Experience

Progress Foundation

• United States
• Mental Health Care
• 100 - 200 Employee

• CFO

  • Sep 2021 - Present

  San Francisco Bay Area



Reading Partners

• United States
• Education Administration Programs
• 400 - 500 Employee

• Controller

  • Jan 2017 - Oct 2021

  Oakland, CA • Provide financial and accounting leadership to the accounting team of 5, ensuring Reading Partners manages to its annual budget in the most efficient and effective way possible • Project performance by working closely with CFO and Financial Reporting Manager to inform projections of P&L and Balance Sheet • Oversee all audit activities, ensuring organizational compliance in all audits annually related to federal grants compliance • Build culture of customer service on the accounting… Show more • Provide financial and accounting leadership to the accounting team of 5, ensuring Reading Partners manages to its annual budget in the most efficient and effective way possible • Project performance by working closely with CFO and Financial Reporting Manager to inform projections of P&L and Balance Sheet • Oversee all audit activities, ensuring organizational compliance in all audits annually related to federal grants compliance • Build culture of customer service on the accounting team by developing, designing, maintaining and monitoring accounting systems, procedures and internal controls that make compliance as easy as possible for internal staff Show less



WildAid

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

• Controller

  • Mar 2014 - Jan 2017

  San Francisco, CA Maintain and monitor all internal controls and ensures safeguards for receipt of revenue, costs, and program budgets and actual expenditures. Coordinate all audit and Form 990 activity. Responsible for all banking activity and maintenance of general ledger including journal entries, account reconciliations and closing process. Review all expenditures, code vouchers, and post cash disbursements, cash receipts, and general journal entries. Responsible for processing of accounts payable… Show more Maintain and monitor all internal controls and ensures safeguards for receipt of revenue, costs, and program budgets and actual expenditures. Coordinate all audit and Form 990 activity. Responsible for all banking activity and maintenance of general ledger including journal entries, account reconciliations and closing process. Review all expenditures, code vouchers, and post cash disbursements, cash receipts, and general journal entries. Responsible for processing of accounts payable and receivable, billing and vendor/contractor files and annual 1099 filings. Consistently analyze financial data and present financial reports in an accurate and timely manner; clearly communicate monthly, quarterly, and annual financial statements; monitor progress and changes and keep senior leadership abreast of IIBA's financial status; Assist WildAid's leadership in the annual budgeting and planning process; administer and review all financial plans and compare to actual results with a view to identify, explain, and correct variances as appropriate. Review and approve payroll before processing. Support the ED in engaging the board's finance committee around issues and trends in financial operating models and delivery. Oversee all financial, project/program and grants accounting; ensure that expenditures are consistently aligned with grant and program budgets throughout the grant/fund period; collate financial reporting materials for government, corporate, and foundation grants; Manage organizational cash flow forecasting by working in partnership with the ED; continuously collaborate with ED to assess the financial efficacy of program operations and establish finance and administrative systems to support program operations. Manage and track the performance of invested assets in keeping with policies and investment guidelines. Maintain and administer agency's business insurance, including general liability, Directors and Officers liability, Media liability and workers compensation. Show less



Equal Justice Society (EJS)

• United States
• Non-profit Organization Management
• 1 - 100 Employee

• Associate Director of Finance and Administration

  • Aug 2003 - Mar 2014

  Manage organization’s finances including preparing yearly and project specific budgets. Manage administrative systems and files, including financial and personnel records, and vendor contracts. Perform and ensure accuracy of all accounting duties: payroll, benefits management (retirement and health), AP, AR, monthly and yearly closing, journals/adjusting journals, accruals, revenue recognition, balance sheet reconciliations and bank reconciliations. Generate, explain and analyze… Show more Manage organization’s finances including preparing yearly and project specific budgets. Manage administrative systems and files, including financial and personnel records, and vendor contracts. Perform and ensure accuracy of all accounting duties: payroll, benefits management (retirement and health), AP, AR, monthly and yearly closing, journals/adjusting journals, accruals, revenue recognition, balance sheet reconciliations and bank reconciliations. Generate, explain and analyze month, quarter and annual financial statements to non-finance executive staff and Board members. Calculate, analyze and explain variances in the budget vs. actual comparisons. Develop new organizational budgeting process enhancing projections, lowering error rates and increasing efficiency. Prepare for and lead yearly audit with outside auditing firm which includes compiling all documentation, financials, 990 and other ad hoc analysis. Prepare and submit financial grant reports to funders. Administer and develop personnel policies to meet legal requirements. Show less