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What do roles as an operations and finance consultant, lawyer, board chair of a housing development organization, owner of a local coffee shop, and others on my resume all have in common? One overarching goal – to be a problem solver who elevates organizational performance through operations that run smoothly, bring efficiencies, and support employees. Using in-depth analysis, collaboration, and strategic vision that doesn’t lose sight of the details, I’ve helped nonprofit leaders, business owners, and individuals bring clarity to uncover and tackle complex operational challenges. I'm now eager to contribute my diverse skills and experience to a mission-driven nonprofit, leveraging my upbeat approach to operational and financial leadership to propel it to reach its goals.Highlights of my experience include:✅ 15+ years as a nonprofit operations and finance consultant including 8 years as managing partner of a firm with 8 employees. Directed complex budgeting and grant life cycles, supported human resources, information technology, and systems integration, and created smooth operations through financial systems and operational infrastructure. ✅ Attorney representing nonprofit and for-profit organizations including formation, life cycle, contracts, HR, accounting, support, and coaching.✅ Creating connection and community through ownership of The Intersection, a small cafe with six employees in the historic Allentown neighborhood in Buffalo, New York. Oversee all aspects of the cafe and staff including sustaining and growing operations through grants and community outreach during the COVID-19 pandemic.✅ Former board chair of PUSH Buffalo, a powerful activist and housing development organization in the most diverse neighborhood of Buffalo, New York, with over $22M in assets, supporting executive director in her work.✅ Founder, attorney, and/or volunteer for multiple nonprofit organizations with a wide range of missions, from BIPOC art spaces to queer youth work/housing programs.If you need someone who can juggle details with a smile, navigate the complex stuff, and bring clarity to your operational challenges, let's connect!
Heidi I. Jones, Attorney & Consultant
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Attorney & Nonprofit ConsultantHeidi I. Jones, Attorney & Consultant May 2012 - PresentI started my business to create and execute solutions that support organizational and individual effectiveness for nonprofit leaders, small business owners, and individuals. Through short- and long-term consulting engagements, I focus on finance, operations, governance, and administration, including assignments holding interim Chief Operating Officer (COO), Director of Operations, and Director of Finance positions. Areas of expertise include > Operations: Use research, problem-solving, analytical, and communication skills to clarify and analyze complex issues, advise on strategic goals and initiatives, and create reports, presentations, and workflows to recommend, develop, and implement solutions. >Administrative: Research and analyze procedures. Organize office files and processes for smooth and efficient day-to-day operations.> IT: Evaluate vendors and software, implementing broad changes and new solutions where needed. > Grant Processes: Direct, write, negotiate, budget, voucher, and report on grants to fund organizational missions. > Accounting: Use QuickBooks, Excel, Google Sheets to prepare financial statements using GAAP. Manage audit and tax return preparation. Implement, maintain, and enforce financial policies that create strong internal controls. > Legal: Tax, audit defense, for- and non-profit entity life cycle, contracts, basic employment law, and other financial matters. Support worker-owned and consumer co-operatives.> HR: Develop and implement policies and procedures in compliance with federal and state laws and foster a diverse, equitable, and inclusive workplace. Develop job descriptions and hire accordingly. Create and implement performance improvement plans.
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President / Chief Bean CounterThe Intersection Cafe, Inc. Aug 2018 - Jan 2024As leader of a local coffee shop, I spearheaded all aspects of corporate finance, legal compliance, safety, grant application, and management including managing a staff of six. Significant accomplishments include:> Increased revenue by 27% over five years and achieved zero staff turnover for 22 months.> Intentionally built and strengthened community networks through conversation, events, and social media. > Maintained cafe success throughout the COVID-19 pandemic using social media, grant writing, in-person events, and community outreach.> Used communication and positive leadership skills to resolve conflicts among staff and with customers.Sold 1/24/22.
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President / Treasurer / Grant WriterBlossburg V.I.B.E. Sep 2011 - Dec 2022I co-founded a community development organization to successfully apply for several community and economic development grants of over $1.48M. Results included full occupancy in downtown storefronts from a previous 45% vacancy rate.> Facilitated visioning sessions including a diverse cross-section of the community to build relationships, complete SWOT analyses, and determine the direction of the organization. > Brought together borough government, community members, and organizations to achieve community goals.> Worked with the executive committee to ensure compliance with grant programs. > Oversaw financial operations including filing tax returns and managing budget and operating funds.
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Board Chair / Vice Chair / DirectorPeople United For Sustainable Housing Apr 2018 - Jan 2022Buffalo, New York, UsI was recruited to the board of a group of community development/housing nonprofit organizations with a staff of 45 and assets over $22M. Led or actively participated in board meetings, executive and finance committees, and trainings.Significant accomplishments include:> Orchestrated an overhaul of bylaws and corporate governance processes with input from staff, board members, and the community. > Partnered with staff and an outside CPA to identify procedural weaknesses, improve operations organization-wide, and professionalize the finance department.> Alerted staff and directors to legal issues and created the first outside counsel position. -
PartnerAllen Street Consulting Aug 2011 - Nov 2017Buffalo, Ny, UsAs managing partner of an accounting and consulting firm, I focused on effective operations, administration, and finance solutions for a broad range of nonprofit organizations, small businesses, and individuals. My staff included eight bookkeepers, payroll specialists, and tax preparers.Significant accomplishments include> Conducted intensive consulting projects that led to increased organizational effectiveness. See Projects section for examples.> Prepared financials including month-end and year-end close and monthly balance sheet reconciliation using QuickBooks desktop, enterprise, and online, using GAAP nonprofit accounting requirements. > Worked with auditors, audit committees, executive directors, and finance and audit committees to complete audits, and prepare, review, and present financial statements. > Used Excel and Google Sheets extensively to manage grants and budgets, and to prepare financial statements.* Advanced Certified QuickBooks ProAdvisor: Enterprise, Desktop, Online, Point of Sale -
ProprietorRidgerunner Consulting Feb 2003 - Dec 2011My consulting firm provided financial, operations, and administrative consulting services for nonprofits, small businesses, local governments, corporations, and individuals. > Analyzed tax, financial, and administrative situations, clarified problems, and provided solutions. > Evaluated, selected, and configured Microsoft networks, Windows-based computers, QuickBooks, and/or QuickBooks Point of Sale, and integrated with third-party applications.
Heidi Jones Skills
Heidi Jones Education Details
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University At BuffaloMindful Counseling For Mindfulness & Engagement -
University At Buffalo School Of LawLaw
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Penn State UniversitySociology
Frequently Asked Questions about Heidi Jones
What company does Heidi Jones work for?
Heidi Jones works for Heidi I. Jones, Attorney & Consultant
What is Heidi Jones's role at the current company?
Heidi Jones's current role is Nonprofit Operational Leadership ► Relationship building and collaboration for operational effectiveness ► Creating success through sustainable and resilient administrative, accounting, governance, HR, and IT systems.
What is Heidi Jones's email address?
Heidi Jones's email address is he****@****ail.com
What is Heidi Jones's direct phone number?
Heidi Jones's direct phone number is +171621*****
What schools did Heidi Jones attend?
Heidi Jones attended University At Buffalo, University At Buffalo School Of Law, Penn State University.
What are some of Heidi Jones's interests?
Heidi Jones has interest in Economic Empowerment, Civil Rights And Social Action, Gaming, Reading, Photography, Hiking, Biking, Poverty Alleviation, Human Rights.
What skills is Heidi Jones known for?
Heidi Jones has skills like Nonprofits, Quickbooks, Research, Non Profits, Legal Writing, Small Business, Tax Law, Budgets, Payroll, Mediation, Management, Sales Tax.
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