Grants Managemento Responsible for departmental budget of $25 million across 300 grants, tracking both internal and external funding sources as well as two programmatic sub-budgetso Develop and monitor systems for data collection and reporting, create and track grantee reportso Management of grants system, book grants and ensure all information is up to date and accurateo Liaise with other operations staff on annual allocations process, create both qualitative and quantitative reports on the prior year’s grant activities and projections for the following yearo Conduct internal and external trainings on grants management systems and processesInternal Operationso Serve on cross-departmental team spearheading implementation of new grantee portal – define business requirements, conduct user testing, provide input during all steps of implementationo Monitor and process research and consultant contracts with Legal departmento Manage department assistant, balancing flow of tasks and ensuring all team members are supportedo Supervise intake and on-boarding of volunteer leadership of 5 committees totaling over 100 individuals, plan events – both logistics and content – to keep leadership/donors engagedo Serve as departmental contact in organization-wide standardization of grant applications and reporting, ensuring that unique needs and reporting requirements are meto Streamline internal processes such as final report review and RFP requests to create efficiencies in departmental operations

- Oversight of organizational budget, including preparing monthly/quarterly/annual reports, working with each department to set annual budget targets, reviewing all revenue and expense transactions for appropriate coding. Created new budget format to accurately reflect organization’s new strategic direction. Improved clarity and effectiveness of budget reporting and streamlined working relationship with Finance department.- Staff liaison to board of trustees: maintain committee lists, facilitate meetings, trainings and conference calls.Special projects:- Developed organization’s annual report (content creation, hiring and working with graphic designer, writing/copyediting, arranging for distribution), highlighting organization accomplishments in a clear, concise and visually appealing way.- Event planning, including multiple meetings and a 200+ person cocktail reception at organization’s biennial conference: preparing materials, liaising with on-site venue staff and leaders both in U.S. and Israel on food, A/V, content and other logistics to ensure that all events run smoothly. - Managed redesign of company website: work with staff and external vendors on design, photos, content and functionality to create a website that accurately reflects the organization’s mission and values.

- Interim Development Manager - supervise department assistant in reviewing acknowledgement letters and reports, oversee processing of donations and liaise with donors, maintain records, send communications for fundraising campaigns.- Oversee organizational facility move, working with Facilities Manager and external consultant on coordinating inventory, space needs and logistics.- Staff liaison to grantees and board of directors: maintain committee lists and members-only website, facilitate meetings and webinars, assist with programming for alumni association.

- Manage the creation and publication of 300+ page Centennial Journal, including managing ad sales, soliciting tribute letters from external organizations, organizing content and photos, and coordinating with graphic designer to produce a meaningful and historic piece of memorabilia. - Write content about Centennial resources and programs to appear on website, in product catalog and in emails to staff, leadership and all-member lists to best represent organization and to help others learn relevant information in a clear, effective manner.- Plan and execute a full day Academic Symposium with Meeting Planner: work with scholars to confirm content, liaise with venue staff on logistics, etc. to ensure that event runs smoothly.

- Streamlined process of obtaining financial approval for all Global Equities Technology projects, shortening the time needed to receive approval and allowing projects to get off the ground up to several weeks faster- Developed weekly operations PowerPoint report for senior management, covering areas such as projects in red or amber status and monthly critical events calendar, coordinating with team to ensure data validity

- Advised senior managers on year-end compensation and advancement questions- Acted as Project Manager during reduction in force exercises. Responsibilities included training managers, preparing materials, organizing communication logistics, liaising with Executive Compensation, Legal and Employee Relations departments. Communicated effectively with all involved to ensure flawless execution. - Analyzed data from annual firm-wide employee survey and worked with key business heads to identify areas for improvement and next steps- Handled entire new hire process and assisted in creating a Fixed Income-focused mini orientation to ensure comfortable transition of new hires- Managed online performance management system, development and training initiatives, and PeopleSoft updates such as leaves of absence, transfers and terminations