Ofelia Flores
Fillmore,CA
Summary
Dynamic and results-driven executive with over 15 years of experience in financial management and development within non-profit and community-focused organizations. Proven track record of leading successful fundraising campaigns, building strong donor relationships, and driving organizational growth. Adept at strategic planning, financial analysis, and operational efficiency. A collaborative leader committed to fostering a culture of philanthropy and achieving mission-driven goals. Eager to leverage my experience and skills in a new challenge as Chief Development Officer.
Overview
18
18
years of professional experience
1
1
Certification
Work History
Chief Financial Officer
Greater Conejo Valley Chamber of Commerce
2019.10 - Current
- Spearheaded all financial operations including accounts payable, accounts receivable, and payroll processing for the Chamber, Foundation, and Conejo Valley Tourism Improvement District
- Developed and executed innovative financial and fundraising strategies to support organizational goals, resulting in a 25% increase in revenue and a 30% reduction in operating expenses
- Cultivated and maintained strong relationships with donors, sponsors, and community partners, significantly enhancing fundraising efforts
- Prepared and presented comprehensive financial reports to the Executive Committee and Board of Directors, facilitating informed decision-making
- Managed $3MM investment portfolios and implemented quarterly contributions, ensuring financial stability and growth
- Coordinated annual audits and ensured strict compliance with GAAP standards and regulatory guidelines
- Led special events and campaigns, increasing donor engagement and raising awareness for the Chamber's initiatives
- Provided strategic financial guidance to the President/CEO and Board, driving improved financial performance and sustainability.
Controller
Greater Conejo Valley Chamber of Commerce
2015.06 - 2019.10
- Managed financial operations and maintained robust internal controls, policies, and procedures
- Developed and implemented annual financial budgets and forecasts in collaboration with leadership
- Supported fundraising activities by providing detailed financial insights and strategies
- Coordinated audits and ensured compliance with all regulatory standards, enhancing organizational transparency and trust.
Director of Finance
Lu Ross Academy
2012.11 - 2015.06
- Managed all accounting operations, including AP/AR and financial reporting, in QuickBooks
- Developed and implemented an annual $2MM operating budget and managed cash flow, resulting in a 35% reduction of expenses and a 25% increase in revenue
- Implemented best practices for financial controls and procedures
- Coordinated with external auditors for annual audits and financial aid reviews, ensuring compliance and accuracy.
Senior Accountant/Office Manager
ValenTx Inc.
2006.06 - 2009.09
- Managed accounting operations for this start-up company including payroll, AP/AR, and financial reporting in QuickBooks
- Assisted in managing a $20MM budget and corporate audits, ensuring fiscal responsibility and regulatory compliance
- Handled HR functions including staffing, benefits administration, and employee relations, contributing to a positive workplace culture.
Education
Bachelor of Arts in Business Administration -
Loyola Marymount University
Los Angeles, CA12.1995
Associate of Arts in Business Administration -
Ventura Community College
Ventura, CA06.1993
Skills
- Strategic Financial Planning & Analysis
- Fundraising & Donor Relations
- Budgeting & Forecasting
- Expense Control & Reduction
- Financial Reporting & GAAP Compliance
- Risk Management
- Staff Leadership & Development
- Bilingual: Fluent in Spanish
- Strong problem-solving and analytical skills
- Outstanding organizational and multitasking capabilities
- Fast learner with proven adaptability to learn new technologies and applications
Certification
- Leadership Conejo, Greater Conejo Valley Chamber of Commerce
- W.A.C.E. Academy Graduate, Western Association of Chamber Executives
- QuickBooks Pro Advisor Certification
- QuickBooks Online Certification
Accomplishments
Timeline
Chief Financial Officer
Greater Conejo Valley Chamber of Commerce
2019.10 - Current
Controller
Greater Conejo Valley Chamber of Commerce
2015.06 - 2019.10
Director of Finance
Lu Ross Academy
2012.11 - 2015.06
Senior Accountant/Office Manager
ValenTx Inc.
2006.06 - 2009.09
Bachelor of Arts in Business Administration -
Loyola Marymount University
Associate of Arts in Business Administration -
Ventura Community College
- Leadership Conejo, Greater Conejo Valley Chamber of Commerce
- W.A.C.E. Academy Graduate, Western Association of Chamber Executives
- QuickBooks Pro Advisor Certification
- QuickBooks Online Certification
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