Accounting Assistant

• May 2022 - Present

Virtual Assistant

• Aug 2018 - Apr 2022

Account Tech II (Gift Processor) - NIU Foundation/Advancement Services

• May 2016 - Jul 2021

Gift Processing Functions:• Analyze, reference, and record constituent donations into the Millennium database per IRS regulations and CASE reporting standards.• Identify and record the appropriate solicitation, campaign, and memorial/honorarium coding to each contribution entered into Millennium.• Complete journals and voids to reconcile accounts and constituent records.• Generate IRS-acceptable receipts with appropriate substantiation requirements for all donations.• Reconcile gift batch totals against computer generated report totals.• Prepare and coordinate all Telefund gift activities, currently includes Data Coordinator activity of analyzing Telefund generated reports and updating biographical data in Millennium.Reporting and Analyzing:• Generate all gift revenue daily and weekly reports.• Analyze bottom line totals to batch totals.• Reconcile batch totals to file prepared for transmission to Foundation PeopleSoft ledger.• Prepare email documentation to communicate reporting exceptions to Foundation Accounting.• Generate Stewardship report, and prepare any necessary communication required. Assist Director of Advancement Services:• Check receipts – verify that the gifts have been recorded following donor intentions and IRS regulations, and that totals balance to deposit totals and batch verification sheets. • Perform the end of month reconciliation of Millennium revenue totals to PeopleSoft revenue totals.• Generate monthly gift entry and data entry metrics reports. Enter information generated from these reports into Director’s metrics spreadsheets.• Coordinate Honor/Memorial recognition. • Train and mentor gift processing staff (new hire, permanent and student). Show less

Account Tech II (Gift Processor) - NIU Foundation/Advancement Services

• Feb 2011 - May 2016

Gift Revenue Functions:• Sorted Advancement Services mail and distinguished qualified gift revenue from other transactions.• Batched gifts into appropriate batches based on analysis of backup documentation.• Prepared batch paperwork and calculated gift revenue amounts for each batch.• Prepared all bank deposits and deposited checks with desk, remote deposit.• Compared and updated biographical information in Millennium for existing constituents and added new constituents based on documentation received.• Continue to perform these duties in the absence of responsible employee.Gift Processing Functions:• Based on department need, performed gift processing functions in a limited capacity (see current role for more details), Assist Director of Advancement Services (continue these responsibilities in current role):• In absence of Director, answer phone and respond to inquiries. • Act as a daily liaison to NPR and NIU Athletics. • Assist with the maintenance of Policies and Procedures manual.• Analyze current department processes to assist in creating more efficient processes.• Assist in implementing new procedures and technologies. Show less

Program Administrative Assistant - Intercollegiate Athletics/Development

• Jan 2008 - Jun 2008

• Created and reconciled weekly financial reports for distribution to various department personnel.• Designed and managed a donor database of 2000 records; critical updates were made daily.• Coordinated and executed the annual renewal mailing to Huskie Athletic Scholarship Fund (HASF) donors.• Partnered with the ticket office to execute the football season ticket and premium seat renewal mailing.• Wrote an operations manual.• Monitored the payment status of premium seats. • Maintained Secretary III duties below. Show less

Secretary III - Intercollegiate Athletics/Development

• Oct 2005 - Jan 2008

• Acted as the front line between the HASF and donors, season ticket holders, prospects and the community by educating contributors and prospective contributors regarding HASF’s mission and explaining donor benefit opportunities. • Processed and acknowledged athletic department donations; handled $500,000 to $1,000,000 annually.• Scheduled and monitored pledge commitments; generated pledge reminders.• Managed athletic alumni and current student athlete databases of 10,000 plus names combined. • Extracted information from various databases to create reports for the HASF, sports teams, and other department personnel.• Assisted the Program Administrative Assistant with the distribution of donor related benefits.• Assisted with mailing campaigns.• Mentored new employees.• Supported special events as needed including taking reservations, hosting greeting table, set up, etc. Show less

Account Coordinator

• Jul 2001 - Jul 2004

• Managed and monitored multiple clients’ marketing programs.• Assisted Account Service Managers (ASM) in creating detailed client profiles.• Obtained, researched, and organized relevant information for each marketing campaign.• Supported ASM by acting as a driving force in the execution of agency projects.• Conceptualized and guided the design of marketing campaigns including collateral, direct mail, press initiatives (releases and feature articles), website creation/maintenance, and lead management. • Prepared materials for client meetings through the consolidation of campaign suggestions from all involved departments.• Provided creative oversight to a team of copywriters, production artists, web artists, and traffic managers to ensure projects were on target with client needs.• Supervised and coordinated the work of relevant departments to meet campaign deadlines and budget.• Proofed work received from internal departments and vendors.• Communicated daily with clients via email or phone regarding current and upcoming marketing projects.• Analyzed lead information for viability to maximize marketing investment options.• Generated copy for press releases and direct mail on an as needed basis.• Maintained Media Service Manager responsibilities as detailed below. Show less

Media Service Manager

• Sep 1999 - Jul 2001

• Aided ASM in determining the right mixture of media to reach target markets.• Researched and identified potential sources for advertising, public relations, direct mail, and e-mail campaigns.• Recommended and allocated media expenditures according to campaign requirements.• Developed and maintained targeted mailing and publications lists, as well as editorial, advertising and buyer’s guide calendars.• Negotiated favorable billing terms for the purchase of advertising space and mailing lists.• Was responsible for the submission and follow-up of press releases and feature articles.• Established and maintained relationships with advertising sales representatives, list brokers, and editors.• Contributed to the development of sales proposals.• Supported client trade show activities. Show less

Marketing Assistant

• May 1998 - Aug 1999

• Assisted in the coordination of trade shows and other company events. • Supported direct marketing efforts. • Compiled information for monthly newsletter that was distributed company-wide. • Maintained sections of the marketing Intranet site. • Produced and maintained collateral and corporate stationery. • Performed lead qualification and dissemination of information collected through Web site submissions, trade shows, advertising, and public relations efforts. • Maintained client and prospect database. • Created purchase orders and reports of department expenses. Show less

Client Services Specialist

• Jun 1996 - May 1998

• Probed customers to develop in-depth knowledge of processing needs. • Analyzed, interpreted, and translated customer information into technical processes. • Lead cross-functional teams to coordinate database builds and merge purge campaigns. • Served as a liaison between internal and external customers. • Established schedules and deadlines with customers to meet mail drop dates. • Probed customers to develop in-depth knowledge of processing needs. • Analyzed, interpreted, and translated customer information into technical processes. • Lead cross-functional teams to coordinate database builds and merge purge campaigns. • Served as a liaison between internal and external customers. • Established schedules and deadlines with customers to meet mail drop dates.