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@sff.org
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2 phones found area 415
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Sonja Velez is listed as CFO | Board Member at The San Francisco Foundation, based in San Francisco Bay Area, United States, United States. AeroLeads shows a work email signal at sff.org, phone signal with area code 415, and a matched LinkedIn profile for Sonja Velez.
Sonja Velez previously worked as Chief Financial Officer at The San Francisco Foundation and Board Member at Aeris Insight Inc.. Sonja Velez holds Mba from University Of California, Berkeley, Haas School Of Business.
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AeroLeads found 1 current-domain work email signal for Sonja Velez. Compare company email patterns before reaching out.
Seasoned finance executive skilled in steering through change from financial crises to rapid growth. Analytical and culturally competent approach to strategy development and execution. Works with and serves on boards to establish effective policies and governance structures. Experienced in institutional investment and treasury management, ESG and impact investing, international and multi-entity oversight, strategic planning and analysis, risk mitigation, talent development, and organizational governance.
Listed skills include Strategy, Financial Modeling, Financial Analysis, Management, and 25 others.
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A career timeline built from the work history available for this profile.
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.
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..
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.
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.
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.
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.
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.
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.
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Sonja Velez works for The San Francisco Foundation.
Sonja Velez is listed as CFO | Board Member at The San Francisco Foundation.
AeroLeads has found 1 work email signal at @sff.org for Sonja Velez at The San Francisco Foundation.
AeroLeads has found 2 phone signal(s) with area code 415 for Sonja Velez at The San Francisco Foundation.
Sonja Velez is based in San Francisco Bay Area, United States, United States while working with The San Francisco Foundation.
Sonja Velez has worked for The San Francisco Foundation, Aeris Insight Inc., Financial Women Of San Francisco, Independent Consultant, and Dvb Multimedia, The Democratic Voice Of Burma.
You can use AeroLeads to view verified contact signals for Sonja Velez at The San Francisco Foundation, including work email, phone, and LinkedIn data when available.
Sonja Velez holds Mba from University Of California, Berkeley, Haas School Of Business.
Sonja Velez is listed with skills including Strategy, Financial Modeling, Financial Analysis, Management, Strategic Planning, Cross Functional Team Leadership, Leadership, and Valuation.
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