Catt O.

Background

About Catt O.

Specialties include: Non-profit start-ups and growing / expanding organizations. My clients have ranged in budget sizes as small as $10K to over $30 million annually. I’ve worked with clients building their individual donor base, to organizations receiving 84% of their funding from foundations, or 69% of their funding from government contracts, and am able to prepare budget proposals and reporting on a monthly, quarterly, and annual basis for foundations, city, county, and / or federal contracts. With a strong focus on systems, as well as compliance for Finance, HR, IT and Opts. I’m also an excellent trainer and have mentored hundreds of individuals from entry-level staff to C-Suite and Board Members in areas of Governance, Finance, Administration, Human Resources, Operations, and IT. Although I do enjoy accounting, my strengths lie in coaching and in building systems from the ground up. I enjoy a good project, and provide interim CFO support, as well as audit preparation, operational audits, new tech implementation, and tailored systems recommendations with a keen eye for recognizing where cost savings can be enacted, or efficiencies created. I’m experienced in change management, employment law (all of US, with focus on CA), CA non-profit code, recruiting, administration, contracts, data analysis, database design, demographics, marketing, and technical assistance. Industries include: Non-profit educational institutions, arts (performance and all mediums), philanthropy, social services for youth and adults, work placement, low-income and affordable housing, housing advocacy, literacy, adults with disabilities, social justice, foundations, fellowships, retail businesses, food security, the unhoused, housing co-ops, business co-ops, fiscal sponsorships. I've also worked with 501c4s, associations (primarily real estate), partnerships, and LLCs. Use of Quickbooks (all versions), Quicken, Wave, ADP, Paychex, Trax, Surepayroll, Intuit payroll, internal payroll, Bill, Divvy, Expensify, MS Office, Office 365, Google Suite, Adobe Suite, SQL, Salesforce, and Peoplesoft databases, MapInfo, TargetPro, and UNIX. Mac and PC Administer cloud-based servers such as Dropbox, SugarSync, Egnyte, Gdrive, Abacus, and Box. Project management tools like Asana & Monday.com.