Angela Larson
VP of Finance at Partnership Schools- Claim this Profile
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Bio
Sari Kohen
Angela was a joy to work with! Aside from being a really strong finance and business strategist, that truly 'gets' how to structure a growing agency and team -she was a calming and trusted people manager to the whole team. Her insight in to financial planning, overall strategy, and client management know-how helped the agency grow tremendously and implement key systems to aid in future success. Her well rounded experience in finance and business management, alongside her warm and calming temperament make her a great leader. I hope I get a chance to work with Angela again in a new capacity, as she is someone you want on your team.
Bonnie Herzog
Angela and I worked together as Senior Equity Research Analysts at Citigroup for 4 years. Although we covered different sectors, I often sought out advice from Angela on a number of different topics given her tremendous industry experience. Angela was widely respected for her intelligence, financial acumen, and creativity. Angela not only works very well with others but she is an effective leader. I thoroughly enjoyed working with Angela and highly recommend her.
Sari Kohen
Angela was a joy to work with! Aside from being a really strong finance and business strategist, that truly 'gets' how to structure a growing agency and team -she was a calming and trusted people manager to the whole team. Her insight in to financial planning, overall strategy, and client management know-how helped the agency grow tremendously and implement key systems to aid in future success. Her well rounded experience in finance and business management, alongside her warm and calming temperament make her a great leader. I hope I get a chance to work with Angela again in a new capacity, as she is someone you want on your team.
Bonnie Herzog
Angela and I worked together as Senior Equity Research Analysts at Citigroup for 4 years. Although we covered different sectors, I often sought out advice from Angela on a number of different topics given her tremendous industry experience. Angela was widely respected for her intelligence, financial acumen, and creativity. Angela not only works very well with others but she is an effective leader. I thoroughly enjoyed working with Angela and highly recommend her.
Sari Kohen
Angela was a joy to work with! Aside from being a really strong finance and business strategist, that truly 'gets' how to structure a growing agency and team -she was a calming and trusted people manager to the whole team. Her insight in to financial planning, overall strategy, and client management know-how helped the agency grow tremendously and implement key systems to aid in future success. Her well rounded experience in finance and business management, alongside her warm and calming temperament make her a great leader. I hope I get a chance to work with Angela again in a new capacity, as she is someone you want on your team.
Bonnie Herzog
Angela and I worked together as Senior Equity Research Analysts at Citigroup for 4 years. Although we covered different sectors, I often sought out advice from Angela on a number of different topics given her tremendous industry experience. Angela was widely respected for her intelligence, financial acumen, and creativity. Angela not only works very well with others but she is an effective leader. I thoroughly enjoyed working with Angela and highly recommend her.
Sari Kohen
Angela was a joy to work with! Aside from being a really strong finance and business strategist, that truly 'gets' how to structure a growing agency and team -she was a calming and trusted people manager to the whole team. Her insight in to financial planning, overall strategy, and client management know-how helped the agency grow tremendously and implement key systems to aid in future success. Her well rounded experience in finance and business management, alongside her warm and calming temperament make her a great leader. I hope I get a chance to work with Angela again in a new capacity, as she is someone you want on your team.
Bonnie Herzog
Angela and I worked together as Senior Equity Research Analysts at Citigroup for 4 years. Although we covered different sectors, I often sought out advice from Angela on a number of different topics given her tremendous industry experience. Angela was widely respected for her intelligence, financial acumen, and creativity. Angela not only works very well with others but she is an effective leader. I thoroughly enjoyed working with Angela and highly recommend her.
Experience
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Partnership Schools
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United States
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Education Administration Programs
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1 - 100 Employee
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VP of Finance
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Nov 2021 - Present
Lead finance, including, planning, budgeting, audit, cash management, general ledger, processing systems with a cross country distributed remote finance team. ► Delivered successful adoption of accounts payable system automation.► Delivered a clean financial audit, advancing new documentation of internal financial processes. Lead finance, including, planning, budgeting, audit, cash management, general ledger, processing systems with a cross country distributed remote finance team. ► Delivered successful adoption of accounts payable system automation.► Delivered a clean financial audit, advancing new documentation of internal financial processes.
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The English-Speaking Union
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United States
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Education Administration Programs
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1 - 100 Employee
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Controller & Operations Manager • Head of Finance
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Feb 2020 - Oct 2021
Led all finance functions and procedures, including planning, budgeting, forecasting, budget alignment, annual Form 990 audits, cash management, reporting, chart of accounts, general ledger, and asset management. ► Aligned the operations of the Finance and Accounting direct reports, streamlining operations, and providing ongoing opportunities for development. ► Delivered key oversight of a $16M endowment.► Onboarded top talent, building a team that delivered crucial support to 60 Regional Branches and National Headquarters.► Introduced a computerized accounting filing system that cut audit time from two weeks to two days.► Delivered a clean financial audit, advancing new functions that adjusted a previous qualified opinion given to the organization.► Corrected safety and filing deficiencies, securing a Certificate of Occupancy, leading to a significant increase in the value of building ownership by with the Department of Building. ► Spearheaded a total building overhaul that cleared a backlog of maintenance initiatives, advanced a student-welcoming design, and pivoted operations to meet COVID-19 safety requirements.► Secured $340K in first and second round PPP Loans which were both forgiven.
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JCP Downtown
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United States
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Religious Institutions
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1 - 100 Employee
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Director Of Finance And Operations • Head of Finance
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Apr 2019 - Jan 2020
Delivered leadership across financial management, business planning, financial reporting, and cash management. ► Partnered across program teams to provide best practices in IT, Finance, and HR departments. ► Shouldered the leadership of operations, including space management, contractor supervision, coordination of building improvements, and IT communication.► Redefined financial flow systems, AR/AP, capital needs, student payments/scholarships, and payroll.► Collected 100% of student fees by strengthening centralization payment system and scholarship review processes.► Overhauled payroll and benefit functions, through a PEO payroll system, delivering more transparency for employees and securing 30% annual savings in health insurance and workman's comp for the organization.► Spearheaded an efficient HQ move that delivered a 10% decrease in office rental expenses.
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Senior Finance Director • Head of Finance
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Jan 2018 - Jan 2019
As the Senior Finance Director for The Participation Agency (an experiential marketing agency), I led all financial and accounting needs of the agency. On a macro level, I managed all entailing financial planning, cash management, projections, cash flows, and balance sheet and investment analysis. My role was also hands on, including forecasting, accounting, AR/AP, reconciling, job costing, payroll, system designs, HR, and auditing functions. ► Realigned business development, pre-production, and production budget review processes with Finance team that delivered a 30% profit increase and minimized production risk.► Managed and maintained positive cash flow to fund firm events; up to 8 major event programs simultaneously within 2 weeks.► Created and maintain all financial audit systems; job costing/profitability analysis, agency rate card, accountant tax needs, account reconciliations, and client audit.► Key financial communications interface with leadership teams; provided up-to-date information around financial performance and risks.
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Finance Director • Controller
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2013 - 2018
Headed the full scope of finance activities spanning budget development, forecasting, and financial reporting in addition in general accounting functions, such as AR/AP activities, account reconciliation, and job costing, and Human Resource payroll and benefits operations.► Pioneered audits of fixed expenses; identified areas of overspend and implemented corrective actions that cut monthly payroll processing costs by 50%. ► Eliminated off-site storage fees delivering an annual savings of $12K and identified new vendors that reduced shipping costs by 40%.► Efficiently managed annual cash flows of $18M to $22M and streamlined credit facilities of up to $500K through business cycles seasonality.
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Chief Operating Officer
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2008 - 2013
Fierce Fun Toys, LLC, was a boutique storybook and toy manufacturer and wholesaler with a line of six lead characters, three toys, and 12 books.Directed all finance and operations for the manufacture and sale of humorous children's books and toys based on characters I created. Founded a publishing house, developed the products, and oversaw the international manufacturing, shipping, storage, and distribution of the books and toys to over 200 boutiques nationally.► Products earned the Parent Tested Parent Approved (PTPA) “Seal of Approval”, were recognized with Tillywig Toy Award, mentioned in Creative Child Magazine and the Toy Man Guide, and acknowledged by Mr. Dad.► Out-licensed and published nine books by Houghton Mifflin Harcourt, MeeGenius, and Comics Plus.
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POZEN
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United States
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Pharmaceutical Manufacturing
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1 - 100 Employee
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Member, Board of Directors, Audit Committee Member
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Jun 2009 - Jun 2012
Pozen, Inc. (POZN; NASD) is a pharmaceutical development company. Joined as a Director, 2009● Served on the Board of Directors● Served as a financial expert as a member of the Audit Committee.● Evaluated strategic options for organization and products. Pozen, Inc. (POZN; NASD) is a pharmaceutical development company. Joined as a Director, 2009● Served on the Board of Directors● Served as a financial expert as a member of the Audit Committee.● Evaluated strategic options for organization and products.
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Group Diretor, Equity Research
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2006 - 2008
SIG is a global technology-driven quantitative trading firm with boutique offerings in equity Research and Investment Banking.● Focused on coverage within the Specialty Pharmaceutical, Generic, and Drug Delivery Industries. ● Formulated an industry map for Merger & Acquisition opportunities.● Maintained a large coverage universe of over 20 covered companies/stocks. ● Suported recruiting efforts in building Healthcare Equity Research coverage. SIG is a global technology-driven quantitative trading firm with boutique offerings in equity Research and Investment Banking.● Focused on coverage within the Specialty Pharmaceutical, Generic, and Drug Delivery Industries. ● Formulated an industry map for Merger & Acquisition opportunities.● Maintained a large coverage universe of over 20 covered companies/stocks. ● Suported recruiting efforts in building Healthcare Equity Research coverage.
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C.E. Unterberg, Towbin
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Investment Banking
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1 - 100 Employee
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Equity Research Analyst - Director of Research
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2004 - 2006
C.E. Unterberg, Towbin, was a boutique investment firm with Equity Research, Investment Banking, and Trading operations.Promoted to Director of Research, 2004(continued Equity Research Responsibilities, listed below)● Served on the Operating Committee of C.E. Unterberg, Towbin.● Advised on firm strategy, investments and risk mitigation. Responsible for SEC regulatory compliance for the Equity Research Department activities.● Responsible for all HR development, training, hiring and alignment within the Research Department.Joined as Equity Research Analyst, 2004● Covered companies/stocks within the Specialty Pharmaceutical, Generic, and Drug Delivery industries.● Formulated and conveyed investment recommendations to institutional clients, trading and institutional sales force.● Organized and moderated an annual Specialty Pharmaceutical Conference.
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Equity Research Analyst - Specialty Pharmaceuticals
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2000 - 2004
Citigroup Inc., a diversified financial services holding company, provides various financial products and services for consumers, corporations, governments, and institutions worldwide. Joined as Equity Research Analyst, 2000-Initiated the first Specialty Pharmaceutical Coverage Universe of over 20 stocks.-Formulated and conveyed investment recommendations to institutional clients, trading and institutional sales force.-Organized and moderated an annual Specialty Pharmaceutical Conference (with >500 people in attendance over two days).-Received U.S. and European recognition in Institutional Investor Rankings.
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Paine Webber
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Financial Services
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1 - 100 Employee
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Equity Research Associate - Pharmaceuticals
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1996 - 2000
PaineWebber provided various financial products and services for consumers, corporations, governments, and institutions worldwide. Promoted to Equity Research Analyst, 2003(continued Research Associate duties, listed below)-Expanded the firm's pharmaceutical coverage to include the new field of Specialty Pharmaceuticals.-Formulated and conveyed investment recommendations to institutional clients, institutional sales force, and retail financial consultants.-Traveled to present industry and company-specific investment information.Joined as Equity Research Associate, 2000-Supported the Equity Research Analyst in the revitalization of coverage of the Large Cap Pharmaceutical Universe.-Created detailed financial models-Communicated with sales force on stock investment recommendations.
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Roche
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Switzerland
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Biotechnology Research
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700 & Above Employee
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Business Development
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1995 - 1996
-Examined product licensing opportunities for the US business unit. -Responsible for building pharmacoeconomic models to support the managed care marketing of key products. -Examined product licensing opportunities for the US business unit. -Responsible for building pharmacoeconomic models to support the managed care marketing of key products.
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Education
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The Johns Hopkins University
M.Sc., Health Economics -
Boise State University
BA, Economics