Steven Schultz Email & Phone Number

* Experienced hands-on leader, bringing program and management staff together to achieve operational and strategic goals. History of demonstrated achievements in corporate finance, accounting, financial reporting, strategic planning, and nonprofit initiatives; ability to build collaborative relationships with multiple departments while leading strong teams.* Energetic decision-maker and problem-solver focused on developing effective financial solutions and driving enterprise execution and accountability for results while ensuring the continuous delivery of enhanced profitability.Areas of Expertise* Grant Management* Board Engagement* Financial Forecasting* Process Improvements* Technology Adoption* Process Improvement* Training and Mentoring* ProcurementCareer Achievements* Youth Policy Institute - Developed and implemented a strategic plan to meet 100% growth in annual government and private awards, a plan that introduced continuous improvement through training, standard operating procedures, and efficient systems. Influenced the CEO, Executive Team and the Board with a decision-making matrix to measure potential opportunities and current programs against the core mission and strengths of Youth Policy Institute. * AbilityFirst - Improved the financial health of organization that serves children and adults with intellectual disabilities by transferring control of 12 low income apartment buildings not aligned to the Mission, and by generating revenue from underutilized assets.Email me at stevensschultz@gmail.com or call me at (310) 804-2507

Listed skills include Nonprofits, Leadership, Strategic Planning, Financial Analysis, and 28 others.

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  Chief Financial Officer

  Abilityfirst

  2006 - 2015 - Pasadena

  Served in a key executive role for this nonprofit organization that provides services and employment opportunities for people with disabilities in Los Angeles County. Managed finance, information technology, facilities, housing, and operations, with oversight of 500 employees in 25 locations supporting 2000 adults and children. Supervised seven direct report department heads. Recruited to assist the Executive Director and the Board to focus resources on core programs and monetize unused space. Leveraged experience with eight housing boards.• Defined financial metrics, providing the CEO, executive team, and the Board with insight into the fiscal health and direction of the organization.• Administered a budget of over $15M and a $40M investment portfolio. Led the RFP to switch investment managers, eliminating $100K in annual fees.• Served as the Staff Lead for the Finance & Investment and Audit & Housing committees as well as multiple task forces.• Worked with the CEO and Board of Directors to build a plan that measured programs and opportunities against the organization’s mission, growth and sustainability targets.• Examined the financial and operational potential of proposed initiatives, leading the debut of new programs and services.• Partnered with the executive team to build financial models to accommodate reductions in government funding, achieving a 25% gain in operating revenue amid a more than 50% drop in government funding.• Lowered the costs of operations for a fleet of 50 vehicles by revising the Transportation Manual and implementing an automated fleet management system.• Orchestrated and executed capital projects that included over 30 construction, repair, and addition projects with budgets ranging from $50K to $3M.