• Oversees all processes and procedures related to contribution entry, acknowledgments/tax receipts, and invoices/collections.• Responsible for the development department’s data integrity, reporting, and analysis.• Manages a team of 2• Redesigned and implemented a new Campaign/Fund/Designation structure in Tessitura.• Improved contribution processes time from 3+ business days from receipt to within 1 business day consistently.• Streamlined the support documentation process from hardcopy storage to electronic storage.• Streamlined the contribution acknowledgment process, significantly decreasing the turnaround time.• Developed new expense reporting functionality for the development department, which was later implemented across Seattle Opera.• Worked closely with finance department to develop a new GL structure, ensuring it works well with Tessitura and the development department’s project orientation of budgets.• Worked closely with the IT department to develop dashboards and widgets in Tessitura which led to an improved collections process, immediate access by portfolio managers to daily transactions, improved Customer Service Issues management, Memberships management, and data integrity.

• Managed 6 to 12 consulting engagements at any given time• Analyzed 3 to 8 years of audited financial statements for each client to determine financial health and strategic opportunities• Designed and created excel-based financial models including financial dashboards, a multi-year scenario planning tool, and a restricted grant/funding management model• Redesigned and expanded excel-based internal analysis tool to allow for audit-based sector analysis over 3 years• Led discussions with clients around complex financial concepts and financial management tools including scenario planning, cash flow planning, and program economics• Wrote clear, detailed reports summarizing recommendations and financial observations for clients• Led workshops teaching fundamentals of nonprofit finance and best practices for nonprofit financial management

• Developed data collection process across 7 institutions to improve parking for arts events at the University of Wisconsin-Madison• Analyzed current art program data for audience size and demographic trends• Designed and administered a parking survey for art events on the University of Wisconsin-Madison campus• Analyzed data from 988 survey respondents, gaining insight into patron parking patterns and demographic differences• Coordinated planning among student and university groups for the University of Wisconsin-Madison’s Year of the Arts

• Developed a project analysis, including pro-forma, for a proposed multi-million dollar shared artist live/work space• Researched comparable organizations nationwide to inform project analysis including spatial requirements and budget sizes

• Supervised the collection of benchmarking data for financial and structural changes of client companies, including programming mix, financial breakdowns, square footage, and venue size• Collaborated with clients to collect and organize necessary partner organization data such as growth in budgets, number of educational events, and number of event participants

• Developed scope and RFP for an economic and community impact study of city’s $205 million, multi-venue arts complex• Researched key benchmarking data, including alternative operating structures, for financial and structural changes in company• Analyzed space utilization and pricing for company leading to changes in policy and pricing structure

• Collaborated with the Board of Directors to develop strategic plans and goals, including the mission statement, vision, and organizational structure of the company

• Developed and oversaw the bookkeeping and managerial accounting policies for a new experimental theater troupe• Oversaw 100% of budget, inventory, sales, and pricing analysis for company

• Stage Managed A Midsummer Night’s Dream, managing upwards of 45 people throughout production• Stage Managed BYU Young Company’s touring production of King Lear, which performed at 28 locations in 4 months• Coordinated communication between production directors, designers, and technical departments• Managed and scheduled auditions, rehearsals, and run of shows• Supervised tech crews, including set up, take down, and transportation of the set and props