Providing virtual bookkeeping services to small business and non-profits.

• Worked on data migration project to bring advancement data from Banner into Salesforce Ascend including data mapping, cleansing, and testing.• Prepared and presented quarterly fundraising metrics reports.• Donor database management including constituent, gift, and pledge data.• Fund management for over 1,900 funds / 600 endowed funds including gift agreements and maintenance of fund restrictions.• Generation of customized queries to support data migration, fund management, fundraising, and donor relations.

Ensures that organizational strategy is informed by sound data which includes developing reports, structures, and support processes to promote effective and efficient fundraising. Oversees the development and implementation of policies and procedures related to biographical data entry, gift processing and administration, and the confidentiality of constituent information.
 Oversees the gift accounting system and assists with the timely and accurate processing and reporting of philanthropic gifts and grants in accordance with Federal and State regulations, College policies, CASE standards, and best practices. Collaborates with front-line fundraisers in the drafting of gift and pledge agreements, reviews new gift and pledge agreements, and maintains agreement templates. Responsible for various accounting, financial analysis, and other fiscal functions including monthly reconciliations, fiscal-end close, and preparation for the audit process. Compiles data for annual endowment stewardship reporting. Assists development staff in understanding data and reporting systems in support of their fund raising, stewardship, and alumnae relations programs. Synthesizes current and historical fundraising and financial information for analysis. Prepares and presents quarterly review and analysis of fundraising metrics.

Responsible for managing policy and processes with regard to the accurate and timely processing and administration of all gifts, private grants, and pledges to the College, ensuring compliance with IRS tax laws and regulations, accounting best practices, and CASE standards. Responsible for ensuring the accurate and timely updates of biographic information as well as developing, producing, and auditing fundraising reports.

Managed recording and administration of financial transactions involving annual fund and restricted gifts, grants, and pledges to the College ensuring compliance with IRS tax laws and regulations, accounting best practices, and CASE standards. Managed production of gift receipts and acknowledgements; updates of biographic information; development and production of fundraising reports.

Managed full-charge accounting for $3 million non-profit organization, working extensively with departmental directors, finance committee, and board of directors. Prepared financial reports including budget to actual, variances, cash flow, forecasts, membership, school/camp enrollment reports for department heads, committees and board of directors. Worked with departmental directors and finance committee in the preparation of annual budgets including creation and presentation of budget reports and analyses. Prepared annual compiled financial statements, notes, and supporting schedules for CPA review. Migrated organization from cash to accrual accounting, established accounting procedures, internal controls and reporting structure. Worked in conjunction with membership, school and camp administrators to register 500 member families, 260 religious and nursery school students and over 700 campers each year including coordinating financial aid requests/awards and payment plans.

Managed full-charge accounting for $2 million corporation including A/R, A/P, G/L, payroll processing, human resources, payroll tax returns, 1099, sales and use tax returns for locations in 2 states. Supervised accounting and administrative staff. Purchased and maintained inventory of over $200k in multiple locations in 2 states. Developed databases for sales/marketing and internal order processing. Prepared quarterly financial reports including supporting schedules. Assisted CFO in preparation of annual external audits.