Heather Crowley Email & Phone Number

Greater New York City Area

In this role, I am tasked with analyzing data to produce meaningful insights for the volunteer community and the board of directors.To achieve this, I extracted donation history and recommended tactics to increase future contributions. Partnering with the executive director, I planned and executed special projects across technology, donor giving, and improvements. ▶ Headed software implementation project (Kindful), including cleansing 20+ years of data and ~15K records. Troubleshot issues and transitioned 5+ employees to utilize new system. ▶ Saved 800+ hours in manual data entry (annually), eliminating nearly all inaccuracies from data-related tasks. ▶ Streamlined donor management processes, reporting, online donations, and email/QuickBooks integrations. ▶ Partnered with executive director and a key donor to measure impact of the 2018 Inheritance Giving Campaign. Grew number of pledgors (27 to 61) and increased annual giving from inheritance pledges 49%.

Greater New York City Area

▶ Managed $3.25 million departmental budget and developed free cash flow management plans for the Office of Student Engagement▶ Oversaw and audited more than 40 individual club budgets totaling $2 million in annual spending▶ Initiated, processed and facilitated all departmental purchase orders, requisitions, and vouchers for external suppliers

Greater New York City Area

Initially, I was hired as the Assistant Treasurer and promoted to Co-Treasurer to oversee financial functions including P&L, formation of the $700K budget, and financial reporting to the Executive Board and its members.My role also included administering payroll and benefits, filing tax forms, overseeing junior members of the treasury team, and submitting interim/annual financial reports to the New York City Department of Education. ▶ Administered six-figure annual payroll and benefits for 17 employees. Established process for tracking paid-sick-leave in compliance with new legislation.▶ Completed financial analyses for $275K Annual Appeal fundraising campaign, including historical comparison and actual figures.▶ Supported fundraisers by managing all expenses (in QuickBooks), assessing corporate matching requests, presenting financial results, and sending donor thank-you letters.

New York, Ny/London, United Kingdom

After a successful internship during my MBA studies, I was recruited to a management-track position. Advancing through a series of high-profile financial analyst roles in the GM Treasurer’s Office, I provided FP&A expertise across 4 key business areas – Vauxhall Motors Ltd, Capital Planning, Domestic Finance, and Worldwide Pension Funding & Analysis.In 2003, I was granted an overseas assignment and relocated from New York to England.▶ Earned the prestigious Chairman's Honors Award for team efforts and record of raising capital. ▶ Named as the sole analyst on management team to renew and restructure $5.6B multicurrency global credit facility with 58 bank participants. ▶ Delivered $17M in cost savings by developing a funding strategy for company’s executive deferred compensation plan including full analysis of implications from tax, legal, security, liquidity, and cost perspectives. I also led multiple process improvements with significant impact on the company – including the design and distribution of a “rulebook” that maximized the consistency and efficiency of consolidation/analysis of cash flow reports.

Indianapolis, Indiana & Phoenix, Arizona

Here I was recruited to prepare credit approval documents for middle market and corporate clients with up to $250M in sales. I advanced through a series of progressive roles in the Commercial Lending Group and after 2 years, relocated to serve clients at our Phoenix location.During my tenure, I achieved the highest annual group-volume, closing 60 underwriting deals while managing other projects. ▶ Provided underwriting support to sales team with aggregate credit exposure of $774 million.▶ Led project team that restructured standards and processes for credit approval and due diligence, resulting in a higher quality municipal lending portfolio.

Master Of Business Administration - Mba, Business Administration And Management, General

Engaged with Vector Research, Inc. for consulting assignment. Worked with partners to analyze options and recommend solution. Developed.

Bachelor Of Science - Bs, Business Administration And Management, General