Ken Jones
EXECUTIVE PROFILE
With over 25 years of experience in nonprofit finance, accounting, administration, and operations, I have the skills and experience to provide a wide range of support services to non-profit organizations. These services include:
• Interim CEO/CFO/COO Staffing
• Senior Finance Staff Mentoring
• Human Resources Consulting
• Budgeting and Financial Reporting Improvements
• Assessment of Finance and Accounting Procedures including Internal Controls
• Review of Accounting and Finance Software including Business Requirements and Implementation
• Audit and Form 990 Preparation Support
• Financial Modeling
• Strategic Planning Support
• Program Evaluation and Monitoring
PROFESSIONAL EXPERIENCE
SAN FRANCISCO STUDY CENTER, San Francisco, CA 2016
Interim CFO
• Supervise the accounting and HR departments for fiscal sponsorship organization
• Completed the financial audit and preparation of the Form 990 tax return
• Oversee reporting to government agencies for monthly billing reports and year-end statements
POMEROY RECREATION AND REHABILITATION CENTER, San Francisco, CA 2014 – 2016
Interim CEO
• Work with Board and Staff to implement Agency Strategic Plan
• Oversee development of new program areas including program design, staffing and budgets
• Supervise Development Director, Controller, HR Consultant and Program Directors
• Staff Board Committees including Executive, Finance, Investment, and Buildings and Grounds
• Represent Agency at meetings and hearings with the City and County of San Francisco
• Meet with major donors and funding organizations to discuss Agency strategic plan
Interim Director of Finance and HR
• Supervise the accounting and HR departments for organization serving adults and children with disabilities
• Completed the financial audit and preparation of the Form 990 tax return
• Prepared monthly financial reports for the CEO and the Board
• Developed the 2015-16 Operating Budget using an integrated Excel workbook that tracks revenue and expense assumptions and allocates overhead and management expenses to program cost centers
• Oversee reporting to government agencies for monthly billing reports and year-end statements
• Recruited and trained new Controller
COMMUNITY INITIATIVES, San Francisco, CA 2013 – 2014, 2015 – 2016
Interim CFO
• Provided interim financial management for Fiscal Sponsor organization providing finance, accounting, human resources, and development services for 125 projects focused on social services, social justice, community development, conservation and the arts.
• Reorganized finance and accounting department to provide improved responsiveness to projects.
• Completed the independent financial audit and the Form 990 tax return.
• Reconciled Government Grants and implemented changes identified in the organization’s A-133 audit.
• Provided reports to leadership and the Board of Directors on financial position and analyzed the organization’s fee structure.
• Hired new Controller and transitioned finance and accounting operations to him.
• Developed business requirements for new system to integrate Grants Management, Finance and Accounting, and Human Resources.
RESOLVE, INC., Washington, DC 2013 - 2015
Interim CFO/COO
• Support the President and the Board in assessing current finance and accounting systems
• Review of internal controls
• Overseeing staff transitions and new employee training
• Revising financial and budget reports including rolling 12-month cash flow projections
• Managing relationships with bank and investment representatives
• Reviewing the current finance and accounting system with the goal of replacement at the close of the fiscal year.
RESOURCE MEDIA, San Francisco, CA 2013 - 2015
Interim CFO/COO Consultant
• Provided mentoring support for Director of Finance.
• Support leadership by providing program evaluation, human resources services, budget projections and modeling, contract preparation and review, audit and Form 990 preparation support, and vendor negotiations.
RESOURCE MEDIA, San Francisco, CA 2006 – 2013
Chief Financial Officer/Chief Operating Officer
• Directed the Finance and Administration activities for a dynamic non-profit organization that provides strategic communications consulting to environmental organizations.
• Established financial reporting structure and processes to provide timely and accurate information to the President and the Board Treasurer for $5 million annual operating budget.
• Staffed both the Finance and Audit Committees. Supervised all aspects of the annual independent financial audit and preparation of the 990 tax return.
• Developed a new employee orientation and revised our performance management system including templates, guidelines and an FAQ.
• Drafted contracts with partners and reviewed all vendor agreements.
• Working with a technology consultant, developed Salesforce.com site and transferred all project management and fundraising activity to cloud based system.
STUART FOUNDATION, San Francisco, CA 2003 - 2006
Director, Business Planning
• Responsible for all areas of Finance, Accounting, Human Resources, Technology, and Facilities for a family foundation focused on children’s programs.
• Contributed to the overall strategic planning for the foundation as a member of the Senior Management Team.
• Coordinated all financial management for a $350 million investment portfolio.
• Worked with Investment Advisor to develop investment recommendations for Board approval.
• Hired a new custodial bank using a competitive RFP process and negotiated a favorable fee structure.
• Developed the annual operating budget of $2.8 million and prepared quarterly budget reports for the Board of Directors.
• Supervised the preparation for annual financial audit including the formation of a Board Audit Committee and hiring an independent auditor.
• Redesigned the foundation’s Health and Retirement plans to improve benefits and streamline administration.
SOCIAL BUSINESS ENTERPRISES, San Francisco, CA 2002 - 2003
President
• Founded consulting practice to support non-profit organizations in business development, strategic planning, and marketing.
• Focusing on organizations with a commitment to the ideals of Social Entrepreneurship, SBE helps non-profits apply business principles to delivering social services effectively.
• Projects included expansion of direct mail, light assembly, and packaging operation for Goodwill and ARC and developing a strategic plan for the Randall Museum.
COMMUNITY GATEPATH, Burlingame 2000 - 2002
Director of Business Enterprises
• Responsible for the overall operations of three business units employing people with disabilities in the areas of production services, landscaping, and staffing services. The total annual operating budget of these businesses exceeded $4 million and employed over 200 trainees. The production services business specialized in light assembly, direct mail, and packaging.
• Developed a business development strategy for production services that outlined target markets, staffing, and lead generation that increased revenues by 35% and improved profits by 75%.
• Expanded landscaping business by negotiating a cooperative marketing agreement with a competitive operation.
• Increased staffing placements by targeting large retail employers such as Safeway and Longs Drug Stores.
PACIFIC CONCESSIONS, INC., Daly City, CA 1998-2002
Director of Operations
• Managed the theater concessions department for a $25 million food service consulting and finance company
• Supervised 6 account managers that coordinated the daily operations of concessions stands in 95 theaters.
• Responsible for all purchasing decisions, warehouse operations and inventory control.
• Developed a model for analysis of Return on Investment for new ventures.
• Coordinated the design and construction of new concessions facilities.
• Negotiated competitive agreements with vendors such as Pepsi Cola, International Paper and Hershey Chocolate.
• Participated in weekly senior management meetings to outline strategic goals and discuss project implementation.
• Developed sales promotions in the theaters in conjunction with major studio openings.
SAN FRANCISCO ZOO, San Francisco, CA 1997-1998
Visitor Service Director
• Responsible for $3.9 million retail operation including merchandise, food service, admission booths, rides, custodial, and security. Negotiated and managed partnership agreements with Pepsi-Cola, Kodak, Haagen-Dazs, and Oscar Meyer that yielded significant sponsorship revenue and cooperative marketing programs.
• Provided strategic planning guidance to line managers to develop new programs, products, and locations.
• Developed Catering and Facilities Rental department responsible for $150,000 in annual revenues.
• Prepared annual departmental budgets and monitored monthly performance.
BROOKFIELD ZOO, Brookfield, IL 1991-1997
Business Manager
• Responsible for all new business development, budget planning and administration, corporate sponsorships, and contract negotiation.
• Administered concept planning and construction for new 20,000 square foot restaurant and gift shop facility with a total construction cost of $4 million.
• Developed strategic plan for in-house group sales and catering department and assisted in its implementation.
• Designed and supervised construction of remodeled catering kitchen and 2.5 acre picnic grove.
• Coordinated in-house team to design Zoo first website.
• Coordinated zoo-wide master planning for all guest services locations over a ten-year period with special emphasis on business planning and concept development.
• Oversaw new product development with an emphasis on conservation communication.
• Introduced highly successful branded concepts into overall product mix.
• Responsible for all financial reporting including revenue and expense reports, inventory tracking, and sales projections.
EDUCATION
UNIVERSITY OF CHICAGO, Graduate School of Business
Graduate courses in Internet applications, economics, marketing, statistics, financial accounting, and human resources.
UNIVERSITY OF CHICAGO
B.A. History
EXECUTIVE PROFILE
With over 25 years of experience in nonprofit finance, accounting, administration, and operations, I have the skills and experience to provide a wide range of support services to non-profit organizations. These services include:
• Interim CEO/CFO/COO Staffing
• Senior Finance Staff Mentoring
• Human Resources Consulting
• Budgeting and Financial Reporting Improvements
• Assessment of Finance and Accounting Procedures including Internal Controls
• Review of Accounting and Finance Software including Business Requirements and Implementation
• Audit and Form 990 Preparation Support
• Financial Modeling
• Strategic Planning Support
• Program Evaluation and Monitoring
PROFESSIONAL EXPERIENCE
SAN FRANCISCO STUDY CENTER, San Francisco, CA 2016
Interim CFO
• Supervise the accounting and HR departments for fiscal sponsorship organization
• Completed the financial audit and preparation of the Form 990 tax return
• Oversee reporting to government agencies for monthly billing reports and year-end statements
POMEROY RECREATION AND REHABILITATION CENTER, San Francisco, CA 2014 – 2016
Interim CEO
• Work with Board and Staff to implement Agency Strategic Plan
• Oversee development of new program areas including program design, staffing and budgets
• Supervise Development Director, Controller, HR Consultant and Program Directors
• Staff Board Committees including Executive, Finance, Investment, and Buildings and Grounds
• Represent Agency at meetings and hearings with the City and County of San Francisco
• Meet with major donors and funding organizations to discuss Agency strategic plan
Interim Director of Finance and HR
• Supervise the accounting and HR departments for organization serving adults and children with disabilities
• Completed the financial audit and preparation of the Form 990 tax return
• Prepared monthly financial reports for the CEO and the Board
• Developed the 2015-16 Operating Budget using an integrated Excel workbook that tracks revenue and expense assumptions and allocates overhead and management expenses to program cost centers
• Oversee reporting to government agencies for monthly billing reports and year-end statements
• Recruited and trained new Controller
COMMUNITY INITIATIVES, San Francisco, CA 2013 – 2014, 2015 – 2016
Interim CFO
• Provided interim financial management for Fiscal Sponsor organization providing finance, accounting, human resources, and development services for 125 projects focused on social services, social justice, community development, conservation and the arts.
• Reorganized finance and accounting department to provide improved responsiveness to projects.
• Completed the independent financial audit and the Form 990 tax return.
• Reconciled Government Grants and implemented changes identified in the organization’s A-133 audit.
• Provided reports to leadership and the Board of Directors on financial position and analyzed the organization’s fee structure.
• Hired new Controller and transitioned finance and accounting operations to him.
• Developed business requirements for new system to integrate Grants Management, Finance and Accounting, and Human Resources.
RESOLVE, INC., Washington, DC 2013 - 2015
Interim CFO/COO
• Support the President and the Board in assessing current finance and accounting systems
• Review of internal controls
• Overseeing staff transitions and new employee training
• Revising financial and budget reports including rolling 12-month cash flow projections
• Managing relationships with bank and investment representatives
• Reviewing the current finance and accounting system with the goal of replacement at the close of the fiscal year.
RESOURCE MEDIA, San Francisco, CA 2013 - 2015
Interim CFO/COO Consultant
• Provided mentoring support for Director of Finance.
• Support leadership by providing program evaluation, human resources services, budget projections and modeling, contract preparation and review, audit and Form 990 preparation support, and vendor negotiations.
RESOURCE MEDIA, San Francisco, CA 2006 – 2013
Chief Financial Officer/Chief Operating Officer
• Directed the Finance and Administration activities for a dynamic non-profit organization that provides strategic communications consulting to environmental organizations.
• Established financial reporting structure and processes to provide timely and accurate information to the President and the Board Treasurer for $5 million annual operating budget.
• Staffed both the Finance and Audit Committees. Supervised all aspects of the annual independent financial audit and preparation of the 990 tax return.
• Developed a new employee orientation and revised our performance management system including templates, guidelines and an FAQ.
• Drafted contracts with partners and reviewed all vendor agreements.
• Working with a technology consultant, developed Salesforce.com site and transferred all project management and fundraising activity to cloud based system.
STUART FOUNDATION, San Francisco, CA 2003 - 2006
Director, Business Planning
• Responsible for all areas of Finance, Accounting, Human Resources, Technology, and Facilities for a family foundation focused on children’s programs.
• Contributed to the overall strategic planning for the foundation as a member of the Senior Management Team.
• Coordinated all financial management for a $350 million investment portfolio.
• Worked with Investment Advisor to develop investment recommendations for Board approval.
• Hired a new custodial bank using a competitive RFP process and negotiated a favorable fee structure.
• Developed the annual operating budget of $2.8 million and prepared quarterly budget reports for the Board of Directors.
• Supervised the preparation for annual financial audit including the formation of a Board Audit Committee and hiring an independent auditor.
• Redesigned the foundation’s Health and Retirement plans to improve benefits and streamline administration.
SOCIAL BUSINESS ENTERPRISES, San Francisco, CA 2002 - 2003
President
• Founded consulting practice to support non-profit organizations in business development, strategic planning, and marketing.
• Focusing on organizations with a commitment to the ideals of Social Entrepreneurship, SBE helps non-profits apply business principles to delivering social services effectively.
• Projects included expansion of direct mail, light assembly, and packaging operation for Goodwill and ARC and developing a strategic plan for the Randall Museum.
COMMUNITY GATEPATH, Burlingame 2000 - 2002
Director of Business Enterprises
• Responsible for the overall operations of three business units employing people with disabilities in the areas of production services, landscaping, and staffing services. The total annual operating budget of these businesses exceeded $4 million and employed over 200 trainees. The production services business specialized in light assembly, direct mail, and packaging.
• Developed a business development strategy for production services that outlined target markets, staffing, and lead generation that increased revenues by 35% and improved profits by 75%.
• Expanded landscaping business by negotiating a cooperative marketing agreement with a competitive operation.
• Increased staffing placements by targeting large retail employers such as Safeway and Longs Drug Stores.
PACIFIC CONCESSIONS, INC., Daly City, CA 1998-2002
Director of Operations
• Managed the theater concessions department for a $25 million food service consulting and finance company
• Supervised 6 account managers that coordinated the daily operations of concessions stands in 95 theaters.
• Responsible for all purchasing decisions, warehouse operations and inventory control.
• Developed a model for analysis of Return on Investment for new ventures.
• Coordinated the design and construction of new concessions facilities.
• Negotiated competitive agreements with vendors such as Pepsi Cola, International Paper and Hershey Chocolate.
• Participated in weekly senior management meetings to outline strategic goals and discuss project implementation.
• Developed sales promotions in the theaters in conjunction with major studio openings.
SAN FRANCISCO ZOO, San Francisco, CA 1997-1998
Visitor Service Director
• Responsible for $3.9 million retail operation including merchandise, food service, admission booths, rides, custodial, and security. Negotiated and managed partnership agreements with Pepsi-Cola, Kodak, Haagen-Dazs, and Oscar Meyer that yielded significant sponsorship revenue and cooperative marketing programs.
• Provided strategic planning guidance to line managers to develop new programs, products, and locations.
• Developed Catering and Facilities Rental department responsible for $150,000 in annual revenues.
• Prepared annual departmental budgets and monitored monthly performance.
BROOKFIELD ZOO, Brookfield, IL 1991-1997
Business Manager
• Responsible for all new business development, budget planning and administration, corporate sponsorships, and contract negotiation.
• Administered concept planning and construction for new 20,000 square foot restaurant and gift shop facility with a total construction cost of $4 million.
• Developed strategic plan for in-house group sales and catering department and assisted in its implementation.
• Designed and supervised construction of remodeled catering kitchen and 2.5 acre picnic grove.
• Coordinated in-house team to design Zoo first website.
• Coordinated zoo-wide master planning for all guest services locations over a ten-year period with special emphasis on business planning and concept development.
• Oversaw new product development with an emphasis on conservation communication.
• Introduced highly successful branded concepts into overall product mix.
• Responsible for all financial reporting including revenue and expense reports, inventory tracking, and sales projections.
EDUCATION
UNIVERSITY OF CHICAGO, Graduate School of Business
Graduate courses in Internet applications, economics, marketing, statistics, financial accounting, and human resources.
UNIVERSITY OF CHICAGO
B.A. History
