Director of Advancement Information

• Feb 2022 - Present

Associate Director of Advancement Information

• Apr 2019 - Feb 2022

•Manage, train and schedule the Advancement Records staff (3 FTEs), student, and other temporary staff assigned to the team.•Provide leadership, direction and oversight to the Gift and Records team in support of all their work including: gift and pledge processing, reports, receipts, acknowledgments and reminders. •Design, establish, and maintain an organizational structure and staffing to effectively accomplish the organization's goals and objectives; recruits, employs, trains, supervises, and evaluates unit staff. •Develop the Alumni-Development database into a robust and critical tool while managing information security, accuracy and integrity of donor records. Make recommendations for improving database content and reporting formats. •Reconcile funds received with database financial reports and coordinate account/designation synchronization with the Finance Office. •Direct team regarding timeliness, procedures and accuracy of gift receipts to donors, as well as benchmarks and reports on the gift receipting process in accordance with IRS and CASE standards. •Utilize industry best practices to account for all gifts and maintain regulatory and ethical practice compliance.•Develop and manage the full scope of operations, services, gifts and information management to support of current operations and future growth. •Ensure the maintenance, safekeeping, and accessibility of permanent records of gifts, including original donor agreements, endowment fund terms, estate and trust documents, and other legal documents associated with gifts •Ensure regulatory compliance of gift administration including CASE, NACUBO, FASB, IRS. •Define, document, and ensure adherence to the business rules and data processes with the goal of using our systems in a simple, clear and consistent way. •Work with multiple Institute divisions and departments to establish projects, coordinate constituent information, report data and reconcile transaction. Show less

Assistant Director, Advancement Information Services

• Aug 2016 - Apr 2019

•Serve as the interface with the divisions, the Office of the Provost, Development & Institute Relations (DIR), and other Caltech academic/administrative offices to ensure all gift agreement related questions, concerns and conflicts are appropriately resolved and facilitated.•Serve as the DIR expert and advisor regarding gift agreements, policies and procedures.•Manage, write, and track gift agreements; working closely with development officers, Donor Services, and the Office of the Provost to ensure that the Institute can fulfill the responsibilities outlined in donor agreements, both from an acceptance and stewardship viewpoint•Utilize industry best-practices to account for all gift commitments and maintain regulatory and ethical practice compliance.•Manage the review and/or approval process for complex gift agreements and other gifts/proposals that require Institute review. Also serves as a resource to and advises Development fundraising staff on complex gift agreements.•Serve as the liaison to the Office of General Counsel to obtain their risk assessment, and feedback, on gift agreements where appropriate•Coordinate with academic units and the Office of the Provost to make certain all gift acceptances and/or donor agreements of $100K+ or those running over multiple years are vetted and approved as needed.•Oversee the tracking system for donor agreements and measure and report progress to leadership.•Work directly with DIR leadership to ensure all fundraisers are adhering to solicitation standards.•Define, documents, and ensures adherence to the business rules and data processes for DIR with the goal of using our systems in a simple, clear and consistent way. Show less

Fund Accounting Analyst

• Nov 2014 - Jul 2016

• Review compliance with donor agreements, and to advise contacts about requirements, potential risks and concerns.• Interpret Institute policies, procedures and award requirements in varying situations, and to communicate those interpretations effectively to all levels in the organization.• Prepare and monitor management reporting for use by Division Chairs, Division Administrators, campus staff and finance senior management. Ensure the accuracy of accounting for share of over 3,000 endowment and gift accounts.• Prepare periodic account reconciliations, reports and related analysis for internal use, and for external auditors.• Perform research and analysis, as well as ad hoc reporting, and make recommendations for appropriate resulting actions.• Provide campus support to faculty and staff in the processing and management of various funds, e.g. gifts, grants and endowments, in the Oracle system. This includes account set ups, budget realignments, journal entries, other related transactions, reporting, and close outs where necessary. Show less

Gifts and Records Specialist

• May 2013 - Nov 2014

Fund Analyst

• Oct 2012 - May 2013

• Reviewed and researched historical gifts, grants and endowment funds in Development database to ensure accurate recording of donor restrictions and intent. • Coordinated and updated data in the development database; coordinated output from database through various automated reports in conjunction with the Donor Relations Associate• Assisted in project management of internal fund audit under the guidance of the Donor Relations Associate• Coordinated with Financial Services and Gift & Endowment Accounting in collecting pertinent and historical documentation• Tracked fund records which require special handling and donor reporting• Audited over 800 fund records in an 8 month span to ensure proper stewardship of Institute’s donors. Show less

Elementary School Teacher

• Oct 2006 - Jun 2012

• Identified, selected, and modified instructional resources to develop diverse and meaningful standards-based lessons • Maintained effective and efficient record keeping procedures • Provided a positive environment in which students are encouraged to be actively engaged in the learning process • Communicated effectively, both orally and in writing, with students, parents, and other professionals on a regular basis • Collaborated with peers to enhance the instructional environment by creating hands-on and meaningful lesson plans • Ensured that student growth and achievement is continuous and appropriate for age group, subject area, and/or program classification. Show less