CEO of $22m organization that serves children, families and older adults in San Mateo, Santa Clara, San Benito, and Santa Cruz Counties. Programs include 8 early learning sites including 4 Early Head Start sites. PFS offers services for older adults designed to prevent loneliness, and increase social connections We also offer a suite of asset and credit building financial services, employment services, mental health, transportation and more.Since becoming CEO the budget has grown by $10m.

• Oversee 9 site Early Learning program with nearly 450 children and 75 staff.• Lead strategic planning process.• Manage funder relationships including First 5, Early Head Start, California Department of Education and San Mateo County Office of Education.• Implement Big Lift initiatives in two communities.• Engage community partners in collaboration and mutual support.• Advocate for early learning in collaboration with the California Coalition for Equity in Early Childhood Education.• Implement effective information management systems.• Lead administrative functions including facilities and IT management.• Act as Executive Director in their absence.

• Manage finance process and 6 member team for $11 million social service non-profit.• Prepare and report finance materials for finance committee and Board meetings.• Ensure thorough understanding of financial status and revenue and expense drivers communicated to board.• Manage contract data, analysis, and reporting for up to 20 different federal, state and local governmental contracts• Fiscal officer for Early Head Start, California Department of Education and San Mateo County.• Manage payroll for over 300 employees and program participants.• Ensure stability and organization to finance department to achieve consistent monthly close and reporting cycle.• Manage budget process with all levels of organization management through external uncertainty while beginning to develop an informed, empowered and transparent internal culture.• Led effort with organization leadership using participative decision making to develop fiscal year compensation strategy.• Converted payroll system for efficient access to data for internal and external reporting.• Prepared financial analysis, cash flow analysis, program unit modeling, and due diligence for $2 million merger.• Create financial models for variable analysis for the organization and within programs.• Implement consistent paid time off policy with and automated balance calculation and disclosure.• Manage operations for $1 million endowment fund with 5% annual payout.• Manage periodic meetings and material preparation for Endowment and Audit committees.• Worked with Finance Committee to develop organizational Risk Management Analysis.• Manage IT consultant emphasizing the user experience.• Work with programs on grant proposals, budgets and reports.• Manage audit and tax responsibilities for the organization and its affiliated organizations.• Motivate, mentor and educate finance team and set expectation of an ethical workplace.

• Manage fund accounting process for Fund with a $38 million annual budget and $30 million scholarship disbursements.• Manage Donor Services including the integrity of gift information and database, reporting, and acknowledgment letters for all donations.• Managed $12 million endowment including investment analysis, scholarship disbursement and donor reporting.• Reduced combined administrative and fund-raising percent of expenses from 17% to 12%.• Manage annual audit including preparation of annual financial statements and audit documentation.• Redesigned process for recording and reconciling revenue resulting in improved data integrity, accountability, and efficiency.• Integrated payroll and accounting systems for improved staff efficiency and reporting functions.• Redesigned grant codes and use of GL codes to facilitate data capturing and internal and externally reporting. • Integral team member for donor database conversion from Raiser’s Edge to Salesforce.com.• Worked with programs and Grant Manager on Foundation grant proposals and reports.• Managed data gathering and metric analysis of direct mail fundraising campaigns for giving trends and stewardship opportunities.• Prepare and Manage 990 tax return, related state tax returns, and state charitable registrations.• Consistently found ways to improve process and maximize staff efficiency across the fund.• Manage staff and internal controls to ensure complete and timely records in compliance with requirements.• Manage multiple tight reporting deadlines consistently beating or meeting expectations.• Provided professional development and mentoring to staff.

• Managed accounting process for $550 million private operating foundation with a $45 million annual budget.• Prepared comprehensive monthly management reports, budgetary, and cash flow analysis.• Preparation of annual financial statements and audit process.• Assisted with annual budget including 5 year projection of charitable payout and investment activity.• Worked with program staff to ensure project funds were spent within the board approved purpose and budget.• Key role in software conversion and consolidation of the Foundation’s accounting and project tracking systems.• Ensured expenditure responsibility met and documented for foreign grants.• Implemented fixed asset tracking and accounting system and built a series of custom Crystal reports to record asset and depreciation activity.• Consolidated financial activity for 2 real estate developments into the Foundations financial statements.• Managed 990PF tax return process for over 25 annual returns including excise tax, unrelated business income tax, and property tax.• Documented and reported conversion from private foundation to private operating foundation.• Creation and regular maintenance of comprehensive procedures and documentation for accounting system, internal processes and external reporting.• Mentor and educated staff encouraging professional development and growth.

• Wrote business plan, created financial forecast and budget, and formed long term strategy.• Designed website structure and functionality• Developed prototype and database of travel information for over 100 cities in a cost and time efficient manner.• Developed new revenue stream based on featured accommodations.• Set up and maintained accounting process including preparation of monthly management reports and annual financial statement and tax returns.• Worked with marketing firm to develop and implement branding and marketing to increase website traffic.• Manage business development to syndicate travel content.• Lead sales effort of marketing services to clients.• Hired and managed over 20 writers and editors.• Created research manual with style guide for all writers.

• Earned Certified Public Accountant License.• Prepared tax returns, financial statements, and tax advice for corporations, partnerships, individuals, and trusts.• Planned, coordinated and supervised staff teams of 2-4 members performing tax and audit advisory services • Analyzed financial and tax information and in order to identify business and tax planning opportunities.• Trained, coached, evaluated and mentored staff members.