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Manager Sales

Location:
San Francisco, CA
Salary:
120k
Posted:
February 07, 2017

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Resume:

MARY FINLEY

EXPERIENCE

**/**-*/** ****** Inc., San Francisco, CA - Founded in 2008, Twilio Inc. (“Twilio”) is an API company that provides web services and tools that developers can use to send and receive text messages, make and service calls, and embed VoIP calling into web and native mobile applications. Twilio is privately-held and has over 400 employees with offices in San Francisco, Mountain View, New York City, London, Dublin and Estonia.

Senior Paralegal

Hired as first paralegal, responsible for managing all aspects of contract administration, corporate governance, stock plan administration and general corporate/securities paralegal responsibilities. Demonstrated a zealous attention to detail, with good judgment, business savvy and a head for the big picture.

• Managed form agreements and all contract documentation. Negotiated and processed NDAs, consulting and miscellaneous service agreements. Built and maintained commercial contracting tools and processes. Established processes to document compliance with contractual obligations.

• Maintained legal email alias and handled all aspects of response to requests, subpoenas and demands.

• Assisted with the preparation of materials and minutes for Board of Directors and its committees, including drafting unanimous written consents and maintaining corporate records.

• Maintained the minute books and ensured completion of the annual filing requirements for Twilio and its subsidiaries. Formed and maintained new entities in EU countries, Ireland and Cayman Islands.

• Assisted in due diligence and other corporate matters in connection with potential acquisitions. 4/09-10/14 Essex Property Trust, Inc., (BRE Properties, Inc. merged into Essex on 4.1.14) San Francisco, CA

Essex Property Trust, Inc., an S&P 500 company, is a fully integrated real estate investment trust (REIT) that acquires, develops, redevelops, and manages multifamily residential properties in selected West Coast markets. Essex currently has ownership interests in 234 apartment communities with an additional 14 properties in various stages of active development.

Consultant 6.30.14 – 10.31.14

Manager of Risk and Legal Affairs 4.1.14-6.30.14

Director of Risk and Legal Affairs and Assistant Corporate Secretary 2011-3.30.14 Manager of Risk and Legal Affairs 2010-2011

Paralegal 2009-2010

Responsible for securities transactions, contract management, risk management and general corporate work for public REIT and its subsidiaries. Reported directly to the General Counsel and managed a Legal Assistant and Claims Coordinator.

Corporate Maintenance and Board Support

• Involved in all aspects of public company corporate maintenance including certain aspects of stock administration, 1934 Act and interaction with brokers regarding restricted securities transactions and insider trading. Educated employees and directors on the company’s Insider Trading Policy. Obtained licenses, FBNS and permits for entities, name changes, domestic formations, foreign qualifications or dissolution/withdrawal/ cancellations. Drafted and placed in final Minutes, resolutions, consents and other entity documents, incorporate/formed new legal entities, and maintained a list of the company’s entities and key data.

• Assisted in drafting, preparing and distribution of board meeting and certain board committee meeting materials. Provided schedules, Board and Officer related information to Finance Department in connection with 10Q and 10K filings with the SEC. Assist outside counsel with preparation and filing of Registration Statements, Quarterly ATM, Annual Proxy Materials and Form 8Ks.

• Managed the business relationships with the internal and external auditors in connection to risk matters, ERM, OGC and corporate secretary functions.

Contract Management

• Reviewed, drafted and supported the negotiation of vendor contracts including NDAs, inbound and outbound software licenses and professional services agreements. Ensured that transaction terms and conditions are consistent with business objectives and company policies. Prepared standard form templates, processed and policy documents for commercial and licensing transactions and developed and improved internal processes. Provided guidance and training to Property Operations, Development and Procurement to support vendor agreement standardization. Assisted in creation of contract database oversaw and maintained the index and electronically filed all contracts.

Risk/Safety Management

1 176 19th Avenue San Francisco, CA 94121 415-***-**** acypir@r.postjobfree.com MARY FINLEY

• Coordinated submission and binding of appropriate coverage for all lines for a Multifamily/Retail assets and Development Projects (including builders risk, wrap-up and OCIP policies) with outside broker. Managed the submission and binding of workers comp policy with outside broker. Managed relationships with third party service providers including brokers, insurers and other TPA’s. Review Insurance requirements contained in vendor contracts and loans. Administer the master insurance program, including accumulating information for the renewal process. Generated and maintained policies and procedures for insurance compliance issues throughout the organization. Identified and prioritized risk management, information security, and compliance risks and recommended mitigating controls.

• Drove the development and communication of policies, procedures, and plans to internal stakeholders regarding security and risk management best practices and applicable laws and regulations. Assisted in development and executed strategic plan for governance, risk, safety and compliance. Outside Counsel Management/Litigation Management

• Received all SOPs and reviewed same with GC. Worked with outside counsel and TPA when necessary and coordinated defense of operations-related lawsuits. Attended Mediations, Arbitrations and court appearances on behalf of the company with certain or limited authority. Responsible for all litigation holds, culling e- discovery and due diligence materials. Organized production of documents, correspondence and responses with outside legal counsel. Worked with Property Management to prepare and defend small claim actions.

• Supported the development and drafting of policies and procedures for the administration of the company’s legal services and certain aspects of internal and external collection practices.

• Researched and monitored multifamily/REIT legal issues/trends and worked with the Property Operations Department to ensure compliance at properties.

• Super User/Administrator of Diligent Boardbooks, Serengeti, Prolaw, RR Donnelley Venue, ICE and creation/ execution of internal Incident Reporting System.

Other

• Supported several United Way campaigns and regional community outreach programs on behalf of BRE. Mentored 2 interns and participated in back to work and intern programs for under privileged youth and/or adults.

10/02-03/09 JF Group, San Francisco, CA

Principal and Director of Sales

Founded and managed successful search and staffing company.

• Managed cross-functional virtual team, which included sales, marketing, legal and finance to execute product launch plans and address operational issues.

• Communicated well at all levels in a clear and concise manner. Confident in all settings when advising/ partnering with business partners. Proven organization skills –with the ability to prioritize effectively and manage multiple tasks in an environment with competing demands.

• Experienced with full life cycle recruiting including demonstrated expertise in advanced internet searching, candidate and client referrals, networking, cold calling, trade shows and in-house database. Negotiated offers of employment and sensitive salary matters between candidates and clients.

• Supported community outreach events and counseled men and women back to work through local nonprofit programs.

10/98-6/02 Special Counsel, San Francisco, CA

Director of Business Development/Office Manager

• Exceeded annual projections and sales goals each year. No. 1 gross profit producer for San Francisco legal office and 1999/00 No. 3 and 2000/01 No. 2 gross profit producer nationwide, while working a 3 day work week.

• Responsible for overall legal division performance, morale and day-to-day office issues, human resource and personnel matters. Supervised and maintained all aspects of office operations. Developed, coordinated and executed all client and candidate events, print advertising, marketing campaigns, and tradeshows. Reviewed, approved, processed, and reconciled all incoming invoices from vendors.

• Maintained knowledge of federal legislation, including affirmative action requirements. Directed daily/weekly staff meetings and implemented office procedures. Resolved employee grievances by implementing solutions applicable to each unique situation. Fostered positive work environments that promoted high office morale. Responsible for drafting annual budget and projections; and responded to monthly and quarterly variances

• Trained new employees on recruiting and sales policy and procedures to insure that employees maintained the company’s high standard for sales performance, client and candidate care. Continued to mentor and assist employees with their sales or recruiting efforts and programs.

• Offered and instructed free paralegal training programs and ‘34 Act compliance training to public company clients, as a client development tool.

2 176 19th Avenue San Francisco, CA 94121 415-***-**** acypir@r.postjobfree.com MARY FINLEY

• Worked directly with Hiring Managers to find the most qualified candidates for their job openings. Educated and consulted with Hiring Managers on roles and responsibilities regarding placement process and strategy on true hiring needs. Placed candidates on both a direct-hire and contract basis. Drafted and negotiated fee contracts. Negotiated offers of employment and sensitive salary matters between candidates and clients. Sales and Recruiting Director

• Recruited candidates for top Bay Area law Firms and corporations. Interviewed candidates and checked references to determine their qualifications. Provided superior candidate care and consulted with candidates throughout their job search. Maintained large network of candidate contacts and provided continued candidate care.

02/95-04/98 Pillsbury Madison & Sutro LLP, San Francisco, CA Client Development Manager

Hired as business Practice Groups’ Multi-Group Coordinator and promoted to Client Development Manager.

• Determined client support and development needs by participating in meetings with Practice Group Heads/ Managers. Determined Practice Groups’ goals and prepared a statement of objectives and business development plans. Proactively addressed issues related to business development plans.

• Identified opportunities for cross-selling the Firm’s services internally and externally. Worked closely with other Client Development Managers nationally to develop cross-selling opportunities for attorneys. Identified law firms to merge with and assisted with merger resulting in successful integration.

• Ensured that Practice Group/attorney strategic plans were met by attorney attendance at conferences and identified meeting strategic goals and objectives.

• Drafted press releases, client alerts, and internal communications under the direction of the Firm’s attorney for media contact and interfaced with contacts outside the Firm, to guide and ensure a cohesive Firm image.

• Worked effectively, cooperatively and efficiently with the Firm’s Events Manager to ensure that special events planned with attorneys were executed successfully.

• Established a network of liaisons within each office to monitor group activity in order to ensure the Firm’s cohesive marketing department effort within Practice Groups spanning four or more offices. Provided a monthly report of business development activities to the local office Management Committee. Submitted a report of these activities to the Director of Marketing.

• Responsible for training of Corporate/Securities paralegals.

• Headed up 4 large firm United Way campaigns and oversaw the Fellowship recruitment and award process for 3 years.

• Supported and identified certain nonprofit/pro bono activities for the firm to participate in and sustainable efforts/campaigns in executing same year to year with certain community partners and other for profit partners.

02/91 – 2/95 Grubb & Ellis Company, San Francisco, CA Corporate Securities Paralegal

• Responsible for securities transactions and general corporate work for both private and public companies and subsidiaries, including large refinancing and reverse stock split, mergers and acquisitions. Responsible for all input and maintenance of Corporate Secretary database.

• Involved in all aspects of public and private company corporate maintenance including stock and option administration, 1934 Act and preparation of S-8 Registration Statements and interaction with brokers regarding restricted securities transactions. Primary responsibility for preparation and filing of the Proxy Statement and coordination of the annual meeting of stockholders.

• Assisted counsel with executive compensation matters including analysis of severance arrangements and compensation due diligence for major transactions.

• Drafted, prepared and distributed monthly board meeting packages and drafted subsequent board minutes.

• Responsible for administration of Stock Option Plans including the following: prepared and tracked stock option agreements, option exercises (including early exercises), stock transfers/gifts, restricted stock plan agreement, and stock repurchases. Prepared and filed all compliance forms and back up with state and federal corporate securities laws. Managed all aspects of stockholder and /or optionee mailings and communications. Prepared and filed Forms 3, 4 & 5 for Section 16 Officers and Directors. Assisted and responded to requests made by the company’s investor relations department and transfer agent. Assisted Accounting Manager with various accounting/stock related projects. Maintained capitalization records of the company. Provided schedules and various stock related information to Accounting Department in connection with 10Q and 10K filings with the SEC. Implemented and educated employees and directors on the company’s Insider Trading Policy. Assisted outside counsel with preparation and filing of S-8 Registration Statements and Form 8Ks.

• Coordinated trademark application filings and drafted cease and decease letters to entities possibly infringing on the company’s mark.

• Reviewed and negotiated NDA, Independent Contractor, PSAs, Office Leases, and Vendor agreements. 3 176 19th Avenue San Francisco, CA 94121 415-***-**** acypir@r.postjobfree.com MARY FINLEY

• Responsible for gathering discovery and due diligence materials per the direction of in-house counsel and pursuant to the request of outside counsel.

Corporate Securities Paralegal at the following law firms: Baker & McKenzie, Palo Alto, CA

Brobeck Phleger & Harrison, Palo Alto, CA

Graham & James, San Francisco, CA

Wilson Sonsini Goodrich & Rosati, Palo Alto, CA

Additional Work History and References available upon request. 4 176 19th Avenue San Francisco, CA 94121 415-***-**** acypir@r.postjobfree.com



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