Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sarah Wheaton

Belmont,MA

Summary

Uniquely experienced with extensive operational excellence in both the non-profit and small business sectors. Highly dependable, ethical and reliable professional who blends real life experience in small business ownership with administrative and financial responsibilities in the Foundation's philanthropic mission.

Overview

27
27
years of professional experience

Work History

Director of Administration

The Stanton Foundation
01.2020 - Current
  • Manages all Foundation accounting operations including payables, monthly closings, cash forecasting and financial reports using QuickBooks Online.
  • Prepares monthly, quarterly and annual Foundation forecasting and budget process with CFO.
  • Maintains all grant documentation for annual audit and internal controls, uploads to digital storage (DropBox).
  • Prepares monthly agenda and financial package for Board of Directors, including all required reporting.
  • Onboards new employees and manages payroll (ADP), benefits and tax reporting for staff and consultants (1099's).
  • Completes all annual reporting requirements (annual census, Form 5500) and maintains business insurance policies (workers comp).
  • Office management including vendor relations and IT support.

Founder, Owner, Operator

Full Moon Restaurant
01.1997 - 11.2019
  • Provided exceptional customer service to diverse and loyal, long-term clientele including recruiting, hiring and training talented staff.
  • Supervised daily activities of restaurant and 25 +employees.
  • Designed and implementing menus to assure customer satisfaction and drive revenue.
  • Promoted all aspects of business leading to frequent media coverage and industry awards including Gourmet Magazine, Boston Magazine, New York Times, Chronicle and official civic recognition from City of Cambridge in 2017
  • Built and maintained relationships with investors, community leaders, compliance officials and suppliers.
  • Developed unique events and special promotions to drive sales.
  • Managed payroll, daily deposits, and cost controls.
  • Analyzed sales data to identify trends and adjust purchasing decisions accordingly.
  • Kept facility compliant with health codes, sanitation requirements and license regulations, alleviating potentially heavy fines.

Co-Founder and President

Huron Village Business Association
01.1998 - 11.2019
  • Advocated for needs of small business community within larger City of Cambridge, MA.
  • Co-founded Association to represent 15-20 locally owned businesses with all city, state and local representatives
  • Organized large- and small-scale events including fundraising, entertainment, food, media and neighborhood participation.
  • Chaired transportation committee to address community concerns around long-term impact of 5-year construction project and road repair.

Education

B.A. - School of Arts & Sciences

Boston College
Boston, MA

Birkbeck, University of London

Skills

    • Fiscal management and organizational excellence
    • Leadership, concept creation and implementation
    • Employee recruitment, management and all HR functions
      • Written and verbal communication
      • Operations Management
      • Hospitality and customer relations

Timeline

Director of Administration

The Stanton Foundation
01.2020 - Current

Co-Founder and President

Huron Village Business Association
01.1998 - 11.2019

Founder, Owner, Operator

Full Moon Restaurant
01.1997 - 11.2019

B.A. - School of Arts & Sciences

Boston College

Birkbeck, University of London
Sarah Wheaton