Director, Reporting and Business Analysis

• Jun 2019 - Present

Director, Business Practices

• Oct 2015 - Present

Provide strategic leadership, analysis and project management expertise for reporting and system enhancements. while applying knowledge of workflow and operating practices to data related projects.Responsible for performing analysis and documentation of demographic and gift reporting business requirements and coordination of efforts to support operations of department.Manage and implement strategic projects and play an essential role in the day-to-day methods used to retrieve data, generate reports, and write specifications for new reports and processes. Contribute to the implementation of best practices, documents decision and practices, and ensures continued upkeep of reports and documentations as policies evolve. Show less

Lead Subject Matter Expert

• Jan 2014 - Oct 2015

Serves as an advocate for the stakeholders in executing the tactical plan established by the Functional Lead to develop a solution that fulfills the stakeholders’ needs and requirements.Document and analyze the current state of business processes and propose revised and/or new business processes Create key stakeholder profiles and conduct sessions with key stakeholders and subject matter experts Proactively manage stakeholders’ requirements, expectations, and the engagement as well as level of satisfaction of the stakeholders throughout the projectServe as a resource for the business analysts and provide guidance in identifying the correct stakeholders, subject matter experts, awareness of organizational culture, and refining communication style for a specific audience.Attend facilitation, data mapping and validation sessions, review all design documents from vendor and track business process improvement opportunities Show less

Director, Donor Relations and Stewardship

• Jun 2013 - Oct 2015

Created “Science Into Art” – a unique donor recognition program for Caltech Developed and managed an internal review of endowment and current use funds that lead to the identification of over $2 million in scholarship funding that was not being awarded.Implemented the development of stewardship strategies for Top 50 donors Managed the resdesign of stewardship reports to different tiers of donorsRebuilt a non-functioning team to being functioning and restablished procedures and protocols for stewardship Show less

Interim Manager of Donor Relations

• Feb 2012 - Jun 2013

Reporting to the AVP of Development, the Interim Manager of Donor Relations was responsible for maintaining core stewardship services and events in support of Caltech's generous philanthropic partners and donors.Core services included endowment reports and acknowledgement letters to donors in order to inform them of their impact, recognize them for their investment in Caltech, and encourage them to increase charitable giving. The Manager was also charged with providing oversight to the gifts and grants coordination function within the Office of Foundation Relations. Show less

Gifts and Grants Coordinator

• Apr 2011 - Feb 2012

Managed, prepared, and submitted grant reports for for a foundation portfolio Coordinated submission of grants to the Gordon and Betty Moore Foundation and the stewardshipof all existing grant awards to insure compliance with foundation grant agreementsEnsured all information relating to grant reporting and any correspondence was accurately andtimely put into donor database, Millennium

Project Manager

• Apr 2009 - Jul 2010

Managed all stewardship activities including acknowledgments and donor relations Developed and managed weekly/monthly/year-end reporting for Annual Giving Provided donor development through identification, research and evaluation Managed direct mail solicitations of leadership giving circle donors Managed all stewardship activities including acknowledgments and donor relations Developed and managed weekly/monthly/year-end reporting for Annual Giving Provided donor development through identification, research and evaluation Managed direct mail solicitations of leadership giving circle donors

Associate Director

• May 2008 - Oct 2008

Served as counsel on capital campaigns for major institutions Conducted a feasibility study and developed a case for support as well as strategies, staffing and budget for a behavioral health system Oversaw and provided donor development through identification, research and evaluation Conducted research on prospective foundation funders and proposal writing Served as counsel on capital campaigns for major institutions Conducted a feasibility study and developed a case for support as well as strategies, staffing and budget for a behavioral health system Oversaw and provided donor development through identification, research and evaluation Conducted research on prospective foundation funders and proposal writing

Gifts and Grants Coordinator

• 2006 - 2007

Managed, prepared, and submitted grant reports for for a foundation portfolio Coordinated submission of grants to the Gordon and Betty Moore Foundation and the stewardship of all existing grant awards to insure compliance with foundation grant agreements Processed all private foundation gifts & pledges and composed acknowledgement lettersEnsured all information relating to grant reporting and any correspondence was accurately and timely put into donor database, Millennium

Stewardship Assistant

• 2005 - 2006

Coordinated the Development Office’s gift acknowledgement process, initiating, composing and tracking gift acknowledgements signed by the president and provost Provided editing and proofreading for stewardship reports, newsletters and correspondenceAssisted with the planning, coordination, and management of donor-oriented events including a three-day conference of eight university’s development departments hosted by Caltech

Assistant Director / Administrator

• Jul 1999 - Aug 2005

Worked closely with Board members, volunteers, and San Marino Unified School District staff to plan and implement strategies to increase and meet fundraising goals Developed all campaign, marketing, public relations, communications materials Coordinated major gift donor solicitations, direct mailings, and phone banks Provided daily direction and coordination of committees, volunteers, projects/events Managed and maintained donor database, Donor Perfect Worked closely with Board members, volunteers, and San Marino Unified School District staff to plan and implement strategies to increase and meet fundraising goals Developed all campaign, marketing, public relations, communications materials Coordinated major gift donor solicitations, direct mailings, and phone banks Provided daily direction and coordination of committees, volunteers, projects/events Managed and maintained donor database, Donor Perfect

Outreach Coordinator

• May 1997 - Jul 1999

Coordinated public relations and the activities with partnered organizations and businesses Planned, directed nationwide events and provided lobby training in Washington, D.C. Assisted with grant writing and grant administration Managed day-to-day operations and donor database, Filemaker Pro and Ebase Coordinated public relations and the activities with partnered organizations and businesses Planned, directed nationwide events and provided lobby training in Washington, D.C. Assisted with grant writing and grant administration Managed day-to-day operations and donor database, Filemaker Pro and Ebase