Wheaton CollegeWheaton, IL, Expected in 06/2012 – –Bachelor of Science:Mathematics - GPA:
Experience
Amdocs - Development Professional Miami, FL, 11/2021 - Current
Individual donor management: Raise $382K annually by actively cultivating portfolio of 241 individuals. Bolster giving by identifying/researching/stewarding high net worth donors. Find unique and creative ways to engage donors through multiple avenues such as recorded videos, mission-centric gifts and more. Present opportunities to support agency work, tailored to the donor's interests. Make direct asks when appropriate
Giving campaigns: Strategize and execute 3 large giving campaigns utilizing direct mail, eblasts, social media, texts and videos. Execute smaller campaigns targeting segmented groups (monthly giving, open rates, etc.)
Capital Campaign: Work with the CEO to support the conclusion of the 2018 Capital Campaign by sending pledge reminders and project updates. Steward Capital Campaign donors for future giving
Budget management: Determine places of saturation and opportunities for growth through financial review and analysis of budget. Present quarterly findings to the Board
Results: Surpassed projected budget metrics by 18% to date. Moved 8 donors to higher levels of giving in 3 months. Secured $48,000 pledge. Continued track record of successful campaigns that engage donors and meet or exceed goals.
Marshfield Clinic - Development Specialist Chippewa Falls, WI, 11/2018 - 10/2021
Budget Forecasting/Management: Reviewed and maintained budget; created forecasts and systems to track outcomes; strategized campaigns to meet goals; assisted with annual audit
Data and Donor Management: Maintained donor database and individual portfolio of 175; ran analytics to track monthly givers, sources of revenue, and opportunities for growth; input donations
Grant Management: Maintained detailed calendar ensuring deadlines were met; developed relationships and inspired giving by crafting compelling language; researched data to strengthen narratives
Arthur J. Gallagher - Operations Manager City, STATE, 06/2016 - 05/2018
Clinic Operations: Created clinic schedule; coordinated annual student insurance plan; pulled data from EMR (electronic medical record) to track outcomes
Budget Management: Oversaw health center budget (~$500K), health insurance budget (~1.2 million) and revenue budgets; created monthly insurance bill and reconciled payment with EMR
Student Advocacy: Student health insurance liaison; advocated for student needs with community hospitals to relieve prohibitive fees
Policies, procedures and workflows: Ensured rights and responsibilities were known and met by staff and students; created policies to meet AAAHC compliance requirements
Company Name - Account Manager / Operations Manager City, State, 02/2014 - 05/2016
Supervision and Hiring: Oversaw and motivated team of 15; addressed concerns and aided employees in developing organization skills; reviewed applications, interviewed and hired diverse candidates
Client Management: Worked with 25 social service agencies, creating needs-based insurance packages within their budgets; developed enrollment guides and employee handbooks; hosted annual Open Enrollment meetings for up to 150 employees
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