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Jess R. GutierrezMBAAn expert with small to medium sized operations with added extensive work in the not-for-profit sector. I have strong experience in financial management for the banking, investment portfolio management, manufacturing, telecommunications, and non-profit industries. I specialize in financial reporting, internal controls, business planning, financial systems and organization development. I have previously held senior management roles with financial institutions, technology companies, and served as a director with several non-profit organizations. I have over twenty-five years in working with growth oriented companies. I was previously the CFO for a San Jose based credit union and a development stage technology company. I currently act as the permanent and part-time CFO for several not-for profit organizations with activities that include an agency supporting shelter for the homeless, an agency that provides family-support related and other support agencies. Prior not-for-profit activities include work surrounding land trusts, self-insured risk pools and internet marketing, to name a few. I am also a Partner at CFOs 2Go and lead our NPO Practice Group.Of note, I have served as the permanent, yet part-time CFO for a laser technology company and a web marketing development company. Prior activities include work surrounding component manufacturing and internet marketing. I obtained a BSC from Santa Clara University and received an MBA from Pepperdine University.Specialties: General management, strategic planning, and internal controls
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PartnerCfos2Go May 2007 - PresentCFOs2GO is a hand-picked team of leading practicing CFO consultants who customize and provide financial management solutions for client companies. The company was founded and is still managed by a former CFO. Each of the consultants have, in addition to themselves and the other consultants, access to specialty financial management executive search and placement services to assist in quickly fulfilling on client company requests both in the U.S. and abroad. The firm has recognized vertical market expertise in Non-Profit, Retail Services, Sustainable Industries and Life Sciences. CFOs2GO is a member of the 2GO Group of Companies; CFOs2GO and "2GO" are registered marks of the 2GO Companies.
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Member Of The Board Of DirectorsSan Jose Conservation Corp & Charter School May 2011 - Present
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Member Of The Board Of DirectorsUnity Care Apr 2014 - Dec 2016San Jose, Ca, Us -
Member Of Environmental And Water Resources CommitteeSanta Clara Valley Water District May 2011 - Apr 2016Us -
Member Of The Board Of DirectorsChildren'S Musical Theater San Jose Jun 2014 - Sep 2015San Jose, Ca, Us -
Member Of The Board Of Directors - PresidentWillow Glen Business Association Mar 2011 - Jan 2014
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Svp & CfoAlliance Credit Union Apr 2006 - Feb 2007Alliance Credit Union is a $375 million full service financial institution with over 40,000 members serving Santa Clara, Alameda and San Mateo counties
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Vp FinanceValley Credit Union Jul 2004 - Apr 2006UsValley Credit Union is a $300 million full service financial institution with 32,000 members serving Santa Clara, Alameda, and Contra Costa Counties -
Chief Financial OfficerK2 Optronics, Inc Apr 2000 - Jul 2004K2 was a production stage company manufacturing components for Tier I fiber optic telecommunications and CATV systems providers.; Created the operating infrastructure: including locating our facility, establishing our communications and technology functionality, recruiting strategies, and financial operations.· Worked with team to implement our Oracle ERP system and was responsible for setting financial policies and procedures consistent with SEC, GAAP and FAS reporting requirements.· Manage the annual budgetary and business planning processes.
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Senior Vice President And Division ManagerSilicon Valley Bank Feb 1998 - Apr 2000Santa Clara, Ca, Usa commercial bank which focuses on development stage technology based companies.; · Managed the investment portfolio and treasury operations for this $4 billion bank.· Managed a product division that grew from $1.1 billion in assets to $8 billion in assets under management.· Managed the Banks correspondent and business banking relationships and services.· Managed Division Profit and Loss responsibilities. -
Financial Consulting PracticeDinapoli Companies, Adobe Systems Inc Mar 1997 - Feb 1998· Developed financial operating procedures and manuals for a real estate developer.· Created a global insurance reporting program for sales and distribution operations located in Europe, Asia, North and South America.· Monitored foreign currency prices for several international cash management strategies.· Managed a global credit and collections group supporting annual software sale of $800 million.
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Chairman Of The BoardNonprofits Insurance Alliance Of California Jan 1990 - Jan 1998NIAC is anot for profit insurance risk pool located
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VpCitation Insurance Group Apr 1986 - Feb 1997Property/Casualty Company acquired by PICO Holdings
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Vice President And Assistant TreasurerCitation Group Of Insurance Companies Apr 1986 - Feb 1997PositionLafayette, CA 94549 Page 2 Fax 925.283.4458· Established the treasury and reinsurance accounting operations in accordance with statutory accounting principles.· Developed the strategic asset plans to hedge our interest rate risk.· Established performance objectives and performance measurement tools for ROA analysis.· Developed research and economic analysis related supporting investment in debt and equity securities to maximize income after tax.· Performed accounting functions associated with GAAP principles, and internal audit procedures.
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Accounting And Finance ManagerHomeland Insurance Company Jun 1980 - Apr 1986
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Assistant Branch ManagerBank Of The West Jun 1978 - Jun 1980Chicago, Illinois, Us
Jess Gutierrez Skills
Jess Gutierrez Education Details
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Pepperdine Graziadio Business SchoolStrategic Planning -
Pepperdine Graziadio Business SchoolExecutive Mba
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Santa Clara University
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Santa Clara University Leavey School Of BusinessBusiness
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Pioneer High School
Frequently Asked Questions about Jess Gutierrez
What company does Jess Gutierrez work for?
Jess Gutierrez works for Cfos2go
What is Jess Gutierrez's role at the current company?
Jess Gutierrez's current role is Partner, CFOs2Go.
What is Jess Gutierrez's email address?
Jess Gutierrez's email address is je****@****ers.com
What is Jess Gutierrez's direct phone number?
Jess Gutierrez's direct phone number is +192594*****
What schools did Jess Gutierrez attend?
Jess Gutierrez attended Pepperdine Graziadio Business School, Pepperdine Graziadio Business School, Santa Clara University, Santa Clara University Leavey School Of Business, Pioneer High School.
What are some of Jess Gutierrez's interests?
Jess Gutierrez has interest in Strategic Planning, Internal Controls, General Management.
What skills is Jess Gutierrez known for?
Jess Gutierrez has skills like Finance, Management, Strategy, Financial Reporting, Business Planning, Managerial Finance, Strategic Planning, Accounting, Executive Management, Financial Analysis, Budgets, Internal Controls.
Who are Jess Gutierrez's colleagues?
Jess Gutierrez's colleagues are Donna Weis, Carl Taibl, April Carrington, Christopher Reynolds, Ken Rosencrantz, Rodney Smith, Jerry Johnson.
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