I'm an idealist with a background in accounting. I have worked in for profit companies, government agencies, and non-profit organizations. My favorite environment to be in is one with a mission I strongly believe in. I'd like to utilize my accounting background and further my passion for working with a community that has the same goal of doing good work in the Bay Area whether it is in the arts, education, social justice, health, or the environment.

Work History

Work History
Oct 2011 - Nov 2015


The San Francisco Foundation
  • Reconciliation of investment accounts held in over 100 investment managers holding a diversified portfolio of over $1 billion in assets, integrating long and short term objectives comprising a broadly diversified mix of equities, fixed income, and various alternative investments.
  • Reconciliation of administration, payroll, and contributions accounts
  • Allocation of monthly investment earnings and expenses across over 1000 individual donor advised funds and project funds
  • Calculation and allocation of monthly fees on contributions, monthly administrative fees on specially funded project funds, and quarterly administrative fees among individual donor and project funds
  • Audit preparation of  investment supplementary information, accounting standard – ASC Topic 820 (Fair Value Measurement) disclosures, and related support by following accounting standard pronouncements
  • Form 990 tax preparation for The Foundation and its Supporting Organizations
  • Quarterly tracking and reporting on the social metrics and financial health of a $5M Program Related Investments portfolio
  • Lead trainer of Financial Leadership for Non-profit Executives to TSFF fellows and staff
  • Lead of a 5 person team in yearly financial statement review of grant applications
Jan 2011 - Oct 2011


Anna Lippi, CPA
  • Responsible for tax preparation for 200 clients for the year ended 2010
  • Used QuickBooks for monthly and year end bookkeeping for numerous clients
  • Assisted with payroll through
  • Responsible for day to day operations and managing client inquiries
Sep 2009 - Dec 2010


Department of Health and Human Services
  • Performed policies and procedures review for Early Head Start federally funded recipients
  • Performed audit at the University of Nevada, Reno of federally funded research project
  • Data mining with Microsoft Access and survey of nationwide sponsors of Medicare Part D Controlled Substances
  • Review of Health Net Insurance Medicare Part D program Review of Durable Medical Equipment providers throughout Central California
Feb 2008 - Aug 2009


Anna Lippi, CPA
  • Responsible for tax preparation for 150 clients for the years ended 2007 and 2008
  • Used QuickBooks for monthly and year end bookkeeping for numerous clients
  • Assisted with payroll through
Aug 2006 - Dec 2007


Avenida International Consultants
  • Assisted in recruiting process of education and healthcare professionals
  • Prepared H-1 Visa questionnaire forms for education and healthcare professionals in recruiting process
  • Reviewed files of interested clients for selection process, including TOEFL, teaching credentials and resumes
  • Accounts Payable



B.S. Business Administration with a concentration in Accounting


Core accounting courses including: audit, financial accounting, government and not-for profit accounting, cost accounting, managerial accounting, sustainable business, and business communications.

Supplemental courses taken in business ethics.

Systems Experience

  • Blackbaud Products including: Financial Edge, Raiser's Edge, and Grants Management System
  • Microsoft Office Applications including: Word, Excel, and Power Point
  • Accounting and tax software including: Intuit Pro, QuickBooks, and PeachTree