Erica Fordyce Lapus Email & Phone Number

New York, New York

• Maintain and support Raiser’s Edge and Salesforce databases under direction from Associate Director of Database Management• Troubleshoot and map import process to Raiser’s Edge• Import information from online donation platforms to Raiser’s Edge• Complete monthly reconciliations for BCRF and The Pink Agenda, Inc. (TPA)• Create queries and generate reports as needed• Draft procedures for Raiser’s Edge and Salesforce use

New York, New York

• Assisted in selecting and implementing new online donation platform for BCRF• Assisted in configuring and implementing Salesforce for TPA• Developed and completed monthly reconciliation process for credit card donations• Processed online and offline donations in Raiser’s Edge and generated acknowledgment letters• Maintained financial tracking spreadsheets for multiple events and reconciled weekly to Raiser’s Edge• Invoiced, tracked, and… Show more • Assisted in selecting and implementing new online donation platform for BCRF• Assisted in configuring and implementing Salesforce for TPA• Developed and completed monthly reconciliation process for credit card donations• Processed online and offline donations in Raiser’s Edge and generated acknowledgment letters• Maintained financial tracking spreadsheets for multiple events and reconciled weekly to Raiser’s Edge• Invoiced, tracked, and followed up on outstanding pledges Show less

Middletown, Ohio

• Inspected and inventoried hospital sprinkler heads and smoke detectors for compliance with Ohio Department of Health standards• Provided direct management and oversight of fire sprinkler head cleaning and concealed sprinkler head installation• Researched and identified potential site locations and asset tracking software for Premier Health Partners’ warehouse consolidation

Nashville, Tennessee

• Received, sorted and delivered all incoming mail and packages• Wrapped, affixed postage and dispatched all outgoing mail/ packages in accordance with USPS, UPS and FedEx regulations

Middletown, Ohio

• Gathered and cataloged items and information for the successful completion of the Atrium Medical Center Time Capsule• Assisted in the implementation of a hospital-wide emergency notification system • Coordinated and scheduled inter-departmental committee meetings• Transcribed, filed and distributed committee meeting minutes and agendas

Middletown, Ohio

• Scanned, electronically filed and maintained hard copy 2010 tax returns• Collated and routed incoming tax returns• Answered and directed incoming phone calls

Sarasota, Florida

• Interacted with and responded to client requests on a daily basis• Performed client portfolio maintenance including daily and monthly reconciliations, account transfers, account renames and account closures• Interacted with banks and brokerage firms to process client withdrawals and deposits in a timely manner• Assisted the New Accounts department with client database management• Assisted the Trading department & Marketing Officer with special… Show more • Interacted with and responded to client requests on a daily basis• Performed client portfolio maintenance including daily and monthly reconciliations, account transfers, account renames and account closures• Interacted with banks and brokerage firms to process client withdrawals and deposits in a timely manner• Assisted the New Accounts department with client database management• Assisted the Trading department & Marketing Officer with special projects Show less

Middletown, Ohio

• Compiled hazardous materials disposal documentation required by the Ohio EPA for the Middletown Regional Hospital McKnight Campus demolition• Completed inventory of the Atrium Medical Center warehouse• Processed and tracked purchase requisitions and invoices for department and hospital wide projects• Maintained electronic and hard copy files for all projects and vendors• Updated hospital policy and procedure manuals per regulatory requirements