Stephen Sharpe, Mba Email & Phone Number

San Francisco Bay Area

• Book Publishing• Literary Consulting• Book Cover Design Management• Copy Editing• Proofreading• Copyrighting• Social Media Marketing

Berkeley, California, United States

• Support development of unit specific profiles, workflow guides, and knowledge base materials• Provide strategic HR consultation to academic and business leaders to best support client management to resolve the most complex and sensitive issues concerning staff and the organization• Interpret Labor Relations agreements and provide strategic and tactical consultative guidance for up to 16+ different and complex bargaining units across the University.• Conduct complex employee and management investigations, prepare written reports and recommend action following investigations• Support Hiring Process, including job post requests, candidate reviews, and sitting on Hiring Panel• Consult department management staff, bargaining units, and employees on policies and procedures in the areas of employment, labor relations, salary administration, and training• Advises faculty and foreign appointees regarding visa acquisition• Provide tax guidance to foreign employees using GLACIER tax reporting system• Handle issues related to fellowships, stipends, paychecks, and other payroll needs• Create operational timelines, process maps, and data dictionaries• Facilitate onboarding orientation for new hires, rehires and transfers• Assist supervisors and managers in developing job descriptions, facilitating benefits communications, and provide guidance on compensation, personnel policies, and procedures

Richmond, Ca

• Board of Trustee Member• Approve expenditures• Create and monitor budget• Manage payroll• Grant and proposal application management

San Jose, Ca

• Coordinate business networking events and partnerships• Agent recruitment and training• Provide financial education for business owners regarding tax savings, networking, retirement planning, and optimal financial structuring• Provide financial education for individuals and families regarding retirement options, life insurance, college planning, properly protecting assets, and emergency funds• Conduct financial analysis for investment and long term saving plans

San Jose, California

• Provide financial education for business owners regarding tax savings, business networking, retirement planning, and optimal financial structuring• Conduct financial education for individuals and families regarding retirement options, life insurance, college planning, properly protecting assets, and emergency funds• Manage estate planning• Conduct financial analysis for investment and long term saving plans • Coordinate business networking events and partnerships

Oakland, Ca

• Simultaneously manage 12 subcontractors over four projects • Manage proposal writing and bidding process • Conduct regression and trend analysis on revenue and expenses • Draft public policy and operational regulation • Manage finance and regulatory compliance audit • Draft operating procedures and technical reports • Lead client and subcontractor training workshops • Coordinate quarterly marketing campaigns • Organize public engagement and workshop trainings

• Financial report and tax preparation• Operation and strategy management• Risk and investment analysis• Website design• Supply Chain Management

• Managed IDA and FHLB Grant Portfolio: AHP/ WISH/IDEA/AHEAD programs• Increased Loan Grant Portfolio annual new clients by 450% from 2008 to 2013 through partnership growth and streamlining operation efficiency• Expanded First-time homebuyer nonprofit partnerships from 1 to 6 from 2008 to 2013• Executive committee member of regional Income Tax Preparation Initiative • Taught financial education series for young adults, small business owners, and banking professionals• Advisory Board member for several Community Reinvestment Act committees• CRA Investment and Reporting Management • Community Development Liaison

• Administrative Assistant• Lead Analyst for Department of Treasury CDFI Tax Credit audits• Reduced time needed for annual New Market Tax Credit portfolio report by 70% through more efficient recording and data retrieval• Site Coordinator for IRS-Certified Volunteer Tax program managing a team of 20+ volunteers• Underwriter for corporate, small business, and consumer loans• Financial stability analysis and budget forecasting

Vallejo, Ca

• Balanced end of day cash• Facilitated restructuring of store layout based on purchase trends• General customer assistance• Product stocking and inventory

Greater Los Angeles Area

• Client Presentation and Marketing Development• Annuity Structure Research• Trend analysis for customer portfolio growth

Greater Los Angeles Area

• Conducted financial audit• Provided business plan for government and corporate institution partnerships• Implementation strategy for cloud computing and Google Analytics for small business

Malibu, Ca

• Accounts management and financial report production• Billing and reimbursement distribution• Consulted on potential investment and spending practices

Master Of Business Administration (M.B.A.), Corporate Finance; Consulting

Activities and Societies: • Member of an Adidas think tank focusing on growth tactics for subsidiary company • Team Leader of a Domino’s.

Bachelor'S Degree, Business Administration And Management, General; Spanish

Ranked in the Top 50 of Undergraduate schools