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Strategic financial executive at foundations and non-profit organizations. Fund management, investment, risk management, and operations expertise. Success driving organizational effectiveness through analysis, technology, and process improvements. Track record of leveraging customer service and collaboration to deliver results. Specialties: community foundations, foundations, endowments, donor advised funds, operations, financial reporting, financial management, financial planning, budget development, budget monitoring, fund management, process improvements, strategic planning, forecast models, audit, tax filings, human resources, risk management, cash management, grants management, benefits administration
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Chief Financial OfficerJim Joseph Foundation May 2022 - PresentSan Francisco, Ca, Us -
Chief Financial Officer/Svp Finance & AdminJewish Community Foundation Of Los Angeles Aug 2015 - May 2022• Oversee financial management, IT, legal, and HR functions for $1.4B foundation (including 1,300 donor and endowment funds, 35 related organizations)• Oversee due diligence and payment processes for $100 million in grants annually (over 10,000 grants)• Serve as key advisor to President & CEO and senior management on all strategic issues• Staff the board’s finance, audit, and investment committees • Manage, coach, and strengthen three teams (12 employees)
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Chief Financial OfficerPlayworks Aug 2013 - Aug 2015Oakland, California, Us• Oversaw financial management, accounting and reporting for $30M organization with 23 regional offices and 650 employees• Served as key advisor to COO and President & CEO on all strategic issues• Managed banking relationships, including lines of credit• Oversaw audits, tax filings, and regulatory filings, including federal grants compliance and reporting• Staffed the board’s finance and audit committees• Managed four teams (15 employees) -
Chief Financial Officer, Chief Operating OfficerCommunity Foundation Sonoma County 2010 - 2013• Oversaw accounting, budgeting, and reporting for $150M foundation (including 400 donor and endowment funds, four related organizations)• Served as key advisor to President & CEO on all strategic issues• Oversaw due diligence and payment processes for $10 million in grants annually • Oversaw audits, tax filings, and regulatory filings, including for related organizations• Staffed the board’s finance, audit, and investment committees• Managed three employees
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Director Of Finance And OperationsCalifornia Association Of Food Banks 2008 - 2010• Oversaw financial management, accounting and reporting for $10M organization• Oversaw sizable state grant programs with single audit requirements and dozens of program sites• Oversaw clean, smooth, and timely audits, tax filings, and regulatory filings• Staffed the board’s finance, audit, and program committees• Managed two teams (six employees)
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Research DirectorCalifornia Budget Project 2005 - 2008• Oversaw implementation of strategic research agenda• Oversaw research methodology design and quality control
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Finance Policy Analyst, Finance Policy DirectorCalifornia Association Of Public Hospitals 2003 - 2005• Identified, analyzed, and communicated the impact of complex changes to billion-dollar funding streams for public hospitals using detailed, complicated models• Worked with public hospital CFOs to address major hospital finance issues• Supported work of board and committees
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Policy Analyst, Program DirectorCalifornia Budget Project 1999 - 2003• Analyzed the impact of state and federal budget proposals on low-income families• Designed and carried out statistical research; communicated findings through easy-to-read reports
David Carroll Skills
David Carroll Education Details
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Massachusetts Institute Of TechnologyMolecular Biology -
University Of California, BerkeleyPublic Policy
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University Of California, BerkeleyProfessional Accounting Certificate (With Distinction)
Frequently Asked Questions about David Carroll
What company does David Carroll work for?
David Carroll works for Jim Joseph Foundation
What is David Carroll's role at the current company?
David Carroll's current role is Chief Financial Officer.
What is David Carroll's email address?
David Carroll's email address is dc****@****nla.org
What is David Carroll's direct phone number?
David Carroll's direct phone number is +151048*****
What schools did David Carroll attend?
David Carroll attended Massachusetts Institute Of Technology, University Of California, Berkeley, University Of California, Berkeley.
What skills is David Carroll known for?
David Carroll has skills like Strategic Planning, Process Improvement, Financial Reporting, Operations Management, Risk Management, Nonprofits, Budgets, Human Resources, Financial Analysis, Accounting, Employee Benefits, Investment Management.
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