Management Financial
Resume:
TIMOTHY A. JONES, CPA/PFS
***** ****** **, ****, ** 80516
*******@*****.***
SUMMARY OF QUALIFICATIONS
Twenty eight years development, planning, and management of nonprofit organizations, foundations, and family-owned investment entities.
Comprehensive and multi-faceted understanding of investments, accounting and tax matters, and overall financial management of non-profit organizations and family-owned, investment-related entities (trusts, corporations, LLCs, etc.)
Colorado licensed CPA and active within the professional community
Dedicated manager with proven abilities in motivating, training, and growing staff to achieve company objectives
PROFESSIONAL EXPERIENCE
Owner & Principal
Timothy A. Jones, CPA/PFS
Erie, CO, 2011-Current
Free-lance consultant providing CFO level assistance to nonprofit organizations on a variety of financial matters
Contract investment consulting, tax planning & compliance for individuals, businesses and nonprofit organizations
President, CEO, Director and Trustee
Coal Creek Capital Management, Pitkin Capital Management, The Louis and Harold Price Foundation, Louisville, CO, 1999-2011
Developed and implemented strategies to consolidate assets and fund multiple family investment-related pools with assets exceeding $200 million.
Appointed trustee of diverse family trusts, exceeded performance and operational objectives through development and implementation of global investment program encompassing both public and private investments.
Achieved substantial tax benefits for all business entities through planning, implementation and oversight of tax planning and compliance measures.
Managed outside legal and auditing activities for all business entities.
Increased engagement, involvement, and knowledge of Directors and Trustees through regular formal meetings, development of improved agendas and presentation materials, increased use of technology, and strict compliance with corporate records standards.
Managed global grant-making operation within Foundation, facilitated creation of a philanthropic mission statement, tied grants to renewed family focus areas, attended frequent grantee meetings and site visits, assessed impacts of grants.
Generated savings in excess of $500 thousand per year through successful closure of sizable East Coast subsidiary operation. Assisted subsidiary staff in obtaining other employment.
Senior Vice President and Treasurer
The University of Colorado Foundation, The University Research Corporation, The University Improvement Corporation, Boulder, CO, 1989-1999
Successfully managed finance and administration divisions of Foundation with assets in excess of $500 million and an annual operating budget of $20+ million. Supervised and directed productivity and training of more than 30 full-time staff members.
Restructured endowment investment program of more than $400 million through introduction of new asset classes, low cost passive strategies, and significant improvement of risk and return characteristics.
Developed innovative, tiered investment strategy for a significant short-term portfolio ($40+ million), enhancing yields and total returns.
Saved Foundation external fees in excess of $150 thousand through movement of charitable trust management and administration process in-house, and introduction of numerous automated processes.
The Kansas University Endowment Association, Lawrence, KS, 1985-1989
Mize Houser & Co. CPAs, Topeka, KS, 1984-1985
Deloitte Haskins & Sells CPAs, Kansas City, MO, 1983-1984
PROFESSIONAL DEVELOPMENT
Colorado Licensed CPA
Certified Personal Financial Specialist (PFS)
Chartered Financial Analyst Institute (CFA Level 2 Candidate)
Published Author and Speaker on Variety of Financial Matters
EDUCATION
Bachelors of Science
Accounting, Business Administration
University of Kansas
1983
Endowment Institute I
Harvard University
1997
Endowment Institute II
Yale University
2002
Graduate course work completed
University of Kansas, University of Colorado and Regis University
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