David Kay Email & Phone Number

Los Angeles, California, United States

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 30 employees, 25 retained contractor, and $20M in revenue.• Manage institutional relationships for 6 bank accounts, 2 brokerage accounts, and a 401K service provider• Reconcile transactions between our billing system, our accounting program, and proprietary spreadsheets• Continuously monitor AP activities for over 200 vendors to control costs and remove unnecessary expenditures• Develop project budgets, financial projections and monthly reports for our upper management team• Support our Business Development efforts by researching marketing opportunities and planning events• Manage insurance coverage, including Worker’s Comp, E&O, EPLI, D&O, ERISA bond, and Business Owners• Allocate $90K of expense transactions per month and designate costs as internal or client reimbursable• Manage on/off-boarding of employees and subcontractors between 5 administrative and technical teams• Act as principal liaison with landlords for 5 facilities in 4 states• Coordinate regulatory filings and compliance with 6 federal and 12 state agencies• Maintain HR compliance, update our Employee Handbook, and ensure appropriate testing and certifications• Assist outside accountants in preparing our state and federal tax returns and filings• Coordinate contract development and signature gathering for 100 new and returning projects per year

Los Angeles, California, United States

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

Los Angeles, California, United States

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

Los Angeles, California, United States

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

Los Angeles, California, United States

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

Los Angeles, California, United States

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

Los Angeles, Ca And Chicago, Il

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

Los Angeles, California, United States

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

Los Angeles, California, United States

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

Los Angeles, California, United States

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

Chicago, Illinois, United States

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%

Chicago, Illinois, United States

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