Financial Manager | Founding Employee
CurrentA social enterprise of Yale University, investing in education and economic development• Coordinated and managed the transition process following spin-off from the parent foundation, including personnel changes, financial reconciliations and the transfer of assets and liabilities. Built a solid business infrastructure to support the new organization’s program services and administration.• Developed financial budget of $12 million with the President over three years and oversaw the grant-making of $9 million in scholarships to 21 partner institutions, which benefited 1,300 grantees. Achieved a 30% annual growth rate in total revenue since incorporation.• Conducted due diligence by leveraging relationships with 60+ college departments to exchange the grantees’ academic and financial information, and ensure the investment objectives are met.• Launched research projects on the organization’s social return on investment and teased out a list of indicators that quantifies outcomes and social impact. Developed models and frameworks that streamlined the organization’s programs and identified revenue growth opportunities.• Supervised financial data analysis and visualization on all materials and customized communication strategies targeting five types of stakeholders.• Established the organization’s internal control policies and procedures, monitored operational compliance and prepared IRS forms to secure tax-exempt benefits. Achieved clean audits by facilitating the audit tender process and serving the audit committee and independent auditors.• Built Promise Studio, the in-house production capacity and digital warehouse in support of the organization’s marketing campaigns and social media presence. Planned and carried out 20+ photo and video projects. Acquired the most followers among peer organizations. • Mentored colleagues and interns on graphic design and editing. Expert and creative user of PowerPoint, Excel and multimedia programs like Photoshop.
