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Lisa S. | Elance
 
176985602337900
Last Sign-in: Feb 5, 2015

Lisa S.

Business Development CFO, Finance Executive
   United States
  |   Sacramento, CA

Overview

Minimum Hourly Rate $82

My passion is businesses development and helping my clients meet their financial and social goals. I believe every business needs to consider sustainability as they plan, grow, monitor and repot on progress. You can expect me to exceed your expectations, produce quickly, and give you thoughtful feedback on your finances, goals, strategies, and processes. I specialize in business plan development, strategic planning, financial analysis, forecasting/budgeting, and executive coaching. I have extensive experience with nonprofits, associations,...

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Skills (10)

Tested
Business Planning
Strategic Planning
Financial Analysis
Forecasting
Accounting
QuickBooks
Cash Flow
Cash Management
Microsoft Excel
Financial Modeling

Service Description

BUSINESS PLANS: Develop a business plan to get your business funded, and use it as an ongoing tool for the startup phase and monitoring progress. Sample clients include: mobile bar service, art co-working cooperative, affordable housing property management company, church office management software developer, nonprofit community development corporation. Manage costs by paying by the sub-project: narrative, forecast/financials, market research, competitor research, SWOT/Industry analysis, etc.

STRATEGIC PLANS: Working one on one, or in collaboration with your team, assess your current conditions and environment, consider and select growth strategies, develop supporting goals and objectives to track, monitor and evaluate progress. Sample clients include: nonprofit community development corporation, regional advocacy coalition, affordable housing developer, community foundation, nonprofit coalition, property management company.

FINANCIAL ANALYSES: Develop reporting tools, evaluate performance (by line of business and/or overall) and suggest improvements, forecasting and budgeting, data analysis and conversion, professional presentation materials for leaders. Basically, consider me your contract CFO! Sample projects include cash flow forecasting, rental housing budgeting and forecasting, nonprofit budgeting and forecasting, acquisition analysis, forensic accounting, line of business/cost accounting analyses. Hire me on retainer or by project.

Please see my CV for more...

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Employment

Focus & Flow
Owner Principal
2014 - Present
Focus & Flow’s mission is to strengthen organizational stewardship and sustainability through thoughtful business practices that integrate heart and efficiency. We welcome a new era of sustainable...
California Spirits
General Manager
2014 - Present
California Spirits is the Sacramento Region's premier mobile bar service. We provide professional customer service, customized drinks and menus, and California-sourced beer, wine and liquor...
Mutual Housing California
Chief Financial & Operations Officer
2006 - 2014
As CFOO, I manage all aspects of the company's accounting and financial records and internal operations. I participate in strategic planning and organizational management as one of the executives...
Electronic Arts
Senior International Accountant
2000 - 2003
Worked with Asia-Pacific region on intercompany billings, monthly consolidations and GAAP reporting reconciliation. Reported on budget and forecast variances for the region on a monthly basis....
Parish Systems, Inc.
Controller
1999 - 2000
Wrote business plan garnering $1,000,000 investment and set up all financial and office management systems for this private software company.
The Linden Group
Various financial positions
1995 - 1999
Assistant Controller, The Little Professor, a book store franchiser and a subsidiary of The Linden Group. Interim Controller & Accounting Staff, The Linden Group, a factoring and alternative...

Education

University of Michigan - Stephen M. Ross School of
Bachelor of Science in Business Administration
-
University of California - Davis
Master of Science in Community Development
-
Overview  |  Job History  |  Resume/C.V.

Keywords

financial analysis
business plan
strategic plan
SWOT
forecast
budget
proforma financials
accounting
finance
business development
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LisaCFO
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Lisa S. | Elance

Lisa S.