Cassandra Kaplan Email & Phone Number

Trumbull, Ct, Us

Fairfield, Ct

Responsible for the agency’s cash flow forecasting and working capitalInvestment strategy; managing banking relationships as well as supporting the year-end audit and Financial Statement preparation, coordinating with senior management and the Board on our Endowment investment portfolio, working with marketing on our global cryptocurrency fundraising strategy, processing international wire transfers, managing foreign exchange, and helping other Finance division teams as needed. I communicate effectively to stakeholders within and outside the agency and convey complex issues with clarity, brevity and confidence.

Fairfield, Ct

Assist the Treasurer with cash flow management, process international wire transfers, assist with investment changes within the Endowment, process stock gifts, reconcile and review bank accounts daily, process FX spot transactions, assist with bank account management.

Fairfield, Ct

Input check donations into the Donor Management DatabaseVerify check donations within the Donor Management DatabaseOrganize and submit donations via wire receipts from various electronic check transfer organizations

Welcome and check in clients for evaluation appointments, photo shoots, and marketing appointmentsHandle up to 10 phone lines and direct calls to different departments as neededReport daily income for directors and reconcile cash-in at the end of the eveningAssist in the human resources department by scanning and organizing client contracts and inputting clients’ marketing information