
Mathew Potter
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About me
Financial Strategist | Accounting and Finance
Education

Sierra College
-Associate of Science - AS Business Administration and Management, General
Sierra College
-Associate of Science - AS Social and Behavioral Sciences
Sonoma State University
2015 - 2017Bachelor’s Degree Business FinanceActivities and Societies: Athletic Scholarship Golfer; Nike Golf Instructor; Graduated with honors; Finance Club
Experience

Oquirrh Hills Golf Course
Mar 2008 - Dec 2010Outside Service
Auburn Valley Country Club
Jun 2013 - Aug 2015Pro Shop Assistant- Opened and closed the pro shop- Opening duties included: Ensure the opening till money is correct, checked in tee times and sold inventory.- Closing duties included: Counted the days’ proceeds, balanced the till and verified the inventory.

Nike Golf
May 2016 - Aug 2016Nike Golf InstructorAs a Nike Junior Golf Camp Instructor, I lead numerous groups in different activities to build team building and instructed juniors on the fundamentals of golf.

Sonoma Raceway
Apr 2017 - Jun 2018Ticket Sales Coordinator and Staff TrainerI answered phones to help customers fulfill their ticket orders and was in charge of training new seasonal representatives in phone services, time sheets, and online services.

Signature Analytics
Nov 2018 - Oct 2019Staff AccountantSignature Analytics is a outsourced fractional CFO and accounting firm, providing a custom approach to onsite accounting, financial, and business advisory services. Comprised of accounting and finance experts, our team of Accountants, Controllers, and CFOs provide a small and mid-sized companies with the benefits of a full finance and accounting department, at a fraction of the cost. Our team works on or off-site to meet the individual needs of a company. We work by either augmenting the existing internal staff or by serving as the entire accounting and finance department.Our service include:-Improving processes and controls to reduce fraud and enhancing efficiency -Developing better financial reporting to run your business-Establishing sophisticated financial and operational analytics to make better business decisions-Help business owners improve cash flows, overall performance, and achieve their goals-Manage the accounting function in your business to allow you to focus on value-add activities Show less

Riverside Golf Course & RV Park
Mar 2020 - Nov 2020Pro Shop AssistantI was responsible for opening and closing the pro shop and performing opening and closing duties including counting the day's proceeds, balancing the till, and verifying the inventory.

Boys & Girls Club of Lewis County
Jan 2021 - Apr 2022Membership Marketing CoordinatorAs a Membership and Marketing Coordinator at Boys and Girls Club, I am responsible for promoting the organization's mission, increasing membership, and developing strong relationships with the community. My work involves creating and implementing membership recruitment and retention strategies, developing and executing marketing campaigns, and managing social media and other digital channels.Key Responsibilities:Develop and implement membership recruitment and retention strategiesPlan and execute marketing campaigns that promote the Boys and Girls Club brand and programsManage social media and other digital channels to engage with members, families, and the communityDevelop and maintain positive relationships with members, families, and community partnersAnalyze and report on membership and marketing metrics to inform program and outreach effortsCollaborate with other departments to ensure consistency in messaging and brandingSkills:Strong marketing and communication skills, with experience in digital marketing and social media managementExcellent interpersonal and relationship-building skillsExperience in membership recruitment and retention strategiesAbility to analyze and report on data to inform program and outreach effortsFamiliarity with Boys and Girls Club programs and mission Show less

JR286
Apr 2022 - Jan 2023Pricing AnalystAt JR286, a global leader in the sporting goods industry specializing in design, development, manufacturing, and commercialization of branded and licensed sports equipment and accessories, I develop and maintain pricing strategies and tactics across all global regions. Working with North America and International Sales, I deliver desired business outcomes and recommend pricing solutions through pricing analytics. Skills include Pricing Analysis, Pricing Strategy, Oracle Database, and Process Improvement. Show less

Boys & Girls Club of Lewis County
Mar 2023 - Oct 2024As the Director of Finance and Resources at the Boys & Girls Club of Lewis County, I lead the strategic financial planning and resource management initiatives to support our mission of empowering youth. My responsibilities include overseeing financial operations, managing budgets, securing funding, and fostering partnerships that enhance the organization's impact. I collaborate with the executive team to ensure financial sustainability and drive the growth of our programs. Additionally, I oversee the planning and execution of our three major fundraising events, ensuring their success and maximum impact.Key Responsibilities:Develop and implement strategic financial plans to support organizational goals.Oversee budgeting, forecasting, and financial reporting processes.Manage donor stewardship and engagement to secure ongoing funding.Lead grant writing efforts and manage the full lifecycle of grants.Foster relationships with community leaders, funders, and other stakeholders.Ensure compliance with financial regulations and organizational policies.Plan and execute three major fundraising events annually, driving significant contributions to support our programs. Show less As a Club Director at the Boys and Girls Club, I oversee daily operations, manage programactivities, and supervise staff and volunteers to ensure a safe, welcoming environmentfor all members. My role includes planning programs that promote youth development,building strong relationships with families and community partners, and ensuringcompliance with organizational standards. I am skilled in leadership, organization, andcommunication, and I am dedicated to fostering positive youth outcomes. Show less
Director of Finance and Resources
Sept 2023 - Oct 2024Club Director
Mar 2023 - Sept 2023

ELEMENT ERGO, LLC
Oct 2024 - nowAccounting Specialist● Daily invoice management: Creating invoices, emailing to customers● A/R duties: Receiving customer payments via check, ACH, credit card● A/P duties: Payables to our vendors via check or credit card● Bank and credit card reconciliations● Various weekly and monthly reporting● Monthly customer statements and monitoring of customer accounts● Monthly commissions for independent sales representatives● Product cost analysis● Month close procedure
Licenses & Certifications

CPR/AED/First Aid
Health & Safety InstituteSept 2021- View certificate

Real Estate Analytics
LinkedInAug 2021
Volunteer Experience
Teen and Activities Coordinator
Issued by Boys & Girls Clubs of America on Feb 2021
Associated with Mathew Potter
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