Brian Kates Email & Phone Number

Chicago, Il, Us

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Responsible for developing EFF’s financial systems to address current and future needs of the organization, monitoring business plan results, and assuring financial and reporting compliance to public, philanthropic and private partners. Build and support EFF’s finance, accounting, compliance, reporting, IT, and human resource functions.

Chicago, Il

A thoughtful approach to strategic consulting for education, non-profit, and mission driven organizations. Services:- Strategic Business Planning: A 120 page treatise to a 'plan on a page'- Financial Modeling: Built from scratch or checking assumption reasonableness- Facility Project Planning: 50,000 foot aerial shot all the way down to the weeds- Facility Financing: Developing the approach to talking to lenders- Data Analysis: Insights to inform decision making to crunching the numbersHow:- Tailored Approach: Everything is centered around understanding the client and their needs- Focused on Outcomes: The clients’ success is our success- Follow Through: Clear communication and deadlines, only make promises that can be kept- Data Driven: Advocate for the data and truth, focus on knowing vs. guessing- True to Self: Say no when it's not a fit and speak up when we don't agreeCurrent Client: Equitable Facilities FundCurrently, I am primarily working with Equitable Facilities Fund.

Chicago, Il

Intrinsic Schools is a network of charter schools in Chicago serving 7th-12th grade students via a “blended” school model. Intrinsic’s model blends great teaching with cutting-edge technology to better leverage teachers and provide students with a truly personalized learning experience. Strategy- Work collaboratively with CEO and leadership team to develop organizational strategy- Align financial and operational practices and initiatives with strategic objectives Financial Strategy and Management- Short-term and long-term financial projections- Cash flow projections and managementSchool Operations- Develop systems and processes for non-academic school operations- Manage school front office staffAccounting- Work with staff accountant to ensure timely and accurate financial reporting- Develop and implement financial controls- Oversee organizational procurementHuman Resources- Select and administer all company benefits- Maintain accurate and complete employee filesFacilities- Lead $18.7 million construction project- Manage building maintenance and janitorial services

Nashville, Tn

The Achievement School District is a state-wide school district in Tennessee that will flip the paradigm and ensure that the lowest performing 5% of schools will perform in the top 25% of schools across the state within 5 years.

Broomfield, Colorado

The Charter School Growth Fund is a non-profit venture capital fund that provides philanthropic venture capital to expanding charter school operators across the nation that are producing outstanding academic outcomes with underserved students. CSGF accomplishes its mission by providing the financing, business planning support, coaching and resources that its portfolio members need to build self-sufficient networks of high-performing schools.- Managed relationships across up to $24.0 million in portfolio investments, including providing ongoing strategic support and ensuring performance against investment targets.- Led due diligence and provided support developing strategic business plans and financial models on seven investment opportunities: $6.3 million in investments, approximately $9.0 million pending.- Assisted in the development and implementation of CSGF's $7.5 million facility financing fund: $4.3 million in investments, approximately $2.0 million pending.- Assisted in the development of organization’s first regional fund in Tennessee: $14.0 million in government and private funding secured, first investment made June 2011. - Worked with new CEO and existing staff to develop organization’s five-year strategic business plan for a $155 million core fund: launched in fall 2010, $100 million raised as of June 2011, five investments executed.

Broomfield, Colorado

- Managed analytics team that produced all quantitative analysis for due diligence on 11 potential investments and portfolio management for 17 active investments.- Developed and managed process for constructing and populating organization’s first portfolio scorecard: analyzed performance against annual academic, financial, and growth milestones. - Led and supported due diligence and strategic planning efforts: $29.5 million in investments.- Worked closely with Director of Quality Assessment to develop internal database for storing academic, financial, and operational data across the entire portfolio.

Broomfield, Colorado

- Worked as organization’s first analyst during initial launch of an $87.0 million fund.- Developed tools for assessing financial health, sustainability, and academic quality of charter operators. - Supported due diligence and business planning efforts: $31.7 million in investments.- Led efforts for collecting annual data submissions from 16 investments and reporting results to funders.

Asset-Based Lending division of Wells Fargo:- Trained for three months across all operational areas as organizations first intern, transitioning from intern into business analyst role.- Analyzed financial statements and ensured proper financial reporting.- Performed weekly and monthly assessments against loan covenants.- Constructed new projection model to analyze pro forma financials.

Masters Of Science, Finance

Bsba, Finance

Activities and Societies: Pioneer Leadership Program, Honors Program, Running Club, Weightlifting and Fitness Club Graduated Magna Cum.