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

TIM DAVENPORT

Senior Finance & Legal Operations Leader
San Francisco,CA

Summary

Seasoned finance executive with a proven history of enhancing financial performance and driving organizational transformation. Extensive 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 increase financial management, planning and analysis functions and have delivered significant cost savings and optimized workflow management and process efficiencies.

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 with enhancements to automate and streamline billing and collections
  • Collaborated with finance leadership to improve general ledger alignment of Financial & Management reporting
  • 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 - Legal, Risk, Compliance & Security

Oportun, Inc
San Carlos, CA
11.2021 - 02.2023
  • 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 processes 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
09.2009 - 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
06.2005 - 09.2009
  • 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
12.2001 - 06.2005
  • 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
04.2000 - 12.2001
  • Responsible for 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 - 04.2000
  • Managed all financial planning and analysis and reporting for the Personal Trust line of business, overseeing a budget of $1B

Auditor / Senior Auditor / Consultant

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

  • 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 spending 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.
  • At Goodwin Procter, I co-created the Steering Committee 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.

Skills

Financial Management

Strategic Financial Analysis

Data Governance and Analytics

Chief of Staff / Executive Leadership

Strong Relationship Building & Collaboration Skills

Process Improvement & Workflow Automation

Project Management

Organizational Transformation

Risk & Compliance Management

Work Preference

Work Type

Full TimePart TimeContract Work

Work Location

HybridRemoteOn-Site

Important To Me

Work-life balanceCompany CultureWork from home option401k matchPaid time offHealthcare benefitsPersonal development programsCareer advancement

Certification

Passed CPA Examination in Tennessee

Timeline

Director

Goodwin Procter LLP
04.2023 - 02.2025

Director - Legal, Risk, Compliance & Security

Oportun, Inc
11.2021 - 02.2023

Director of Finance, Operations & Chief of Staff

Wells Fargo Bank
09.2009 - 10.2021

VP of Finance

Wells Fargo Wealth Management Group
06.2005 - 09.2009

Controller / Director of Finance

WagerWorks, Inc
12.2001 - 06.2005

Controller / Director of Finance

Consilient, Inc
04.2000 - 12.2001

Finance Manager, Client Services

Wells Fargo Bank
01.1997 - 04.2000

Auditor / Senior Auditor / Consultant

KPMG LLP
01.1993 - 12.1996

B.B.A - Accounting

Middle Tennessee State University
TIM DAVENPORTSenior Finance & Legal Operations Leader