Membership Renewals• Sustain relationships with and provide solutions for 650+ member families• Manage, process and track renewals• Work with new and existing members to find appropriate financial commitments - get members to “yes” with minimal negotiation time• Discreetly manage sensitive personal and financial issues and maintain confidentiality • Utilize CRM to document issues and manage communication Successes: • Drove budget attainment for membership commitments from 60% to 70% historical to over 100% for 2020-21 and 2021-22Accounts Receivable• Ensure members honor commitments through regular invoicing and soft collections • Invoice and collect payments for events, catering, fundraisers and donations• Intake checks and cash• Deposit checks and cash and record payments in ShulCloud• Associate online payments to accounts in ShulCloud• Administer and monitor bank accounts• Analyze revenue and income• Track payments to internal accounts and transfer funds between bank accounts• Perform monthly reconciliation with accountantSuccesses: • Achieved payment rate of 99% for renewals for 19-20, 20-21 and 21-22• Created invoicing process to improve timely, up-front paymentsAccounts Payable• Track bills and make on-time payments• Document invoices and payments• Maintain customer account information, payment terms and payment methods• Follow up with vendors as needed to ensure accuracy of billing• Perform monthly reconciliation with accountantSuccesses: • Oversaw recovery from being delinquent with multiple vendors to current payment status with all vendorsAdditional Duties• Provide Payroll and Quickbooks support• Create financial reports and provide guidance for department and annual budgets

• Utilize Purim Project software to manage and run online campaign • Execute marketing communications and fundraising solicitations• Establish and monitor milestones to ensure achievement of fundraising goals • Ensure fundraiser meets stakeholder expectations• Coordinate with volunteer committeeSuccesses: 2021 Fundraiser - $24,000 from 140+donations (15.5% increase from 2020) 2022 Fundraiser - $30,000 from 170+donations (25% increase from 2021)2023 Fundraiser - $31,100 from 170+donations

• Coordinate with sponsorship-level members for fulfillment of their benefits• Monitor ticket distribution to members• Sell additional tickets to members and to non-members (point-of-sale transactions)• Implement reciprocity policies and procedures • Invoice and take payment for event-specific sponsorships and donations• Coordinate with co-workers on logistics for reserved seating and reserved parking • Resolve queries and issues from members and general public within a timely manner

Performed project-based market research and editorial work for multiple clients:Co-authored marketing materials for IT start-up working with VP Marketing and CEO to create clear go-to-market messagingTransformed conference presentation transcripts into customer case studies showcased on corporate websiteEdited technical whitepapers Executed market research studies to define social media and online chat strategy for B2C customer supportCollaborated with PR and creative teams to maintain consistent branding for digital and print contentEvaluated online material to verify format and content accuracy across multiple channelsDeveloped content for technical user guides, grant applications and RFP responses

Coordinated with VP Publisher to develop over 50 new products; revised manuscripts to improve marketability of new publicationsSupervised 15 freelancers, including authors and copy editorsDeveloped and maintained project schedules; prepared related materials; utilized Microsoft Office and internal database to manage projectsProvided content expertise for the financial services industryEdited manuscripts and publication updates for content, grammar and editorial styleProvided answers to customers’ content queries; fielded queries to appropriate editors or authors, ensured responses were specific and timely; monitored trends