Jennifer Waggoner Email & Phone Number

San Francisco, CA, US

San Francisco, CA, US

• I provide nonprofits, small businesses, and startups with a wide range of services for their new, growing, and evolving good work. Many of my clients are listed below on LinkedIn, and I'm happy to provide references.
• finance: daily operations (like accounts payable and receivable, documentation); reconciliation; internal controls; financial statements and reporting, prep for audits and tax preparer; management of grants and.
• strategy: vision, impact orientation, scenarios, consensus and capacity building, board/exec leadership, coalition building.
• issue expertise in: nonprofits, small biz, civic & grassroots engagement, community organizing, civic tech, policy.
• tech: needs assessment, stakeholder engagement, design, implementation, analysis, iteration, maintenance, upgrades.
• transition: starting up, overhauling, going virtual, interim executives, pivots, change management.

New York, NY, US

Capacity building, strategic, operational, and programmatic collaboration with a new nonprofit challenging traditional assumptions about nonprofits, advocacy, community, training and --most importantly-- wellness for all.

San Francisco, CA, US

Advise founder on conversion to Quickbooks Online, import of transactions, recommend finance procedures and documentation, and discuss nonprofit oversight. Bi-monthly review of transactions with account reconciliation. End of year preparation of materials for tax preparer. Excel, Quickbooks Online and Dropbox.SomaFM is entirely listener-supported and.

Pasadena, California, US

Work with the Principal to create and interpret complex entertainment industry policy, process, and financial models. Interview clients. Research. Synthesis. Work with the Principal and Designer to create presentations for the client summarizing recommendations. Special emphasis on emerging technology.Divisadero Pictures is an independent motion picture.

Advise founder on conversion to Quickbooks Online, import of transactions, reconciliation, finance procedures and documentation, and reports for the tax preparer. Dropbox. BlueJeans.The Law Office of Maria Perez Avilez specializes in family, criminal, and administrative law. Common cases handled include: annulments, adoptions, alimony, child custody and.

System and tool improvement for water engineering bids, contracts, progress reports, government inspections and reporting, and project completion. Monthly reconciliation, financial reporting, and year end close. Advise founder on configuration of Quickbooks Online, import of transactions, and finance procedures. Review of transactions with account.

Assist owner with an upgrade to Quickbooks Pro (from Quickbooks Self Employed). Redesign chart of accounts. Work with owner to improve financial tracking, reports, analysis & forecasting for growth. Monthly review of transactions with account reconciliation. End of year preparation of materials for tax preparer. Quickbooks Online and GoogleDrive.Ozben.

Advise a small remote international team on day-to-day finance maintenance, reporting, and analysis for their benefit company with a double bottom-line and multiple international entities. Monthly reconciliation using Quickbooks Online and GoogleDrive. Provide direct support to the Managing Director and the Operations and Finance Manager.Social Changes.

Assist in preparing a package of multi-year financials, analysis, and forecasting. Overhaul use of Quickbooks online, documentation in Dropbox and GoogleDrive, and other financial processes. Respond to requests from the board and investors. Place and oversee a long-term bookkeeping clerk to implement financial policies and procedures. Ongoing monthly.

Laguna Beach, California, US

Advise leadership team on forecasting, budgeting, analysis, staffing, procedures, nonprofit board oversight, and staff nonprofit financial education and empowerment. Recommend changes to accounting software, including Chart of Accounts and report templates. Zoom, Excel, GoogleDrive and Quickbooks Desktop. Produce financials analysis and facilitate.

San Francisco, CA, US

This is a volunteer role, but in order to administer the EVNA page I need to be listed as an employee. Please see the other volunteer entry on my profile.

San Rafael, CA, US

Set up Quickbooks Online and GoogleDrive to improve invoicing, owner payouts, documentation, and other financial processes. Special project to implement financial & procedural systems to provide documentation for Covid relief eligibility. Assist with the placement of a long-term bookkeeping clerk to work within this new system. Prepare financials for tax.

Assist founders with transition from Quickbooks for Mac 2016 to Quickbooks Online Pro. Implement remote finance operations, prioritizing financial best practices. Monthly reconciliation. Draft financials for tax preparer.Since 2010, ARTifact has been a creative clubhouse for more than 4,000 children in our community. https://www.sfartifact.com/

San Francisco, CA, US

Initially, work for OOF on Quickbooks Desktop as the sole finance staff. Assist with valuation, negotiation, and sale of OOF to FastRobot in 2012. Work with the new owners to train a part-time finance clerk to take over A/R, A/P, and documentation and establish a virtual office using Quickbooks Online. In 2016, transfer the books to Xero. Beginning in.

Assist Board Treasurer and Chief Operations Officer with overhaul of Quickbooks Online: new Chart of Accounts, implement monthly reconciliation and use of Classes (Departments/Funds), and design accessible reports for the board using charts and graphs. Develop new multi-year budgeting process and format. Recruit and train additional remote bookkeeping data.

Advise founder on bookkeeping software, finance procedures and documentation, tracking profit sharing and jobs, and the training and oversight of the finance team. Monthly review of transactions with account reconciliation. End of year preparation of materials for tax preparer. Quickbooks Online and GoogleDrive. Assist owner with scaling-back financial.

Assist owner with an upgrade to Quickbooks Pro (from Quickbooks Self Employed). Redesign chart of accounts. Work with owner to improve financial tracking, reports, analysis & forecasting for growth.Jamie offers acupuncture, orthopedic acupuncture, herbal consultations and wellness counseling.

Work with the founder to prioritize strategies and tactics to grow the business. Assist in the development of new lines of business, such as Redtails Logistics.Redtails Training Solutions is the only IT certification training company headquartered in the Antelope Valley, CA.

Berkeley, California, US

Collaborate with executive leadership to set up and manage Xero and then Quickboks Online accounting (with GoogleDrive, Slack, Stripe, Trello), revise finance policies and procedures, prepare reports and documentation, and strategize about nonprofit organizational growth. In year two assist in the hiring and oversight of an executive admin to complete.

Advise the founder on legal, financial and administrative operations. Convert to Xero accounting software, Dropbox, Slack, and GoogleDrive. Set finance procedures and audit documentation. Review founder's finance work while performing monthly reconciliation. Produce end of year financials.Warhorn is an event registration platform for social gaming.

• Support a major mission/vision/values transition of this international nonprofit:
• Frame governance & strategy conversations to restructure the organization.
• Revamp financial systems & processes for remote work, best practices, & greater insight into impact, opportunities & risk using Quickbooks Online, Sync, Skype, and GoogleDrive. Budget prep. Grant tracking. Draft.
• Train Executive Director to take over day-to-day finance tasks such as A/P, A/R, transaction coding, and reporting.CEE Change develops leaders that drive the social transformation required to bring about a just.

San Francisco, California, US

• January 2018-present: Communications ConsultantNovember-December 2017: Finance ConsultantNovember 2016-May 2017: Finance Consultant Support executive, finance, and communications leadership during periods of rapid.
• Strategy includes: board engagement, staffing, contract negotiation, financial management, telling the financial component of the nonprofit's story.
• Implementation includes: procedures, documentation, training, and filling in for A/P and A/R during staff transition under the direction of Robin Braverman Associates using Quickbooks Desktop, GoogleDrive, Slack.

Work with the Executive Director to create, implement and iterate on fundraising & communications.Castro Cares is a coalition of neighborhood groups, businesses, and social service and city programs working to improve the quality of life for both those living on the street and those who live, work, shop and play in the Castro/Upper Market district of San.

• Contribute to the RBA team as a workshop series presenter, print and web visual designer, communications manager (including writer and editor). RBA places Jenny with large and small non-profits throughout the Bay Area.
• budgeting
• restricted money tracking, compliance and reporting (such as grants, major gifts and board-designated funds), audit preparation
• staff training and oversight, board training
• technology

San Jose, California, US

Assist with the creation and use of new budgeting tools by executive and managerial staff under the direction of Robin Braverman Associates.

Sacramento, California, US

• Report to the Executive Director for all aspects of League Easy Web (LEW), a technology used for over a decade by over 275 League of Women Voters 501c3/501c4 nonprofits to host, create, and maintain their web sites.
• Negotiate and manage collaboration with LWVUS
• Select and manage a consultant to run a “LEW Discovery” project to ask thousands of League members how to improve the platform.
• Conduct user research and consensus building through several grassroots campaigns (including surveys, conference calls, webinars, interviews, and other information gathering).
• Recruit and manage over 40 "Beta Tester" Leagues from across the country to try out the updated system, spending four months gathering feedback.
• Manage Drupal development contractors, including during transition between firms.

Sacramento, California, US

• Serve as an elected leader in a complex and highly influential grassroots, volunteer-driven education and advocacy organization. Hold significant responsibilities for:
• leadership; strategy; executive director oversight, board development
• multi-channel fundraising campaigns and major donor cultivation and solicitation
• financial oversight
• planning (approving, monitoring, and evaluating programs in voter service, community education, and advocacy), particularly using remote tools like GoToMeeting, Skype, Doodle, GoogleDocs, Remote Desktop, SurveyMonkey
• public speaking; networking; public relations

Sacramento, California, US

• Oversaw all communication activities for the League of Women Voters of California General and Education Funds July 2007 - June 2011. This includes:
• create, implement and assess the communications plan with the staff Communications Manager
• hands-on administration as well as oversight of volunteers, contractors and staff for several websites' design and maintenance (Dreamweaver, Convio, Drupal, Wordpress)
• training of over 65 affiliate organizations (at conventions and regional meetings, using GoToMeeting, conference call, Skype)
• e-campaigns for education and advocacy to meet organizational goals
• grew social marketing presence (Facebook, YouTube, Flickr, Twitter, and other networks)

Civic education, participatory government, grassroots engagement, legislative advocacy, and tech for good.POPVOX is a civic engagement platform that meshes real-time legislative data with users’ personal stories and sentiment, delivering public input to government in a format tailored to actionable policy decisions.

San Francisco, California, US

• July, 2014 - August, 2015: AdvisorExecutive leadership for early stage civic startup using Agile methodologies.
• Market research.
• Acquire and synthesize extensive strategic user design expertise.
• Lead diversity action plan & assist with recruitment, interviews, orientation, & onboarding.
• Communications strategy and implementation, particularly: GOTV (get out the vote) campaigns; email; social media.August, 2014 - March, 2015: VP Partnerships (staff)Develop partnerships with influencers, civic.
• Build relationships: conduct demos, negotiate MOUs, oversee partner communications and product strategy to increase civic participation and strengthen democracy.

San Francisco, CA, US

• July-August 2015: Nonprofit Finance ConsultantApril-May 2013: Nonprofit Finance ConsultantApril - July 2005: Budget/Accounting ContractorNovember 2004 - April 2005: Finance Clerk Provide support to Finance Department.
• assist in designing, maintaining and entering into Quickbooks the annual budget for grants, local and federal contracts, and complex allocations using sophisticated Excel spreadsheets
• audit and resolve rep payee or accounts payable for fiscal year
• resolve vendor disputes & negotiate payments
• convert accounting to GAAP compliant non-profit standards
• create excel templates and multiple customized designs for budgeting, accounts payable, contract management, and bi-monthly payroll.

San Francisco, CA, US

• Develop the communications plan and calendar, implement, and provide analysis and course correction.
• With executive leadership, produce the budget and fundraising plan
• Aspects of board and donor cultivation
• Work closely with Salesforce Administrator for audience analysis and planning, list generation for communications and fundraising
• Implement general and multiple topical e-newsletters, social media, web pages
• Public relations, press, community and partner outreach, and marketing

San Francisco, CA, US

• Lead transition of this tech/architecture/training business to Quickbooks Online Plus and a 100% virtual finance office
• Process design, implementation, and ongoing maintenance for: A/R, A/P, reconciliation, reporting, 1099 prep, documentation, finance policies.
• Profit & Loss performance analysisIgloo provides training to create sophisticated 3D models, recruits top students, and then hires the students to make models and invaluable plugins to specify environmentally.

US

• Bookkeeping (overseen by the CFO) for this international tech/environment/crowdfunding nonprofit in accordance with Generally Accepted Accounting Principles (GAAP), IRS regulations, and specific rules and regulations.
• A/P and A/R documentation
• reconciliation of all balance sheet accounts (including cash, credit, fixed assets)
• entering the budget in QuickBooks Pro 2011 for Mac
• reporting to the Executive Director and board
• tracking independent contractors for 1099 and 1096 IRS reporting

Oakland, CA, US

• Organize and implement the Sierra Club's custom-built social network "Activist Network"​ training and coaching for grassroots activists.
• Engage new activists and build new leaders.
• Meet measurable conservation goals.
• Communicate with teams and team members primarily via the network, but also by phone, email, conference calls, collaborative documents, online meetings and through site visits to Los Angeles, the San Francisco Bay.
• Work with professional staff in graphic design, copy editing, researching, planning, promoting, and coordinating across the Club's departments, National Issue teams, Chapters, and Groups.
• Train new staff for maintenance phase of project after launch was complete.

• Short term contract to support CFO in upgrades to accounting software, policies and procedures.
• Assist with year end close.
• Provide advice on policies and procedures, reporting, and documentation.
• Provide referrals.
• Convert Quickbooks from old Mac version to Pro 2009 PC.
• Train staff in documentation, Quickbooks, and reporting.

• Short term contract for a specific project.
• Support CFO during upgrades to software, policies and procedures.
• Create allocation tools in Excel.
• Allocate expenses to grants in the general ledger using Quickbooks and produce documentation.
• Prepare interim grant reports to calculate use of funds.
• Create memorized transactions.

• Short term contract during staff transition. In collaboration with the Church Manager and CFO:
• Review all finance roles, policies, and procedures and document best practices and procedures in a new Finance Manual.
• Train new Finance Assistant
• During staff illness and transition, provide as-needed backup.
• Correct all A/R transactions and statements for congregants in Quickbooks to revised standards.
• Audit & confirm all donation documentation for 2008 onwards.

• Short term contract to facilitate a single event.
• Encourage community building around the issue of torture.
• Collect endorsements of the Declaration of Principles for an executive order banning torture.
• Celebrate delegations to elected officials earlier that day.
• Raise torture awareness.
• Attract media attention.

• Short term contract during critical phase of organizational growth and transition. Work directly with board members to identify operations priorities, define projects, research and present options to the board, and.
• Data management
• Website design
• Virtual office configuration
• Identify and implement vendor management best practices
• Lead revision of membership benefits

• Short term contract which was extended several times to encompass additional projects.Implementation of Quickbooks accounting software under the direction of contract CFO and Business Manager, including:
• conversion of chart of accounts
• work with A/R staff to enter of all customers and invoices
• create procedures for monthly billing, creation of invoices, and posting: tuition, fees, discounts, scholarships, pardons, and withdrawals.
• create manual and train A/R and contract management staff
• design tools for record keeping in excel, Quickbooks, and wordAudit preparation, including:

• May 2007 – August 2007: Marketing/Operations/Accounting AdvisorAugust 2006 - April 2007: Company Operations DirectorApril 2005 - July 2006: Operations Director for Explorers' Corner, LLCResponsible for day-to-day.
• assist Bookkeeper; accounts receivable and payable
• sales and customer service
• IT, including constituent database and content management systems
• substantial international logistics, contract oversight, hotel and transit reservations
• procurement and delivery of gear

San Leandro, California, US

• Short term contract during time of restructuring & staff turnover. Responsible for contract and grant management for over 30 funding agreements, including:
• Predictions, billings, collections, reporting, renewal, budgeting, cash flow, audit preparation.
• California Department of Education Child Development funding, including: CalWorks, APP, and Center Based Contracts.
• Alameda County funds, including: Job Preparation and Placement, Associated Community Action Program, Child Abuse Prevention Services, APP Maintenance of Effort, and others.
• City of San Leandro contracts, including: Community Development Block Grants, Federal Emergency Management Agency funds, basic needs, and community counseling.
• Memorandums of Understanding, such as: intern placement contracts for local Unified School Districts, non-profit incubation contracts, shared facilities with religious organizations.

• Support President, Marketing Director, VP of Development; oversee interns, volunteers, administrative staff, and contractors during period of intense growth to become a six-million dollar organization with an ambitious.
• Extract unstable Access donor/contact database, compare replacement products, negotiate Telosa Exceed! fundraising software and prepare for implementation
• Convert QuickBooks accounting system, budgeting, and strategic planning from corporate-style to nonprofit-style structure
• Responsible for accounts payable, accounts receivable, grant reporting, Port of SF contract reporting, monthly financials, year-end close
• Coordinate budget creation and revision
• Support strategic planning

Diploma, Social Policy

Ba, Government

High School Diploma