Director of Quality & Data

• Jul 2022 - Present

Performance Specialist

• Feb 2021 - Jul 2022

Assisted nonprofit entities and small local governments throughout Texas in implementation of the single-family HUD HOME Program to expand the supply of affordable housing through direct assistance to families. Performed initial review and approval of materials submitted by participating organizations to ensure compliance under tenant-based rental assistance (TBRA), disaster/emergency assistance (e.g. COVID-19 rental assistance), and assistance with new construction. Provided ongoing technical assistance and guidance to participating organizations, calculating income and assets to verify client eligibility for programs, resolving issues with missing or deficient documents, completing project setups, reviewing draw requests and reimbursements, and coordinating project closure.

Data Manager

• Feb 2014 - Feb 2021

Performance Reporting: Reported program outcomes and outputs for several government contracts and private grants, including a multi-year, 9-agency collaborative called the Ready Families Collaborative (RFC) that receives funding from the City of Austin. Conducted regular quality audits in collaboration with each of 10 internal programs, as well as helped prepare for external audits from grant monitors. Database Management and Tech Support: Led the transition to a new web-based client database (Apricot, made by Social Solutions). Served as liaison between Any Baby Can’s programs and the software company, arranging conference calls to discuss needs, providing input on form functionality, and facilitating training for our direct service providers and administrative staff. After this transition in 2016, continued to manage this database by creating online forms and reports, managing user access, and troubleshooting issues for 100+ employees. Served on Social Solutions’ customer advisory board in 2020 to provide expert insights into the user experience and test new features. Program Analysis & Monitoring: Analyzed and summarized annual client satisfaction survey results. Analyzed and summarized trends in client drop out and retention, pre- and post-test results, and referral sources. Worked on an interview-based HIPAA risk assessment and served on the Confidentiality & Security committee.

Data & Information Coordinator

• Aug 2013 - Feb 2014

Same duties as below; additionally, led efforts to troubleshoot data collection challenges such as frequently skipped information on intake forms, and began the process of digitizing paper records for online access. Assisted in responding to court subpoenas for client information.

Data & Information Specialist

• Feb 2012 - Aug 2013

Data entry and filing for programs serving clients in home-based medical case management and parenting education programs and literacy/parenting class participants. Kept records from referral to enrollment to program exit annually.

Tax Operations & Grants Manager

• Nov 2010 - May 2011

Managed back office operations for electronic processing of 20,000 individual tax returns for low-income families. Verified authorization paperwork, e-filed client returns with the IRS, collected acknowledgements and resolved errors and rejections. Hired, trained, and supervised seasonal staff for quality control, tax return processing, and bilingual customer service for over 3,000 inbound and outbound client calls. Created new, comprehensive policy-and-procedure manuals to document all steps required for the program’s technical, IT and logistics operations, and served as technical resource for 17 tax centers, providing answers to tax, technical, logistical and software questions throughout the season. Analyzed data for reports and program evaluation and monitored federal and private grants for reporting requirements.

Electronic Transmissions & Reporting Coordinator

• Sep 2007 - Nov 2010

Managed back office operations for electronic processing of 17,000 individual tax returns for low-income families. Verified authorization paperwork, e-filed client returns with the IRS, collected acknowledgements and resolved errors and rejections. Hired, trained, and supervised seasonal staff for quality control, tax return processing, and bilingual customer service for over 3,000 inbound and outbound client calls. Designed and conducted training for seasonal tax center managers and volunteer leaders including operations, federal regulations, and customer service. Wrote the grant application for, and managed and reported on federal funding from, the IRS (awarded $315,000 over 2 years, 3rd highest grant recipient out of 149 awardees nationally in 2010). Managed data analysis and reporting for multiple grants, including general and federal funds from two cities.

Planner

• Feb 2006 - Aug 2007

Wrote and updated several sections of the city's Comprehensive Plan, the official guide for growth and development. Scheduled meetings with departments, city council, the Mayor, and citizen groups for periodic reviews of the plan. Researched and compiled demographics and other municipal data requested by other city departments, nonprofits, and the public. Wrote and updated several sections of the city's Comprehensive Plan, the official guide for growth and development. Scheduled meetings with departments, city council, the Mayor, and citizen groups for periodic reviews of the plan. Researched and compiled demographics and other municipal data requested by other city departments, nonprofits, and the public.

Government and Nonprofit Internships

• 2001 - 2005

Internships with 2 cities and 2 nonprofits during college and graduate school. Researched grant opportunities and drafted proposals, collected community data for needs assessments, and wrote policy-and-procedure manuals for programs. • Foundation Communities (Sept 2004-Jun 2005) • City of Austin - Housing Finance Corporation (Jan-May 2004) • City of San Antonio Department of Community Initiatives (Jul-Aug 2002) • San Antonio Alternative Housing Corporation (Jan-May 2002) • City of San Antonio Department of Planning - Historic Preservation (May-Aug 2001)