Experience

WittKieffer

• United States
• Staffing and Recruiting
• 300 - 400 Employee

• Executive Search Coordinator

  • Nov 2021 - Present



Strategic Philanthropy, Ltd.

• United States
• Business Consulting and Services
• 1 - 100 Employee

• Philanthropic Advisor

  • Feb 2021 - Nov 2021

• Program Officer

  • Mar 2018 - Nov 2021

  Manage a portfolio of approximately 80 grantee partners across various priority areas including: environment/climate change, peace and democracy in Israel, combatting anti-Semitism, secondary education for refugee youth outside of the United States and immigrant and refugee rights in Arizona; accounting for approximately $1 Million in annual funding awards.

• Program Associate

  • Nov 2017 - Jan 2021

  -Serve as an integral part of the Client Services team, providing support around data gathering and analysis as well as facilitating grantee partner relationships for various clients, helping them make meaningful charitable decisions.-Assist staff members with client work related to grant making, legacy planning, administrative support, special projects and next generation onboarding.-Serve as Knowledge Manager for the firm, keeping staff, clients and advisor colleagues up to date on what is happening in or impacting the philanthropic sector. Show less



The Steele Foundation

• Phoenix, AZ

• Grants Administrator

  • Feb 2013 - Aug 2017

  -Supported a mission driven portfolio of approximately 50 grantee partners, spanning across multiple focus areas including: child health, welfare, education and cultural enrichment; accounting for $3.5 Million in annual funding awards. -Assisted in the annual review of 50-60 grant applications and progress reports from qualifying nonprofit organizations to determine approval/declination, grant size and renewal status. -Oversaw funding administration and deliverables of Foundation grantees, including: prepared commitment letters, grant agreements and award letters; ensured grantees and the Foundation adhere to terms identified in grant agreements; and maintained and verified payment records, reviewed invoices and recorded receipts. -Managed the Foundation’s giving database (MicroEdge GIFTS Online) to set and track grantee application/reporting deadlines, manage partnership outcomes and deliverables and generate financial and program reports. -Oversaw planning and preparation for annual Board of Director meeting, including: meeting materials and pre-reads, development and design of annual report, take and distribute meeting minutes and collect and share Board feedback. -Assisted in the rebranding of the Foundation’s mission and community giving priorities; streamlining the grant making process, which lead to launching the Foundation’s first website, which included: web design oversight, usability and content development and management. -Managed a data migration project containing 30 years of Foundation history and provided ongoing maintenance. -Served as the Assistant to the President and Director of Finance providing assistance with scheduling, meeting coordination, financial reports, assemblage of Foundation’s tax return documents, preparation of Board documents and maintained an online financial account to ensure accurate reflection of current market value. Show less



Kelly

• United States
• Staffing and Recruiting
• 700 & Above Employee

• Healthcare Credentialing Specialist

  • Sep 2011 - Oct 2012

  -Oversaw the onboarding process for new employees, including: trainings, paperwork and ongoing communication to ensure hiring satisfaction on both the employer and employee side. -Responsible for educating recruiters on proper hiring procedures. -Assisted in a procedural revamp to improve team efficiency and client satisfaction. -Maintained company database to ensure accuracy of hiring qualifications, candidate information and employee certifications. -Oversaw the onboarding process for new employees, including: trainings, paperwork and ongoing communication to ensure hiring satisfaction on both the employer and employee side. -Responsible for educating recruiters on proper hiring procedures. -Assisted in a procedural revamp to improve team efficiency and client satisfaction. -Maintained company database to ensure accuracy of hiring qualifications, candidate information and employee certifications.