Tom Marx Email & Phone Number

Sacramento, Ca, Us

Managing all Accounting and Finance functions at this C(6) not for profit organization.

Managing Finance, Accounting and various Administrative & Operations functions for 91-bed foster home for children sent from county child protective services, providing comprehensive care to children, youth and their families in the surrounding communities. • Redesigned financial reporting package for Board of Directors to provide more clarity to statements and provide more analysis and explanation of results in financial presentation, including benchmark metrics• Engaged project managers and fund development staff to increase inter-departmental dialogue and information sharing with Accounting and improve the process of capturing all billable activities and correctly allocate expenses over departments and programs• Developed extensive annual operating forecasts for 20 departments, including built-in flexibility to manipulate revenue and staffing scenarios to attain balanced budgets and positive cash flow • Achieved unqualified clean audits, including A-133 Single Audits with no findings

Sacramento, California, Us

Oversee all Accounting and Financial functions for non-profit foundation:• Streamlined month end close process, consolidating and linking dynamic schedules for more consistency and accuracy.• Developed annual budget with detailed assumptions and interaction with all staff to identify revenue opportunities as well as all potential expenses resulting in a comprehensive and conservative forecast for the upcoming year

Responsible for overseeing Finance & Accounting, Administration, HR, IT, Medical Billing and Fund Raising• Streamlined Financial statement presentation materials for Board of Directors including narrative and financial performance metrics• Developed two year financial forecast of operations and cash flow to identify potential shortfalls in cash during implementation of electronic health records. Added focus to cost controls and justification requirement for adding staff that equates to revenue generation.

Financial manager of not-for-profit medical services and community education organization, serving 17 counties in Northern California. Direct reporting to CEO and Board of Trustees. Responsible for all financial operations, budget development, medical billing, banking and risk management.• Managed budget development and analysis during organization growth from $24 to $45 million, and increasing from 275 to 500 employees in 3 years• Managed preparation of annual audits that consistently resulted in unqualified opinions with no management letter findings• Rebuilt Accounting department staff after merger of three affiliates; established duties, deadlines and procedures• Implementation of fund accounting and grant management software, improving cost capture and reporting to Foundations providing grants for programs and general operating functions

Responsible for all financial and human resource functions for the Bay Area's largest florist operation, managing 4 person Accounting staff.

Assisted Controller with development of financial reports required by Major League Baseball. Determined how inherited computer system could be used to provide specific financial information needed, including budgets, forecasts, and analytical reports.

Responsible for all financial and administrative operations of food manufacturing start-up venture. Managed accounting, customer service, credit/collections, and administrative staffs; established initial accounting procedures and installed computer systems; orchestrated complete facilities move from Hayward to South San Francisco

Managed accounting and headquarters office personnel for Jenny Craig Weight Loss Centers franchise in Bay Area. Responsible for financial and banking operations, development and maintenance of MIS and office facilities. Installed stand-alone and LAN-based PC systems and implemented accounting, spreadsheet, word processing, and data base software.

Responsible for all financial and administrative functions of screen printing equipment manufacturer, including banking, financial reporting, purchasing, collections, personnel, and information systems. Reported directly to president/owner. Implemented use of electronic spreadsheets for cash flow, business plans, and general analysis, improving productivity measurement and timely reporting.

Consulting, project management, installation, training, and ongoing support for customers of software services division. On-site support and instruction on application software; administration and implementation of client hardware and software requirements. Specification, development, and documentation of customized sub-systems for specific customer needs.