Vice President, Customer Success

• Oct 2022 - Present

Charity Navigator is America’s largest and most influential charity rater. Charity Navigator works to guide intelligent giving and make impactful philanthropy easier for all. By guiding intelligent giving, Charity Navigator aims to advance a more efficient and responsive philanthropic marketplace, in which givers and the charities they support work in tandem to overcome our nation’s and the world’s most persistent challenges. The Charity Navigator website offers evaluations of over 180,000 charities. As Vice President of Customer Success, I am responsible for creating and implementing customer success frameworks and implementing tools to ensure that all of our stakeholder groups have an experience that meets their goals and intentions. Show less

Vice President, Program Analyst Operations

• Jul 2016 - Oct 2022

As the VP of Program Analyst Operations, I hire, train and manage the members of the analyst team to ensure that all team functions are operating properly and efficiently. I am also responsible for quality control of the charity evaluations posted on the website, and work towards the continuous improvement of the charity evaluation system and process

Senior Program Analyst

• Oct 2009 - Jul 2016

As a Senior Program Analyst I was responsible for evaluating charities, leading team meetings, training and supervising new analysts, managing internal team functions and correspond with others in the sector. The evaluation of charities entails the analysis of financial data and compilation of financial ratios. A strong knowledge of the IRS 990 and non-profit accounting is imperative.

Program Analyst

• Jul 2002 - Oct 2009

Credit and Restricted Stock Analyst

• Jul 1996 - Jul 2002

As a Credit Analyst I was responsible for monitoring transactions and setting credit limits for Fidelity's stock/loan business with other broker/dealers. As a Restricted Stock Analyst I was responsible for clearing clients restricted stock for sale. As a Credit Analyst I was responsible for monitoring transactions and setting credit limits for Fidelity's stock/loan business with other broker/dealers. As a Restricted Stock Analyst I was responsible for clearing clients restricted stock for sale.