Purvi Knopf Email & Phone Number

California, United States

San Francisco Bay Area

After 20 years in nonprofit financial management I've achieved my CMA certification!The CMA® is the globally recognized, advanced-level professional certification for accountants and financial professionals in business. Achieving the CMA demonstrates expertise in financial planning, analysis, control, decision support, and professional ethics – skills that critical for financial leadership around the world.

Bay Area, Ca

I will help you set up your business and administrative processes, implement integrated software solutions to allow your Financial and Administrative functions to inform and support strategically positioning your business to thrive. Consulting Projects: Budget sizes: $45k to $150M –Bay Area Non-Profit Organizations Single Audit Policies and Procedure review  Bookkeeping and bank reconciliation catch-up Financial Statement Preparation and 990-N filing  Federal Grant OMB requirement gap analysis and Compliance checklist preparation  Developed integrated QuickBooks Excel templates for financial and KPI impact reporting Year-End Financial Preparation and Audit supervision Annual Budget preparation from development to board presentation Audit Committee technical advisor

Berkeley, California, United States

Bonita House is an impressive community-based provider of a full continuum of mental health and housing services in Alameda County. BHI partners with local 911 responders to provide Crisis intervention, operates two wellness centers with over 20k outreach contacts a year to meet people where they are and give them support. Services also include a robust outpatient care service as well as affordable housing and a residential recover program. I am happy to report that the organization is growing and strong, We are looking for a permanent Director of Finance to continue the momentum and reach of the organization.

Martinez, Ca

Developed board approved Accounting Policies and Procedures; established internal controls for proper management of funds; Negotiated rate increases with government funders capitalizing on performance and community impact; led management team to fiscal stability, positive cash flow and growing operating reserve.

Oakland, Ca

Provided Consulting and Financial management through a scaling and growth period. Provided training and mentorship for Office Manager on fiscal management, established internal controls for financial management, provided budgets and leadership for Grant applications resulting in several local and federal grant awards; changed process of billing for services by building in a profit margin for sustainable funding and reduced administrative burden; implemented federal grants compliance, and connected agency with resources for further growth.

Concord, Ca

Reporting directly to the CEO, manage finances for nationwide non-profit financial counseling program with $10 million budget. I established, implemented, and maintained systems of financial accountability; controlling all financial related activities, including, accrual accounting, reporting, cost analysis, risk management, completion of annual external audit, and reporting to various Federal, State, and local agencies as required. My accomplishments in the first year include:-Established staffing structure within agency budget, hired and trained qualified accounting staff, established exceptional workflow and support of agency operations and management business information needs-Analyzed robust fee-for-service program, uncovering over $80,000 in additional revenue capture-Implemented Federal Grants management system, leading agency through process of becoming a HUD Intermediary, including setup of subgrantee agreements and monitoring of those service provider.-Established and implemented Fiscal Policies and Procedures for daily operations and Financial Management Policies and Procedures in preparation of COA accreditation, received COA expedited accreditation award.-Implemented an acquisition of a smaller non-profit into BALANCE's agency umbrella, including licensure and closing out their corporation.-Developed cost metrics and attached funds to KPI, for enhanced executive decision support

Berkeley, Ca

Provided Financial and Accounting leadership for non-profit social service organization with $6 million annual expenditure; focused on Government Grants management (HUD/SSVF/HPRP/ESG/CDBG). Implemented integrated Payroll, Timekeeping and HR system for improved administrative operations to build capacity for growth; Investment Policy development; Fully integrated fund accounting into QuickBooks; financial modeling and gap analysis; Optimized process and reimbursement from governmental funders; Utilized Health Care Billing and knowledge of Medi-Cal program to optimizing participation in Medi-Cal Administrative Activities program; expanded and refined role of Board Finance Committee

Angels Camp, California

Manage Finances for non-profit community health care organization with $12 million budget; responsibility for 5 departments: billing & coding, accounting, procurement, contract services, and Medical/Dental front office/reception