Senior Manager, Finance

• Jan 2023 - Present

Manager, Finance

• Jan 2021 - Jan 2023

• Performs interim CFO and Finance Director duties for health centers based in South Carolina, Illinois, and California, including effectively developing and executing financial reporting dashboards, producing monthly reporting for the Board of Directors, managing audit preparation and cost reporting, budget and pro-forma development, overseeing accounting and billing team members, creating processes to ensure corporate compliance, and more• Leads fiscal preparation for HRSA audits, including bringing policies, procedures, contracts, sliding fee processes, budgets, and financial reporting and accounting systems into compliance under HRSA regulations• Develops financial forecasts and budgets for strategic planning purposes, capital planning, HRSA applications, grant applications, and more Show less

Senior Manager of Institutional Giving

• Dec 2019 - Jan 2021

Led institutional fundraising, accounting for over half of the organization's private revenue, including: - Over $900,000 in the initial months of the COVID-19 pandemic to support extra-budgetary expenses including hazard pay for frontline employees, emergency housing vouchers, financial assistance for young people experiencing homelessness, and more - 90% of annual $3.5 million goal within first 6 months of the subsequent fiscal year - Worked with program staff to develop new cases for support and program budgets in response to shifts in programming due to needs and restrictions emerging from the COVID-19 pandemic as well as to support the organization's strategic plan to cut youth homelessness in half by 2023 Show less

Institutional Giving Manager

• May 2018 - Aug 2019

• Oversaw all organizational grant reporting, accounting for over $9 million in annual funding • Managed an institutional portfolio of over $1.7 million in annual giving, composed of five and six-figure gifts • Developed fundraising strategy and engagement plans for remaining institutional funders (accounting for nearly $7 million in funding) by completing timely prospect research, briefs and related meeting materials, coordinating communications, and staffing funder meetings with CYW's senior leadership team • Managed a team of two consulting grantwriters to ensure timely submissions of application and reporting materials and facilitating information transfer between programs and development staff and consultants Show less

Development Manager

• May 2017 - May 2018

Successfully solicited and secured six-figure gifts, including from new funders. Managed foundation fundraising, including prospecting, creating program pitches, grant writing, and other grant fulfillment processes. Successfully solicited and secured six-figure gifts, including from new funders. Managed foundation fundraising, including prospecting, creating program pitches, grant writing, and other grant fulfillment processes.

Development & Communications Manager

• Jan 2016 - Apr 2017

As the organization's head of development and communications:• Created annual fund development & communications strategy including individual giving, grant opportunities, corporate engagement, digital campaigns, social media engagement, and client-facing communications. • Raised over $700k in funding from private foundations, corporations, and individual donors.• Led the Board of Directors and CEO in fund development & donor cultivation events and communications. • Produced marketing collateral for Brighter Beginnings newly-opened Family Health Clinics. • Managed a Development Associate and many volunteers. Show less

Development Associate

• Jul 2014 - Jan 2016

• Coordinated external communications including newsletters, appeals, social media, and website• Provided strategic planning & logistical support to Board of Directors for fund development efforts and donor engagement• Exceeded revenue targets for fundraisers, donor cultivation events, and direct appeals--including leading the organization's highest grossing fundraiser ($60k) and direct-mail appeal ($40k). • Won foundation and corporate grants for general operating & program support • Managed organization's online presence (website, social media, and fundraising pages)• Supervised the redeployment of the organization’s Salesforce system to optimize donor engagement & moves management Show less