Completed data entry for gifts received by Revenue Management team. Utilized SharePoint workflow queue to track status of each deposit. Utilized Salesforce to verify designation information for large contributions. Registered participants for events during data entry.• Led, tracked and delegated assignments for terminology dictionary project. Improved consistency in understanding of terms related to revenue operations and finance.

Created and submitted expense reports in Chrome River for former employees to clear backlog of aged transactions. Reviewed and approved out-of-pocket employee expenses per company policies and coded expenses to correct categories. Communicated with employees regarding expense reimbursement policies and assisted with troubleshooting processing issues.

Analyzed complex financial documents to confirm transactions met company legal requirements. Processed purchases, transfers, exchanges, and redemptions for retail and retirement accounts. Reviewed payroll information to post employee and employer contributions to qualified plans.

Navigated database of 100K+ constituents for development and alumni relations. Participated in projects to review, research, and update constituent data. Processed bank deposits for individual, corporate, and foundation gifts.