• Review and provide strategic interpretation of analysis to annual fund analytics and planned giving modeling clients.• Develop and implement new analytic tools and services.• Integrate client data with our personalized direct mail and email programs through variable data and segmentation.• Responsible for management of Planned Giving Prospect program (PGFinder) including client communication, processing, analysis, and presentation.• Provides high level support to the Spencer Group staff. Includes project consultation and troubleshooting data and mail file issues.• Data management and analysis for larger clients with complex datasets and specialized analytic needs.

• Leads the Data and Analytic department providing support and guidance to the data specialists on the team.• Responsible for developing, coding and testing new reporting products.• Head of New Business Development in nonprofit, educational and private sectors with a focus on New England states.• Responsible for management of Planned Giving Prospect program (PGFinder) including client communication, processing, analysis, and presentation.• Provides high level support to the Spencer Group staff. Includes project consultation and troubleshooting data and mail file issues.• Data management and analysis for larger clients with complex datasets and specialized analytic needs.

• Responsible for data project management of 60+ Annual Fund mailings and 75+ data and analytic projects per year.• Developed automated programming and quality control tools for analytics and mail list management, increasing efficiency and accuracy of reports and direct mail campaign processing.• Processed and analyzed files from national nonprofits, large universities, small colleges, independent schools, hospitals, and regional and smaller nonprofits with files ranging from 1,000 to 15 million+ records. • Produced reports that informed Annual Fund campaigns (donorMAP) and Planned Giving programs (PGFinder). Reviewed and provided strategic interpretation of resulting analysis.

• Responsible for mail list management and coordination of Planned Giving postcard programs (200+ mailings per year).• Mail list management and segmentation for Annual Fund programs with variable insert data and up to 20+ segments.• Processed and analyzed raw data from major fundraising software (Raiser’s Edge, Ellucian/SunGard HE, Banner, Advance, Salesforce and more).

• Planned, coordinated and promoted the TAP-VT Workshop program and other VANPO events.• Managed VANPO’s membership program and member communications.• Provided computer and IT support including database and website management.

• Reviewed and interpreted state regulations and compiled data and produced reports to demonstrate compliance.• Created and maintained database tools; examined and analyzed various data sets. • Provided data support for Quality Improvement activities and corporate reports.

• Answered queries from insurance plan members, providers and health plan representatives regarding claims payment, provider referral and plan coverage. • Handled general office duties, including filing, answering multi-line phone and basic office equipment maintenance.