Nancy Rosenbaum Email & Phone Number

Nancy Rosenbaum has over 25 years of experience managing resources, supporting executives, and serving as a board liaison. With a Master’s degree in Organizational Management and a Bachelor’s degree in Psychology, Nancy is highly competent in working with your board members and staff and recruiting qualified personnel to complement your team. Nancy is an accomplished, personable coordinator with an extensive background in organizational management. Nancy can analyze data, schedule board and committee meetings, create needed reports, manage your recruiting process, and run your CRM system. She can implement and manage complex workflows and resources. Nancy accomplishes her responsibilities professionally and thoughtfully. She can enable the executive team to focus on the nonprofit’s goals and free it up to engage more with the community and its funders.Specializing in the Nonprofit sector, WW Consulting for Good builds customer-centric business processes and guides organizations through the executive vision to full execution. From due diligence to customer service, WW Consulting specializes in reversing inefficiencies, introducing best practices, and understanding key stakeholders.

Create and draft content for presentations and ad hoc project reports by collecting and analyzing data requiring knowledge of various software programs. Research & coordinate logistics and timing for client board meetings and retreats.Database Maintenance: Maintain and cleanse the Excel contact management database.Expense Reporting: Prepare and track expense reports for submission.Specializing in the Nonprofit sector for building customer-centric business processes, guiding organizations through the executive vision to full execution. From due diligence to customer service, WW Consulting specializes in reversing inefficiencies, introducing best practices, and understanding key stakeholders.

Ensured CEO’s day ran smoothly. Managed daily workflow, with heavy scheduling, calendar management, and client support of 600 clients. Scheduled meetings, travel, and hotel arrangements.Shadowed email inbox for CEO. Composed and replied to confidential business correspondence. Responsible for client support, including year-end document requests and tax year organizers. Requests for additional information from clients as needed.Managed daily workflow and reporting of associates.Prepared regular and ad hoc project reports by collecting and analyzing data using Excel.Created and managed client routing sheets to track the process flow and preparation of income tax returns. In charge of tracking and reporting on the status via Tax Software and CRM reporting. Coordinate with clients on outstanding documentation.Full-range financial services organization concentrating on businesses & individuals’ tax planning and consulting services for closely held businesses, real estate, and wholesale businesses. Scope 600+ clients and 1,100 tax returns.

Weston, Fl, Us

Identified all staff and associates’ credentials to simplify project assignments and deal with project overlap efficiently by creating a workflow process.Established medical chart production pipeline process, project completion timeframes, and updates to determine parameters for the number of charts processed per month by nurses and medical records technicians. Created a workflow to streamline the medical coder placement process for 75 nurse medical coders and 50 medical record technicians. Conducted weekly staff meetings with associates. Managed remote projects across multiple clients’ Electronic Medical Records systems to ensure completion by all project deadlines. Participated in meetings with Directors and Executives.A national provider of technology - enables end-to-end payment solutions that allow health plans to generate, analyze and submit data needed to manage member care and ensure appropriate reimbursement successfully.

Us

Oversaw monthly online promotions for national accounts, managing email/internet media advertising and product service through telephone support for 60% productivity improvement. Coordinated 5 million customer prospect mailings per year. Partnered with vendors to define client data requirements, processes, and procedures.Implemented Custom Goldmine and ACT databases and managed and updated data specification documentation while overseeing end-to-end data integrity.Oversaw monthly online promotions for national accounts, managing email/internet media advertising and product service through telephone support.Increases car dealers’ revenues by offering a personalized web page for each dealer’s customers and builds customer satisfaction by capturing customer emails to facilitate ongoing communications and target marketing initiatives.

• Managed client files, preparation of clients charts for set up and update• Performed opening and closing procedures• Prepared for next day’s appointments, office visits and surgeries• Scheduled appointments and surgeries• Responded to client questions• Assisted in veterinary procedures

Master Of Arts Organizational Management (Maom), Organizational Management

Bachelor'S Degree, Psychology

Bachelor'S Degree, Psychology