Payal Mohan Email & Phone Number

Managed all aspects of the Membership and Training programs including coordinating and leading membership recruitment, retention, and strategic outreach, resulting in 18% increase in membership base over one year; and co creating and ensuring the smooth delivery of a portfolio of 45+ in-person and virtual trauma, organizational leadership/development, and DEIJ trainings to support community and member needs. Community Engagement Lead for partnering with regional Collaboratives, community leaders, and external consultants on joint venture to identify best practices and future state solutions to leverage collective strengths and capitalize on synergies to meet the community’s most pressing needs.

Cultivated relationships with current and potential grantees and provided support to ensure grant submissions met with Family Foundation’s funding requirements. Met with grantees to track progress and goals, while evaluating ongoing alignment with program goals and priorities. Reviewed new proposals (LOIs) and identified non-grantees that may be of interest to Executive Director or Board. Responsible for all website updates, processing payments, reporting, and tracking to meet annual budgetary needs and assure compliance with IRS regulations.

• Accountable for team of people managers and individual contributors• Areas focused on providing service to clients, agents and governmental entities and assuring compliance with regulations• Initiated automation projects such as enabling electronic payments, web-based tracking, andstreamlined data transmissions to improve efficacy and strengthen controls• Improved customer experience by simplifying correspondence and reducing turnaround by 20%• Worked with external vendors for automation demos and participated in the RFP process• Represented the area in all internal and external audits and responsible for SOX reporting• Partnered with Risk Management and IT as needed to automate high risk processes• Served as Secretary of the Product Approval Committee (PAC) consisting of key executive leaders tasked with authorizing new product launches for the company

• Managed service center dedicated to handling requests on complex settlements• Tasked with developing and implementing QA/QC routines to address audit issues• Prepared extensive assessment to determine functions that could be eliminated or restructured• Worked with team to ensure that 95% of all requests were completed within aggressive timelines• Worked with IT to strengthen controls by creating an automated workflow for the unit• Developed and championed a proposal to discontinue the sale of a high-risk product• Liaison with other service areas to discuss findings and gain commitment to improvement plans

Master Of Business Administration, Management, Marketing

Bachelor Of Science, Finance And Economics