Diane Helfrey Email & Phone Number

North Hollywood, Ca, Us

Berkeley, Ca, Us

CloudBase Services is a consulting firm that designs and delivers web-based applications, more efficient processes, and useful analytics. In other words, we’re experts at implementing better systems that will save organizations time and money! My primary focus was to work with nonprofit organizations to understand their needs, then tap our nimble team to provide customers with updated, improved or new systems that make their jobs easier and help them focus on impact. Our customer rating is 4.9/5.0, and the firm has received multiple awards and credentials from SaaS companies, including Salesforce, Tableau, Power BI, Trifacta QuickBase, Smart Sheets, AWS, DocuSign, DropBox).

New York, Ny, Us

Responsible for local philanthropic strategy, grantmaking and management of a ~$12 million active grant portfolio in Los Angeles County and Central California.

Provide strategic, financial and organizational planning to nonprofit and philanthropic organizations.

Los Angeles, Ca, Us

Founding Executive Director and Partner for engaged philanthropy organization affiliated with the Social Venture Partners International network. See www.svpla.org. • Delivered $3 million in grants and pro bono assistance to build the capacity of over 180 nonprofits. • Developed and honed the Social Innovation Fast Pitch into a signature program, leading to over $2 million in additional funding to nonprofits and replication in 15 cities. • Partnered with Encore.org to launch the L.A. Encore Fellowships Program. • Engaged 70-100 skill-based volunteers delivering ~3,000 hours to L.A. nonprofits annually. • Cultivated a network of external relationships and partnerships with foundations, corporations and other capacity building service providers. • Primary responsibility for partner recruiting and fundraising. • As a true start-up, developed operating and administrative policies, practices and systems from the ground up, including establishing SVP as a 501c3. • Represented SVP at numerous speaking engagements. • First SVP network Executive Director elected to the SVP International board of directors.

Emeryville, California, Us

EdTec provides comprehensive business, technology and consulting services for California public charter schools. In a part-time role, I was responsible for expanding EdTec's client base in Greater Los Angeles and the Inland Empire. • Established Southern California office and grew client base to $1.2 million in recurring revenue. • Hired and developed key staff. • Consulted charter school clients on finances, operations, board development, and special projects. • Led development of comprehensive business plans for three charter school organizations, resulting in over $10 million in financial support from Charter School Growth Fund.

Assessed operations and developed new approaches and solutions to improve effectiveness and efficiency for clients including Tiffany & Co and LowerMyBills.com.

Charlotte, Nc, Us

Led change management efforts with increasing responsibility and impact during company’s dramatic growth – from $1.5 to $11 Billion in net income – managing 55 associates and $10 Million budget.Senior Vice President, Asset Management Group (1999-2003) • Managed national team supporting AMG lines of business to identify, develop, and implement business strategy and initiatives with significant business impact. • Tapped to lead implementation of company-wide Six Sigma process improvement program resulting in annual benefit of >$80 million.Senior Vice President, Private Bank (1997-1999) • Led the rollout of the Private Bank’s integrated business model to new leadership teams for multiple mergers and acquisitions. • Delivered on priority initiatives, including redesign of sales and service models and pricing standardization project which resulted in over $48 MM in recurring revenue.Vice President, Private Bank and Trust & Investment Management (1994-1997) • Developed market attractiveness framework utilized by Private Bank to determine post-acquisition office locations and staffing decisions. • Developed business strategies for ultra-affluent and mass-affluent customer segments. • Served as Project Manager for sale of Corporate Trust business unit within six months at a price significantly exceeding expectations.Assistant Vice President, NationsBanc Services Co. (1993 – 1994) • Completed projects related to Interstate banking, small business banking, and Technology & Operations.

Mba

Ba, Management Science, Minor In Psychology