Chief Financial Officer Resume
– present
Non-profit educational foundation benefitting the Solana Beach School District
Chief Financial Officer (June to present)
- Direct budget process in coordination, approval and management of annual fundraising, event and administrative budgets from six school sites with revenue exceeding $K.
- Collaborate with executive director in timely and accurate completion of financial statements, annual audit, tax return filing and other compliance requirements.
- Review and present monthly reports to executive committee and board members.
- Participate in annual strategic planning process.
Co-Site President, Solana Highlands Elementary School (June to June )
- Created and directed marketing and communication materials and strategies for fundraising efforts that generated over $, to support technology, science, art and physical education programs.
- Verified donor data and developed queries for targeted fundraising efforts.
- Revenue increase of % resulted in implementation of pilot mobile technology program.
Co-Chair, Solana Pacific and Solana Highlands Elementary School Fundraisers ( to )
- Organized and executed three “fun runs” which generated donations of $.K.
- Increased revenue at Solana Highlands by % and at Solana Pacific by % through enhanced student incentives and improved faculty/parent communication.
- Managed post-event reconciliation of results, collection of pledged donations and preparation of deposits and final reports.
Congregation Beth Israel – San Diego, CA – present
Outreach Committee (Committee Chair June to present)
- Collaborate with program director, committee and clergy in planning and implementation of educational, informational and support programs and materials.
- Developed, administered and analyzed class survey in order to improve curriculum and retain student connection to congregation.
- th Anniversary Planning Committee member and keynote speaker chair.
Solana Highlands and Solana Pacific Elementary Schools – San Diego, CA - present
PTA Treasurer ( to , to present)
Annual Site Strategic Planning Committee ( to )
PTA Auditor ( to )
School Site Council - Secretary ( to )
Girl Scouts, San Diego-Imperial Council, Carmel Valley Service Unit - present
Girl Scout Troop(s) Leader and Treasurer ( to Present)
Service Unit Registrar ( to )
Service Unit Secretary ( to )
PROFESSIONAL HISTORY
Road Runner Sports – San Diego, CA (phone hidden)
Retail store specializing in sport shoes and apparel
Senior Marketing Analyst
- Collaborated with analysis-driven marketing team to execute catalog and online growth strategies.
- Responsible for producing and presenting weekly circulation forecasts utilized by multiple departments in achieving annual sales approaching $ million.
- Integrated marketing, sales and accounting data to create comprehensive financial analyses.
- Database marketing strategies resulted in high levels of loyalty club growth, retention and order frequency.
Graduate School of Management, University of California, Irvine (phone hidden)
Marketing Assistant/Market Research Associate
- Conducted research and collaborated with seven operating units in the development of targeted marketing strategies.
- Synthesized $. million budget, resulting in cost containment and resource coordination.
- Analyzed market research results and assisted with preparation of press releases.
Law Offices of Todd C. Ringstad / Winthrop Couchot – Irvine / Newport Beach, CA to
Lobel, Winthrop & Broker – Irvine, CA to
Law firms specializing in Chapter bankruptcy reorganization
Bankruptcy Paralegal
- Collaborated with attorneys and clients in research, collection, verification and analysis of financial and legal information.
- Managed bankruptcy reorganization cases with assets ranging from $K to $ million.
- Assembled legal documents and financial reports under critical deadlines with high demand for accuracy.
- Advised clients on statutory reporting requirements and operating procedures while demonstrating sensitivity to each client’s unique needs while progressing through the legal process.
EDUCATION
MBA, University of California, Irvine – Graduate School of Management (Now Paul Merage School of Business)
BA, Social Ecology; Psychology Minor, University of California, Irvine
