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Chief Financial Officer

Posted on: 2013-01-16

PROFESSIONAL EXPERIENCE

 

Solana Beach Foundation for Learning – Solana Beach, CA                                                            2010 – present

Non-profit educational foundation benefitting the Solana Beach School District

Chief Financial Officer (June 2011 to present)

  • Direct budget process in coordination, approval and management of annual fundraising, event and administrative budgets from six school sites with revenue exceeding $900K.
  • 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 2010 to June 2012)

  • Created and directed marketing and communication materials and strategies for fundraising efforts that generated over $385,000 to support technology, science, art and physical education programs.
  • Verified donor data and developed queries for targeted fundraising efforts.
  • Revenue increase of 15% resulted in implementation of pilot mobile technology program.

Co-Chair, Solana Pacific and Solana Highlands Elementary School Fundraisers (2010 to 2012)

  • Organized and executed three “fun runs” which generated donations of $57.5K.
  • Increased revenue at Solana Highlands by 23% and at Solana Pacific by 15% 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                                                                           2010 – present

Outreach Committee (Committee Chair June 2011 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.
  • 150th Anniversary Planning Committee member and keynote speaker chair.

 

Solana Highlands and Solana Pacific Elementary Schools – San Diego, CA                      2004 - present

PTA Treasurer (2008 to 2010, 2012 to present)

Annual Site Strategic Planning Committee (2008 to 2012)

PTA Auditor (2010 to 2011)

School Site Council - Secretary (2008 to 2010)

 

Girl Scouts, San Diego-Imperial Council, Carmel Valley Service Unit                           2004 - present

Girl Scout Troop(s) Leader and Treasurer (2004 to Present)

Service Unit Registrar (2008 to 2011)

Service Unit Secretary (2008 to 2009)

 

PROFESSIONAL HISTORY

 

Road Runner Sports  – San Diego, CA                                                                                        1(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 $70 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                                       1(phone hidden)

Marketing Assistant/Market Research Associate                         

  • Conducted research and collaborated with seven operating units in the development of targeted marketing strategies.
  • Synthesized $1.5 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          1995 to 1996

Lobel, Winthrop & Broker – Irvine, CA                                                                                   1991 to 1994

Law firms specializing in Chapter 11 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 $500K to $5 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