Summary
Overview
Work History
Education
Skills
Certification
Professional Summary
Languages
References
Websites
Timeline
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Anthony Ikeda Kolar

Anthony Ikeda Kolar

Sacramento,CA

Summary

Accomplished executive with a proven track record at the Folsom Historic Society and Health For All, enhancing operational efficiencies and financial performance. Expert in financial statement analysis and strategic planning. Skilled in identifying trends, conducting risk assessments, and developing strategic investment recommendations to drive growth and profitability. Fluent in French, my portfolio showcases a significant growth achievements, and a passion for wealth management.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Tax Professional

H&R Block
10.2019 - Current
  • Prepare and file individual and business tax returns
  • Provide expert tax advice to clients
  • Educate clients on taxation principles and strategies for maximizing returns

Board Director/Treasurer

Elica Health Centers
12.2013 - Current
  • Guide strategic planning for a $90 million nonprofit
  • Support CEO in achieving organizational goals
  • Ensure compliance with federal regulations
  • Oversee financial resources, program services, and public image enhancement

Executive Director

Folsom Historical Society
08.2015 - 10.2019
  • Led operational growth from $150k to $268k annually due to operational improvements
  • Overhauled financial management, improved reporting for Board oversight
  • Revamped organizational structure, enhancing staff efficiency
  • Implemented IT infrastructure upgrades
  • Developed financial and museum collections management policies
  • Strengthened collaboration with partners: City of Folsom, Chamber of Commerce, Tourism Bureau

Assistant Program Director

Volunteers in Victim Assistance
09.2014 - 08.2015
  • Supported CEO in achieving strategic goals for a $150k organization
  • Compiled and communicated financial data
  • Streamlined program service efficiency and developed policies and procedures
  • Provided outreach and community support for victim services

CEO

Health For All
01.2013 - 03.2014
  • Directed vision for a $4 million, 5-site organization with approx
  • 50 FTEs
  • Conducted comprehensive audits and process reengineering
  • Facilitated continuous improvement initiatives with the Board of Directors
  • Provided leadership, motivation, and training to staff
  • Represented the organization in state-wide consortiums for legislative improvement

Education

CFA level II -

01.2024

Bachelor of Arts - Design & Technology

San Francisco Art Institute
San Francisco, CA
05-2009

Grant Writing

UC Berkeley Extension

High School Diploma -

French American International High School
San Francisco

Skills

  • Financial statement analysis
  • Investment strategies
  • Wealth management
  • Fundamental analysis
  • Valuation techniques
  • Portfolio management
  • Equity research
  • French Fluency & Citizenship

Certification

  • Passed CFA Level II Exam, CFA Level III Candidate

Professional Summary

Accomplished Nonprofit Executive & Financial Strategist with a passion for driving impact and growth in mission-driven organizations. With a proven track record of success spanning over a decade, I bring extensive experience in nonprofit leadership, financial management, and strategic planning. From revitalizing operational efficiency to spearheading multimillion-dollar growth initiatives, I thrive in dynamic environments where I can leverage my expertise to make a tangible difference. My unique value proposition lies in my ability to seamlessly blend financial acumen with a deep commitment to social impact, ensuring sustainable growth while staying true to organizational missions. As a dedicated CFA candidate, I am actively pursuing opportunities to enhance my skills and expertise, positioning myself as a forward-thinking leader in the investment industry. What sets me apart is my hands-on experience in navigating complex regulatory landscapes, optimizing financial resources, and fostering strategic partnerships to drive organizational success. Whether it's consolidating financial reporting systems, implementing cost-effective strategies, or championing innovative initiatives, I am driven by a relentless pursuit of excellence and a genuine desire to effect positive change. Looking ahead, I am eager to continue my journey of professional growth, leveraging my diverse skill set and unwavering commitment to create lasting impact in the investment industry. I am passionate about exploring opportunities where I can contribute my expertise to drive sustainable growth, empower communities, and build a brighter future for all.

Languages

French
Native/ Bilingual

References

References available upon request.

Timeline

Tax Professional

H&R Block
10.2019 - Current

Executive Director

Folsom Historical Society
08.2015 - 10.2019

Assistant Program Director

Volunteers in Victim Assistance
09.2014 - 08.2015

Board Director/Treasurer

Elica Health Centers
12.2013 - Current

CEO

Health For All
01.2013 - 03.2014

CFA level II -

Bachelor of Arts - Design & Technology

San Francisco Art Institute

Grant Writing

UC Berkeley Extension

High School Diploma -

French American International High School
Anthony Ikeda Kolar