Board of Directors since 2022. Chair of Finance Committee & Co-Treasurer since 2023.

Exceeded annual fundraising campaign goal by ~10%. Achieved highest number of donors on the Board. Raised corporate donations by 15% year over year. Performed membership benchmarking to champion effort for a member app and capital facility improvements for member welcome area.

Created a revenue generating unit from the ground up - created financial forecasts, set revenue quotas and exceeded yearly quotas, interviewed, hired and trained staff, pitched revenue generating ideas to the Board including product & service pricing models, actively sought out business partnerships, and responsible for client relationships. Awarded $1 million in funding to centralize space planning software, received buy-in from 17 cross functional partners. Founded U.C. Berkeley Software Consortium for Space Planning.

Turned around business from being non-profitable to achieving unit profitability for the first time. Increased sales revenue by 200%. Streamlined workflow by developing first online web request forms. Landed vendor partnerships through competitive pricing analysis and negotiating volume client agreements. Received Campus-wide Staff Award for generating revenue during budget cuts.

Managed all aspects of investment banking projects for mergers & acquisitions, public securities offerings, and debt financings for technology companies. Performed quantitative financial analysis and modeling to value companies including comparable companies trading and transaction analyses, discounted cash flow, and accretion/dilution analysis. Conducting industry and market research. Created proposals and marketing materials to solicit new business. Achieved successful roadshow with CEO and CFO across 40 cities in 10 days.

Researched and recommended potential real estate acquisitions and assisted attorneys in developing legal purchase contracts. Developed and successfully implemented first documentation process for land purchases.

Analyzed financial statements, conducted statistical analyses, and developed financial models to determine lost profits. Developed and pitched new business proposals and detailed work plans via estimating budgets, timelines, and staffing to perform work. Responsible for tracking budgets and communicating status to clients. Managed bankruptcy analysis for PG&E, resulting in the largest data collection and analysis for main line extensions. Promoted from Staff Consultant (1996-1998) and again from Senior Consultant (1998-2000).