Hands-on data professional, building and deploying business intelligence and analytics solutions to uncover insights, improve decision making, and enable digital transformation strategies

Develop the platform and structure to enable streamlined data collection, analysis, dashboard reporting, and operational reporting in support of a $650m fundraising campaign* Develop Azure SQL reporting data warehouse to merge donor and prospect data, patient data, wealth screening data, and other external data sources* Build consistent automated ETL processes using Azure Data Factory* Develop Power BI reporting suite focused on prospect and proposal metrics, appeal response, donor retention, patient and provider engagement metrics, and portfolio optimization* Implement prospect priority scoring system to identify top unassigned prospects based on 23 factors including giving history, giving capacity, connection to the institution, patient history, and demographics* Identify and measure key drivers of philanthropy strategies to inform fundraising targets and track performance

Led analytics team providing business intelligence and decision support for $125 million annual fundraising operation.* Helped shape fundraising strategies in major giving, direct mail, email, online advertising, social media, television, radio, and telemarketing channels* Developed portfolio management dashboards and major giving prospect identification tool; identified target markets for expansion based on predicted donor value and return on investment* Developed interactive data visualizations on web and mobile dashboards of key performance indicators. Modeled data through SQL Server Analysis Services and Power BI, providing insights into donor acquisition and retention, donor segment performance, and effectiveness of fundraising and communication tactics* Generated $4 million dollars in annual cost savings by identifying and eliminating over-spending on low-performing donor segments* Led organizational budgeting effort, shifting focus from top-line revenue growth and costly high-churn acquisition strategies to prioritizing profitability and long-term growth and retention strategies* Analyzed effectiveness of marketing messages, identifying most engaging marketing content for various audience segments

Designed and built new web-based dashboards to provide in-depth analysis of key performance indicators and revenue drivers, track pacing to budget, and forecast revenueProduced new business intelligence system built on Microsoft Power BI infrastructure (SQL Server, Power Pivot, Power View, Excel, Sharepoint) to support national fundraising campaigns driving $120m in annual revenueDeveloped analysis around key operational strategies, providing new insight into critical areas of the business in a consistent, user-friendly and scalable systemProvided insight into key marketing metrics, including customer acquisition and retention, behavioral metrics, and demographicsRolled out new system to 700 users across all levels of the national organization, from top executives to front-line staff members

Led marketing planning and implementation for two chapters serving more than 18,000 clients, 24,000 event participants, 150,000 donors, and 2,000 volunteers annually in Illinois, Missouri, Kansas and NebraskaDesigned and executed marketing campaigns promoting acquisition and retention of participants in more than 50 large-scale fundraising events raising more than $6m annually; grew a new fundraising event to 2,000 participants by year twoLed region-wide online marketing campaign resulting in an 1,800% increase in conversions and a 96% decrease in cost per conversion from 2013 to 2014Led analytics group for Midwest region; presented analysis of regional fundraising campaigns and recommendations to regional and national staff members, resulting in improved strategy and resource allocation through better targeting of marketing efforts at regional and national levelsDeveloped suite of weekly reports currently in use across 23 states and at the national level, including dashboards of key performance indicators for use in revenue forecasting and marketing strategy development, as well as development reports used to focus cultivation efforts on building relationships with high-potential fundraisers and teamsConsolidated marketing activities for two chapters into one centralized marketing team, resulting in significant cost savings, increased collaboration across chapters, and improved efficiencyImplemented project management system for marketing, development, sponsorship, grants, logistics, and team cultivation, resulting in enhanced collaboration and communication, improved efficiency, and on-time completion of goals; trained staff and rolled out project management system to chapters across the regionOversaw event logistics for an annual two-day, 2,500 person bike ride, along with a three-day, 50 mile walk event and 15+ one-day walk events

Developed and implemented comprehensive marketing, public relations and fundraising strategy, increasing contributions by 36% and volunteer base by 25%; hired in as Manager and promoted to Vice President and CEO of subsidiary company.Upgraded the company’s public image and aligned messages with strategic objectives through re-branding; improved public communications, including design and content of newsletters, advertisements, websites, videos, annual reports, brochures and internal communication piecesFacilitated company-wide strategic planning and long-range planning efforts and introduced new reporting process, resulting in increased focus, accountability, and internal communicationAs CEO of subsidiary homecare company (ProvidentCare), oversaw operations, sales and marketing, budgeting and planning; supervised managers in two locations with 40 employees; managed board relations; negotiated sale of homecare company, maintaining jobs for all employees and care of all clientsOversaw grants department generating 40% of company revenues; developed new strategic partnerships, innovative new services and new access to significant funding streams through collaboration on program development and grant applicationsOversaw all fund development activities and events; raised over one hundred thousand dollars at a fund raising lunch for 350 guests; inspired donors, volunteers and prospects through more than 25 smaller lunches and tours each yearDeveloped online strategy and launched new website to engage current and prospective donors, clients, volunteers, and other constituents, achieving an immediate increase of 45% in web trafficSet up and managed development databases, using system in segmentation and analysis of donors and prospects and implementation of direct mail and email campaignsBuilt strong relationships with major funders, volunteers, individual donors, and partners by representing company in the community

Managed $1.2 million year-round direct mail membership campaign targeting 1,300 individual donors and 5,000 ticket buyersIncreased annual membership by six percent by coordinated the development of marketing materials for annual membership drive and composing solicitation and acknowledgment letters to all renewing, lapsed and prospective donorsIncreased contributions by developing and implementing new solicitation process with greater personal involvement of 30 board membersIncreased segmentation and data analysis capabilities for marketing and fundraising by consulting on software conversion project, combining separate databases into a single, integrated systemDesigned departmental reports to track income, membership trends, budgets and income projectionsIncreased ability to effectively target major donors and prospects in successful $10m endowment campaign through design and implementation of a customer relationship management system