ABOUT SALIX ADVISORS
RECENT PROJECTS
Interim staffing
Whether covering a sudden departure or a planned leave, I can cover recurring tasks, support audits, recommend new staffing structures, and ensure Board committees stay informed. Previous engagements included:
Collaborating with Executive Directors, Program Directors, Human Resources, and accounting staff
Preparing invoices for reimbursement under state and federal contracts
Processing payroll, and remitting retirement and FSA funds
Core accounting needs - meeting all deadlines for monthly close
Financial Systems
I work with you to increase efficiencies and predictability so that staff use their time well and you get the data you need on time.
Identified the need for a new payroll service provider and led the transition. Resulted in greater transparency and efficiency for staff.
Developed a Grant Intake process to increase communication when new funding is awarded.
Evaluated Internal Controls processes to accommodate work from home.
Developed an allocation plan to reduce manual data entry.
Customized
I take a collaborative approach to meeting clients’ needs, from short-term projects to implementing strategic growth plans.
Delivered a plan to hire a Finance Manager for a community-based group facing explosive growth
Customized Financial Policies Manual for a newly-launched nonprofit.
Audit support; prepare documents and communicate with outside CPAs.
Technical assistance and coaching as staff grow into their roles.
PROFESSIONAL EXPERIENCE
Business Coach to staff with financial responsibilities in nonprofit organizations
Interim CFO in nonprofits with budgets up to $10 million
Member of senior leadership teams. Worked with teams to develop initiatives to forward strategic direction, including leadership development.
Managed daily operations of finance and accounting, HR, and IT departments. Ensured compliance with government grants and contracts.
Developed operating policies and processes at organizations experiencing rapid growth.
Worked closely with Board Finance Committees and Investment Committees to improve information flow and role clarity between Board and staff.
Recruited, screened and hired for multiple staff positions, including Executive Director, Finance Director, Program Manager, and HR Generalist.
Participated in Change Team working to increase diversity, equity, and inclusion in programs and operations.
Salix Advisors LLC, 2019-present, Owner and Consultant
Washington Trails Association, 2013-2019, Director of Finance and Operations
The Mountaineers, 2012-2013, Accounting Manager
NPower Northwest, 2009-2012, Director of Finance and Operations
EarthCorps, 2002-2008, Director of Finance and Administration
EDUCATION
Boston University Master of Business Administration, Concentration in Public and Non-profit Management
University of Southern California B.A. Journalism
University of Washington Certificate in Fundraising
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Consulting Clients
Washington Immigrant Solidarity Network: Project to support move away from fiscal sponsor to stand-alone 501(c)3
King Conservation District: Interim Finance Director
WildEarth Guardians: Interim Finance Director
Northwest Immigrant Rights Project: Interim Finance Director
Transforming Age Foundation: Project to update policies and improve communication between fundraising and finance
Real Escape from the Sex Trade: Finance and Operations Consultant
Burke Museum Association: project to update financial policies
White Center Community Development Association: project to assess financial and staffing structures.
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