Jill O'Neal Email & Phone Number

Beverly Hills, Ca, Us

Jill is a not an employee or an affiliate of Monogram, but an employee of a third-party providing full-time CFO services to Monogram.

Luxembourg, Lu

San Francisco, California, Us

Optimize operational efficiency and resource utilization while supervising a team of four controllers, a manager, and four fund accountants. Achieve seamless investor communication and compliance through accurate review of capital calls, cash/stock distributions, quarterly financial statements, and K-1s. Handle transaction bookkeeping and financial statement formulation as well as facilitate auditor interactions while adhering to regulatory standards. Uphold rigorous protocols in maintaining detailed quarterly records, completing them within a 45-day timeframe.Highlights:• Led the fund accounting function for a global venture capital firm managing $2.4B across 40+ funds, 4 SPVs, and various AngelList funds in multiple regions, such as the US, MENA, LATAM, and Southeast Asia, with more than 2,800+ investments in startups worldwide.• Improved fund accounting and operations of six venture capital funds across three regions (US, MENA, Japan) with an aggregate of 500+ active portfolio companies.• Established a Trello board for team coordination, transforming communication and project performance.• Drove automation of quarterly valuation process, reducing redundancy in data entry across 40+ funds.

Los Angeles, California, Us

Streamlined business operations involving capital calls, reporting, subscriptions, and GP carry grants. Steered onboarding procedures, drafted offer letters, processed H-1B petitions, and supervised payroll and benefits administration for 20 employees. Employed cloud-based document repository system, orchestrated setup of chart of accounts, designed payroll processes, and introduced the company's inaugural benefits package, encompassing healthcare and 401k options.Highlights:• Increased transparency and reduced costs by 40% while transitioning to the new fund administrator.• Mitigated risk to maintain a management company overseeing 3 funds, 2 parallel funds, and 11 SPVs, totaling $400M AUM.• Managed quarterly collection of KPIs and financials for 70+ portfolio companies while governing fund financial and accounting operations, such as budgeting, forecasting, cash flow management, GL processes, tax, and audit. ✅ Warranted accurate ASC 820 valuations and timely completion of the annual tax and audit process.

Conceived and launched a boutique accounting services firm offering general accounting services and back office support for VC management companies and their general partners.

Woodland Hills, Ca, Us

Evaluated clients' processes, optimizing performance and workflow to meet best practice standards. Conducted post-implementation reviews to gather feedback and determine areas for improvement.Highlights:• Spearheaded employment of SaaS accounting add-on solutions and offered personalized services to clients of Ernst & Young and PricewaterhouseCoopers.• Piloted 24 innovative projects for various Fortune 500 clients, such as Roche Pharmaceuticals, Teva Pharmaceuticals, and Mars Chocolate.• Produced the first user guide and effective training materials, enhancing user experience and comprehension.

Administered annual budgets and fixed assets depreciation schedule, monitoring financial statements preparation on a monthly, quarterly, and annual basis. Sustained financial accuracy, reconciling G/L and handling A/P, A/R, and payroll operations. Pioneered the development and employment of the firm's inaugural business continuity strategy.Highlights:• Led investment, accounting, and HR operations for an SEC and California registered investment advisory firm regulating $500M in healthcare equities for the Bill and Melinda Gates Foundation. • Managed trade settlement and recording, paving the way for insightful analysis.• Conducted performance and NAV calculations monthly using live Bloomberg data, facilitating decision-making.• Enhanced understanding of stock market investing and ensured compliance with SEC regulations.