I am an experienced financial leader seeking expanded leadership responsibilities and career growth through a chief financial officer or chief investment officer position.

COMPANY	POSITION HELD	DATES WORKED
(Confidential)	Associate Vice President	1/2002 - Present
Pricewaterhousecoopers	Senior Associate, Audit And Business Advisory Services	1/1998 - 12/2001

SCHOOL	MAJOR	YEAR	DEGREE
St. Louis University	Accounting	1997	Master Degree
University of Missouri - Columbia	Music	1995	Bachelor Degree

TYPE	TITLE	URL	DESCRIPTION
Website	Stacy Lewis Daher Professional Profile	media url	Linkedin Profile

Highlights:

Built a diversified endowment portfolio performing in the top 1% of its endowment and foundation peer group for the year ended June 30, 2018, and top 2% over 15 years. Named to the Top 30 University Endowment Rising Stars list by Trusted Insight in August 2018. Completed the issuance of over $350 million in taxable and tax-exempt borrowings including the refinance of existing bonds and the issuance of new debt for capital projects, decreasing interest expense by over 10% for refinanced debt. Effectively leveraged spending and implemented cost-savings initiatives through the development of a centralized purchasing policy and led implementation of a University-wide e-procurement system. Implemented valuation standards for a diversified and complex alternative investment portfolio. Introduced new financial reporting processes to streamline the communication of progress of construction projects to University department heads and the Facilities Committee of the University’s Board of Trustees.

Companies I like:

Stanford University, Silicon Valley Bank, BlackRock, Anthem

• Accounts Receivable
• Audit
• Financial
• Financial Statement
• Footnote disclosures
• Insurance
• SEC
• Securities and Exchange Commission (SEC)
• Services
• Accounting
• investment management
• endowment management
• alternative investments
• fair value accounting
• procurement management
• financial modeling
• forecasting
• budgeting

Lead the management and accounting functions for the University’s alternative and traditional investment portfolios, including the endowment, operating funds, and bond financing proceeds. Develop, implement, and monitor long-term capital planning models, operating budget forecasts, and financial ratios for communication to external rating agencies (such as Moody’s), lenders, and the University’s Board of Trustees. Serve as a resource member of the Finance and Investment Committees of the Board of Trustees and advise and collaborate with the Chief Financial Officer and Board of Trustees to manage endowment funds, retirement plans, debt portfolio, and implement new financial policies. Serve as direct contact for external rating agencies and California Educational Facilities Authority (CEFA) and administer commercial and investment banking services across various campus departments. Conduct analysis of operating budget, cash flow, and financial statements to present findings and recommend strategies to improve financial operations and health to the Chief Financial Officer and the Board of Trustees. Participate in quarterly meetings with the accounting and budget offices to monitor the University’s operating budget.