Sonja Velez Email & Phone Number

San Francisco, Ca, Us

Supervise financial planning and analysis, accounting, and investment teams. Oversee $1.8B in investments and impact investing strategies including launching a new mission related investing portfolio and expanding program related investments in support of SFF's mission and values. Serve as chair of the 401k committee and as management liaison to board committees including investment committee, audit committee, finance committee, and program related investments committee.

Philadelphia, Pennsylvania, Us

Helped guide long-term vision as a member of the strategic planning steering committee, and currently serve on finance committee. Aeris Insight drives accountability and transparency in impact investing.

San Francisco, Ca, Us

Support FWSF's mission of advancing the success of women in finance. Co-chair Diversity, Equity & Inclusion Committee which I have served on since 2017 working to foster DEI internally and externally.

Worked with mission-driven organizations to build strategic and financial plans and develop investor pitches. Conducted a wide variety of financial analyses including valuation based on cash flow modeling and analyzing pricing and product strategy.

As CFO, spearheaded strategic planning, conducted valuation analysis, instituted standard financial reporting and cash flow forecasting. Developed long-term funding plan and company valuation and pitched to donors and potential investors. Oversaw finance, admin and HR. Brought in new sales and marketing leadership, and revamped executive compensation. Returned as a consultant (May 2015 - Aug 2016) to update strategic plan, develop legal and ownership structure road map, and set up new Singapore company.

Westlake, Texas, Us

Directed annual planning process and allocation of $3B budget and forecast for $5B annual revenue. Implemented long-range income forecasting and scenario-testing methodology to enable strategic planning, optimize investment spending, and assess risks and opportunities. Proposed new organizational structure which increased growth opportunities for staff and saved $200k in annual expenses. Chaired Finance Career Development Committee and was recognized with a Corporate Leadership Award for spearheading improvements to recruiting, talent review, and employee promotion processes.

Westlake, Texas, Us

Managed $100B consolidated balance sheet through unprecedented bank portfolio growth, successfully navigating the 2008 credit crisis and associated regulatory changes and risks to capital, liquidity, and interest income. Supervised Interest Rate Risk and Corporate Finance teams responsible for cash flow and interest income forecasting, risk analysis, regulatory reporting and capital planning. Updated policies for expense control, balance sheet management, pricing and financial governance. Proposed new capital and liquidity targets and strategies to address risks, which drove decisions to raise external debt and equity. Directed preparation of macroeconomic and political analysis to guide market and interest rate forecasts.

Westlake, Texas, Us

Led team of ten finance professionals responsible for strategy and investment analysis, as well as planning for $300MM budget and $3B annual revenue. Served as CFO and member of the Board of Directors of Charles Schwab, UK, and finance officer responsible for all international business units. Worked with Asia-Pacific staff to analyze and update intercompany agreements, resulting in improved clarity and accountability for business results.Oversaw analyses for more than 50 business cases, including technology investments, pricing, product and service initiatives that were credited with revitalizing acquisition and stemming client attrition. Established negotiated pricing policy. Instituted new methodology to understand marginal client economics leading to better decisions on acquisition and investment spending.

Westlake, Texas, Us

Directed analysis of Individual Investor segment strategy informing a major revamp of fee structures and offer features. Led cross-functional teams to analyze and implement operational improvements and cost-saving initiatives such as systematic closure of inactive accounts and retirement of obsolete products. Implemented more advanced analytical techniques to improve forecasting of key revenue drivers.

Westlake, Texas, Us

Analyzed trends and events such as the advent of online trading, the 2000 “dot com” crash, increasing price competition from discount brokers, and the impact of presidential elections on markets. Implemented new planning tool. Provided economic projections for major investment decisions on after-hours trading, active trader segment strategy, and new fee-based advice offerings. Analyzed client acquisition, attrition, and savings accumulation trends, informing decisions on fee structures and acquisition strategies.

Us

Created new methodology to analyze revenue, and prepared summary analysis on revenue trends, risks and opportunities for monthly Board of Directors’ meetings. Analyzed profitability of client contracts, service centers and distribution channels, and recommended contract changes to improve contribution margins.

Us

Analyzed large contracts and approved negotiated pricing requests to win major public bids and improve profitability. Coordinated commercial products business in Mexico and identified business growth opportunities. Established and documented customs and logistics procedures and strengthened distributor relationships. Provided training and developed policies for sales and pricing teams through merger transition. Developed training module to improve inventory forecasting.

Mba

Master Of Fine Arts (Mfa), Writing, General

Bachelor Of Arts (B.A.), International Relations And Development