Leads the compliance, accounting and financial reporting of UWW’s operating units outside the United States. a. Oversight, operations, compliance and financial management of UWW Hong Kong, Shanghai, Geneva and Toronto officesb. Responsible for ensuring required governance matters/activities related to international operating units are timely executed and properly documented to ensure compliance with organizational bylaws and operating country legal requirements.c. Assists in developing strategy for successful execution of organizational goals and initiatives through effective application of existing and new technologies and strategies for international markets. d. Supports the implementation, review and update of written financial policies and procedures for international transactions with emphasis on the balance between effective internal controls and performance efficiencye. International Grantmaking and Donor Advised Fund Compliance and Oversight.

• Delivered guidance, training opportunities and technical assistance for United Way Worldwide's international network on issues pertaining to governance, ethics, financial sustainability, membership standards and organizational accountability, risk mitigation and standards of operational excellence matters. • Management of the advising and policy setting for United Way Worldwide (UWW) system-wide membership accountability matters through the staffing of a Worldwide Membership Accountability Committee.• Coordinates and leads the membership solicitation, certification and revocation processes for international partners to the United Way network. • Assurance of global member compliance with network requirements and promote standards of operational excellence.

Managed operations and compliance of an international giving program that funds organizations and projects in approx. 90 countries through more than 700 grants annually; Managed relationships with individual donors, multinational corporations and foundations that desired to make philanthropic impact abroad.Select Accomplishments:● Lead all contract negotiations with corporate, foundation and NGO partners● Created comprehensive international DAF Regulatory Compliance Policy and new audit requirements● Trained staff on international NGO analysis and vetting best practices and on nation-specific legal issues effecting the NGO sector in high grant regions● Supervised all grant and vetting activity for International Donor Advised Giving (IDAG) corporate, foundation and individual donors. ● Led digitization of vetting processes and procedures● Established system for real-time operational performance metrics

Grant and Account Manager for international donors representing over $20 million in charitable gifts annually to over 120 non-profit organizations annually; Oversaw program's Customer Relationship Management system design and operations; Managed United Way's business processes and policies for OFAC compliance on all international fund transfers as well as administer the Watchlist system; Determined grant terms and advise grant recipients of fiduciary & legal responsibilities for Expenditure Determination and Expenditure Responsibility international grants; Managed relationships and grants for the European, Caribbean and Latin American regions; In charge of the vetting of all legal documentation in German, French, Spanish, Portuguese and Dutch languages.Select Accomplishments: -Led the management of the relationship with IDAG’s most important client worth over 20 million annually. -Led department implementation of a cloud-based grant management program improving processing time by 71% in two years. -Successful project management of multi-year cross-departmental conversion to automated fund tracking and development of online donor portal to increase transparency & donor satisfaction -International audits conducted on select charitable partners in 6 countries, including Brazil, Mexico, Netherlands, Belgium, Germany, and France.

Administered and monitored contracts and grants; Managed billing and accounts receivable for all affiliate accounts; Managed reporting on account statuses; Quarterly projection reporting; Led Customer Operations and billing contact, case escalation and problem resolution; Oversaw CRM database for data reconciliation between internal and parent company databases.Select Accomplishments:• Led transition to automated CRM based contracts & billing process▪ Managed and served as systems admin for national referrals phone system and zip codes database ▪ Helped launch and administered Spanish language telephone referrals system to complement online database

- Monitored and updated CRM database for contact data, solutions and leads. - Managed technical writing for web based and textual training manuals- Created and maintained online solutions database for technical and process issues.- Edited and developed training materials for web based application.