Geneve is a highly accomplished Senior Executive, C-Suite Officer, CPA, Consultant, and Board Member with more than 20 years of success in accounting, financial services, software, insurance, and nonprofits. Leveraging extensive experience in strategic planning and organizational development, she is a valuable asset for a range of companies looking for change management, process optimization, transition, policy, and cash utilization. Her broad areas of expertise include leadership, management consulting, process improvement, financial analysis, forecasts, and reporting. She is based in Fort Collins, Colorado, and serves clients nationwide.
CAREER OVERVIEW
CFO and Treasurer: Managed most CSU Foundation departments, including IT, HR, and accounting/investments, overseeing $580M in invested assets. Assistant Treasurer and Controller: Managed the accounting department, reported to the Board, and advised on major investment strategies at UNC Foundation. Director of Investment Accounting: Tracked and reconciled $1.5B in investments and endowments for CU Foundation. Assistant Controller: Had complete G/L responsibility at Bailard, Inc.; a San Francisco-area private investment advisory firm with $2B under management. Accounting Manager: Created comprehensive bank- and Board of Directors reports for Rogue Wave – a Venture Capital-owned software leader and now a Perforce company. Senior Investment Accounting Analyst: Served as Derivatives and Impaired Securities specialist at Great-West Life and Annuities, which is a $20B publicly-reporting company. Senior Accountant (Audit): Directed staff at Frank, Rimerman & Company in audits of clients based in Northern California’s Silicon Valley region.
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DEGREE & CERTIFICATION
She has been a licensed CPA for almost 20 years, and holds a Bachelor of Arts Degree in Economics (Accounting Emphasis) from the University of California at Santa Barbara. She's also a Lifetime Member of the Golden Key International Honour Society.
- Certified Public Accountant License #0027712 in Colorado, issued 2009
- Huxley CPA Consulting LLC Firm License #5000421 in Colorado, issued 2019
- Certified Public Accountant License #79926 in California, issued 2000; cancelled in 2011 due to relocation to Colorado