Administrative Director

• Developed and managed fiscal budget, and streamlined expense reporting process
• Managed fundraising projects, annual appeals, major gift solicitations, special events and direct mail campaigns
• Coordinated the grant writing process including preparing budgets, grant proposal, tracking funds and reporting
• Coordinated research funding projects, followed up with researchers

Director of Development

• Lead the development department in raising $1 million in annual operating funds and assisted with establishing an endowment
• Responsible for planning, implementing, and monitoring all fundraising programs and events, generating support for programs including an Internet radio station, an award-winning online magazine, grant-making and professional development programs, and information services
• Worked closely with CEO and Board in planning and executing annual and long-range fundraising strategies

Development Manager

• Responsible for all fundraising efforts, including grantwriting, meetings with funders, special events, individual donor cultivation, grants tracking and grant stewardship
• Coordination of reports to funders, including the compilation of client statistics collected by an outside research organization and via an internal client database
• Writing and editing of materials for distribution, including articles for bi-annual Newsletter, biennial Annual Report, direct mail appeal letters, and website
• Responsible for program development, coordination of staff, and outreach as co-chair of a special task force
  

Chief Financial Officer

• Established controls for receivables reducing accounts receivable by $2.2 million and reducing bad debt expense by $1.8 million
• Developed investment policies to invest $20 million in private investment. This generated an additional $75,000 of income within one year
• Instituted an internal alternative to students for payment of tuition at an interest rate of 1.5% per month, generating increased revenue of approximately $300,000
• Automated the placement of holds on accounts to eliminate erroneous refunds. This replaced a manual process and reduced labor by 20%
• Initiated a programming change to the refund process automating a three-step, three-day process to a one-step overnight process, reducing labor by 20%
• Instituted procedures and resources for the collection of past due accounts reducing the cohort default rate from 35.3% to 5.9%

Controller

• Managed $40 million loan portfolio and $20 million investment portfolio for a financial services organization that provides capital financing and advisory services to small-medium sized nonprofit organizations
• Assisted in annual budget preparation; managed year end financial audit
• Accountable for cash flow, receivable collections and monthly closings
• Implemented Blackbaud-Financial Edge accounting system.  Managed conversion consultants
• Developed account structure, tested transactions, reconciled system, mapped FundEZ to Blackbaud
• Prepared all multiple location financial and partner/contributor reports