Kendall Chance Email & Phone Number

Tokyo, Jp

Washington, District Of Columbia, United States

Washington, District Of Columbia, United States

• Assisted in the migration of, establish the taxonomic infrastructure and best practices for, and manage the entry and validity of all data and descriptive/administrative metadata in the organization’s CRM platform (EveryAction). • Formulate and implement process improvements for the collection of quantitative and qualitative donor/revenue information in our CRM. This involves liaising with various internal & external stakeholders to ensure data captured ultimately improves our… Show more • Assisted in the migration of, establish the taxonomic infrastructure and best practices for, and manage the entry and validity of all data and descriptive/administrative metadata in the organization’s CRM platform (EveryAction). • Formulate and implement process improvements for the collection of quantitative and qualitative donor/revenue information in our CRM. This involves liaising with various internal & external stakeholders to ensure data captured ultimately improves our relationship with donors, as well as strategy and accuracy in targeting donor groups for more successful stewardship initiatives.• Compile data for and monitor revenue/performance/forecasting dashboards and produce detailed analysis & data visualization for weekly/monthly/quarterly reporting and presentations. Own organization-wide reporting and present this work directly to the Chief Development & Chief Financial Officers. Show less

Washington D.C. Metro Area

• Acted as interdepartmental liaison between the Finance/Accounting and Development teams by communicating and translating financial movement into developmental program progress, and vice versa. • Contributed to F&A's audit preparedness by assisting the CFO and Director of Finance with monthly QuickBooks reconciliation, creating and tracking deliverables, and organizing financial data in our CRM to follow GAAP.• Implement strategic improvements to the organization's Operational… Show more • Acted as interdepartmental liaison between the Finance/Accounting and Development teams by communicating and translating financial movement into developmental program progress, and vice versa. • Contributed to F&A's audit preparedness by assisting the CFO and Director of Finance with monthly QuickBooks reconciliation, creating and tracking deliverables, and organizing financial data in our CRM to follow GAAP.• Implement strategic improvements to the organization's Operational procedure standards, which included redesigning and overseeing our donor tax acknowledgment process and developing training material for future hires. Show less

Washington, District Of Columbia, United States

• Directly supported regional senior vice presidents and business development managers with a challenging matrix of high-pressure and time-sensitive projects including data collection, compilation, metrics reporting, and analysis.• Created and led the presentation of sales and lead activity reports, which allowed sales teams to identify areas of growth and opportunity. • Developed, and owned and distributed training materials for nationwide onboarding of internal staff as the… Show more • Directly supported regional senior vice presidents and business development managers with a challenging matrix of high-pressure and time-sensitive projects including data collection, compilation, metrics reporting, and analysis.• Created and led the presentation of sales and lead activity reports, which allowed sales teams to identify areas of growth and opportunity. • Developed, and owned and distributed training materials for nationwide onboarding of internal staff as the designated “Corporate Accelerator." Utilized those materials to train new operations associates and supervised their development.• Demonstrated my ability to thrive in high-performing environments by using creative problem-solving and maintaining a collaborative mindset. Show less

Washington D.C. Metro Area

• Provided ad hoc customer service for all executive leadership, producers, partners, and clients (current and prospective). • Tracked issue and request statuses, communicated updates to internal and third-party stakeholders, and served as the primary point of contact for recruiting efforts.

Washington D.C. Metro Area

Washington D.C. Metro Area

Washington D.C. Metro Area