Joel Wagner Email and Phone Number
Joel Wagner's Location
Boulder, Colorado, United States, United States
Joel Wagner's Contact Details
Joel Wagner work email
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Joel Wagner personal email
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Joel Wagner phone numbers
About Joel Wagner
Experienced professional with 20 years' experience special projects and financial management, including: sales and use tax, accounting, audit, establishing financial controls, and financial planning and analysis. Experience in commercial products, real estate, and non-profit. Specialties: Budgeting and forecasting, audit preparation and management, contracting, HR planning, project management.
Joel Wagner's Current Company Details
Joel Wagner Work Experience Details
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Deputy Director Of FinanceCity Of Boulder Aug 2022 - PresentBoulder, Co, UsI assist the CFO in leading and overseeing all financial activities for the organization and within the Finance Department including accounting, accounts payable, accounts receivable, treasury, investments, budget, debt issuance and management, payroll, licensing, tax collection, tax auditing, purchasing, internal auditing, the city’s retirement plans, risk management, ERP support management, and mail room. Key duties include: Partner with the CFO on strategic planning, work planning, annual operating planning (budgeting), long-term financial planning, fund structure and fund analyses, debt strategies, and ballot issues. Build trust and good working relationships with city council members including specific finance committee members. Assist the CFO in the establishment and maintenance of a sound accounting system for the city consistent with generally accepted accounting principles for municipalities and in accordance with applicable city, state and federal laws and regulations. Build strong working relationships with department staff, directors and financial staff in the departments of the city to assist the CFO in the coordination and the development and implementation of financial processes, procedures and appropriate internal controls. Manage ERP support activities for the Finance Department including working with staff on training programs, upgrades, reporting, and other activities related to support; ensure finance staff are adequately responding to help desk tickets in a timely manner. Assist the CFO, Controller, and Senior Budget Manager, Risk Manager, Purchasing Manager and Payroll Supervisor in development of needed training programs for both finance staff and staff throughout the city. Partner with all finance department managers on finance department organization structure and business processes to achieve operational excellence.
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Tax And Special Projects ManagerCity Of Boulder Aug 2018 - Aug 2022Boulder, Co, UsResponsible for strategic leadership and day to day management of the Sales Tax and Business Licensing division, which is responsible for the administration and collection of over $140 million in annual tax and fee revenue. Assist the CFO, Assistant Director of Finance and senior management in the city with strategic direction of the division to achieve the city’s social, economic, environmental and fiscal goals, and to implement the work plan of the Finance Department.Work collaboratively with the Tax Audit team to develop and improve taxpayer education materials targeted toward improving voluntary compliance with the city’s tax regulations, including: restaurant issue letters, new business welcome letters, electronic smoking device issue letters. Work extensively with the City Attorney’s Office and other departments in the city to properly draft and implement various tax code changes, regulations, interpretations, and other associated actions involved with leading tax and licensing programs and services.Since 2014, have served as the financial recovery manager for three separate presidentially declared disasters totaling over $40 million in FEMA eligible expenses. Advise department project managers and senior leadership on a range of issues to ensure eligibility of work for FEMA reimbursement, including: procurement, environmental and historical conditions, repair scopes of work, mitigation, and enhancement. Lead cross-department special projects, such as the implementation of the Community, Culture, and Safety Tax capital improvement projects. As a member of the city’s Racial Equity team, facilitate Advancing Racial Equity training for staff.
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Special Assistant To Finance And The City Manager'S OfficeCity Of Boulder Apr 2014 - Sep 2018Boulder, Co, UsProvided support, follow up and assistance to the Director of Fiscal Services in the management and coordination of funding matters related to disaster response and recovery.Served as the liaison to all departments for funding matters related to disaster recovery. Provided guidance on maintaining FEMA eligibility for flood recovery projects. Assisted in the coordination of management of expenditures, budgeting and purchasing processes, and reimbursement related to the City's recovery efforts.Assisted in the coordination of seeking, securing and managing other funding opportunities, including over $8 million in CDBG-DR grants for flood recovery and resilience infrastructure and planning projects. Served as team member and primary Finance Department liaison on all disaster recovery teams including but not limited to Long Term Recovery Team, Budgeting, Capital Planning and other teams as needed.
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Director Of Special ProjectsThe Pacific Forest And Watershed Lands Stewardship Council Sep 2012 - May 2014Roseville, Ca, Us• While serving as Deputy CFO, created financial systems, policies, and procedures for Foundation for Youth Investment, a new public charity created and incubated by the Stewardship Council with an $11 million grant award. • Led the Foundation for Youth Investment’s first independent audit, which resulted in an unqualified audit opinion. Responsibilities included performing an RFP for audit firms, preparing all audit lead sheets, and preparing GAAP financial statements and footnotes. • Working with the executive team, provided leadership during Foundation for Youth Investment’s strategic planning process and resultant change management initiative. • Developed financial models to predict effects of major grants on Foundation for Youth Investment’s public support test for charitable exemption. Provided financial guidance to FYI’s board of directors during negotiation of $10 million grant from the Stewardship Council. • Assisted the Foundation for Youth Investment Development Director in preparing grant proposals which resulted in foundation and corporate gifts to support youth programs. • Provided strategic guidance on the development and implementation of an enhancement grant program which will result in over $30 million of grant awards.• Responsible for developing and negotiating funding agreements for $10 million conservation easement program.• Trained Operations and HR Manager on finance and accounting principles for nonprofits which resulted in the transfer of monthly accounting duties for Foundation for Youth Investment to this position. -
Director Of FinanceThe Pacific Forest And Watershed Lands Stewardship Council Oct 2005 - Sep 2012Roseville, Ca, Us• Served as a member of the senior leadership team, and provided financial expertise and guidance to the Executive Director and board. Responsible for providing financial mentorship to the incoming Executive Director. • Developed, maintained, and updated organizational financial controls to safeguard foundation assets. Ensured organization’s legal and regulatory compliance with federal, state, and local laws and guidelines. • Managed annual Audit process, including preparation of financial statements in accordance with accounting codification/GAAP. Prepared tax returns and all audit work papers for CPA review.• Supervised month-end close process, including research of variances, bank reconciliations, expense allocation, and preparation of monthly close memorandum to the Fiduciary Committee.• Provided regular reporting and analysis of Stewardship Council’s financial condition and performance for the Board of Directors, including cash-flow planning, financial benchmarks and ratios, and long-term financial forecast.• Responsible for preparation of $7 million annual budget plan and reforecasts for the organization. Presented annual budget plan and periodic reforecasts to the Board of Directors for approval. • Performed financial analysis and due diligence for land conservation and youth investment programs, including financial modeling and net present value analysis, balance sheet review, and cash flow analysis for land disposition and youth grantmaking.• Prior to the hiring of an HR and Operations manager, was responsible for oversight of the human resources and IT functions. Experience includes compensation planning and benchmarking, negotiation of annual medical premium adjustments, and development and implementation of a network continuous backup protection system. • Responsible for the management and professional development of the Accountant. Helped develop skills and mentored the organization’s new accountant.
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TreasurerYnpnsfba Mar 2012 - May 2014Oakland, UsThe Treasurer is an officer position on the board and is responsible for managing and reporting on YNPN’s finances. Responsibilities include: Preparation of the annual budget with the volunteer corps; reporting on YNPN’s financial activities at board meetings; processing payments and reimbursements to volunteers; maintaining appropriate insurance coverage, and; maintaining the relationship with YNPN’s fiscal sponsor. -
Co-Chair: Emergency Loan FundNorthern California Grantmakers May 2007 - Jul 2012NCG’s Emergency Loan Fund provides quick turnaround, short-term financial assistance to Bay Area nonprofits experiencing cash-flow problems that place their services at risk. It does this by making low-interest loans to qualifying organizations against their secured government contracts or foundation grants.ResponsibilitiesThe Emergency Loan Fund Steering Committee is charged with the overall oversight for the Loan Fund. The Committee’s responsibilities include: reviewing loan/grant proposals, approving loan and grant decisions, determining operating policies, facilitating fundraising, and being ambassadors for the fund.
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ManagerMorgan Stanley Oct 1999 - Jul 2004New York, Ny, UsManager of Real Estate Analysis for the Prime Property Fund, a $2 Billion Commingled Core Real Estate Fund• Managed portfolio reporting and analysis for $2 billion commingled real estate fund. • Aided portfolio management decision-making through development of models to evaluate effects of real estate transactions on fund structure, returns, portfolio risk, and cash flows. • Functioned as point person for analytical including equity searches, placement memorandums and pro-forma financials. • Managed budgeting and quarterly reforecast process for $100 million of annual revenues. Reviewed property and portfolio budgets and forecasted quarterly portfolio cash flows.• Responsible for the management and professional development of three financial analysts. Conducted performance reviews, ongoing training and work allocation.• Managed client and consultant requests for Fund information. Authored Fund-specific responses to requests, coordinated with performance reporting, legal and RFP group to complete requests.• Served as portfolio representative for Oracle conversion. Helped train portfolio accountants on new software and help identify and solve conversion problems.• Analyzed capital additions for their affect on property valuations and made recommendations to Asset Managers regarding timing, size, and types of projects. -
Financial AnalystPhilips Consumer Electronics Jul 1998 - Nov 1999Amsterdam, Noord-Holland, Nl• Assisted in annual budgeting and forecasting in Financial Planning group.• Major responsibilities included creating allocation tables to build P&Ls for North America region and development of annual budget for Consumer Electronics business• Created templates to effectively manage monthly reporting of Financial Statements for corporate headquarters.• Produced monthly financial reporting packages for review with VPs of Sales, Marketing, and Finance departments.
Joel Wagner Skills
Financial Analysis
Budgets
Strategic Planning
Leadership
Analysis
Finance
Accounting
Financial Modeling
Financial Reporting
Program Management
Nonprofits
Managerial Finance
Forecasting
Budgeting
Due Diligence
Fundraising
Auditing
Contract Negotiation
Employee Relations
Microsoft Excel
Internal Controls
Human Resources
Joel Wagner Education Details
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San Francisco State University, Lam Family College Of BusinessExecutive Mba -
City, University Of LondonEconomics
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University Of Colorado Boulder - Leeds School Of BusinessMinor In Economics
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University Of Colorado BoulderFinance
Frequently Asked Questions about Joel Wagner
What company does Joel Wagner work for?
Joel Wagner works for City Of Boulder
What is Joel Wagner's role at the current company?
Joel Wagner's current role is Experienced leader in local government and nonprofit finance.
What is Joel Wagner's email address?
Joel Wagner's email address is jw****@****cil.org
What is Joel Wagner's direct phone number?
Joel Wagner's direct phone number is +130344*****
What schools did Joel Wagner attend?
Joel Wagner attended San Francisco State University, Lam Family College Of Business, City, University Of London, University Of Colorado Boulder - Leeds School Of Business, University Of Colorado Boulder.
What are some of Joel Wagner's interests?
Joel Wagner has interest in Children, Economic Empowerment, Civil Rights And Social Action, Environment, Education, Poverty Alleviation.
What skills is Joel Wagner known for?
Joel Wagner has skills like Financial Analysis, Budgets, Strategic Planning, Leadership, Analysis, Finance, Accounting, Financial Modeling, Financial Reporting, Program Management, Nonprofits, Managerial Finance.
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