Sona Chandwani Email & Phone Number

Los Angeles, Ca, Us

Los Angeles

Contribute to Firm’s overall strategic direction and operations as a member of the senior leadership team, Operating Committee, and ad hoc Strategic Planning Committee.Responsible for all aspects of the financial accounting and reporting functions including revenue and billing, budget and planning, sales commissions, audit and tax, and equity management.Automated key finance and accounting processes to support ongoing growth and scalability of Firm with implementation NetSuite, CaptivateIQ Sales Commissions Management Software, and Tipalti.Lead the preparation and management of the annual budget, ensuring alignment with the Company's strategic goals, as well as the multi-year financial forecasts.Work closely with outside counsel on topics including employment matters, partnership documents, and transaction support. Provide leadership and direction in scaling the Human Resources Department to support the Firm’s over 225 employees.In the absence of Director of Human Resources, work with team members on all aspects of the department including creating learning and development programs, compensation analysis, diversity and inclusion, and implementing systems to allow department to scale.Actively participated in finance, legal and human resources workstreams as part of the Pacific Asset Management acquisition (April 2023) from due diligence through to integration.Served on Firm’s DEI Council

Greater Los Angeles Area

Los Angeles, California, United States

Chief is a private network built to drive more women into positions of power and keep them there. Chief is the only organization specifically designed for senior women leaders to strengthen their leadership journey, cross-pollinate ideas across industries, and affect change from the top-down.

Greater Los Angeles Area

Sol Price School of Public PolicyAdjunct Professor - Financial Management of Nonprofit OrganizationsDesigned and taught a graduate level course which provided students with a practical understanding of financial management of nonprofit organizations, including budgeting, reporting, and governance.

Greater Los Angeles Area

Responsible for budgeting, forecasting and project management finance for cost centers with total budgets of $30+ million; communicated division financial results to Board of Directors, and appropriate subcommittees. Led ongoing development, sales and business strategy for agency's social enterprise, Family Assessment Form (www.myfaf.org). FAF is a SaaS solution for government agencies, nonprofits and other child well-being practitioners.o Contracts included City of New York and County of Los Angeles, as well as numerous non-profits throughout North AmericaInstituted a mutli-year real estate plan to reduce agency’s lease expenses by 15%Successfully led unwind of $24 Million New Market Tax Credit financing, in partnership with corporate counsel, netting agency 10% return on investmentDrove strategic direction of agency’s Information Technology Departmento Reduced average age of hardware/infrastructure from 7+ years to currento Implemented VOIP telephone systems and video teleconferencing for telemedicine as well as interoffice connectivityImplemented key accounting and finance policies and procedures that are in line with the company’s strategyWorked closely with Board of Directors; Served as primary liaison to Finance Committee, Audit Committee, Executive Compensation Committee and Facilities Committee.Reviewed all legal documents including partnership agreements, service contracts and leases.Managed IT, facilities, accounting and software solution team members

Greater Los Angeles Area

Responsible for all aspects of agency’s financial matters including financial reporting, preparing and monitoring agency’s $18 million/year budget, implementing and ensuring sound internal controls;Oversight and management of agency’s government grant portfolio;Managed agency’s legal affairs in conjunction with outside counsel; projects include corporate governance, employment matters, intellectual property, contract disputes and arbitration hearings;Led agency’s Information Technology Department.Served as primary liaison to Treasurer of the Board of Directors and the Audit Committee.Responsible for all capital projects including the construction of a 2,500 square foot dental clinic and food pantry with a construction budget of approximately $1 million.

Dallas/Fort Worth Area

Prepared and monitored operating budget, including revenue and attendance forecasting.Implemented financial accounting and point-of-sale software systems, including development of policies and procedures, and staff training.Evaluated lines of business including website and retail sales, and provided recommendations for revenue enhancement to the Executive Director.Developed investment policy and worked with Board of Directors to implement.

Greater Los Angeles Area

Identified, analyzed and tested critical systems and processes to develop audit opinions and management recommendations for a variety of organizations with a specialization in financial services.Researched complex accounting and financial reporting issues.Managed, supervised and evaluated team of up to 5 persons.Identified and interviewed candidates for employment.Instructed in-house and international new hire and industry trainings.

Mba, Finance

Activities and Societies: Graduate Finance Association McCombs Admissions Committee Central Charity Challenge2002 Outstanding MBA.

B.A., Business-Economics, Minor In Accounting

Activities and Societies: Alpha Delta Pi Sorority UCLA Student Accounting Society Student Alumni Association