• Devise new reports and tracking mechanisms including user-prompted reports and automatic updated dashboards• Develop systems to ensure quality of data for tracking donors, prospects and gifts• Establish policies and procedures regarding entering, extracting and reporting data and trends to the Development Office, Finance Office, Office of Sponsored Research, Executive Leadership Team and Board of Directors• Responsible for the overall management and development of the Broad’s gift processing function • Perform monthly reconciliation of fundraising database and general ledger with Finance• Manage the vendor relationship for Raiser’s Edge• Collaborating member (January 2015 – September 2015) of the Administration of the Future, cross-functional charter project, to strategically direct administrative effort and resources to most effectively and efficiently enable the Broad in the next decade

• Continue duties listed under Director, Donor Services• Manage prospect management and research staff• Provide research and analysis of biographical, philanthropic, professional, and financial information for donors and prospects• Collaborate with the Associate Dean and gift officers to develop cultivation and solicitation strategies and facilitate moves management• Implement and manage the process for monitoring alumni in the news, stock holdings and other related data points to support findings included in profile materials• Identify, evaluate and recommend prospects to build and expand the prospect base• Oversee prospect rating system, to include assessment, evaluation and generating preliminary ratings recommendations• Perform quantitative analysis, as well as utilize other research methods and tools to determine capacity, philanthropic inclination and connection to HLS• Conduct periodic research surveys of alumni constituency• Develop and manage budgets, evaluate research tools and emerging technology, and coordinate vendor selection

• Continue duties listed under Associate Director, Advancement Services• Migrate users from Advance Client to Advance Web from April 2012 – August 2012, ensuring all HLS users are proficient with navigating new view and version of the database• Oversee pledge management, auditing and reminding, as well as gift acknowledgement and annual report recognition• Participate in senior management meetings• Ensure the implementation and use of a prospect management tab of the database including creation and update of business rules and procedures manual, introducing fundraising staff to new policies and training staff on how to enter data and run reports• Manage the workflow of donor and prospect research to ensure timely delivery of materials. Review profiles and briefing materials for accuracy and thoroughness

• Responsible for consistently making use of and managing data, applications to use data, and technology operations• Serve as primary HLS liaison to the University common alumni data system management team; managing approximately 65 users• Direct the conversion of 38,000 alumni records from Millennium to Advance Client (June 2006)• Design a data warehouse (includes 60 nightly jobs) in SQL server to be used as the primary data set for creating a library of reports (120 Crystal formats) for use by HLS staff• Counsel staff on how to effectively and efficiently use data to accomplish the HLS Alumni Center’s mission• Manage, recruit, train, coach, delegate and engage staff• Oversee web-based services and application, specifically HLSAC on-line directory and related on-lines tools and applications

• Administer fundraising database (system upkeep, user security, staff training, update User Manual)• Oversee conversion of 260,000 donor records from Access to Millennium (April 2001)• Ensure gift processing, acknowledgement and donor care provided in timely and accurate fashion• Suggest, implement and improve department procedures• Recruit, train and supervise three full-time staff members and seasonal, temporary staff (as needed)• Perform monthly reconciliation of fundraising database and general ledger with Finance• Participate in annual audit by external auditing firm (Grant Thornton until 2004, Tofias from 2005)• Provide Resource Development staff with weekly revenue reports• Devise and maintain an annual budget of $450,000+ for Donor Services Department• Create new financial and giving reports for Resource Development and Finance• Create new coding, recording and reporting procedures for Oxfam America Advocacy Fund 501(c)4• Synchronize data from on-line database to fundraising database• Manage vendor relationships (lockbox, software providers, credit cards)

 Continue duties listed under Development Assistant Devise, create and maintain shared databases and spreadsheets tracking donor and giving information Design promotional pieces, invitations and other desktop publishing items Responsible for implementing, training and providing BUNWC end-user support of a new donor database, Millennium Serve on diversified teams with University’s Development staff Design development reports used by senior management and national volunteers Administer WindowsNT Network Environment. (as of May 2000)

 Acknowledge donations with individualized letters of stewardship and recognition pieces Work in conjunction with national volunteers, including National Board members, and donors

 Manage a staff of eight to ensure 24-hour front desk reception coverage Perform all HR functions: administer benefits, new hire orientation, establish and update personnel files Oversee the building-wide emergency call system