Accounting, Finance, Operations and Strategy
Resume:
MARSHALL MAYOTTE, CPA, CFP
*********@*****.***
EXPERIENCE
EL CAMINO REAL CHARTER HIGH SCHOOL Los Angeles, CA Chief Business Officer July 2012 – Present (June 2017)
Oversee the finances, accounting, expansion, governance, payroll, operations and strategic planning of a
~3,700 student high school with over 250 employees and ~$38MM in revenue
Apply business management and economic theories to identify and implement efficient cost savings from operations (~$21MM in the first five year of operations, or more than 50% of annual revenue) for a school that is in the bottom 5% of high school funding, and has one of the highest average teacher compensation (>$90K/year), in the entire state of California
Review policies, procedures, general ledger, financial statements, feasibility plans, budgets, financial reports, tax returns, request for proposals, contracts and legal documents
Work with the administrators, staff, parents, consultants, back office accountants, vendors, advocacy / community groups and other stakeholders to push for new initiatives, operational changes and facilities EXCELLENT EDUCATION DEVELOPMENT, INC. Los Angeles, CA Senior Vice President, School Finance April 2006 – June 2012
Guided and played a significant role in the leadership group that successfully converted El Camino Real Charter High School, Clayton Valley Charter High School and Birmingham Community Charter High School from public schools to independent charter schools through hostile parents, negative press and affected school districts
Acted as the part-time CFO and COO to five charter schools with total revenues of ~$70MM and over 600+ employees with only a staff of five with no financial losses, furlough days, and salary reductions during the recession that saw over 15% cuts to education
Planned two school facility expansions with assistance in obtaining financing BIO-ENERGY, INC. Los Angeles, CA
General Manager/Controller October 2000 – June 2004
Established operational standards and procedures, which reduced backorders, minimized lead times, and improved quality control to its primary customer, a $1.5B global health products company
Performed market research on promotions and pricing in order to manage production by utilizing financial calculations such as economic order quantity, sales forecasts, safety inventory, and demand elasticities
Launched new products (e.g. cosmetics, and athletic wraps) into the North American and European markets BDO SEIDMAN, LLP Los Angeles, CA
Senior Tax Consultant March 1998 – September 2000
Created a tax incentive business model which generated over $1.5M of tax benefits during a 6-month period which triggered the beginning of dozens of “copycat” tax consulting firms
Applied the ruling of two court cases to a multi-state corporation that led to over $1MM in savings by re- apportioning sales that affected the income tax calculation
Prepared and reviewed individual, corporate and partnership tax returns KPMG PEAT MARWICK, LLP Los Angeles, CA
Tax Specialist June 1997 – February 1998
Provided tax reducing consulting services to clients such as Citibank, Wells Fargo Bank, Home Savings of America, Vitesse Semiconductor Corporation, Far East National Bank, and California Federal Bank
Modified and improved existing tax credit and allocation calculations that saved staff time and reduced tax liabilities for multi-state businesses, companies located in incentive zones and organizations with independent contractor issues by as much as 20% from previous methods
Accrued the second highest chargeability among associates and seniors in the Los Angeles, Orange County and Warner Center state and local tax groups
PART-TIME EXPERIENCE & OTHER ACTIVITIES
UCLA EXTENSION Los Angeles, CA
Instructor September 2010 – Present
Teach students that are interested in understanding the financials of a charter school to better understand benchmarks, key performance indicators, and cost structures in order to improve their decision making MARSHALL MAYOTTE CPA CFP (AKA: MAYOTTE MGMT. GRP, INC.) Los Angeles, CA President August 2004 – Present
Provide tax consulting and financial planning advice to clients
Calculate tax incentives for businesses located in economically depressed areas of California NEW WEST CHARTER SCHOOL Los Angeles, CA
Board Member (Community Representative) September 2015 – Present
Serve as a board member to oversee the governance of a high performing (e.g. California Distinguished School), but low funded 6 through 12 charter school. CHARTER LIFE (FKA CCSA EMPLOYEE WELFARE BENEFIT TRUST) Sacramento, CA Board Trustee October 2010 – Present
Serve as a board trustee of an employee benefit trust designed specifically to provide high quality insurance to charter schools spread throughout California
ECRA PSERHBT Los Angeles, CA
Board Trustee June 2015 – December 2016
Served as a board trustee of the El Camino Real Alliance Public Employee Retirement Healthcare Benefits Trust that oversees the retiree benefit savings for El Camino Real Charter High School INSTITUTE FOR THE STUDY OF EDUCATIONAL ENTREPRENEURSHIP Los Angeles, CA Case Writer September 2004 – June 2005
Wrote case studies and teaching notes for a textbook on social entrepreneurship EDUCATION
UCLA ANDERSON SCHOOL OF MANAGEMENT Los Angeles, CA M.B.A. (Finance and Marketing concentrations) June 2005 USC, MARSHALL SCHOOL OF BUSINESS Los Angeles, CA
M.B.T., Business Taxation May 1997
UNIVERSITY OF CALIFORNIA AT LOS ANGELES Los Angeles, CA B.A., Business-Economics June 1996
Minor, Accounting
BOSTON COLLEGE, LYNCH SCHOOL OF EDUCATION Chestnut Hill, MA Major, English and Secondary Education / Minor, Philosophy January 1992 – May 1993 UCLA EXTENSION Los Angeles, CA
Certificate of Personal Financial Planning September 2008
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