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

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 assets as permanently vs temporarily restricted.- Organized files from 1986 forward for compliance with recently-approved records retention policy.

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

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.

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

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. Managed technical debt and requested improvements to push Salesforce as the system of record for non-financial agency activities. Reported agency’s KPIs in compliance with the Accountable Government Act.• 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.• Added custom objects for professional services contracts, historical markers, YouTube views, and more.• Converted 65+ existing Process Builder processes, email alerts and Workflow Rules into Flows.• Deployed system of Salesforce dashboards for monitoring data integrity and processing efficiency.• Revised Salesforce security protocols to use limited profiles with permission sets / groups, while growing internal user base from 20 to 55, plus 300+ community users.• Incorporated agency’s record keeping for quarterly historical publication subscriptions, facility rental agreements, and mobile museum visits from legacy software into Salesforce.

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. Performed annual inventories for $2M in fixed assets and computers. Instituted department’s shift from paper-based to paperless accounting and participated on state-wide implementation team, reducing rate of late and missed payments down to 0%.

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 billings and revenue database. Trained database users. Led the Sarbanes-Oxley documentation and internal control review teams for revenue recognition and order billings cycles. Collaborated with Apple Technical Accounting to ensure appropriate revenue recognition for approximately $100 million of annual revenue.

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