Gavin Wilson

Current

• Tax Center Manager at Foundation Communities
• Small Business and Nonprofit Consultant at Self-Employed (Self-employed)

Past

• Mortgage Consultant at Treaty Oak Mortgage
• Manager of Programs/Small Business Consultant at BiGAUSTIN
• Loan Officer at Centerpoint Mortgage/Tricoast Funding

• Software Release Manager at Advent Software
• Consulting Practice Manager at Moai Technologies
• Project Manager at Synopsys
• Business Consulting Manager at Arthur Andersen
• Analyst at Criterion Investment Management

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Education

• Rice University

Recommended

2 people have recommended Gavin

Connections

192 connections

Industry

Non-Profit Organization Management

Websites

• My Company

Gavin Wilson’s Summary

Business, finance, and technology consultant. Provide services and advice to nonprofits and small businesses including:
-Financial analysis and strategy
-Bookkeeping
-Marketing
-Organizational structure including business entity setup and partnership/investor agreements
-Project Management

Gavin Wilson’s Experience

• Tax Center Manager

  Foundation Communities

  (Non-Profit Organization Management industry)

  2008 — Present (1 year)

• Small Business and Nonprofit Consultant

  Self-Employed (Self-employed)

  (Self-Employed; Myself Only; Management Consulting industry)

  June 2007 — Present (2 years 2 months)

  Independent consultant to nonprofits and small businesses. Services include:
  · Basic bookkeeping including periodic and/or ongoing help such as initial setup, training, and configuration, oversight and review to ensure accuracy and completeness, and of course the data entry itself
  
  · Help with related tasks such as income tax returns, sales taxes, franchise taxes, etc.
  
  · Strategic consulting such as business planning, feasibility, etc.
  
  · Financial consulting including forecasting, profitability analysis, etc.
  
  · Other services including business entity setup, partnership agreements, equity investors, loans, etc.
  
  · General executive coaching and advisory relationships
  
  · Technology consultation - help on selecting small business software, hardware, etc.
  
  · Marketing/business development
  
  · Project/Program Management

• Mortgage Consultant

  Treaty Oak Mortgage

  (Banking industry)

  January 2006 — August 2008 (2 years 8 months)

  Mortgage loan consultant providing consultation and brokering primarily for residential mortgage loans. Licensed in Texas and also able to do loans in some other states. Customized financing for single family, multi-family, and construction properties.

• Manager of Programs/Small Business Consultant

  BiGAUSTIN

  (Non-Profit; 11-50 employees; International Trade and Development industry)

  February 2005 — June 2007 (2 years 5 months)

  • Developed, implemented and managed education and counseling programs
  o Doubled number of workshops offered and overall attendance
  o Recruited and managed volunteer instructors and business counselors
  o Facilitated training on a variety of entrepreneurship topics
  o Ensured completion of grant metrics and coordinated grant reporting
  o Counseled clients including business planning, financial analysis, strategy, and marketing
  • Served as information systems lead including selection and implementation of new software
  • Reviewed loan pre-qualifications and assisted clients in applications
  • Performed community outreach and development of strategic partnerships with outside organizations
  • Participated in grant-writing and development activities

• Loan Officer

  Centerpoint Mortgage/Tricoast Funding

  (Privately Held; 11-50 employees; Financial Services industry)

  March 2004 — January 2006 (1 year 11 months)

  Mortgage loan officer/consultant handling primarily residential loan brokering primarily in Texas.

• Software Release Manager

  Advent Software

  (Public Company; 501-1000 employees; advs; Computer Software industry)

  2001 — 2003 (2 years)

  Led cross-functional team in development and release of software
  • Team development – successfully improved internal and external communication and teamwork with software development team, defined and met team goals, improved morale
  • Project management – managed and tracked software development and release projects, coordinated across teams, drove team efficiency and effectiveness

• Consulting Practice Manager

  Moai Technologies

  (Privately Held; 51-200 employees; Computer Software industry)

  1999 — 2001 (2 years)

  • Managed consulting organization including budget, personnel, sales and client relationships
  • Developed methodology for software implementation and rolled out to in-house team and external consultants
  • Led implementation of over forty e-commerce web sites in eighteen months
  • Grew team from approximately ten consultants to twenty with good retention record
  • Developed career development plan and track for all levels of team

• Project Manager

  Synopsys

  (Public Company; 501-1000 employees; snps; Computer Software industry)

  1998 — 1999 (1 year)

  Managed maintenance and enhancements projects for corporate data warehouse
  • Led software application strategy and enhancement process
  • Increased user base from 60 to 150 users, built user and management support for project
  • Mentored and coached young team and improved teamwork

• Business Consulting Manager

  Arthur Andersen

  (Privately Held; 5001-10,000 employees; Management Consulting industry)

  1993 — 1998 (5 years)

  Sold and led strategic, finance and accounting and technology consulting projects
  • Major clients included British Petroleum, Enron, and Sun Microsystems
  • Projects and skills included process improvement and automation, business strategy, change management, financial analysis, performance measurement, and technology

• Analyst

  Criterion Investment Management

  (Privately Held; 51-200 employees; Investment Management industry)

  1991 — 1993 (2 years)

  Programmer / analyst with fixed income pension fund management company
  • Developed analytical and graphical applications in Fortran and C/C++
  • Participated in portfolio performance evaluation and strategy

Gavin Wilson’s Education

• Rice University

  B.A. , Mathematical Economic Analysis/Managerial Studies , 1987 — 1991

Additional Information

Gavin Wilson’s Websites:

• My Company

Gavin Wilson’s Interests:

Triathlons

Gavin Wilson’s Groups:

Benevolent and Protective Order of Elks, Member
Austin Voices for Education and Youth, Volunteer/Contractor
Bouldin Creek Neighborhood Association, Secretary

•    Association of Rice Alumni
•    Andersen Alumni Association
•    Zephaniah CDC/Texas Pie Kitchen
•    Tech Ranch

Gavin Wilson’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• new ventures
• expertise requests
• reference requests
• getting back in touch