Experience

Make-A-Wish Colorado

• United States
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Vice President of Finance & Operations

  • Sep 2022 - Present

  - Ensures the achievement of short-term and long-range goals for operations, human resources, financial performance, and growth. - Provides direction and day-to-day management of several key functions and departments including operations, finance, administration, and human resources. - Oversees and adjusts organizational processes and operations as necessary to ensure efficient and effective execution of policies and procedures. - Supervises, trains, engage,s and mentors the Operations… Show more - Ensures the achievement of short-term and long-range goals for operations, human resources, financial performance, and growth. - Provides direction and day-to-day management of several key functions and departments including operations, finance, administration, and human resources. - Oversees and adjusts organizational processes and operations as necessary to ensure efficient and effective execution of policies and procedures. - Supervises, trains, engage,s and mentors the Operations team. - Oversees, reviews, and maintains all aspects of the chapter's accounting functions on an accrual method of accounting including accounts payable, receivables, cash receipts, deposits, cash disbursements, in-kinds, fixed assets, depreciation, inventory, all transactions related to the general ledger, bank and investment reconciliations, etc. - Works with the leadership team to develop and manage the annual budget, long-term strategic planning, and cash flow management. - Ensures compliance with all policies, performance standards, and internal controls relating to accounting/legal, cash management, tax language for donor receipts, and investments as well as all state local, and federal regulations. - Develops, updates, implements and enforces Internal Controls and Operating Policies & Procedures in accordance with National and local policies to safeguard chapter assets and operations.

• Senior Director of Operations and Finance

  • Oct 2021 - Oct 2022

  Greenwood Village, Colorado, United States - Ensures the achievement of short-term and long-range goals for operations, human resources, financial performance, and growth. - Provides direction and day-to-day management of several key functions and departments including operations, finance, administration, and human resources. - Oversees and adjusts organizational processes and operations as necessary to ensure efficient and effective execution of policies and procedures. - Supervises, trains, engage,s and mentors the Operations… Show more - Ensures the achievement of short-term and long-range goals for operations, human resources, financial performance, and growth. - Provides direction and day-to-day management of several key functions and departments including operations, finance, administration, and human resources. - Oversees and adjusts organizational processes and operations as necessary to ensure efficient and effective execution of policies and procedures. - Supervises, trains, engage,s and mentors the Operations team. - Oversees, reviews, and maintains all aspects of the chapter's accounting functions on an accrual method of accounting including accounts payable, receivables, cash receipts, deposits, cash disbursements, in-kinds, fixed assets, depreciation, inventory, all transactions related to the general ledger, bank and investment reconciliations, etc. - Works with the leadership team to develop and manage the annual budget, long-term strategic planning, and cash flow management. - Ensures compliance with all policies, performance standards, and internal controls relating to accounting/legal, cash management, tax language for donor receipts, and investments as well as all state local, and federal regulations. - Develops, updates, implements and enforces Internal Controls and Operating Policies & Procedures in accordance with National and local policies to safeguard chapter assets and operations.

• Director Of Philanthropy

  • Jul 2016 - Oct 2021

  • Directs individual and corporate giving, annual giving, stewardship, cultivation and chapter communications. • Oversees a major gifts program that includes leveraging existing donors, identifying new prospects, and stewarding supporters. • Executes a strategy for corporate engagement and fundraising, focused on renewing/enhancing previous engagement and developing new relationships with target corporations. • Completes all components of an individual annual giving program within… Show more • Directs individual and corporate giving, annual giving, stewardship, cultivation and chapter communications. • Oversees a major gifts program that includes leveraging existing donors, identifying new prospects, and stewarding supporters. • Executes a strategy for corporate engagement and fundraising, focused on renewing/enhancing previous engagement and developing new relationships with target corporations. • Completes all components of an individual annual giving program within National compliance guidelines. • Implements a structured, strategic stewardship program to ensure that donors have a positive giving experience that will encourage them to give again in the future and communicate a positive experience to other prospective donors. • Ensures excellence in relationship management. Work with the CEO and individual Board of Directors/Advisory Committee members (as appropriate) to best cultivate relationships. • Manages a Principal Gifts Officer and Communications Manager. • Design the type and frequency of donor communications to keep donors informed and engaged • Identify long-term development initiatives and prepares timelines and strategies for successful implementation. • Monitors monthly revenue statements, and prepares alternate plans of action when necessary to meet overall financial goals. • Provides strategic direction to and implementation of the Chapter’s overall development program

• Associate Director of Philanthropy

  • Feb 2015 - Jun 2016

  Greenwood Village, CO

• Development Officer

  • Dec 2013 - Jan 2015

  Greenwood Village, CO



University of Colorado

• United States
• Higher Education
• 700 & Above Employee

• Annual Fund Manager

  • Jan 2011 - Dec 2013

  Greater Denver Area - Cultivated existing annual fund (or similar size) donor relationships with the intent of sustaining and increasing the relationship with the donor. - Worked to enhance the performance of our student caller telemarketing program, increase the effectiveness of our direct mail solicitations to alumni and parents, and educate our constituency and university partners about the importance of annual giving. - Responsible for securing and approving the necessary calling materials from… Show more - Cultivated existing annual fund (or similar size) donor relationships with the intent of sustaining and increasing the relationship with the donor. - Worked to enhance the performance of our student caller telemarketing program, increase the effectiveness of our direct mail solicitations to alumni and parents, and educate our constituency and university partners about the importance of annual giving. - Responsible for securing and approving the necessary calling materials from schools/colleges/programs for the telemarketing program. - Worked with the Annual Giving team to create and produce the direct mail solicitations throughout the fiscal year. - Updated donor database with notes, strategic plans, contact reports, tasks, etc. to ensure most current and relevant information is available. Show less



Benchmark Resorts and Hotels

• United States
• Hospitality
• 300 - 400 Employee

• Golf Management Intern/Assistant to Golf Professional

  • Apr 2003 - Jan 2011

  - Aided in the preparation for and implementation of Club and Resort golf tournaments and outings. - Managed a team of service attendants ensuring first-rate customer service. - Assisted Head Golf Professional and Merchandiser with merchandising duties. - Maintained the Golf Handicap computer and associated records.



Wells Fargo

• United States
• Financial Services
• 700 & Above Employee

• Service Manager

  • Jun 2006 - Apr 2010

  - Processed personal and commercial transactions, including daily cash handling of up to $40,000. - Identified and fulfilled customer solutions through bank services, products and sales referrals. - Conducted transaction approvals, teller training, teller supervision, and workflow scheduling. - Handled compliance of audit operations and regulatory issues. - Provided prompt quality customer service. - Responded to inquiries/problems and handled more complex customer… Show more - Processed personal and commercial transactions, including daily cash handling of up to $40,000. - Identified and fulfilled customer solutions through bank services, products and sales referrals. - Conducted transaction approvals, teller training, teller supervision, and workflow scheduling. - Handled compliance of audit operations and regulatory issues. - Provided prompt quality customer service. - Responded to inquiries/problems and handled more complex customer services/transactions. Show less



JPMorgan Chase & Co.

• United States
• Financial Services
• 700 & Above Employee

• Personal Finanial Representative

  • Dec 2008 - Jul 2009

  - Sold retail banking products and services to customers and prospects. - Provided a broad base of financial and credit services with the goals of acquiring 100% of the customers’ business. - Developed and maintained customer relations while using profiling analysis tools to identify cross sell opportunities. - Provided assistance to customers with service related issues.



Miles 4 Smiles

• Executive Officer

  • Oct 2005 - Aug 2007

  - Enhanced organization’s through consistent relationship building and strategic partnerships. - Maximized relationships with existing network of businesses and community leaders in the Greeley area. - Coordinated several marketing/promotional events designed to further expose our organization to the surrounding community. - Assisted in the extensive preparation and implementation for our annual charity race. - Assisted in the recruitment and management of Miles 4 Smiles volunteers.



1st Bank

• Personal Banker

  • May 2005 - Feb 2006

  - Sold retail banking products and services to customers and prospects. - Provided a broad base of financial and credit services with the goals of acquiring 100% of the customers’ business. - Developed and maintained customer relations while using profiling analysis tools to identify cross sell opportunities. - Provided assistance to customers with service related issues.