James A. Rivera, Bcre-Pro Email & Phone Number

Charlotte, North Carolina Area

● Modify and maintain a growing donor and volunteer database and associated system of electronic and hard files● Manage data entry and reporting systems that facilitate prospect identification, research, cultivation, moves management, solicitation, recognition and stewardship● Analyze database, record & define data collection, storage & organization needs to support & enhance fundraising efforts● Train all database users as needed● Produce reports as needed to assist other Advancement Team members in the performance of their duties● Serve as a liaison to Blackbaud & AYN’s Information Technology Department; provide database troubleshooting support● Maintain the integrity of the database through regular audits and scrubbing● Maintain written policies and procedures regarding the donor and volunteer database● Oversee preparation of daily deposit ● Process and record all financial and in-kind gifts accurately and in accordance with departmental policies and procedures● Liaison to AYN’s Accounting Department; coordinate the reconciliation of as-needed reports, including those related to the annual audit● Produce approved and timely donor acknowledgement correspondence● Produce pledge reminders for annual giving and other campaigns ● Interface with donors and volunteers in a professional manner, employing excellent customer service skills● Assist in preparation of mailing lists and event records● Supervise assigned departmental clerical and support volunteers● Assist and support all Advancement Department functions as a integral member of the Advancement Team

Greater New York City Area

● Worked closely with manager on recruiting, evaluating performance, formulating and implementing policies and procedures, and developing and mentoring staff● Designed, generated, analyzed and distributed various reports with a wide range of client/matter related information ● Conflict checked entities, using company’s databases and resources, to avoid conflicts of interest● Responsible for the timely retrieval and referencing of needed information● Assisted in overseeing the processing, sorting, classification and coding of materials for integration into the organization’s records systems● Updated and maintained databases for control and retrieval of valuable information● Ensured records were archived according to corporate or client policy● Worked with management and staff to ensure information systems of the organization met their needs and contributed to organizational goals● Entered time sensitive information into company’s database on a daily basis● Maintained organization’s client/matter indexing system for billing and record keeping purposes

Greater New York City Area

● Entered time sensitive information into company’s database on a daily basis● Maintained organization’s client/matter indexing system for billing and record keeping purposes● Classified information according to guidelines, such as content, purpose, user criteria, or chronological, alphabetical, or numerical order● Located and retrieved information from files and/or databases in response to requests from authorized individuals