David Fellows

Bio of David Fellows, MBA David Fellows brings over thirty years’ experience to helping businesses operate more effectively. His particular emphases are finance and information systems, areas critical to any organization’s success. As an independent consultant, some of David’s recent engagements include: • conducting the process to select a Professional Employer Organization (PEO) for a 19-person non-profit; the selection improved employee benefits and saved the company $28,000 annually. • part-time CFO for an IT consulting firm; • implementation of a construction management system, integrated with existing financial systems, for an engineering company; • prepared and filed state and federal non-profit organizational documents ; • assisted non-profit organizations with the filing of their form 990’s; • creation of a business model for a multi-entity partnership proposing a joint venture for funding; • development of an executive dashboard of KPI’s and metrics for a large fundraising organization using Clickbase software to integrate with their legacy systems; • restructured Quickbooks and related procedures for a manufacturing firm to better account for and track component and finished goods inventory and cost of goods sold; • and consulted on financial reporting, systems and operational matters. Non-profit Highlights As Chief Financial Officer of Allied Jewish Federation of Colorado and their sister Jewish Community Foundation of Colorado, David: • Led the financial aspects of planning a $300 million, ten-year community-wide capital campaign; • Negotiated a $3.5 million tax-exempt bond issue to finance the purchase of a summer camp property; • Replaced their twenty-year-old financial system and designed actionable financial reports for management and their boards of directors; • Organized a combined lay finance committee across the Federation and Foundation that for the first time in the organizations’ history looked at their operations and financials as the combined, inter-related entity that it is; • Introduced the concept of a Donor Services function, providing a single point of contact for the 5,000-plus donors into the organization. When the Federation and Foundation began planning for a community capital fundraising campaign for its major beneficiary organizations, David modeled the combined project budgets and financing options to create a scalable and flexible financial plan for the $300 million in capital needs that the initial community study b