Experience

The Rockefeller Foundation

• United States
• Non-profit Organizations
• 300 - 400 Employee

• Manager, Grant Data and Systems, Grants Management

  • Nov 2022 - Present



Local Initiatives Support Corporation (LISC)

• United States
• Non-profit Organizations
• 500 - 600 Employee

• Senior Development Officer, Data Management

  • Apr 2022 - Nov 2022

  Design and maintain user trainings and guides for Salesforce. Design and implement Fundraising Dashboards and advise other business units on dashboard and report design. Serve as the primary resource development point of contact for IT, Field Excellence, Accounting, and national programs to maintain quality of fundraising and constituent data. Identify and implement system improvements. Support internal compliance. Collaborate with Finance in production and tracking of fundraising budgets. Manage the daily work of an Assistant Development Officer. Maintain and produce fundraising board metrics in collaboration with Senior Management. Create complex reports tracking fundraising strategy across multiple local offices, programs, and priority areas. Show less

• Private Grants Database Analyst

  • Jun 2019 - Apr 2022

  Manage the entry and reporting of all Private Revenue. Work closely with Accounting and IT to reconcile payments and maintain data integrity. Prepare and run all user trainings on fundraising with Salesforce. Work with 35+ field offices and multiple national programs to track and report on grants and donations. Prepare and maintain accurate metrics for board memos.



The Boston Foundation

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

• Research, Reporting and Data Manager

  • Sep 2018 - Jun 2019

  Manage Prospect Research profiles, track gifts and grants in and out of funds, track and report out on opportunity pipelines. Manage and Create Reports and Dashboards in Salesforce. Manage and analyze contacts, duplicates, and general constituent data integrity. Work on internal technology team to implement new technologies and Salesforce Apps. Utilizing: Salesforce NPSP, FoundationPower, Pardot, Conga, Fonteva, Constant Contact, Outlook, Microsoft Office Suite, LexisNexis, Guidestar, Foundation Center, DonorFirst Show less

• Leadership Giving Associate

  • Sep 2017 - Sep 2018

  Support for Planned Giving Program, Annual Campaign, and Leadership Giving Team. Create prospect research profiles, track gifts and grants in and out of funds, track and report out on opportunity pipelines. Work with the Salesforce NPSP transition team, building reports and dashboards for the Philanthropy Group to utilize. Utilizing: Salesforce, FoundationPower, Constant Contact, Outlook, Microsoft Office Suite

• Development Assistant

  • Feb 2017 - Sep 2017

  Support for the Annual Campaign, Senior Director of Leadership Giving and Planned Giving. Event and administrative support for fundraising and development activities.



Celebrity Series of Boston

• United States
• Performing Arts
• 1 - 100 Employee

• Office Coordinator

  • Mar 2016 - Feb 2017

  Office Management, Supplies Czar, Tech Support Liaison, Receptionist, Printer Problem Solver, Phone Line Maintenance, Box Office Support, Ticket Sales, Internal Events Coordinator, and Customer Service. Utilizing: MindShift Cloud Services, Microsoft Office Suite, Tessitura Software, Toshiba Voicemail Interface, and Neopost. Office Management, Supplies Czar, Tech Support Liaison, Receptionist, Printer Problem Solver, Phone Line Maintenance, Box Office Support, Ticket Sales, Internal Events Coordinator, and Customer Service. Utilizing: MindShift Cloud Services, Microsoft Office Suite, Tessitura Software, Toshiba Voicemail Interface, and Neopost.



Massachusetts Institute of Technology

• United States
• Higher Education
• 700 & Above Employee

• Accounting Assistant

  • Oct 2015 - Jan 2016

  Processing Procurement Card Payments, Journal Transactions, Journal Vouchers, Reconciliation, and Report building. (4 Month Contract) Utilizing: SAP, and Excel Processing Procurement Card Payments, Journal Transactions, Journal Vouchers, Reconciliation, and Report building. (4 Month Contract) Utilizing: SAP, and Excel



Earl & Brown

• United States
• Computers and Electronics Manufacturing
• 1 - 100 Employee

• Accounting Clerk

  • Oct 2013 - Jun 2015

  Accounts Receivable, Accounts Payable, New Customer set up, Account Monitoring, Data Entry, Data Management, Reconciliation, Pursuing Past due Accounts.Utilizing: Everest(CRM), Commercial Banking, and Microsoft Office Suite.

• Customer Support- Wireless

  • Feb 2013 - Oct 2013

  E-commerce customer support for D2C team, tracked inventory and efficiently supplied customers with backordered products. Managed customer service for BigCommerce, ChannelAdvisor, Amazon Merchant, eBay, and various other e-commerce sales channels. Worked with manager to research new product lines and potential deal sites to run product specials.



Journey Theater Arts Group

• Beaverton, Oregon

• Class Instructor & Artistic Team

  • Sep 2013 - Mar 2015

  Syllabus creation for beginning acting, intermediate acting and improv classes. Class instructor for students ages 8-18 for 10 week sessions. Production team member as Assistant Director of Guys & Dolls Jr, and as Director of Robin Hood the Merry Musical. Syllabus creation for beginning acting, intermediate acting and improv classes. Class instructor for students ages 8-18 for 10 week sessions. Production team member as Assistant Director of Guys & Dolls Jr, and as Director of Robin Hood the Merry Musical.



Consignment Northwest

• United States
• Computers and Electronics Manufacturing
• 1 - 100 Employee

• Administrative Bookkeeper

  • Aug 2012 - Feb 2013

  Bookkeeping: Generated all AP/ AR, reconfigured all account codes to be more streamlined, credit card reporting, ran month-end bank reconciliation, sales reports and tax reports for the CPA. Administrative: Reported Payroll, answered phones and communicated effectively with potential and existing customers, maintained office supplies and office cleanliness. Inventory Management: entered all incoming furniture inventory, managed customer accounts, ran payout reports for sold furniture, created reports to notify customers of end of consignment items and massive mailers utilizing excel. Utilizing: QuickBooks, Paychex and Resale World Consignment Software Show less



Stratton Metals LLC

• Richmond, Virginia Area

• Office Assistant and Bookkeeper

  • May 2009 - Jul 2011

  Office Management: office supplies management, calendar organization, travel plans for sales team, general office operations, cashier duties, answering phones, greeting customers and running company payroll AP/AR: Input inventory as it was received with various inventory codes, ran checks for inventoried products, confirmed market pricing, ran sales and month end reports. Provided general accounting support to the owners. Utilizing: QuickBooksPro, Microsoft Office Suite, ADP, and EZLabor Office Management: office supplies management, calendar organization, travel plans for sales team, general office operations, cashier duties, answering phones, greeting customers and running company payroll AP/AR: Input inventory as it was received with various inventory codes, ran checks for inventoried products, confirmed market pricing, ran sales and month end reports. Provided general accounting support to the owners. Utilizing: QuickBooksPro, Microsoft Office Suite, ADP, and EZLabor



Christian Youth Theater- Richmond

• Richmond, Virginia

• Teaching Staff & Artistic Team

  • 2009 - 2011

  Created class syllabus for beginning and intermediate acting classes for students ages 5-18. Taught 10 week courses in acting. Participated on the Artistic Team for the production of Cinderella as the assistant director and stage manager. Served on the audition committee for casting Peter Pan. Created class syllabus for beginning and intermediate acting classes for students ages 5-18. Taught 10 week courses in acting. Participated on the Artistic Team for the production of Cinderella as the assistant director and stage manager. Served on the audition committee for casting Peter Pan.



Azusa Pacific University

• Higher Education
• 700 & Above Employee

• Theatre Office Assistant

  • Sep 2006 - May 2008

  Theater patron customer service, Season ticket sales, Venue Scheduling, Cashier, Ticket sales, Box Office Operator, Traveling drama team booking coordinator, Event planning, Venue tours and potential student program overviews. Utilizing: ProVenue, Internal Office Communications Theater patron customer service, Season ticket sales, Venue Scheduling, Cashier, Ticket sales, Box Office Operator, Traveling drama team booking coordinator, Event planning, Venue tours and potential student program overviews. Utilizing: ProVenue, Internal Office Communications