Joybeth V. Email & Phone Number

Newmarket, On, Ca

• Manages data mapping including appeals, funds and campaigns• Coordinates all aspects of donation and pledge processing activities including pledge reminders, dataentry, pre-authorized payments, tax receipting and correspondence• Prepares month-end balancing reports• Ensures that revenue and expenses are recorded accurately on monthly operating statements• Responsible for ReNXT implementation, maintenance and integrity of data, duplicate record checks, importing… Show more • Manages data mapping including appeals, funds and campaigns• Coordinates all aspects of donation and pledge processing activities including pledge reminders, dataentry, pre-authorized payments, tax receipting and correspondence• Prepares month-end balancing reports• Ensures that revenue and expenses are recorded accurately on monthly operating statements• Responsible for ReNXT implementation, maintenance and integrity of data, duplicate record checks, importing andexporting, and coding structure• Pulls data from ReNXT for all direct mail, newsletters and special mailings• Prepares analytical and statistical reports as required• In consultation with the Director of Philanthropy, creates policies and procedures relating to datamanagement• Provides documentation that is required in advance of the interim and year-end audits• Works with the auditors during the audit ensuring that they have the required backup for revenue and expense testing• Provides support for philanthropy special events and community events,• Seeks to continuously improve the operation of the Philanthropy Department by understanding and examining processes and workflow Show less

• Responsible for the Raiser’s Edge import process from other applications (ie: Luminate, Shelter Buddy) to ensure data is accurate and timely• Supervise tax receipting process to ensure they are issued in a timely manner and in compliance with CRA standards• Perform, review, maintain and reconcile the Raiser’s Edge GL Posting function• Configures Raiser’s Edge database based on user requirements• Maintain code tables (ie: campaign, fund, appeals, package codes, gift, etc), and… Show more • Responsible for the Raiser’s Edge import process from other applications (ie: Luminate, Shelter Buddy) to ensure data is accurate and timely• Supervise tax receipting process to ensure they are issued in a timely manner and in compliance with CRA standards• Perform, review, maintain and reconcile the Raiser’s Edge GL Posting function• Configures Raiser’s Edge database based on user requirements• Maintain code tables (ie: campaign, fund, appeals, package codes, gift, etc), and attributes (gift, constituent, action)• Perform periodic queries to clean up records and ensure data integrity (ie: update addresses, remove duplicate records, unsubscribe and bounce-backs emails)• Ensure that the donation processing operations is in compliance with all relevant standards (ie: CRA, PCI, CPA, etc)• Provide Raiser’s Edge support and training for internal users• Provide reporting and analysis to assist the Finance department• Work with other departments to ensure that other systems within the organization (ie: Luminate, Shelter Buddy) have the correct financial configuration for processing in Raiser’s Edge and the GL• Create process and system documentationProvide insight for continual operational improvements• Support senior members of the finance Show less

Data Imports and Raiser’s Edge Maintenance· Downloads and prepares file for import by performing the required data manipulation· Imports data into Raiser’s Edge using interface (Omatic Import Tool) between multiple data sources (ie: online fundraising applications, shelter management system, etc)· Maintains the profiles and data dictionaries for the interface (Omatic Import Tool)· Assist with the maintenance of the Raiser’s Edge database·… Show more Data Imports and Raiser’s Edge Maintenance· Downloads and prepares file for import by performing the required data manipulation· Imports data into Raiser’s Edge using interface (Omatic Import Tool) between multiple data sources (ie: online fundraising applications, shelter management system, etc)· Maintains the profiles and data dictionaries for the interface (Omatic Import Tool)· Assist with the maintenance of the Raiser’s Edge database· Assist with the periodic cleanup of the Raiser’s Edge database to ensure data integrity (ie: update addresses, remove duplicate records)· Provides Raiser’s Edge support and training for internal usersMonthly Donations · Coordinates, schedules, and administers of transmission files for monthly pre-authorized donation· Update donor records with changes to the monthly donations· Manage bank and credit card returns to ensure that they are recorded accuratelyDonation Processing Operation· Review and approve all Raiser’s Edge data entry gift batches (ie: direct mail, monthly giving, special events, legacies, direct deposits, Humane Solutions, etc)· Review and approve all Raiser’s Edge tax receipting batches· Review and approve department bank deposits· Assist Donation Clerks with questions and inquiries with data entry into Raiser’s Edge· Provide assistance with data entry of donations into Raiser’s Edge Other Responsibilities· Provide backup in the absence of the Senior Manger, Finance Operations· Provides reporting and analysis to assist the Finance department· Provides insight for continual improvement of the operational and financial effectiveness of the Finance department;Supports members of the Finance department as required Show less

• Responsible for opening mail while ensuring that all financial controls for the handling of cash and cheques are met• Data entry of all donations into Raiser’s Edge (fundraising database) in an accurate and timely manner• Preparation of daily bank deposits of cash and cheques• Review and balancing of data entry batch and bank deposit to ensure accurate financial records are being kept• Creates and reviews all official income tax receipts produced by Raiser’s Edge• Assists… Show more • Responsible for opening mail while ensuring that all financial controls for the handling of cash and cheques are met• Data entry of all donations into Raiser’s Edge (fundraising database) in an accurate and timely manner• Preparation of daily bank deposits of cash and cheques• Review and balancing of data entry batch and bank deposit to ensure accurate financial records are being kept• Creates and reviews all official income tax receipts produced by Raiser’s Edge• Assists with the gift processing for all provincially coordinated special events and year end processing• Assists with the training of temporary staff on processes and internal systems (Raiser’s Edge, Convio)• Assists with the supervision of temporary staff to ensure all donations and back deposits are processed in an accurate and timely manner• Assists in the preparation and cleanup of the import files for Raiser’s Edge• Enters all updates to donor information that are received in the mail, phone, etc. (name changes, address changes, returned mail, deceased etc.)• Completes all correspondence to donors concerning donations returned as NSF, account closed, unsigned cheque letters to donors, etc.• Assists in the entering of updated monthly donor information• Assists in the maintenance of the Raiser’s Edge database (ie: reviewing duplicate records)• Assists in the processing of Accounts Payable Invoices and Pre-authorized Payments for Accounting department• Provides coverage for reception and postal coordinator when necessary –breaks, lunches, holidays Show less

• Shelf read library collection to ensure order of items• Scan items using inventory scanner, responding to prompts and retrieving specific items• Read reports from scanned information• Retrieve problem items

Aurora, Ontario

• Maintained the integrity of the Library’s database of bibliographic, authority controls and other automated records using SirsiDynix Symphony ILS.• Catalogued and processed materials including original cataloguing as required.• Processed Interlibrary loans and kept statistics, using SOLS VDX.• Linked approximately 400 new materials weekly, ensuring bibliographic record quality.• Supported acquisitions through invoicing and receiving new materials.• Provided information and… Show more • Maintained the integrity of the Library’s database of bibliographic, authority controls and other automated records using SirsiDynix Symphony ILS.• Catalogued and processed materials including original cataloguing as required.• Processed Interlibrary loans and kept statistics, using SOLS VDX.• Linked approximately 400 new materials weekly, ensuring bibliographic record quality.• Supported acquisitions through invoicing and receiving new materials.• Provided information and readers’ advisory services to patrons. Show less

Richmond Hill, Ontario Canada

• Supervised all branch services weekly, in absence of Branch Manager• Assisted in developing and facilitating branch programming, publicity and collection maintenance• Provided ongoing circulation and reference services to patrons, using SirsiDynix Unicorn ILS

Richmond Hill, Ontario Canada

• Circulated library materials using SirsiDynix Unicorn ILS• Provided positive customer service to all library patrons• Collected fines, fees and other monies

• Searched, analyzed and retrieved catalogue records from the Library of Congress, Amicus, and OCLC WorldCat, for derivative cataloguing of all types of library materials using Ex Libris Voyager.• Created original catalogue records for library materials when no record is available.• Provided circulation duties to relieve the Circulation Technician and provide patrons with ongoing support.• Processed Inter-library loans twice weekly to ensure borrowing libraries received needed… Show more • Searched, analyzed and retrieved catalogue records from the Library of Congress, Amicus, and OCLC WorldCat, for derivative cataloguing of all types of library materials using Ex Libris Voyager.• Created original catalogue records for library materials when no record is available.• Provided circulation duties to relieve the Circulation Technician and provide patrons with ongoing support.• Processed Inter-library loans twice weekly to ensure borrowing libraries received needed materials in a timely manner. Show less

• Prepared monthly journal entries and daily deposits for accounts receivable.• Data Entry using POISE system and Microsoft Excel.• Updated Student Accounts Balances daily, using POISE system.• Provided account services to students.

Diploma, Library And Information Technician

Ba, Business Administration

Activities and Societies: 2003-2004 Yearbook Editor