Bio
Experience
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Education
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1 - 100 Employee
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Sr. Manager, Investment Operations
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Jun 2022 - Present
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Program Operations & Grants Manager, EF+Math Program
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Oct 2020 - Jun 2022
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Consultant
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Jan 2015 - Present
•Provide consulting and coaching for organizations regarding personnel matters and HR operations, within the lens of diversity & inclusion. Develop policies that meet legal requirements, while furthering diversity & inclusion within the organization.•Provide coaching for individuals and supervisors, focused on career growth and professional development. •Streamline processes for board-led foundation, including oversight of $40,000 in scholarships and awards.•Launched branded annual reports, reports to funds, and fundraising appeals grossing $25,000 per appeal.•Managed six-day annual meeting including day long board meeting, donor reception, and silent auction. • User experience research and design including qualitative and quantitative methodologies.• Full service recruitment including search process, candidate assessment, and support for candidate selection.
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Director of Human Resources, Finance & Operations
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Sep 2015 - Apr 2019
• Worked closely with staff to deepen organizational culture while using user centered design - this includes a focus on professional development, addressing personnel challenges, and supporting staff to explore and test new ideas while overseeing a staff growth of 3x over the course of two years.• Created and presented culturally relevant trainings on sexual harassment, how to conduct one on ones, how to carry out performance reviews, etc.• Partnered with program staff to analyze recruitment of youth of color and impact of program on participants.• Developed strategies and trainings to improve inclusion such as how to address toxic behaviors byparticipants, youth development principles, and expectations of volunteers when working with participants.• Developed grantmaking processes to six partner organizations, totaling $70,000 per year. Drafted grant agreements and carried out due diligence on each grantee.• Oversee payroll, benefits management, performance management, and personnel policies. Implemented robust and cost effective benefits program within first six months of position. Significantly increased benefits in second year, with little cost to the organization. Rolled out first ever performance management process and tools. • Provide full scale recruitment for open positions, including interviewing, support for selection, and onboarding. Strategize with hiring managers on training, support, and success for the first 3 months of hire.• Serve on senior leadership team along with two co-founders and two directors, to guide the strategic direction of the organization. • Manage annual budget development of $2MM+ & annual audit, including three out of three audits without findings or substantial recommendations.• Oversee Salesforce implementation by clarifying stakeholder needs and prioritizing for next steps. Project manage system implementations.• Manage and develop Finance & Operations Team and Program Team, for a total of 9 staff members.
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Tides
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San Francisco Bay Area
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Advisor
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Sep 2006 - Feb 2015
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San Francisco Bay Area
• Managed operational needs and capacity building for 35 fiscally sponsored organizations and 25 donor advisedfunds, with annual revenue totaling $40 million+; liaison between clients, other Tides Departments and funders.• Developed operational strategies to increase efficiencies of Tides departments and clients covering topics suchas financial management, Human Resources, legal compliance, risk management, and organizationaldevelopment, with a D&I lens. Trained 100+ Project Directors and other staff in these areas.• Organized and managed 30+ gatherings, trainings and networking sessions for sponsored organizations, funds, and staff in San Francisco, New York and remotely ranging from 5 – 60 attendees.• Developed fund guidelines, RFPs, and consult on best practices in grant making.• Responsible for infrastructure development of $10 million fund focused on native community grant making and capacity building.• Responsible for providing programmatic, grant making, and fundraising services and consulting for individual and institutional donors in the areas of equity, environmental sustainability, arts, and civic engagement• Created custom financial reports for Advisory Boards, financial oversight, and budgeting. • Supported the implementation of new Customer Relations Management system (Salesforce) and Enterprise Accounting System (Financial Edge). Worked with Accountant to train 70+ clients on new financial system.• Responsible for infrastructure development of $10 million fund focused on native community grant making and capacity building.• Led a team comprised of Advisors, Accountants, HR Managers, and Client Specialists in supporting project and fund clients.
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California Peace Action
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Berkeley, CA
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Assistant Finance Director
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Oct 2000 - Sep 2006
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Berkeley, CA
• Coordinated and processed bi-weekly payroll for 70+ employees (Paychex & Ceridian), for four different locations; generated manual checks as necessary. Managed upgrade in payroll system to an online system, creating more efficient payroll processing.• Oversaw benefits management and analysis including health, dental, retirement, worker’s compensation, vacation, and sick time. • Managed labor law compliance and updates. Along with Finance Director, maintained and revised employee handbook; addressed questions and changes as necessary. Focused on new, innovative policies tailored to staff culture, while maintaining a high level of legal compliance. Implemented online sexual harassment training.• Developed, tracked, and analyzed annual diversity data for approximately 300 employees each year. Used metrics to pinpoint at what level of staff development the organization became less diverse; worked with leadership to develop trainings and support plan to increase diversity at all levels of the organization.• Prepared and monitored bi-weekly cash flow and monthly financial statements. • Assisted with development of annual budget, audit preparation, and budget forecasting. Collaborated with other departments to establish accurate budget amounts based on historical data.• Maintained accounts payable with timely payments to 25-35 vendors per week and developed and maintained positive vendor relationships. • Supervised and trained paid apprentices and interns in fiscal management, human resources, and organizational development. Maintained the principle of “training my successor” in all interactions, trainings, and decision-making. • Supervised and developed team of 5-8 Fundraisers and Trainers.• Lead strategic planning sessions and annual intensive training weekends for 30+ staff.• Presented quarterly briefings on organizational development and growth.
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Education
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2012 - 2014California College of the Arts
Master of Business Administration (MBA), Design Strategy -
2000 - 2004UC Berkeley
Bachelor of Arts, Political Science, Ethnic Studies
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