Jamie Willis

Jamie Willis Email and Phone Number

Results-Driven Executive Director | 15 Years of Experience | Empathetic Leader | Strategic Visionary | Operational Excellence @
Jamie Willis's Location
Hickory-Lenoir-Morganton-Marion Area, United States
About Jamie Willis

Highly dedicated, mission-driven Executive Director of one of the top non-profit organizations in the world, leveraging 20 years of significant experience gained across different industries. Exceptionally delivery-focused with a track record in defining strategies using data analysis and UX research to achieve positive outcomes and delivering complex management projects efficiently, effectively, and on schedule. Proven ability to understand the details, simplify the complex, and bridge the communication challenges between multiple teams. Strong track record managing the entire finance and quality assurance project life cycle across the business and commercial functions. Recognized for inspirational leadership, building strong working relationships, analytical rigor, strategic thought leadership, emotional intelligence, and operational excellence.

Jamie Willis's Current Company Details
United Way of Caldwell County

United Way Of Caldwell County

Results-Driven Executive Director | 15 Years of Experience | Empathetic Leader | Strategic Visionary | Operational Excellence
Jamie Willis Work Experience Details
  • United Way Of Caldwell County
    Executive Director
    United Way Of Caldwell County Mar 2016 - Present
    Lenoir, Nc
    As executive director, responsible for all day-to-day operations, staff and volunteer management, strategic planning, community and public relations, advocacy, and overseeing a $400K + budget. Key Achievements and Responsibilities:• Generated a 10% revenue growth by implementing a new strategic fundraising plan.• Analyzed effectiveness of marketing campaigns to increase revenue.• Generating a 10% revenue growth by implementing a new strategic fundraising plan.• Analyzing the effectiveness of marketing campaigns to increase revenue.• Planning and implementing an average of 20 fundraising campaigns and events in various businesses each year.• Identifying gaps in donor retention methods and implementing a CRM system, increasing staff productivity by 12.5%.• Conducting research on fundraising opportunities.• Writing funding proposals and submitting these to potential donors.• Coming up with ingenious ways to raise awareness.• Implementing a variety of marketing strategies and promotional campaigns.• Organizing and attending non-profit events and networking with relevant stakeholders.• Establishing good relationships with staff, members of the public, and the media.• Improving employee and volunteer engagement scores by implementing a new recognition program.• Mentoring over 50 on-site volunteer coordinators to raise awareness, leading to increasing annual donation revenues.• Developing an office organization plan to optimize IT systems and reduce paper consumption by 20%.• Training and mentoring staff that became executive director of neighboring United Way.• Analyzing data to check errors and inaccuracies within company documents.
  • United Way Of Caldwell County
    Director Of Finance
    United Way Of Caldwell County Oct 2009 - Mar 2016
    Lenoir, North Carolina, United States
    Key Achievements and Responsibilities:• Led financial planning, forecasting, budgeting, and analysis of financial performance.• Negotiated business contracts to lower price structures during the Covid-19 pandemic saving the organization 23.7%.• Directed all internal operations, budget planning, payroll, tax deposits, and monthly financial reporting.• Directed financial planning and strategy.• Analyzed and reported on financial performance.• Developed and implemented accounting policies.• Prepared forecasts and comprehensive budgets.• Trained accounting staff and reviewed departmental budgets.• Analyzed complex financial data and managed internal controls, and maintained a database of over 2000+ donors.• Conducted break-even analysis and cost reduction to successfully weather the economic downturn.
  • Hibriten Athletic Club Inc
    Bookkeeper
    Hibriten Athletic Club Inc Apr 2021 - May 2023
    Lenoir, Nc
    Key Achievements and Responsibilities:• Proficient in QuickBooks and establishing accounts.• Maintaining records of financial transactions by posting and verifying.• Defining bookkeeping policies and procedures.• Developing systems to account for financial transactions by establishing a chart of accounts.• Maintaining subsidiary accounts by posting, verifying, and allocating transactions.• Reconciling entries to balance subsidiary accounts.• Maintaining a balanced general ledger.• Preparing financial reports by collecting, analyzing, and summarizing accounting for information.• Ensuring compliance with federal, state, and local legal requirements.• Monitoring for variances from the projected budget.• Advising management on compliance needs.• Assisting in financial activities such as generating invoices and accounts payable.
  • Davenport A+ Elementary Pta
    Bookkeeper
    Davenport A+ Elementary Pta Jul 2012 - Jun 2017
    Lenoir, Nc
    Key Achievements and Responsibilities:• Managed the full cycle of accounting activities for the company.• Prepared bank statements and invoiced clients and customers.• Processed accounts receivable and maintaining the accuracy of the general ledger.• Processed employee timesheets and managing the payroll system.• Maintained records of financial transactions by establishing accounts; posting transactions and ensuring legal requirements compliance.• Developed a system to account for financial transactions by establishing a chart of accounts and defined bookkeeping policies and procedures.• Balanced general ledger by preparing a trial balance and reconciled entries.• Maintained historical records by filing documents.• Prepared financial reports by collecting, analyzing, and summarizing account information and trends.• Complied with federal, state, and local legal requirements by studying requirements• Enforced adherence to requirements, filed reports, and advised management on needed actions.• Contributed to team effort by accomplishing related results as needed• Prepared monthly and quarterly financial statements.
  • Hogwaller Outfitters, Inc
    Small Business Owner
    Hogwaller Outfitters, Inc Jan 2004 - Jan 2009
    As a small business owner, created and managed all facets of the business, created a welcoming environment, and offered stellar customer service. • Created store policies, procedures, and layout to maintain an organized work environment• Solved customer problems and created rapport that generated repeat customers• Maintained accounts payable/receivable, bookkeeping, human resources, and inventory, ensuring financial assets were stable• Developed exciting and fun activities for our customers to maintain our customer base and create new customers• Designed website and marketing materials to generate interest in our store
  • Berkley’S Inc
    Office Manager
    Berkley’S Inc Jan 2003 - Jan 2004
    Business Management: Bookkeeping, Payroll, Money Management, Schedule Meetings and Banquets* Liaison: Relay information between Owners and Vendors
  • Watauga Eye Center
    Ophthalmic Assistant
    Watauga Eye Center Apr 2002 - Apr 2003

Jamie Willis Skills

Marketing Non Profits Event Planning Nonprofits Fundraising Customer Service Payroll Management Newsletters Grants Media Relations Team Building Staff Development Program Development Public Speaking Leadership Higher Education Strategic Planning Microsoft Office Event Management Grant Writing Training Small Business Community Outreach Budgets Public Relations Leadership Development Social Media Microsoft Excel Microsoft Word Powerpoint

Jamie Willis Education Details

Frequently Asked Questions about Jamie Willis

What company does Jamie Willis work for?

Jamie Willis works for United Way Of Caldwell County

What is Jamie Willis's role at the current company?

Jamie Willis's current role is Results-Driven Executive Director | 15 Years of Experience | Empathetic Leader | Strategic Visionary | Operational Excellence.

What is Jamie Willis's email address?

Jamie Willis's email address is ja****@****ail.com

What is Jamie Willis's direct phone number?

Jamie Willis's direct phone number is +182829*****

What schools did Jamie Willis attend?

Jamie Willis attended University Of North Carolina At Wilmington.

What skills is Jamie Willis known for?

Jamie Willis has skills like Marketing, Non Profits, Event Planning, Nonprofits, Fundraising, Customer Service, Payroll, Management, Newsletters, Grants, Media Relations, Team Building.

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