Jennifer Waggoner

Current

• Bookkeeper at Igloo Studios
• Finance Consultant at OOF Industries
• Nonprofit Finance Consultant at Oakland Ready to Learn

• Associate: Consultant and Presenter at Robin Braverman Associates
• LWVC Communications Director, Newsletter Editor, Finance Committee Member at League of Women Voters
• Serving Multiple Clients at For Profit, Non-proft and Government

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Past

• Nonprofit Finance Consultant at Parent Leadership Action Network
• Manual Editor and Finance/Accounting Consultant at First Unitarian Church of Oakland
• Grassroots Event Organizer at Bay Area Religious Campaign Against Torture

• Start-up Operations Management Consultant at San Francisco Village Northside
• Accounting Contractor in Business Office at San Francisco Waldorf School
• Operations Director at Explorers' Corner
• Budget/Accounting Contractor at Swords to Plowshares
• Contract Manager at Davis Street Family Resource Center
• Office Manager at International Museum of Women
• Executive Assistant to Vice President at Addecco at WaMu Community Reinvestment and Resources

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7 more...

Education

• The University of Edinburgh
• Claremont McKenna College

Recommended

3 people have recommended Jennifer

Connections

123 connections

Industry

Management Consulting

Websites

• Communications Director - LWVC
• Associate & Presenter: RBA
• My Website

Jennifer Waggoner’s Summary

Experienced renaissance woman focused on providing small businesses, nonprofits, government and special projects the broad spectrum of services they need in order to grow, with an emphasis on building infrastructure, finance, and communications. Practical, hands-on experience in all areas of operations across industries gives me the breadth and depth to help you find and transition to the resources best suited to your needs and means. Particularly attuned to the needs of organizations and companies in transition.

Interested in intense short-term projects as well as part-time, long-term clients in San Francisco, the Bay Area, Seattle, and Los Angeles.

Jennifer Waggoner’s Specialties:

Startups: new and growing businesses and non-profits.

Executive planning and implementation: as a consultant or staff.

Grant management: research, application, tracking, analysis, reporting.

Technology: Quickbooks, GiftMaker, Raiser's Edge, Indesign, Dreamweaver, Convio, social networking, and custom software.

Process design, documentation and training: including major gifts, annual fund, special events, software conversions, adventure travel, customer service, budgets, and finance.

Jennifer Waggoner’s Experience

• Bookkeeper

  Igloo Studios

  (Media Production industry)

  March 2009 — Present (5 months)

  Responsible for A/R, A/P, reconciliation, reporting, 1099 prep, documentation, finance procedures and policies in collaboration with the CFO and other executive leadership.

• Finance Consultant

  OOF Industries

  (Computer Software industry)

  December 2008 — Present (8 months)

  Responsible for financial reporting and reconciliation of a growing Unix consulting business using Quickbooks 2007 for Mac.

• Nonprofit Finance Consultant

  Oakland Ready to Learn

  (Non-Profit Organization Management industry)

  November 2008 — Present (9 months)

  Assist with year end close. Provide advice on policies and procedures, reporting, and documentation. Provide referrals.

• Associate: Consultant and Presenter

  Robin Braverman Associates

  (Non-Profit Organization Management industry)

  January 2004 — Present (5 years 7 months)

  Jenny has been working with RBA at many large and small non-profits throughout the Bay Area on grants, budgeting, restricted money, staff training and oversight, board training, systems design, technology and audit preparation. She also contributes to the RBA team as a workshop series presenter, print and web visual designer, communications manager using Constant Contact, and as a writer and editor.

• LWVC Communications Director, Newsletter Editor, Finance Committee Member

  League of Women Voters

  (Non-Profit Organization Management industry)

  2001 — Present (8 years)

  Formerly LWVSF President, VP, Budget Chair, and Membership Chair. Also served as moderator of televised pros and cons of ballot measures, moderator of televised candidate forums, public spokesperson, database manager, volunteer manager, intern manager, and other positions.

• Serving Multiple Clients

  For Profit, Non-proft and Government

  (Civic & Social Organization industry)

  1994 — Present (15 years)

  •Over 10 years experience in non-profit, private, and government. Very familiar with the special needs of small businesses and non-profits. Strong management of projects requiring resourcefulness, independence, and organization.
  •Excellent people skills: hiring and supervisory roles with staff, board members, employees, volunteers, interns; clients of diverse backgrounds; as student or teacher; conflict resolution.
  •Recognized superior ability to analyze data, design systems and tools, and give presentations/training for a variety of audiences: extensive experience producing websites, documentation, collateral, procedures, training materials, handbooks, and reports. Overseen multiple projects from initial phase defining needs, throughout implementation, to evaluation.

• Nonprofit Finance Consultant

  Parent Leadership Action Network

  (Non-Profit Organization Management industry)

  March 2009 — April 2009 (2 months)

  Short term contract to create allocation tools in Excel. Allocate expenses to grants in the general ledger using Quickbooks and produce documentation. Prepare interim grant reports to calculate use of funds. Create memorized transactions. Provide analysis and documentation of allocation alternatives.

• Manual Editor and Finance/Accounting Consultant

  First Unitarian Church of Oakland

  (Religious Institutions industry)

  April 2008 — December 2008 (9 months)

  In collaboration with the Church Manager and consultant CFO, review all finance roles, policies, and procedures and document best practices and procedures in a new Finance Manual. Train new Finance Assistant. During staff illness and transition, provide support. Correct all A/R transactions and statements for congregants in Quickbooks to revised standards. Confirm all donation documentation for 2008 onwards.

• Grassroots Event Organizer

  Bay Area Religious Campaign Against Torture

  (Non-Profit Organization Management industry)

  October 2008 — November 2008 (2 months)

  • Encourage community building around the issue of torture.
  • Collect endorsements of the Declaration of Principles for an executive order banning torture.
  • Celebrate delegations to elected officials earlier that day.
  • Raise torture awareness.
  • Attract media attention.
  • Host a public free event, largely supported by student, staff and faculty volunteers, which addresses all these goals.

• Start-up Operations Management Consultant

  San Francisco Village Northside

  (Non-Profit; 1-10 employees; Individual & Family Services industry)

  February 2008 — May 2008 (4 months)

  Work directly with board members to identify operations priorities, define projects, research and present options to the board, and implement solutions. Specific tasks include: data management, website design, virtual office configuration, and industry specific issues (such as vendor management best practices, membership benefits, home care ethical standards, and more).

• Accounting Contractor in Business Office

  San Francisco Waldorf School

  (Non-Profit; 51-200 employees; Education Management industry)

  May 2007 — February 2008 (10 months)

  Implementation of Quickbooks accounting software under the direction of contract CFO and Business Manager, including:
  - conversion of chart of accounts
  - work with A/R staff to enter of all customers and invoices
  - create procedures for monthly billing, creation of invoices, and posting: tuition, fees, discounts, scholarships, pardons, and withdrawals.
  - create manual and train A/R and contract management staff
  - design tools for record keeping in excel, Quickbooks, and word
  
  Audit preparation, including:
  - review and reconcile all client accounts
  - calculation of deferred revenue
  - documentation and entry of scholarships, pardons, and withdrawals
  - creation of numerous work papers
  - support to auditors
  
  Assist with contractor oversight and during staff transition.

• Operations Director

  Explorers' Corner

  (Privately Held; 11-50 employees; Leisure, Travel & Tourism industry)

  April 2005 — April 2007 (2 years 1 month)

  May 2007 – August 2007: Marketing/Operations/Accounting Advisor
  
  August 2006 - April 2007: Company Operations Director
  
  April 2005 - July 2006: Operations Director for Explorers' Corner, LLC
  Support international eco-tourism expeditions of 6-13 individuals; oversee Project Contractors.
  
  Responsible for day-to-day operation of this small business: assist Bookkeeper; sales and customer service; IT; procurement; delivery of gear; hotel and transit reservations; emergency response; insurance claims; marketing; collateral production; communications; accounts receivable and payable; substantial international logistics, finance, customer support, and contract oversight.

• Budget/Accounting Contractor

  Swords to Plowshares

  (Non-Profit; 51-200 employees; Non-Profit Organization Management industry)

  November 2004 — July 2005 (9 months)

  April - July 2005: Budget/Accounting Contractor
  November 2004 - April 2005: Finance Clerk
  
  Provide support to Finance Department during change in staff and accounting systems: audit and resolve accounts payable for fiscal year; resolve vendor disputes; negotiate payments; convert accounting to GAAP compliant non-profit standards; create excel template and multiple customized designs for budgeting, accounts payable, contract management, and bi-monthly payroll.

• Contract Manager

  Davis Street Family Resource Center

  (Non-Profit; 51-200 employees; Individual & Family Services industry)

  September 2004 — November 2004 (3 months)

  Responsible for contract and grant management for over 30 funding agreements, including: predictions, billings, collections, reporting, renewal, budgeting, cash flow, audit preparation.
  
  California Department of Education Child Development funding, including: CalWorks, APP, and Center Based Contracts. Alameda County funds, including: Job Preparation and Placement, Associated Community Action Program, Child Abuse Prevention Services, APP Maintenance of Effort, and others. City of San Leandro contracts, including: Community Development Block Grants, Federal Emergency Management Agency funds, basic needs, and community counseling. Memorandums of Understanding, such as: intern placement contracts for local Unified School Districts, non-profit incubation contracts, shared facilities with religious organizations.

• Office Manager

  International Museum of Women

  (Non-Profit; 11-50 employees; Museums and Institutions industry)

  July 2003 — September 2004 (1 year 3 months)

  Support President, Marketing Director, VP of Development; oversee interns, volunteers, administrative staff, and contractors during period of intense growth to become a six-million dollar organization with an ambitious capital campaign.
  
  Extract unstable Access donor/contact database, compare replacement products, negotiate Telosa Exceed! fundraising software and prepare for implementation; convert QuickBooks accounting system, budgeting, and strategic planning from corporate-style to nonprofit-style structure; responsible for accounts payable, accounts receivable, grant reporting, Port of SF contract reporting, monthly financials, year-end close; coordinate budget creation and revision; support strategic planning; evaluate payroll company and oversee conversion for bi-monthly processing of payroll; increase IT, planning, supplies and other infrastructure to support rapidly growing organization.

• Executive Assistant to Vice President

  Addecco at WaMu Community Reinvestment and Resources

  (Non-Profit Organization Management industry)

  2000 — 2000 (less than a year)

Jennifer Waggoner’s Education

• The University of Edinburgh

  Diploma , Social Policy , 1997 — 1998

• Claremont McKenna College

  1991 — 1995

Additional Information

Jennifer Waggoner’s Websites:

• Communications Director - LWVC
• Associate & Presenter: RBA
• My Website

Jennifer Waggoner’s Interests:

Staff and volunteer development, grassroots activism and civic participation, making financial reporting useful, mixed-age communities, skiing, kayaking, travel, world music.

Jennifer Waggoner’s Honors:

First Place: Evaluation Toastmasters Fall 2008
Carnegie Grant 1994-95
Claremont McKenna College Community Service Grant 1993
Alumni Scholar 1992-93
Garfield Golden Grads Scholarship 1991

Jennifer Waggoner’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• job inquiries
• expertise requests
• reference requests
• getting back in touch