• Maintain sprints, design dashboards, and facilitate ceremonies (daily stand-ups, retrospectives, etc.) as Scrum Master for the Client Technology OneView team, ensuring continuous delivery and team coordination• Design and deliver Jira and Agile training sessions for InvesTech department, enhancing project management capabilities• Author instructional materials on Jira and Agile methodologies, providing project managers with clear and actionable guidance• Collaborate with project… Show more • Maintain sprints, design dashboards, and facilitate ceremonies (daily stand-ups, retrospectives, etc.) as Scrum Master for the Client Technology OneView team, ensuring continuous delivery and team coordination• Design and deliver Jira and Agile training sessions for InvesTech department, enhancing project management capabilities• Author instructional materials on Jira and Agile methodologies, providing project managers with clear and actionable guidance• Collaborate with project managers and vendors to provide a proof of concept for the implementation of Atlassian Jira Align, showcasing OKRs to enhance strategic alignment and agile project management across the firm• Create and deliver Technology Planning & Delivery team communications via SharePoint and other internal communication platforms, improving team transparency and updates• Contribute to the organization’s DEI efforts as Membership Connections Lead for Pride+ (Wellington’s LGBTQIA+ affinity group), fostering community engagement• Implemented UBS’s Blueprint Exponential, a project management and reporting tool, improving visibility and execution across strategic technology programs• Led weekly in-depth training sessions and held firm-wide office hours for project managers and stakeholders on Blueprint and Jira Structure, ensuring effective use• Served as primary contact for multiple projects, providing guidance and facilitating collaboration between business and technology teams during their onboarding processes• Incorporated user feedback into upcoming tool releases by working with UBS's Agile-Tooling team, prioritizing user experience• Developed and managed Power BI dashboards on Blueprint, providing senior stakeholders with data-driven insights for decision-making• Created and refined instructional materials and firm-wide standard guides (e.g., Jira to Blueprint field mapping, dependencies management, and roadmap filtering, etc.), ensuring consistency in project management practices Show less

• Contributed to the successful company-wide laptop deployment initiative (Laptops-4-All) by participating in weekly working groups and collaborating closely with the logistics sub-group to streamline distribution processes for hybrid work.• Managed the Laptops-4-All general mailbox, efficiently addressing employee inquiries and coordinating with DELL to resolve issues, ensuring a seamless laptop deployment experience for staff.• Developed the initial laptops delivery logistics… Show more • Contributed to the successful company-wide laptop deployment initiative (Laptops-4-All) by participating in weekly working groups and collaborating closely with the logistics sub-group to streamline distribution processes for hybrid work.• Managed the Laptops-4-All general mailbox, efficiently addressing employee inquiries and coordinating with DELL to resolve issues, ensuring a seamless laptop deployment experience for staff.• Developed the initial laptops delivery logistics framework by creating a comprehensive spreadsheet based on data from a firm-wide MS Form survey, laying the foundation for effective tracking and distribution of laptops across the organization.• Provided extensive calendar management, travel arrangements, and expense reporting for 2-7 directs (Managing Directors and Partners) at any given time• Managed distribution lists for the InvesTech teams that fell under directs• Coordinate both internal and external meetings including committee gatherings• Provided back-up for other department Executive Assistants as needed Show less

• Managed 25+ corporate member accounts, serving as the primary point of contact for $3,000-$6,000 memberships, ensuring member satisfaction and retention• Researched and created information briefs based on member requests for ESG/CSR knowledge, delivering timely and relevant insights to enhance member engagement• Led the monthly membership renewal process, ensuring accuracy by pulling data from Microsoft Dynamics, personalizing communications through mail merges, and sending invoices… Show more • Managed 25+ corporate member accounts, serving as the primary point of contact for $3,000-$6,000 memberships, ensuring member satisfaction and retention• Researched and created information briefs based on member requests for ESG/CSR knowledge, delivering timely and relevant insights to enhance member engagement• Led the monthly membership renewal process, ensuring accuracy by pulling data from Microsoft Dynamics, personalizing communications through mail merges, and sending invoices, resulting in seamless renewals and retention• Processed payment acknowledgment letters, ensuring Executive Director's timely signature and delivery, which contributed to maintaining strong member relationships• Administered CRM system for the Executive Director and Membership team, improving data accuracy and enabling more efficient member communications• Executed an annual CSR conference with Center staff for over 450 members, facilitating knowledge-sharing and networking, and contributing to the Center's reputation as a thought leader in CSR• Managed the Executive Director’s calendar, coordinated domestic and international travel, and processed Executive Director’s travel expenses using PeopleSoft Show less

• Executed fundraising events and activities, including the annual Whittier Gala, contributing to the organization's revenue generation and community engagement.• Trained and supported the Development Associate in grant administration, improving the efficiency and accuracy of grant management processes.• Facilitated monthly Board of Directors meetings, ensuring smooth operations and effective decision-making at the executive level.• Coordinated interviews for senior-level talent… Show more • Executed fundraising events and activities, including the annual Whittier Gala, contributing to the organization's revenue generation and community engagement.• Trained and supported the Development Associate in grant administration, improving the efficiency and accuracy of grant management processes.• Facilitated monthly Board of Directors meetings, ensuring smooth operations and effective decision-making at the executive level.• Coordinated interviews for senior-level talent acquisition on behalf of the President & CEO and Medical Director, supporting the recruitment of key leadership positions.• Managed executive-level correspondence, handling inquiries and initiating communications with board members, and internal & external stakeholders to ensure timely and professional responses.• Engaged with vendors, staff, community residents, patients, and program participants, fostering positive relationships and maintaining open communication within the organization.• Created and reformatted reports, spreadsheets, and presentations to support data-driven decision-making and enhance organizational reporting.• Participated in various committees, task forces, and organization-wide projects, contributing to cross-functional initiatives and long-term strategic goals. Show less

• Worked closely with Managing Director of Global Diversity & Inclusion and Manager of Philanthropy on managing or coordinating technical, logistical, and other special projects• Created, maintained, and administered on-going D&I measures & metrics using Workday and Excel for senior leadership and internal stakeholders (event tracking, ERG membership & activity report, external relationships and diversity partnerships information and costs, etc.)• Managed events for both D&I and… Show more • Worked closely with Managing Director of Global Diversity & Inclusion and Manager of Philanthropy on managing or coordinating technical, logistical, and other special projects• Created, maintained, and administered on-going D&I measures & metrics using Workday and Excel for senior leadership and internal stakeholders (event tracking, ERG membership & activity report, external relationships and diversity partnerships information and costs, etc.)• Managed events for both D&I and Philanthropy ensuring all materials, volunteer coordination, video/audio conferencing, external guest logistics, and catering were set • Created, and/or maintained SharePoint sites; Acting as project manager, creating vision and timelines, and working with Marketing and/or IT as needed • Acted as a primary resource for ERG / Business Network co-chairs, sub-committee, and members• Developed or assisted in implementation of new technologies• Coordinated logistics of Grant Review Committee process (building team spreadsheets, obtaining and organizing of organizations’ data and teams' deliverables)• Served as primary resource for the grant review teams (analyze financials, obtaining missing organization data, etc.)• Created Foundation Board books containing team recommendations and financial analysis of organizations for award decision making purposes• Prepared then sent post-award / grant contracts; acted as organizations’ PoC ensuring the information was accurate for dispersing funds• Revised Annual Appeal materials and worked with Benefits, Marketing, and Distribution regarding global logistics• Took and transcribed minutes for meetings including quarterly Foundation Board and Business Network (ERG) Leaders meetings• Created, proofread, and/or edited materials such as agendas, brochures, memos, and client presentations, ensuring proper formatting• Provided heavy calendar management to Managing Director of Global D&I, including domestic and international travel arrangements Show less

• Provided technical and logistical support to the Director of Development and Sr Development Officer at the College of Arts, Media and Design and the Director of Development/Special Projects at the College of Professional Studies• Pulled multiple reports daily for supervisors including opportunity pipelines, quarterly check-in, donor/prospect location for travel, personal visit, comparison, fundraising and other reports using Salesforce database• Process checks/gifts/opportunities into… Show more • Provided technical and logistical support to the Director of Development and Sr Development Officer at the College of Arts, Media and Design and the Director of Development/Special Projects at the College of Professional Studies• Pulled multiple reports daily for supervisors including opportunity pipelines, quarterly check-in, donor/prospect location for travel, personal visit, comparison, fundraising and other reports using Salesforce database• Process checks/gifts/opportunities into Salesforce and work with the Information Systems team ensuring accurate tracking• Manage acknowledgement letter process for both CAMD and CPS including editing and updating quarterly. Also included mass mailings (i.e. holiday cards, end of year appeals, spring e-appeals, etc.) Regularly followed up with internal and external vendors regarding projects• Coordinated logistics for CAMD alumni speaker events as well as provided operational support for the Interdisciplinary Programs' donor and lecture speaker events.• Other development tasks included: Meeting and travel agendas, donor research using LexisNexis, entered stewardship/cultivation visit notes, expense reports, pro-card reconciliation• Re-designed and produced the D'Amore-McKim School of Business Graduate Programs weekly e-newsletter on Constant Contact• Edited and assembled the student profile books for DMSB Graduate Programs• Supported the DMSB Program and Student Services staff, providing other duties as necessary• Assisted the D'Amore-McKim EMBA program on Saturday mornings by helping faculty with on-site issues (i.e. facility or catering) as they arose Show less

• Conducted detailed development research and added information and research notes to the Sage50 database• Briefed and prepared the VP of Institutional Advancement for meetings and solicitations, thus creating and/or contributing to the development of reports (constituent, analytical, financial, etc.) and presentations as needed• Maintained solicitation spreadsheets ensuring donor tracking, management, and recognition• Planned and executed special advisory meetings, prospect… Show more • Conducted detailed development research and added information and research notes to the Sage50 database• Briefed and prepared the VP of Institutional Advancement for meetings and solicitations, thus creating and/or contributing to the development of reports (constituent, analytical, financial, etc.) and presentations as needed• Maintained solicitation spreadsheets ensuring donor tracking, management, and recognition• Planned and executed special advisory meetings, prospect management meetings, and other internal office meetings and events. • Took and prepared minutes for Committee, Monthly Advancement, and other meetings as needed• Supervised registration at annual gala and alumni association meeting, managed campus donor prospect tours, and assisted with other cultivation/donor events.• Provided other development task work including gift entry, acknowledgement letters, processing invoices, and general administrative tasks Show less

Acted as the primary Database Security Administrator for Metropolitan College via UIS and BUWorks/SAP• Communicated between MET employees and all external and internal vendors (i.e. catering, travel, facilities, sign center, IT, telecom and any others as needed)• Prepared shopping carts, internal service requests, and generated purchase orders in BUWorks/SAP• Coordinated hosted events and provided pre-event administration support for meetings and special events• Coordinated new… Show more Acted as the primary Database Security Administrator for Metropolitan College via UIS and BUWorks/SAP• Communicated between MET employees and all external and internal vendors (i.e. catering, travel, facilities, sign center, IT, telecom and any others as needed)• Prepared shopping carts, internal service requests, and generated purchase orders in BUWorks/SAP• Coordinated hosted events and provided pre-event administration support for meetings and special events• Coordinated new employee set-ups (i.e. network access, phone setup, business cards, signs, building access etc.)• Maintained and updated vacation, sick, and personal time for MET exempt employees• Supervised front desk work-study study students• Oversaw the office's petty cash account and petty cash reimbursements• Provided front desk and administrative support to MET College Finance & Administration and Human Resources Show less