David A. Email & Phone Number

San Francisco, Ca, Us

San Francisco, California, United States

As Controller of the Christensen Fund, I lead in areas of financial management and report, accounting, internal controls, treasury management, and financial audit management.• Acted as lead in fiscal audits, resulting in unmodified opinions by auditors• Provides day-to-day treasury management and monitoring• Accounts for organizational investments including both private and public equities • Monitors and maintain controls on staff spending• Assists in budgeting, projections, and FP&A• Monitors and provides suggestions on IRS spending requirements for Private Foundations• Launched a DEI internship program in finance and operations areas• Creates visual reports and dashboards through Tableau• Prepares and present financial reports to board and committees

San Francisco, California

I serve the organization with the management of daily operations in the areas of financial leadership, human resources, compliancy, and campus safety and facilities. I work with the Board of Directors and Principal to ensure reports to the California Department of Education are made by appropriate deadlines, and provide senior leadership to a staff of over 30 employees and contractors. • Streamlined A/P process, eliminating interest fees and late penalties • Introduced cost-saving maneuvers to reduce expenses by $250,000 below projections within a single fiscal year without eliminating positions or laying off-staff • In-housed work processes reducing annual organizational expenses by $55,000.• Professionalized human resources by increasing employee education, creating a first-time employee handbook, and streamlining onboarding • Decreased organizational exposure and student and staff safety through modernizing trainings in campus safety, human resource management, and employee policies and procedures • Addressed multiple findings on previous year’s audit• Translated financial reports to support the development department in obtaining over $900,000 in cash contributions

Emeryville, Ca

Managed day-to-day operations and strategic direction in finance, accounting, human resource, development, and grants reporting. Acted as primary point of contact for all vendors. Oversaw A/P and A/R for over $1.7M+ annually and ensured proper accounting treatment for all organizational income and expenses. Conducted special finance projects including break-evens analysis, annual budgets, payroll estimates, and project cost projections. Ensured proper financial reporting to all internal and external stakeholders and regulatory agencies.• Realigned accounting practices back within parameters of nonprofit GAAP • Increased cash donations to the organization from individuals by 58%, collaborated on three successful foundation gifts • Developed methodology to reconcile donor CRM reports with accounting reports • Renegotiated contracts with vendors to save organization $65,000 annually• Reduced organizational risk and exposure by reforming human resource practices • Increased employee satisfaction by developing a more robust employee benefits program • Negotiated with the Internal Revenue Service to forgive a $21,600 penalty levied against the organization (penalty was assessed before joining organization)

Columbus, Ohio

Transitioned into Board of Director position to continue to help lead and grown organization. • Worked closely with the Executive Director to maintain federal awards • Built and maintained systems to protect organizational assets• Advised on human resource matters• Insured compliance with all federal, state, and local laws, regulations, and ordinances

Columbus, Ohio

Worked closely with the Board of Directors to transition organization into charitable focus. Launched a summer literacy and civil rights education program. • Awarded Federal Funding through TANF and SNAP• Onboarded senior management team, lead in the hiring process of team of over twenty • Assisted to Board of Directors in search and transition process for permanent Executive Director • Lead individual giving and foundation ask campaigns that generated over a 40% increase in cash receipts in two years

Delaware, Ohio

- Increased annual enrollment by an average of 10% — expanding pipeline by approximately 15% — by engaging in awareness-generating campaigns, and partnering with Marketing and Communications teams to improve branding.

Master Of Divinity - Mdiv

Bachelor Of Arts - Ba