Karen Trotter Email & Phone Number

Bondurant, IA, US

Consults with a variety of nonprofit organizations to implement, develop and maintain their Salesforce orgs. Collaborates with team members to provide excellent service.

Des Moines, Iowa, United States

Prepares financial statements for 501c3 organization. Reconciles monthly bank statements and evaluates investment performance. Works with auditor on annual review and preparation of IRS 990 forms.- Developed accounting system for Iowa Historical Foundation, to enable efficient processing of income and expense, and appropriate classification of $792k in.

Des Moines, Iowa, United States

Consults with nonprofit organizations on a CRM conversion and enhancements to existing Salesforce implementation

West Des Moines, Iowa, United States

Collaborates on team of four to respond to support requests and system enhancements. Designs high quality solutions in Salesforce via custom objects, custom fields, Flows, external API connections, dynamic layouts, reports and dashboards. Responsible for data cleanliness and identifying and resolving data inaccuracies.

Des Moines, Iowa, United States

Served as the agency’s Salesforce Business Analyst and Administrator for Iowa Arts Council, Produce Iowa and State Historic Preservation Office.

Des Moines, Iowa, United States

• Administered department’s Non-Profit Success Pack (NPSP) instance of Salesforce for management of donors, members, attendance at museum and programmed events, and $3M+ annually in grants, both received and distributed..
• Developed, published and updated 32 DCA-specific procedures for multiple Salesforce processes, including grants, opportunities, contacts and accounts, attendance and engagement.
• Maintained integrations with DocuSign, Conga, and Formyoula. Implemented integration with Google Mail. Evaluated and prepared instance for integration with Constant Contact, Gov2Go, and GovDelivery.
• Served as organization’s lead liaison with external consultants during Salesforce projects to implement solutions for 2,000+ annual online reviews of federal projects and 3,000+ annual reference requests.
• Interviewed staff in advance of external projects and created metadata for consultants, to ensure clarity of needed enhancements and control costs.
• Developed internal Salesforce cases for tracking enhancement requests and documenting changes.

Des Moines, Iowa Area

Developed budget and forecast, and prepared monthly financial statements for State of Iowa Executive Branch agency that receives $7M of state appropriations, $2M of federal grants, and $2M of other funds annually. Published and enforced policies for procurement and invoice approval. Oversaw processing of 3,000+ invoices for accounts payable annually..

Santa Clara, CA

Planned, forecasted, and reported final results for worldwide billings, revenue and deferred revenue. Coordinated all departmental deliverables for annual business planning cycle. Prepared and presented weekly and quarterly business reviews to executive staff and financial analysts. Managed three financial analysts. Maintained data integrity of Hyperion.

Brown Deer, WI

Santa Clara, CA

Urbandale, IA

Urbandale, IA

Urbandale, IA

Compiled and analyzed over 800 cyclical and customized reports on customer survey responses. Programmed database to update, expand and increase efficiency of reporting capabilities.

M.S., Finance

B.A., Anthropology

Activities and Societies: Graduated with Honors, with Distinction, and Phi Beta Kappa. Served as president of Sellards Scholarship Hall.