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Work Background
2506 Professional Services LLCBusiness Consultant
Mar. 2023Honolulu, Hawai'i
St. John Bosco High SchoolChief Financial Officer
Apr. 2017 - Mar. 202313640 Bellflower Blvd, Bellflower, CA 90706• Introduced widespread use of Financial Edge, leading to efficiency gains in the Business and Development offices.
• Navigated the school through several cash crises while making all payrolls and keeping relationships with vendors intact.
• Developed and implemented a streamlined budget planning process.
• Introduced a new communication protocol to reduce the time newly admitted families received financial aid award information. This led to a 12% increase in retention.
• Oversaw financing, construction, and close-out of several large capital projects, including the building of a computer lab and the construction of an athletics facility.
• Managed the transition of several key fundraiser employees upon their retirement.
• Led the RFP processes for several initiatives, all of which reduced costs and increased cash flow.
• Guided and coached the business office to use technology and process mapping to increase operations and bring the school into the 21st century.
The Third Sector CompanyExecutive Leader
Mar. 2016 - Mar. 2018Greater Los Angeles Area, Orange County• Provided interim executive leadership for nonprofits facing unexpected changes in leadership. Provided comprehensive internal assessment and developed detailed improvement plans to assist the nonprofits in searching and hiring their next executive.
• Provided interim financial management and analysis for nonprofits requiring short-term, intense retooling of their financial management systems, processes, and controls in preparation for searching and hiring their next CFO.
Make-A-Wish Orange County and the Inland EmpireVice President of Finance & Operations
Nov. 2011 - Mar. 2016Irvine, CA• Led the development and execution of a plan to guide agency from a $1.2M deficit in FY11 to a $819K surplus in FY14.
• Oversaw the sale of the agency’s primary offices. Project managed the relocation to larger spaces, including securing a new location, overseeing construction, procuring furniture and fixtures, liquidating retired assets and completing the physical move.
• Successfully managed budgeting and forecasting to accurately reflect historical trends in the agency.
• Led all annual financial and compliance audits, as well as preparation for annual Form 990 filing.
Inside Out Community ArtsInterim Operations Manager
Sep. 2010 - Dec. 2010On-site consultant providing financial and database support. Key components of this engagement are maintaining financial records with use of QuickBooks Nonprofit Pro to provide reports and cash flow projections, as well as human resource administration, governmental contract compliance and organizational budgeting.
H&R BlockTax Pro
Dec. 2008 - May. 2009Seasonal Tax Professional at H&R Block
The Third Sector CompanyExecutive Vice President & General Manager
Jul. 2008 - Nov. 2011Long Beach, California, United States• Evaluated and reconfigured accounting and reporting systems and controls to provide timely and auditable financial reports.
• Reduced firm’s debt by 25%.
• Repackaged product lines, leading to a net revenue increase of 45%.
• Renegotiated cost savings activities, including space negotiations that reduced rent expense by 60% while only decreasing square footage by 35%.
• Managed payroll, human resources, contractor agreement and payments, information and technology systems, accounts receivable, accounts payable, sales tax reporting and inventory.
• Developed a comprehensive Policies and Procedures Manual for staff and affiliates, including job descriptions.
• Managed production of 8 books and workbooks, from concept phase to final publication and distribution.
• Worked with Management Services Organizations to develop additional business and to co-produce training programs.
Spanish-American InstituteExecutive Director
Mar. 2007 - Dec. 2007Spanish-American Institute is a nonprofit organization that grants scholarships to Latino students in order to encourage furthering their secondary education.
Toto's Revenge, LLCOwner
Dec. 1999 - Aug. 2007Concept to realization of upscale, retail gift store
Marketing efforts resulted in turning a residential retail location into a destination store
Customer service policies contributed to establishing a customer base that included many living outside the area that journeyed to the store specifically because of the product mix and attention to detail
Dorothy's SurrenderStore Manager
Oct. 1999 - Jan. 2000
Rite Aid CorporationStore Manager
Dec. 1993 - Oct. 1999Responsible for hiring, training, customer service, merchandise presentation, bulk buying, and seasonal planning for drug/discount store
Thrifty-Payless Drug StoresAssistant Manager
Jul. 1991 - Dec. 1993Responsible for customer service, merchandise presentation and bulk buying for drug/discount store
TKS EntertainmentAdministrative Assistant
Mar. 1990 - Jul. 1991Worked with casting directors to secure roles for actors
Interviewed and evaluated potential clients
Acted as problem solver and liaison between actors and casting agencies
ITT Consumer FinancialBranch Manager
Dec. 1985 - Mar. 1990Responsible for business development, lending, collections and delinquency control
Supervised staff of 14 with a base of 4200 accounts and $12.5 million in outstandings, maintaining a delinquency rate of 1.0% or less
Administered hiring, orientation and training program for all new employees in a 7 branch region
ITT Consumer FinancialAssistant Manager
Sep. 1984 - Dec. 1985Responsible for collections, lending and assisting branch manager in daily operations
Sutherland Printing Co, IncSales Representative
Aug. 1983 - Jun. 1984Represented large off-set printing company for both new and established customers
Effectively increased market share in the Des Moines area
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