Summary
Overview
Work History
Education
Affiliations
Additional Information
Timeline
Generic
TIM DAVENPORT

TIM DAVENPORT

San Francisco,CA

Summary

Seasoned finance executive with a proven track record of enhancing financial performance and driving organizational transformation. Significant experience in strategic financial analysis and adept at fostering relationships and collaborating across all levels of an organization to achieve desired outcomes. Experience developing strategic priorities and initiatives that increased financial management, planning and analysis functions and have delivered significant cost savings and optimized workflow management and process efficiencies.

Key Expertise

  • Financial Management
  • Strategic Financial Analysis
  • Data Governance and Analytics
  • Executive Leadership
  • Collaboration and communication
  • Process Improvement & Workflow Automation
  • Project Management
  • Organizational Transformation
  • Risk & Compliance Management

Overview

32
32
years of professional experience

Work History

Director

Goodwin Procter LLP
San Francisco, CA
04.2023 - 02.2025
  • Led financial and operational transformation efforts, including transitioning banking relationships, developing process maps for multiple Finance processes, and developed a process map with enhancements to automate and streamline billing and collections
  • Collaborated with finance leadership to improve general ledger systems, enhancing financial reporting and client analytics
  • Directed data governance initiatives to enhance reporting and analytics across the global operations team
  • Spearheaded the firm's Return to Work and Agile office strategy, focusing on space efficiency and cost-saving initiatives and real estate optimization
  • Led an assessment of the Program Management office (PMO), leading to structural and operational improvements

Director

Security | Oportun, Inc
San Carlos, CA
11.2021 - 02.2023
  • Legal, Risk, Compliance &, Oversaw financial and operational functions for the Legal, Risk, Compliance, and Security teams
  • Developed strategic financial plans, forecasts, and business cases for resource investments
  • Led technology and process mapping initiatives, enhancing legal operations and driving automation across multiple Department process and workflows
  • Improved team engagement through the development of a Culture & Engagement program which also led to implementing internal client service delivery enhancements

Director of Finance, Operations & Chief of Staff

Wells Fargo Bank
San Francisco, CA
01.2009 - 10.2021
  • Managed financial planning, analysis, and reporting for the 1,500-person Legal Department
  • Led strategic cost management initiatives, including a transformation program that delivered $25M in recurring, annual savings
  • Implemented best-in-class legal technology systems that served to optimize matter, spend and document management across the Department
  • Led a multi-year transformation of the Legal Department, improving talent management, legal service delivery, and outside counsel cost optimization resulting in recurring annual cost savings of $25MM.

VP of Finance

Wells Fargo Wealth Management Group
San Francisco, CA
01.2005 - 01.2009
  • Managed all financial planning, analysis and reporting and planning for a $1B annual budget focusing on profit margin optimization across products and sales channels

Controller / Director of Finance

WagerWorks, Inc
San Francisco, CA
01.2001 - 01.2005
  • Responsible for all finance, accounting, treasury, and facilities management functions for the Company
  • As part of the executive team, directed financial processes and infrastructure development from initial product launch to sustained profitability of the Company
  • Prepared investor presentations and coordinated all due diligence efforts

Controller / Director of Finance

Consilient, Inc
Berkeley, CA
01.2000 - 01.2001
  • Responsible for the corporate finance, accounting, and treasury functions
  • Supported all management reporting and coordinated all board meetings and actions
  • Developed the core finance, accounting, and operations infrastructure for the company's growth

Finance Manager, Client Services

Wells Fargo Bank
San Francisco, CA
01.1997 - 01.2000
  • Managed all financial planning and analysis and reporting for the Personal Trust line of business, overseeing a budget of $1B

Auditor / Senior Auditor / Consultant

Financial, KPMG LLP
San Francisco, CA
01.1993 - 12.1996

Education

B.B.A - Accounting

Middle Tennessee State University

Affiliations

  • UCSF Health Alliance Project – Advisory Member
  • Vitality – Founding Member (Professional Networking Organization for LGBTQ+ professionals)
  • Healing Waters – Board Member (Treasurer)
  • Yerba Buena Center for the Arts – Founding Member of Epicenter Young Professionals Group

Additional Information

Key Accomplishments:

  • Drove successful audit and consulting engagements as part of the Financial Services team at KPMG.
  • Demonstrated proficiency in both start-up and large Corporate environments, with roles that have allowed me to further my Finance Expertise while also building significant Operations leadership and execution experience.
  • Selected by the CFO and General Counsel to lead he strategic transformation of Wells Fargo's Legal Department, driving process efficiencies, improved talent management and development programs, and more timely and consistent client service delivery.
  • Led strategic cost-saving initiatives, evaluating both internal cost and spend with Outside Counsel that resulted in $25M+ recurring annual savings.
  • As Chief of Staff for the General Counsel at Oportun, I led all Financial Planning & Analysis efforts, and improved Department operations through automation, process mapping, Department engagement efforts, and managing and reporting on Objectives and Key Results across each group of the Department.
  • Co-created the Steering Committee at Goodwin to oversee Return to Office and Agile office design strategies leading to cost and space efficiencies and a more vibrant, engaging team member experience. Developed process maps and recommend workflow enhancements across the data, analytics, financial planning and analysis and reporting functions through multiple projects sponsored by the CFO.

Timeline

Director

Goodwin Procter LLP
04.2023 - 02.2025

Director

Security | Oportun, Inc
11.2021 - 02.2023

Director of Finance, Operations & Chief of Staff

Wells Fargo Bank
01.2009 - 10.2021

VP of Finance

Wells Fargo Wealth Management Group
01.2005 - 01.2009

Controller / Director of Finance

WagerWorks, Inc
01.2001 - 01.2005

Controller / Director of Finance

Consilient, Inc
01.2000 - 01.2001

Finance Manager, Client Services

Wells Fargo Bank
01.1997 - 01.2000

Auditor / Senior Auditor / Consultant

Financial, KPMG LLP
01.1993 - 12.1996

B.B.A - Accounting

Middle Tennessee State University
TIM DAVENPORT