Led the strategic planning process to fundraise more than $3.9 million annually, including through online, direct mail, and planned giving campaigns.Performed statistical analysis in Minitab and Excel to better understand the correlations between donor profiles, giving trends, and marketing tactics. Created data visualizations in Tableau on to enable internal and external stakeholders to better understand the firm’s financial and programmatic metrics. Created financial forecasting models to enable executive-level decision makers to test key budgetary assumptions. Created analytics dashboards using SQL queries to track KPIs, including cost per acquisition, lifetime value, ROI, retention rate, response rate, and average gift size.Directly managed two personnel to ensure our team met its financial goals.Oversaw digital content production, including A/B testing, conversion optimization, and audience tracking.Created financial models to support the firm’s FP&A process, including scenario modeling and sensitivity analysis.Led initiatives to reduce fundraising costs as a percentage of revenue raised, increased retention rates among donors, and streamline processes for implementing marketing campaigns.Wrote and reviewed Requests for Proposals (RFPs), negotiated with vendors, ensured contractual compliance, and led annual evaluation of contractors.

Reduced fundraising costs as a percentage of revenue raised, increased retention rates among donors, and streamline processes for implementing marketing campaigns.Analyzed fundraising data to help the firm better understand cost per donor acquisition, retention rates, and lifetime value. Utilized A/B testing to optimize donor conversions, improve open rates, and increase average gift sizes from donors. Wrote case studies to help the organization examine challenges, understand best practices for resolving them, and develop plans to overcome them. Assisted with tax compliance and the audit process for 501(c)(3) and 501(c)(4) entities to ensure revenue and expenses were properly allocated among various departments and invoices were coded to the correct organizational entity.

Conducted analysis on the medical device markets in the United States, Europe, and South Korea to better understand market dynamics for innovative diabetes management tools.Provided a framework for understanding how patient advocacy in different political contexts drove reimbursement rates for certain medical devices. Synthesized relevant case studies, developed a set of recommendations to inform the firm’s market entry strategy, and presented key findings to the senior management team. Researched legal and regulatory rules, competitive rivalry, buyer power, and cultural norms, our team of consultants developed a strategy to effectively work with patient groups to de-stigmatize diabetes in South Korea with the goal of increasing reimbursement rates for life-saving technologies. Managed a team of five consultants throughout the project.

Managed financial reporting and and federal tax filings, including Form 990.Launched a planned giving program to facilitate stock gifts, bequests, and legacy gifts.Managed foundation relationships and board outreach to major donors. Coordinated online marketing campaigns that consistently exceeded ROI goals and grew the annual operating fund by an average of 36% per year.

Provided monthly financial reports to the board, including profit and loss statements and budget analysis. Administered employee benefit plans, including the selection of health insurance plans and 401(k) provider.Oversaw federal and state tax compliance and ensured GAAP standards were adhered to.

Worked in three United Nations refugee camps to coordinate child development activities.