David Machacek

QuickBooks Coach at Women's Economic Ventures (WEV)
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Credentials

  • QuickBooks Certification
    Quickbooks Software
    Oct, 2019
    - Nov, 2024

Experience

    • United States
    • Non-profit Organization Management
    • 1 - 100 Employee
    • QuickBooks Coach
      • Jan 2020 - Present

      Provided personalized training and education in the use of QuickBooks and QuickBooks Online for bookkeeping, financial reporting, budgeting, business planning, and financial analysis to small business owners and managers in Santa Barbara and Ventura. • Assisted WEV clients with applying for, securing, and managing state and federal COVID relief grants and loans. • Prepared and delivered original financial education and empowerment workshops. Provided personalized training and education in the use of QuickBooks and QuickBooks Online for bookkeeping, financial reporting, budgeting, business planning, and financial analysis to small business owners and managers in Santa Barbara and Ventura. • Assisted WEV clients with applying for, securing, and managing state and federal COVID relief grants and loans. • Prepared and delivered original financial education and empowerment workshops.

  • David Machacek Bookkeeping
    • Santa Barbara, California Area
    • Bookkeeper
      • Jul 2017 - Present

      Provided bookkeeping, business planning, and operational support to small businesses and nonprofits in the Santa Barbara region. Provided bookkeeping, business planning, and operational support to small businesses and nonprofits in the Santa Barbara region.

    • United States
    • Professional Training and Coaching
    • Career Coach
      • Apr 2015 - Present

      Equipped professionals nationwide with professional resumes, cover letters, and on-line profiles to move up, move on, and make change with confidence. • Conducted original career development workshops for the Santa Barbara Chamber of Commerce, Workforce Development Board, Impact Hub and UCSB Entrepreneurs Association. Equipped professionals nationwide with professional resumes, cover letters, and on-line profiles to move up, move on, and make change with confidence. • Conducted original career development workshops for the Santa Barbara Chamber of Commerce, Workforce Development Board, Impact Hub and UCSB Entrepreneurs Association.

    • United States
    • Nonprofit Organization Management
    • Accountant
      • Feb 2020 - Jun 2020

      Provided bookkeeping, accounting, financial planning & reporting, and payroll support to the regional leader in after school programs for kids. Provided bookkeeping, accounting, financial planning & reporting, and payroll support to the regional leader in after school programs for kids.

  • WorkBubble
    • Santa Barbara, California Area
    • Director Of Career Services
      • Jan 2017 - Jun 2018

      Developed resume writing and interview tutorials as a founding member of a startup e-recruitment company. Developed resume writing and interview tutorials as a founding member of a startup e-recruitment company.

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Branch Leader / Financial Services Specialist
      • Oct 2010 - Aug 2017

      Founded and led a satellite branch of a regional financial services firm. Advised successful professionals on retirement planning, investment advisory, insurance, and estate planning needs. • FINRA Series 7, Series 66, Series 24, and CA Insurance Licenses. • Taught FINRA licensing exam preparation classes for new and matriculating advisors in the Camarillo branch office. Founded and led a satellite branch of a regional financial services firm. Advised successful professionals on retirement planning, investment advisory, insurance, and estate planning needs. • FINRA Series 7, Series 66, Series 24, and CA Insurance Licenses. • Taught FINRA licensing exam preparation classes for new and matriculating advisors in the Camarillo branch office.

    • General Manager
      • Sep 2009 - Dec 2009

      Managed high-volume, seasonal Halloween and Christmas stores from setup to strike. Hired, trained, and supervised an outstanding team of 30 employees. • Exceeded sales targets of $800K for Halloween and $300K for Christmas. Managed high-volume, seasonal Halloween and Christmas stores from setup to strike. Hired, trained, and supervised an outstanding team of 30 employees. • Exceeded sales targets of $800K for Halloween and $300K for Christmas.

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Chief Operating Officer
      • Jan 2008 - Aug 2009

      Provided tactical leadership for international nonprofit organization during a period of rapid growth. • Professionalized accounting policies and systems, tightened budget controls and established reporting standards for international cost-sharing agreements. • Developed and implemented formal personnel policies and procedures. • Led preparation of $1.5 million program and operating budgets. • Led preparation of federal and foundation grant proposals totaling over $1.2 million. • Implemented and managed small group health, dental, and commuter benefits for HIA employees.

    • Associate Director
      • Jun 2005 - Dec 2007

      Developed and directed international study and internship program on diversity and minority issues in the United States. • Led preparation of five international program budgets totaling over $800,000. • Prepared major foundation grants totaling over $500,000. • Increased fellowship applications by 200% in two years.

    • United States
    • Higher Education
    • 700 & Above Employee
    • Resident Fellow & Visiting Assistant Professor of Public Policy
      • Sep 2003 - Jun 2005

      Post-Doctoral Fellow at the Leonard E. Greenberg Center for the Study of Religion in Public Life. Contributing editor of Religion in the News. Taught graduate courses in Public Policy & Law. Post-Doctoral Fellow at the Leonard E. Greenberg Center for the Study of Religion in Public Life. Contributing editor of Religion in the News. Taught graduate courses in Public Policy & Law.

    • Higher Education
    • 700 & Above Employee
    • Project Coordinator & Lecturer
      • Oct 1999 - Jul 2003

      Supervised gradutate student researchers on the Religious Pluralism in Southern California Project and organized final conference. Served as Lecturer in Religious Studies and Writing from 1999 to 2003. Supervised gradutate student researchers on the Religious Pluralism in Southern California Project and organized final conference. Served as Lecturer in Religious Studies and Writing from 1999 to 2003.

    • United States
    • Higher Education
    • 700 & Above Employee
    • Lecturer
      • Jan 1998 - Mar 1998

      Visiting Lecturer in Religious Studies Visiting Lecturer in Religious Studies

Education

  • UC Santa Barbara
    Ph.D., Religious Studies
    1993 - 1998
  • UC Santa Barbara
    MA, Religious Studies
    1990 - 1993
  • Texas Lutheran University
    BA, Theology
    1986 - 1990

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