Marilyn Goldman Email & Phone Number

Newton, Ma, Us

Medford, Massachusetts, United States

Boston, Massachusetts

Family Foundation/Family Office dedicated to funding start up non-profits and those with growth and expansion plans. •Identified and evaluated organizations for potential new philanthropic investments by the foundation•Consulted with grantees on effective non-profit management and organization expansion•Established relationships with Foundations across the U.S. and secure funding collaborations•Managed personnel finances of high net worth family through the Family Office including compliance and legal issues•Implemented and managed all benefit plans, insurance coverages, payroll, and human resource efforts•Oversaw and executed marketing operations to grow reputation and visibility of foundation locally and nationally•Created templates for grant agreements and evaluations for use with grantee organizations*Established and maintained procedures for accurate reporting of financial information to the family•Coordinated preparation and filing of individual, trust, and business annual tax returns for all Leifer family entities with accounting firm and controller

Boston, Ma

Assistant Executive Director (2010 – 2014)Director of Administration & Human Resource (2006 – 2010)• Implemented and administered employee benefits programs (health, dental, vision, LTD/STD, 401K, FSA)• Wrote and revised Employee Personnel Handbook each year• Designed and implemented effective employee recruiting, hiring, and retention programs• Prepared and managed annual budget of $3M+ in coordination with senior management• Maintained portfolio of foundation relationships, including grant writing and reporting• Responsible for cash management, bank relations, and coordination of annual audit• Served as member of senior management team and played critical role in strategic planning efforts to re-define the mission of the organization in 2010-2011• Established and maintained 50+ vendor relationships, including purchasing, travel, and facilities management• Managed accounts payable and accounts receivable/collection functions; achieved 100% collection rate• Established human resources department and oversaw implementation of employee evaluations, personnel file management, record keeping, legal compliance, new employee orientation, regular staff meetings, and events• Supervised and evaluated operational and finance staff and served as mentor for new employees• Attended and presented at quarterly meetings of Board of Directors; served as liaison for finance committee

Director of Finance & Operations (2003 – 2006)Business Manager (1998 – 2003)•Supervised and evaluated administrative, financial, maintenance, and food service staff•Oversaw facilities and site management for 20-acre campus with a 20K sq. ft. building within budget•Served as financial aid administrator with accountability to a financial aid committee; distributed over $1M in financial aid on annual basis•Implemented and administered all employee benefits programs•Created, implemented, and maintained school policies and procedures•Played critical role in building of new campus; oversaw move to the new campus on time for school opening in the fall•Oversaw all finance functions including tuition billing and collection, 100+ vendor relationships, purchasing, accounts payable, accounts receivable, contracts, budgeting, and annual audit; achieved 95% collection rate•Recruited outside rental revenue and coordinated all functions generating significant revenue for the school•Implemented and oversaw school-wide security and safety protocols and systems•Attended monthly Board meetings; served as liaison to following committees: finance, personnel, facilities, financial aid.•Created, planned, and taught two new business course electives for 12th grade students

Executive Director (1987 – 1998)•Oversaw membership recruitment and retention; grew membership 40% over a 10-year period•Managed daily operations of synagogue facility, including physical plant and capital improvements•Oversaw human resource functions for all employees•Supervised and directed support and maintenance staff•Prepared and effectively managed budget in conjunction with Board finance committee•Supported all development events and direct fundraising efforts; met fundraising targets each year•Coordinated 50+ functions and life cycle events per year for both internal and external clientele•Managed kitchen operations, including coordination of volunteers and working with caterers, vendors, and families; generated new source of revenue for the organization through this venture•Recruited, motivated, and organized 300+ volunteers each yearYouth Director & Teacher (1985 – 1995)•Hired and supervised three staff in the youth department; oversaw creative and high level programming for 150 students in grades 5-12.•Planned and implemented programs in the following areas: social, recreational, religious, educational, social action, fundraising, sports, and Israel awareness.•Created and oversaw expanded college outreach program to graduates of the youth department.*Served as staff liaison to youth committee.•Researched, planned, and taught weekly classes for grades K-2 and high school.

Ma, Counseling

Ba, Psychoogy & Education