Accounting

Richard, a seasoned CFO and thought partner to his clients, joined the Kiwi Partners team in 1999 and has over twenty-five years of experience in legal, financial, and nonprofit organizations. Richard currently performs the CFO role for his clients, including providing oversight and support to Kiwi Partners and the client’s accounting staff.  

 

From 1999-2007, Richard was the outsourced full-time CFO at Kiwi Partners client - The American Thoracic Society (“ATS”) from its start-up phase in 1999 to a $25mm organization. Richard's expertise was instrumental in the implementation of software for accounting, membership and subscriptions, and fund-raising activities; established and managed all banking requirements. He also managed cash-flows/liquidity, investments, receivables, billing, fixed assets and prepared the corporate budget, monthly financial statements and forecast projections.  

 

Richard brings extensive professional expertise and a proven ability to adapt across diverse sectors. His client experience spans education, healthcare, faith-based institutions, foundations, medical research, social services, public benefit, advocacy and youth development. Richard is recognized for his ability to address complex organizational challenges with practical, results-oriented solutions that strengthen financial management and advance mission-driven goals.

 

Richard is conversant with many software packages and accounting packages such as Sage Intacct, Fund EZ, QuickBooks, Financial Edge, Great Plains, BILL, Expensify and iMIS membership database. 

 

Richard received his undergraduate degrees in finance and law from the University of Otago, New Zealand, and his MBA at NYU Stern School of Business. He is also a New York Certified Public Accountant.  Richard enjoys traveling, going to the beach, watching movies, and eating ramen.