CITY OF SAN CLEMENTE
INVESTMENT ADVISORY COMMITTE~ofSanClemente
APPLICATION MAY 18 2023
1. Name A JVY71171 ck { ui-,J e 7
2. How long have you lived in San Clemente?
City Clerk Department
3. What is your occupation?
4. Please explain why you would like to serve on the Investment Advisory Committee.
5. Please exolain how vour backaround and exoerience would contribute to the Investment Advisorv Committee.
6. What is your educational background? ,r
High School/Colleges Attended Major Field of Stud 1 Degree?
7. Please explain any experience that you have in community, governmental, charitable or educational affairs.
8. Please describe your understanding of the principal roles and responsibilities of the Investment Advisory Committee.
9. Please use the space below to explain any other factors about yourself that you would like for the Council members to consider as they review your application.
PLEASE ATTACH YOUR MOST RECENT RESUME TO THE APPLICATION, IF AVAILABLE. )
1. Amanda Conley
2. I have lived in San Clemente 12 years.
3. I am currently the CFO for Lion's Heart, a non-profit that matches teens to volunteer opportunities.
4. I have always been a proponent to play an active role in your community. Being on the Investment Advisory Committee would not only allow me to be involved with the city but help the city in financial matters.
5. I have been with Lion's Heart for six years and in that time, I have had to navigate the non-profit through a pandemic. In a very uncertain period, I was able make decisions that resulted in a cleaner balance sheet, retaining of all employees, and kept the nonprofit functioning. For a non-profit excess funds aren't always available and because of that planning and researching grants become very important.
6. University of Connecticut
Art Institute of Minnesota
Purdue University
Accounting
Graphic Design
Health Science
Master's in Accounting
Bachelor of Science
7. Besides being a CFO, I am also serving as the Treasurer on the PTA Board at Truman Elementary. In this role, I oversee the financial transactions and yearly budget for the school. I also volunteer and am actively involved at Truman Benedict Elementary.
8. As part of the Investment Advisory Committee, one would review the current investment portfolio and make suggestions in order to improve the strategies and protect the current assets while considering potential risk factors.
9. My husband and I moved to San Clemente 12 years ago and currently raising our family here. We love the area and only want to make it a better place for all the residents.
EDUCATION
WORK
EXPERIENCE
AMANDA CONLEY
E-mail:
University of Connecticut, Storrs, Connecticut
Master of Science - Accounting
The Art Institutes International Minnesota, Minneapolis, Minnesota Bachelor of Science in Graphic Design/Advertising
Major: Graphic Design/ Advertising
Purdue University, West Lafayette, Indiana
Major: Health Science
CFO July 2021 - Present
Lions Heart Santa Ana, California
• Oversee accounts payable and accounts receivable as well as process payroll bi-monthly and oversaw the 990 process
• Preparation and distribution of monthly financial statements to board, senior management with a comprehensive analysis of actual performance against existing plans, forecasts and budgets. • Responsible for the quarterly budget as well as rnonlbJy rcforecasts • Closely manage and forecast company's cash flow as wel I as capital expenditures • Responsible for all HR matters for employees
• Manage external financial relationships including legal counsel, auditors, tax partners, state re rlators while continually looki.g_ for wa)'.S to strengthen overall financ~I _performance Finance Manager December 2016 - June 2021
Lions Heart Santa Ana, California
• Prepared month-end reconcilialions of all balance sheet accounts and month-end financial reporting
• Prepared annual budget for the company, including capital budget, cash forecasts, etc. • Managed account payables, reviewed and approved all payments, and managed the 1099 process
• Provided schedules and analysis for regular board of director meetings and as needed by management teams
• Prepared quarterly and year end Director and Board of Director reports Accounts Receivable Accounting Clerk October 20 I 8 - March 2020 I farvey & Company, LLC Newport Beach, Californ ia
• Communjcate with clients Lhat have past-due accounts, out of sequence invoice payments, or have ended their retainers
• Reconcile the accounts receivable ledger to ensure that all payments are accounted for and properly posted
• Analysis ofretainers: average days to pay, payment method, and frequency of pay • Oversee and collect accounts receivable with clients by telephone, email, and mail • Maintain billing schedule, send out invoices that are due, tie to Aging Summary, ensure credits and collections are applied, and uncollected amounts are accounted for • Upload any client emai ls to QB and add corresponding notes Finance Accountant
Precision Sports Therapy
• Responsible for financial planning and accounting practices Januruy 2012 - October 20 18
Newport Beach, California
• Experience with health care policies and reimbursement practices • Study and interpret financial trends; plans and recommends course of action to meet desired targets
• Oversees the Health Information Management runclion, ensuring the practice is compliant with all coding guidelines
Advertising and Promotions Manager June 2008 - December 2010 Orange County Museum of Art Newport Beach, California
• 1n charge of organizing all national and regional advertising (print, online, on-air) • Designed print advertising that was featured in Artforum Magazine, Riviera Magazine, The Orange County Register, Coast Magazine, and OC Weekly
• Created print materials for Target Free Second Sundays • Assisted the Director of Communications with press releases and media contacts • Helped organize and plan opening night events for the museum's exhibits and other events throughout the year (member dinners, Art Auction, Art of Dining) • Oversaw the editing, layout, and production of quarterly newsletter • Was responsible for gathering quotes from print vendors and overseeing the production of print materials
• Worked together with various local companies to form promotional partnerships Marketing Coordinator March 2008 - June 2008
Riviera Magazine Costa Mesa, California
• Assisted the Marketing Director and Publisher
• Aided sales team by providing personalized assistance to each sales person and their accounts • Helped organize and plan events
• Was responsible for contacting clients and collecting information for page layouts Channel Marketing Specialist May 2006 - March 2008
SVG Distribution Newport Beach, California
• Completed professional presentations to existing and prospective clients • Aided sales team by providing personalized assistance to each sales person and their accounts • Designed and produced packaging and displays
• Created seasonal promotional ideas and corresponding packaging • Remerchandised several video game department sections to help improve consumer sales • Conducted research to increase business relations with clients • Approved outgoing artwork and worked with vendors
Marketing Project Manager June 2005 - May 2006
COKeM International Plymouth, Minnesota
• Assisted Marketing Director with all marketing projects. Demonstrated problem solving, communication and program facilitation, and experience in a complex organizational environment
• As a liaison between the sales team and the company, was responsible for making sure sales was fully prepared prior to meetings with clients by providing them with the necessary sell sheets, product information, and mock-ups
• Provided customer service for sales team and their accounts including Best Buy, Wal-Mart, Sam's Club, and Brandsmart
• Traffic manager for the creative department. Help to facilitate projects by using design and marketing experience
• Responsible for vendor management through professional, respectful relationships • Manage program budgets and negotiate best cost from all vendor partners • Create purchase orders and submit reorders to manage inventory control • Coordinated and scheduled meetings for the marketing department • Research and implement merchandising trends including signage and promotions Technical Skills
• Proficient in MS Word, Excel, PowerPoint, Outlook
• Tableau course completion for lntro Data Visualization, working towards certification • Financial and operational reporting
• General ledger accounting