Tamera Jacobs Email & Phone Number

At PMF, I support comprehensive financial and operational management strategies that align with our Core Mission Support team’s goal of amplifying PM's impact. My role encompasses managing incoming and outgoing revenue, overseeing subgrants, and maintaining finances to ensure adherence to compliance standards and strategic financial management.Recognizing the critical role of sound financial stewardship, I support our accounting firm in managing PMF's financial books, ensuring accurate… Show more At PMF, I support comprehensive financial and operational management strategies that align with our Core Mission Support team’s goal of amplifying PM's impact. My role encompasses managing incoming and outgoing revenue, overseeing subgrants, and maintaining finances to ensure adherence to compliance standards and strategic financial management.Recognizing the critical role of sound financial stewardship, I support our accounting firm in managing PMF's financial books, ensuring accurate reporting and compliance with accounting standards. Additionally, I manage the full process of subgrant administration, from executing agreements to overseeing payments and compliance, optimizing the efficiency and effectiveness of our subgranting operations.Key Responsibilities:Incoming Revenue Management: Oversee PMF’s institutional funder stewardship process, ensuring accurate fund tracking from contract signature to receipt.Subgranting Process Oversight: Manage subgrant agreements and payments, ensuring smooth execution and adherence to compliance standards.Contract Management: Create and manage contracts for vendors, consultants, and funders.Budgeting and Financial Planning: Collaborate with leadership to manage budget processes that involve all staff and foster participatory practices.Purchasing and Expense Management: Ensure ethical purchasing practices that align with PMF’s commitment to anti-capitalist and solidarity economy principles.Compliance: Oversee state registrations, charitable registrations, and insurance needs for PMF.Select Accomplishments:Spearheaded the successful execution of PMF’s subgranting processes, including the creation of grant agreements with two installment payments, ensuring clarity and consistency for recipients.Fostered organizational reflection and well-being by suggesting a "Pause and Reflection" initiative, which is now in full effect, allowing staff to take two days off after retreats to recharge and reflect on key outcomes. Show less

In this role, I lead comprehensive financial and grant management operations, ensuring alignment with funder expectations and 501c3 regulations. My responsibilities span from grant proposal development and partner nonprofit support to managing multifaceted relationships and institutional system coordination, all while emphasizing the core values of Justice, Equity, and Anti-Oppression (JEAO).At Atlas Center for Non-Profits, one of the major transformations I brought about was boosting… Show more In this role, I lead comprehensive financial and grant management operations, ensuring alignment with funder expectations and 501c3 regulations. My responsibilities span from grant proposal development and partner nonprofit support to managing multifaceted relationships and institutional system coordination, all while emphasizing the core values of Justice, Equity, and Anti-Oppression (JEAO).At Atlas Center for Non-Profits, one of the major transformations I brought about was boosting grant submission efficiency by 40%. I devised a strategic calendar with clear internal and official deadlines, ensuring every partner organization is aligned through weekly check-ins. Furthermore, I updated grant proposal language to reflect the center’s organizational initiatives, programming, and metrics.Moreover, I optimized grant opportunities for our partner organizations and increased their capacity by 30%. Through rigorous prospect research, I identified foundations that perfectly aligned with their missions while streamlining grant proposal development and submission processes as well as developing organizational and program budgets for the partner organizations. By deploying advanced Excel-based grant trackers, I ensured precision and efficiency in tracking potential funding sources.Communication and collaboration are at the heart of any successful operation. Recognizing the challenges of remote work, I instituted and rigorously adhered to a structured communication strategy. By establishing regular weekly check-ins, I ensured seamless operations and timely project execution and built a cohesive team that thrived even in the face of challenges. Show less

Over here, I championed comprehensive financial and grant management strategies, ensuring rigorous adherence to both IRS and GAAP regulations. At the heart of my role was the continuous optimization of accounts payable and grantmaking processes, coupled with a focus on operational efficiency and stakeholder relations.Recognizing the importance of financial integrity, I fortified our financial foundations by meticulously handling accounts payable analyses, bank reconciliations, and… Show more Over here, I championed comprehensive financial and grant management strategies, ensuring rigorous adherence to both IRS and GAAP regulations. At the heart of my role was the continuous optimization of accounts payable and grantmaking processes, coupled with a focus on operational efficiency and stakeholder relations.Recognizing the importance of financial integrity, I fortified our financial foundations by meticulously handling accounts payable analyses, bank reconciliations, and payroll procedures. Thus, streamlining the month-end closing process and ensuring precise and compliant financial reporting. Moreover, by transitioning our AP processing from a bi-monthly to a weekly schedule, I expediently addressed pending invoices, enhancing operational responsiveness.Recognizing the importance of team proficiency, I spearheaded the development of extensive training materials, conducting regular sessions focused on ensuring staff adherence to newly introduced systems and protocols. This not only bolstered our financial processes but also engendered a culture of continuous learning and adaptability.Under my leadership, we successfully processed 363 grants worth multi-million dollars over a span of three years. This was achieved by continuously refining our processes and maintaining stringent financial records. Furthermore, my emphasis on transparent reporting fostered robust stakeholder relations, solidifying trust and collaboration between our organization and its partners.SELECT ACCOMPLISHMENTS:- Supported a seamless transition to internal bookkeeping, ensuring data integrity and financial continuity.- Enhanced team cohesion and transparency by liaising among departments and leveraging tools like Asana and Slack.- Offered clear financial insights by generating detailed AP and grant reports for directorial decision-making.- Optimized expense reporting using Excel and SAP Concur, ensuring prompt follow-ups on pending reports. Show less

In this capacity, I led comprehensive financial operations and activities, including the creation of budget templates, meticulous tracking of primary and sub-project budgets, and establishing a rigorous system for project/fund accounting. I ensured alignment and accuracy in recording expenses and revenue sources, providing a clear financial overview for the organization through P&L statements and balance sheets in a non-profit setting that managed substantial funds and donor… Show more In this capacity, I led comprehensive financial operations and activities, including the creation of budget templates, meticulous tracking of primary and sub-project budgets, and establishing a rigorous system for project/fund accounting. I ensured alignment and accuracy in recording expenses and revenue sources, providing a clear financial overview for the organization through P&L statements and balance sheets in a non-profit setting that managed substantial funds and donor relationships.A paramount achievement in my tenure was the enhancement of the organization's financial tracking capabilities. I introduced real-time budget updates and an intricate system to ensure every penny is accounted for, reducing budget variance by 20%. This not only streamlined our financial operations but also boosted stakeholder confidence in our financial management.Furthermore, I took the initiative to fortify internal financial controls by establishing robust systems and accounting methods that drove a 30% reduction in financial discrepancies. This also included streamlining expense tracking and allocation by accurately linking project expenses with the relevant revenue sources, driving financial transparency.Lastly, my commitment to transparency and accuracy drove me to produce crucial financial documents, including P&L statements and balance sheets, with a 25% improvement in accuracy and efficiency. Thus, providing a clear, comprehensive overview of our financial health. By doing so, I ensured all stakeholders, from staff to donors, were well-informed and confident in our financial integrity. Show less

Here, I spearheaded financial operations, ranging from payroll to invoicing, while also overseeing the yearly budget and organizational cash flow. I enhanced efficiency across multiple locations and diverse programs, while also championing fundraising campaigns and strategically growing our revenue.A hallmark of my tenure was the tripling of the organizational budget within a span of just four years. This was achieved through the meticulous management of cash flows, astute grant… Show more Here, I spearheaded financial operations, ranging from payroll to invoicing, while also overseeing the yearly budget and organizational cash flow. I enhanced efficiency across multiple locations and diverse programs, while also championing fundraising campaigns and strategically growing our revenue.A hallmark of my tenure was the tripling of the organizational budget within a span of just four years. This was achieved through the meticulous management of cash flows, astute grant allocation strategies, and ensuring efficient monthly financial tracking. As a result, our financial processes underwent a transformation, becoming more streamlined and effective.In line with our growth objectives, I led fundraising campaigns that surpassed our FY20 fundraising goal by a staggering 60% while submitting over 150 grant applications and 100+ grant reports. By cultivating relationships with donors, launching impactful campaigns, and organizing community-engaging events, we managed to quadruple our initial investments. People are the backbone of any organization, and I recognized the importance of nurturing a conducive work environment. By introducing a comprehensive employee handbook, ensuring fair work hours, and implementing strict time-tracking protocols, we witnessed a boost in employee retention rates and fostered a more collaborative and positive organizational culture.Transparency and compliance are crucial in the non-profit sector. To uphold these principles, I led the annual legal and fiscal reporting protocols, collaborated closely with auditors to ensure regulatory compliance, and built partnerships with external accounting agencies. These measures ensured that our financial records were not only accurate but also instilled confidence among our stakeholders. Show less

Bachelor Of Arts - Ba, Economics: Finance, Senior

Education record