Zach Wolfe Email & Phone Number

San Diego County, California, United States

CreativeBackOffice was founded on the principal that school fiscal consulting needed a revival. After years of seeing the same financials reports delivered every month with a bunch of numbers that School Principals and Directors couldn't comprehend. Yes, accurate financials are important. But just as important is the ability to illustrate how and why those numbers came to be. We thrive on enhancing our School Principal's and Director's knowledge of their financials, not just providing numbers on a page. Just as there is no "one-size fits all" blueprint for educating students, we believe the same principle holds true for high-quality Back Office solutions. Every partner School is independently exclusive. Therefore, before beginning any partnership we take time to analyze precisely where we can add value to your organization. We make it a priority to provide only the services you need; not charge you for what you don't. There are a lot of companies that do what we do. They share similar skills and knowledge. Our partner Schools work with us for our who and our how. We are business analysts with creative minds that look beyond just the numbers. Our team (the who) prides ourselves on making a connection that goes beyond the spreadsheets and financial statements; allowing us to truly understand the School's most pressing needs. We then develop a targeted strategic plan that adds both value and fiscal sustainability for our Schools (the how).

San Diego

Managed budgets, projected cash flows, and researched alternative funding streams for charter schools I was solely in charge of managing.Worked hand-in-hand with charter school Administrators to help create proper policies and procedures for payables and receivables.Managed the day-to-day financial transactions and made sure all items were reconciled properly and in a timely manner. Attended monthly board meetings and discussed key financials with board members. Created financial reports on behalf of the school to provide to District Administrators quarterly.

Greater San Diego Area

Cohesively worked with Sales Reps, Territory Sales Reps and key accounts to ensure product shipped quickly and issues were handled with fluidity.Maintained a vast knowledge of golf as a whole to aid key accounts and consumers. Communicated product levels with team members to make certain inventory levels and shippingquote times were achieved to keep customers happy.

Santa Barbara, California Area