-416-6047
FAX: 646-416-6048
Email: nsegura@fmaonline.net
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| Saulnier, Deanna |
646-403-8063 |
646-403-8064 |
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Deanna Saulnier, MA, Consultant, works with all-things Institute at FMA. She assists in the development and delivery of curriculum, coordinates our external events and trainings and ensures that the membership experience of the Institute is positive, robust, and meaningful.
Prior to joining FMA, Deanna gained experience with nonprofits in a variety of roles, providing excellent preparation for interacting with the variety of individuals who participate in Institute trainings. Most recently, she worked with Micro Business Development, assisting aspiring entrepreneurs and start-up businesses with gaining access to resources, markets, and capital. She also worked as the AmeriCorps Program Coordinator with the Center for Community Engagement and Service Learning at the University of Denver, where she successfully recruited over 200 students to become involved with community based work. Her affiliation with AmeriCorps began in 2003 where she served as a Corps Member and Team Leader in the National Civilian Community Corps.
Deanna holds a BA in Political Science from The Richard Stockton College of New Jersey and an MA in Global Finance, Trade and Economic Integration (International Political Economy) from the Josef Korbel School of International Studies at the University of Denver where she concentrated her studies on fair trade, micro finance and economic development.
Deanna Saulnier, Consultant Phone: 646-403-8063 FAX: 646-403-8064 Email: dsaulnier@fmaonline.net
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Summers, John |
212-931-9133 |
212-931-9139 |
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John Summers is FMA's Manager of Research and Development. John works with nonprofit executives to help them define and understand their organizations' needs, and with other FMA team members develops programs to address those needs. John also heads FMA's internal and client-based research initiatives.
Prior to joining FMA, John worked with public policy research organizations as a research consultant and analyst, primarily focusing on issues of economic opportunity and political participation. He is active in numerous local nonprofit and faith-based organizations working for social and economic justice.
John holds a Master's degree in political science from Indiana University, and a B.A. from Transylvania University in Lexington, Kentucky.
Phone: 212-931-9133
FAX: 212-931-9139
Email: jsummers@fmaonline.net
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| Taylor, Benjamin |
646-403-8069 |
646-403-8070 |
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Benjamin Taylor is a Consultant at FMA. Benjamin splits his time between business development and outsourced accounting services. As a Consultant, he provides clients with outsourced fiscal management services including accounts payable, accounts receivable, payroll processing, bank reconciliation, and financial reporting packages. In addition, he develops service proposals and other client correspondence and keeps FMA clients apprised of developments in the not-for-profit sector.
Before joining FMA, Benjamin worked with Lambrides, Lamos, Moulthrop LLP where he was involved in business development and audits of nonprofits. He holds a B.S. in Business Administration.
Phone: 646-403-8069
FAX: 646-403-8070
Email: btaylor@fmaonline.net
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Tong, Chao |
646-202-9024 |
646-202-9025 |
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Tran, Hong |
646-403-8065
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646-403-8066
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Hong Tran is an Associate at FMA. She provides our clients in the not-for-profit sector with outsourced accounting and consulting services, including posting of cash receipts and disbursements, posting of journal entries, bank reconciliations, and support in developing client accounting systems.
Hong graduated from Baruch College where she majored in Accounting. In addition to working for FMA she has also worked with MDLand where she provided accounting assistance as a Part-time Bookkeeper. Her tasks at MDLand included running aging summaries, managing accounts receivables, processing checks and maintaining proper record keeping of all transactions in their accounting system.
Phone: 646-403-8065
FAX: 646-403-8066
Email: htran@fmaonline.net
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Vega, Willie |
212-931-9218 |
212-931-9219 |
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Willie Vega is Manager of Software Solutions at FMA. Willie is responsible for developing financial management and reporting systems, implementing accounting software programs and providing training on their use, and preparing organizations for audits. As a consultant, his role varies according to the needs of each client. Most often, he acts as the outsourced overseeing bookkeeping staff, ensuring that financial systems are functioning as intended, and working with senior management to provide financial management reports for business performance analysis.
Before joining FMA, Willie was a senior staff auditor at ERE, LLP, where he planned and reviewed audits and prepared consolidated financial statements for businesses across a wide range of industries. He performed accounting reconciliations and analyses, and filed federal and state tax returns for clients.
Willie received his Bachelor of Science in Accounting from St. Thomas Aquinas College, Orangeburg, NY.
Phone: 212-931-9218
FAX: 212-931-9219
Email: wvega@fmaonline.net
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| Vichare, Anita |
212-931-9182 |
212-931-9183 |
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Anita Vichare, MPA, is the Marketing Associate for FMA. She works closely with the Managers, Consultants, and Directors to promote the services and products of FMA. She has several years of experience working with Government and Nonprofits organizations in communications, fundraising, and presentation/marketing materials development.
Prior to joining FMA, Anita worked in communications for the Teachers Retirement System (TRS) of Georgia. At TRS she assisted in developing, coordinating, and promoting financial trainings and events through the Customer Outreach Program. During graduate school, Anita also worked in the marketing and development department at United Cerebral Palsy of Georgia and as an art educator and contract designer for the High Museum of Art. Prior to graduate school, Anita was a research fellow in the Business and Strategic Communications Unit for the Westinghouse Savannah River Site and the US Department of Energy.
Anita has a Bachelors Degree in Industrial (Product) Design from the Georgia Institute of Technology and a Masters Degree in Public Administration with a concentration in Nonprofit Administration from the Andrew Young School of Policy at Georgia State University.
Anita Vichare, Marketing Associate
Phone: 212-931-9182
Fax: 212-931-9183
Email: avichare@fmaonline.net
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Richard von Bargen joined FMA in May 2008 directly from Andrea Mills’ Nonprofit Financial Management course at Columbia University, where he is pursuing a Masters Degree in Fundraising Management and Nonprofit Administration. His role on the Business Development team has evolved from Foundation Prospect Research to more general support of and interfacing with the communications, marketing and technology functions of the development unit as well as FMA/ERE. Rich is a graduate of Williams College with a Bachelors Degree in Philosophy and was recently elected to the Williams Club Board of Governors. At 6’ 7” tall, Rich hopes that FMA will one day join a basketball league and enjoys spearheading other exciting and unique social outings for all of his colleagues in the meantime.
Richard von Bargen, Business Development Associate
Phone: 646-202-9005
Fax: 646-202-9006
Email: rvonbargen@fmaonline.net
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Walker Tschoepe, Brie |
212-931-9112 |
212-931-9113 |
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Brie Walker Tschoepe, Communications Associate at FMA, is responsible for coordination and logistical delivery of FMA's training and recruitment services.
She has a decade of experience on the program side of several arts, faith-based, and educational not-for-profit organizations.
Prior to joining FMA, Brie completed an M.A. in Educational Theatre at NYU. Her studies concentrated in Applied Theatre, a developing field that explores the application of theatre skills and techniques to non-theatre situations such as team building, conflict resolution, and action for social justice.
Phone: 212-931-9112
FAX: 212-931-9113
Email: bwalker@fmaonline.net
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| Walker, Sarah |
646-202-9003 |
646-202-9004 |
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Sarah Walker, Senior Consultant at FMA, assists FMA's clients with developing an appropriate fiscal infrastructure and implementing effective fiscal policies and financial controls. Sarah also assists in the development of policies and procedures manuals and participates in the recruiting of staff for client organizations.
Before joining FMA, Sarah coordinated the volunteer tutor program at Literacy Partners, Inc., a nonprofit adult literacy provider. She also spent a year as an Americorps VISTA volunteer managing community development projects at Mercy Housing California. Sarah graduated from Tulane University with a BA in Political Science and holds an MPA in Nonprofit Financial Management from New York University's Robert F. Wagner School of Public Service.
Phone: 646-202-9003
FAX: 646-202-9004
Email: swalker@fmaonline.net
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