As a nonprofit organization, the Foundation raises funds to bridge the gap created by insufficient government funding to our public schools. As the CFOO, I was responsible for the oversight of the operations and finances. Working part time, I oversaw operations coordinator (accountant) with accounting, maintaining QuickBooks and financial management. Responsible for the $1.25m budget and it’s ongoing analysis. Create Board financial materials including profit and loss, balance sheet, budget reports, and account summaries. Review monthly financials and status of organization. As treasurer of the Board of Directors, attend board meetings as required. Manage $5.7 million Endowment including finalizing the creation of and ultimate dissolution of Coronado Schools Endowment Foundation. Direct the transition of Endowment to new asset management brokerage account. Report and analysis of status of Endowment, account balances, gains and losses. Manage relationship with Endowed scholarships, communicating quarterly with the each donor / executor to include financial reports, account status and recent activity. Coordinate, manage and prepare for all Finance Committee meetings. Work with each finance committee member to ensure relevant information is presented to individual members and committee meetings. Attend all financial committee meetings. Present detailed report on current status of CSF financials, Endowment, relevant policies, and annual audit. Attend Executive Committee meetings with a focus on finances. Assist Operations Coordinator with preparation for annual internal audit. Attend final audit meeting to discuss findings and review audited financials. Present audit to each member of the finance committee and boards for review and discussion. Work with CEO to update and finalize all policy and procedures manuals including bylaws, personnel policy manuals, internal controls, CSF policy manual, and investment policy manual.