Finance• Recorded and reconciled payments across customer accounts, bank deposits, and QuickBooks, ensuring accuracy and compliance.• Managed vendor invoices using bill.com, streamlining the processing workflow and enhancing efficiency.• Prepared and dispatched billing invoices and statements, maintaining meticulous records and facilitating transparent financial reporting.• Investigated and resolved discrepancies within multiple databases and financial systems, utilizing Donor Perfect and QuickBooks for accurate analysis.• Facilitated a smooth annual external audit process.• Maintained proactive communication with internal key employees to ensure that unique family needs and information are tracked and incorporated.Development• Increased donor engagement, cultivated donor loyalty and secured long-term support by crafting compelling written communications and designing user-friendly online giving experiences.• Produced comprehensive development reports, aiding monthly reconciliation and transaction processes.• Created targeted queries and reports for donor communications, mailing lists, acknowledgments, and invoicing.• Supported the Director of Development and CEO by delivering detailed reports on donor giving.• Oversaw donor database integrity, managing gift entry and processing, guaranteeing accuracy in donation records.Financial Aid• Conducted thorough verification of student and parent application data, ensuring accuracy and compliance.• Acted as a staff representative for the decision committee, facilitating smooth meetings and providing necessary applicant information.• Compiled award details and communicated effectively with families regarding awards and the appeals process.• Collaborated with external entities to streamline the family eligibility process.• Provided comprehensive financial aid counseling to parents and families throughout the application process.

Marketing and Branding:• Led all marketing initiatives, branding strategies, and advertising campaigns for a small accounting firm, resulting in increased brand visibility and client acquisition.• Managed the development and maintenance of the firm's website, ensuring content relevance and user engagement.• Oversaw content writing efforts, producing high-quality materials to engage clients and demonstrate expertise in the field.Tax Preparation and Consultation:• Prepared and reviewed tax returns for individuals and organizations, conducting in-depth research to address complex tax inquiries and provide strategic tax planning advice.• Studied tax laws and regulations to identify opportunities for potential tax savings, contributing to improved financial outcomes for clients.Accounting and Financial Management:• Managed client accounts payable and receivables, maintaining accurate financial statements and conducting regular bank reconciliations.• Executed general bookkeeping tasks, ensuring financial records were up-to-date and compliant with accounting standards.Operational Management:• Planned and coordinated firm activities, demonstrating strong organizational skills and contributing to the overall efficiency of operations.• Responsible for day-to-day management, overseeing administrative tasks and ensuring smooth functioning of the firm.

Moved from development of preparation materials for technology certification assessments (e.g. MCSE, CNE, CCNA) to Brand Marketing. Was a certified MCSE (Microsoft Certified Systems Engineer).Some responsibilities included: Marketing Plan, Marketing Content (Print and Web), Promotional Materials, Sales Materials, Relationships with 3rd Party Agencies

Preparation of instructor-led courses for technology and software using principles of Instructional Design.