REMOTE FINANCIAL & ADMINISTRATIVE
CONSULTING SUPPORT
SERVICES
SPECIALIZING IN REMOTE CONSULTATION AND SUPPORT OF
NON-PROFITS AND SMALL BUSINESSES
MOST RECENT EXPERIENCE
Ten years of remote financial and administrative support to Bay Area non-profits.
Financial Management
- Manage Accounts Payable & Accounts Receivable within Bill.com and Wise.
- Manage multiple bank accounts and investment accounts. Assist with financial planning and quarterly rebalancing.
- Manage Company Credit Cards and Expense Accounts.
- Manage Bookkeeping utilizing QuickBooks Online.
- Develop annual Budget.
- Create monthly financial reports.
- Coordinate with project managers to track revenues and expenditures for specific projects.
- Provide recommendations and support for revisions to accounting processes and financial reporting, including strategic analysis of the implications of those changes.
- Assist in developing contracting and fiscal policies;
- Provided information to auditors.
Human Resources & Document Management
- Onboard & Offboard employees. Provide benefits information.
- Manage retention, organization, maintenance and storage of paper and electronic files.
- Develop and maintain electronic records of policies, procedures, forms, and templates.
- Work with senior management, and program managers to draft, edit, and execute contracts, amendments, scopes of work, approval forms, and other documents relating to agreements and projects;
Communication:
- Manage the delivery of documents and information, including e-mail correspondence, notice of meetings, timely delivery of documents.
- Respond to Donors regarding financial questions and concerns.
Meeting Support
- Attend Management and Board Meetings.
- Provide financial reports and answer questions regarding financial status.
Previous Experience
Consultant to Bay Area Clean Water Agencies
- Provided administrative and financial management support to Executive Board and Executive Director.
- Managed Accounts Payable and Accounts Receivable. Coordinated with agency accounting department to assure accuracy of reporting.
- Created Agendas and distributed Board Meeting Packets in a timely way.
- Attended Board Meetings and provided minutes.
- Coordinated with Project Managers and supported budgets.
Redstone Enterprises, LLC, Tubac, AZ
Owner
- Consulted to Farmer’s Investment Co. & Strategic Issues Management Group on the Rosemont Mine Truth Project.
- Legal Administrative Assistance to Lawrence V. Robertson, Water Rights Attorney, Tubac, AZ.
- Developed, designed, and implemented a community website project.
- Procured and managed private investment of $4,000,000 for the development of an environmentally sensitive residential real estate project. Created Executive Summary, Investor Summary, and Subscription Agreement and managed relationships with investors and funds. Participated in contract negotiations with developer and created CC&R’s for development. Secured an 8% ROI for investors.
Applied Financial Technology, San Francisco, CA
Principal and Director of Business Development
* Solely responsible for all aspects of business development of an asset-backed securities risk and pricing model, including sales, marketing, public relations, client management and retention, and vendor relationships.
* Took the company from start-up to industry leader in less than five years.
* Developed C and other high-level relationships with clients including CitiMortgage, WAMU, Merrill Lynch, Lehman Brothers, five FHLB's and the Federal Housing Finance Board, ABN-AMRO, FTN Financial, PricewaterhouseCoopers, GMAC, Residential Funding Corp. and Morgan Stanley. Incorporated the technology into Bloomberg terminals.
* Marketing responsibilities included creation and oversight of marketing materials, website design and content, public relations and press releases, speaking engagements, publication in Fabozzi’s Handbook of Mortgage Backed Securities (5th Edition), and ongoing marketing programs.
* Developed a trial use program that resulted in a significantly higher closure rate.
* Designed, maintained, and negotiated non-disclosure and license agreements with both vendors and client legal departments.
* Hired and managed office and sales technical support staff.
BARRA, Inc., Berkeley, CA
Sr. Vice-President, Sales
* Responsible for sales and marketing of fixed income analytics software to a diverse client base.
* Out-performed minimum six-figure commission guarantees by 138% to 217% over last four quarters.
* Oversaw revenue increases of 25% in territory.
* Hired, trained and managed a sales and client support team.
* Company closed the division.
Lehman Brothers, Inc., San Francisco, CA
Sr. Vice President, Fixed Income Sales
* Responsible for a client list that included the largest savings & loans, money managers, municipalities, and banks.
* Top producer in the Western Region for several years.
* Successfully introduced a variety of new products (MBS, CMO's, derivative products) to a varied institutional account base.
American Savings & Loan Association, Beverly Hills, CA
Assistant Treasurer
* Managed the liquidity portfolio for the nation's largest thrift.
* Formulated cash flow projections and managed Commercial Paper and Certificate of Deposit borrowing programs.
* As one of only six officers in the company, evaluated and made recommendations on potential investment and borrowing vehicles.
* Managed several personal tax-exempt portfolios for the Chairman of the Board.
Scudder, Stevens & Clark, Inc., Los Angeles, CA
Sr. Bond Trader
* Managed a $200 million short-term investment portfolio.
* Tracked markets and provided market input and recommendations to portfolio managers.
* Executed trades, managed trading relationships.
* Participated in client presentations and report generation for high net worth clients.
EDUCATION
Business Administration, University of Oklahoma
Previously held licenses: FINRA Series 6, 7, and 63, Insurance, Real Estate
COMMUNITY SERVICE
President, Santa Cruz County Animal Control Advisory Board
Secretary, Santa Cruz Valley Citizen’s Council
Treasurer, Cielito Lindo Homeowner’s Association
Audit Committee, La Cañada Desert Homes I HOA
Managed the Winning Re-election Campaign of County District Supervisor