Experience

Quandary Peak Research

• United States
• Research Services
• 1 - 100 Employee

• Administrative Manager

  • May 2022 - Present

  For-profit organization providing technical and legal expertise to Fortune 500 companies & top law firms in matters pertaining to intellectual property consulting, expert witness testimony, source code analysis & software quality audits with 20 employees and $20M in revenue. • Work closely with our Operations Manager to jointly oversee back-end business support operations • Analyze company finances and report meaningful analytics to company management • Identify and implement ways to cut costs and improve efficiency • Develop budgets and financial projections • Identify opportunities to obtain capital • Manage insurance coverage, including worker’s comp, E&O, EPLI, D&O, ERISA bond, business owners • Perform routine bookkeeping and accounting tasks • Manage on-boarding of new employees and subcontractors • Prepare materials for Board of Directors meetings • Coordinate regulatory filings and compliance • Manage outside accountants with tax returns • Coordinate payroll and employee benefits administration (insurance, 401K, direct deposit, etc.) Show less



The Giving Back Fund

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Director Of Operations

  • Nov 2021 - Jan 2022

  Non-profit organization providing 501(c)(3) fiscal sponsorship services to over 60 individuals and organizations with $18M in assets under management and 15 employees operating nationwide. • Supervised all financial operations, including AP/AR, payroll, budgeting, reconciliation and forecasting • Coordinated financial processes with external accountants including tax returns and filings • Managed banking relationships for 200 accounts • Implemented adoption, integration and training for IntAcct ERP accounting and Zoho CRM systems • Maintained registration and filings for operations in all 50 states and DC • Developed and managed Human Resources, including recruiting, training, professional development and performance evaluation • Researched potential vendors for general, workers’ comp and health insurance, PEO services and IT services Show less



CreativeFuture

• United States
• Entertainment
• 1 - 100 Employee

• Director Of Operations

  • Aug 2021 - Nov 2021

  Non-profit organization with over 500 member companies and organizations and more than 250,000 individual members, advancing and securing copyright protections for media creators of all types. $3M annual revenue with 8 employees operating nationwide. • Supervised all financial operations, including AP/AR, payroll, budgeting, reconciliation and forecasting • Coordinated financial processes with external accountants including tax returns and filings • Work with Communications and IT Teams to maintain over 200 domains registered through 4 registry services • Worked with Communications and Legal teams for all governmental filings, including over 2 dozen copyrights • Maintained 10 policy insurance coverage and submit all annual reports • Managed 12 workstation IT system, phone systems and all aspects of the physical plant, including building-out and moving to a new 5K sq. ft. rental space • Managed the financial and operations process for regular trips to DC, costing $50K each, to meet with elected officials and industry representatives • Developed and managed Human Resources, including recruiting, training, professional development and performance evaluation • Reviewed operational contracts, memoranda of understanding, agreements and leases Show less



Native Americans in Philanthropy

• United States
• Non-profit Organizations
• 1 - 100 Employee

• Operations Manager

  • Mar 2019 - Jan 2021

  Non-profit organization promoting equitable and effective philanthropy through education and connecting donors to Indigenous charities and communities. $2M annual revenue with 5 employees operating nationwide. • Supervised all financial operations, including AP/AR, payroll, budgeting, audit prep and forecasting • Established 5 new banking, brokerage and credit card relationships, maintained appropriate signatory authority and managed the search for and selection of a new external accounting service • Aligned various payroll and 401K plan systems into compliance with current regulations, including establishing tax and power of attorney relationships in 12 states • Managed legal and governmental filings, including re-domiciling the corporate entity from Minnesota to California • Corrected the deficiencies in the 10 policy insurance coverage and consolidated all policies to a single CA based brokerage firm • With legacy and new accountants managed NAP through 2 clean external audits • Coordinated the consolidation of DropBox, Box.com and G-Drive data bases to MS OneDrive and the conversion of our 15 workstation IT system from a MAC to a PC environment • Managed the financial and operations process for the 30th Anniversary Summit event with a $100K budget and over 100 attendees in 4 venues in Chicago, IL • Worked with all appropriate financial institutions to get a $103K, first-round PPP loan and to get that loan forgiven • Reviewed monthly expenses and saved $5K annually by eliminating unnecessary items • Created standardized budgeting and reporting formats for 45 grant applications and reviews • Developed and managed human resources, including recruiting, training, professional development and performance evaluation Show less



Freelance

• Egypt
• Human Resources
• 1 - 100 Employee

• Business and Operations Manager

  • Aug 2015 - Feb 2019

  Contract and temp-agency financial, administrative and marketing services. For-profit clients included entertainment industry, law firms, healthcare providers and high-net-worth individuals. Non-profit clients included arts, education, environmental and social justice organizations. Clients ranged from 5-1,850 employees and $1M to $750M in revenue. Clients included, Paramount Pictures, Kottler & Kottler, LLC, St John's Well Child & Family Center, and Plug-In America. • Performed day-to-day accounting tasks such as AP/AR, payroll, reconciliation, journal entries, etc. • Reviewed HR, insurance, contracts for service, leases, record keeping and other organizational processes • Gathered and organized financial material in preparation for tax filing, audit prep and investment counseling for high-net-worth clients • Assembled marketing materials for clients reviewing the impact of promotional campaigns Show less



Women In Film

• United States
• Entertainment Providers
• 1 - 100 Employee

• Controller

  • May 2005 - May 2015

  Non-profit organization advocating for and advancing the careers of women working in the screen industries. $4M annual revenue with 10 employees operating primarily in Los Angeles. • Supervised all financial operations, including AP/AR, payroll, budgeting, audit prep and forecasting, including managing WIF through 3 clean external audits • Managed website redesign project, including content management, CRM, on-line registration, interactive directory, ticketing, member and donor tracking, merchandise sales and archival storage • Wrote and edited marketing materials, invitations, correspondence, and copy for the website • Guided the fundraising process for government, foundation and corporate donors, including grant application review, deal memos, fulfillment, acknowledgment and reporting for over 300 contributors • Reviewed operational contracts, memoranda of understanding, agreements and leases • Coordinated and co-produced events ranging from over 300 monthly networking meetings and educational seminars, to the annual $500K, 1,000 attendee, Hollywood A-List fundraising gala, the Crystal + Lucy Awards® • Consolidated, maintained and reviewed 12 policy insurance coverage for ongoing operations, production and special events • Managed 10 workstation IT system, phone systems and all aspects of the physical plant, including building-out and moving to a new 4K sq. ft. rental space • Liaised with legal counsel for corporate governance, 8 trademarks/copyrights, HR, and real estate issues • Managed the HR process, including recruitment, interviewing, on-boarding, training and termination Show less



A. Messe & Sons, Inc.

• Business Consultant

  • Jan 2005 - Apr 2005

  Plumbing and heating supplier with15 employees, over 1K customers and $5M in annual sales revenue. • Developed an 10K item inventory management database for integration into an on-line B-to-B sales system Plumbing and heating supplier with15 employees, over 1K customers and $5M in annual sales revenue. • Developed an 10K item inventory management database for integration into an on-line B-to-B sales system



Artafacts Jewelry

• Canada
• Retail Luxury Goods and Jewelry

• Business Manager

  • Mar 2002 - Dec 2004

  Artisan jewelry company with 8 employees, 20 independent contractor assemblers, over 50 clients and $1M in annual revenue • Reviewed and improved financial, administrative, inventory and manufacturing procedures • Developed quality control procedures for Indonesian, Venetian and over 10 domestic suppliers of component • Researched, wrote and edited sales copy and boilerplate for the company website • Coordinated the development of, and transfer to, a new 8000 sq ft manufacturing facility Show less



Core Partners Limited

• United Kingdom

• Proposition Player

  • Sep 2001 - Nov 2001

  Gaming services provider to 6 California gaming/casino centers with over 20 employees and $10M in revenue. • Provided card playing services to a Southern California casino using an approximately $50K daily stake • Reported on gaming activity for evaluation of table stakes and player behavior Gaming services provider to 6 California gaming/casino centers with over 20 employees and $10M in revenue. • Provided card playing services to a Southern California casino using an approximately $50K daily stake • Reported on gaming activity for evaluation of table stakes and player behavior



Kirsten Wonder Albrecht for US Congress

• Treasurer

  • Dec 2000 - Aug 2001

  Campaign against 20 other candidates to fill an empty US Congressional seat in a special general election in early 2001 with 5 campaign staffers and 3 dozen volunteers. • Coordinated all financial operations including, accounting and fundraising and FEC reporting for the open seat in California’s 32nd Federal Congressional District • Researched, wrote and edited policy position statements, campaign literature and correspondence • Supervised the bulk mail distribution of campaign material to a district with 570,000 citizens. • Established and held signatory authority over all bank accounts and lines of credit • Achieved the highest vote to dollar raised ratio of all candidates except the winner Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Quality Analyst

  • Jan 1998 - Nov 1999

  Multi-national financial services provider with over 2,800 employees across all of its locations and generating over $200M in annual sales • Wrote and edited 250 page procedural manual for stock option plan operations • Wrote and edited complaint responses, form letters, memos, surveys and promotional material for the retail brokerage division of the fifth largest financial services provider in America • As Employee Stock Option Program Manager, supervised $100 million share value in annual transactions for senior executives of multinational corporations • National Association of Securities Dealers (now FINRA) Licensing qualification test scores: Series 7 - 96%, Series 8 - 85%, Series 24 - 95%, and Series 63 - 94% Show less



Cinema/Chicago

• United States
• Broadcast Media Production and Distribution

• Finance Director

  • Jan 1988 - Aug 1996

  Producer of the Chicago International Film Festival with 10 year-round, 100 seasonal employees, 350 members and $1.4M in annual revenue. • Supervised all financial operations, including AP/AR, payroll, budgeting, audit prep and forecasting • Co-produced an 18-day annual event with over 350 film screenings, educational workshops and guest celebrity appearances. • Coordinated financial and operational aspects of the annual $100K, 300 attendee, Hollywood A-List fundraising gala • Produced and edited the 16 page, 500,000 copy, tabloid schedule and the 200 page, 10,000 copy, magazine style program book. • Reviewed over 1K entries for possible inclusion in the festival Show less