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Skills

  • NDCMedisoft
  • Contribution Software Proficiency (Microsoft Excel)
  • Cloud-Based Records Migration
  • Project organization
  • Donor Communication Skills
  • DRG assignment
  • Supervision
  • Continuous Improvement Initiatives
  • Communications
  • Compliance auditing

Work Experiences

  • Answered 3 calls per one year to help customers with their questions and concerns.
  • Collaborated with procedure customers to determine their needs and deliver program service.
  • Analyzed contribution patterns.
  • Achieved recognition at procedure in 2021.
  • Achieved 36% error-free recording.
  • Automated the contribution reporting workflow by integrating Asana, reducing operational times by 51% and saving department costs.
  • Used classification manuals to learn more about disease and diagnosis processes.
  • Oversaw a 9-month project to revamp the filing system, resulting in a 11% increase in department productivity.
  • Audited and documented donations and pledges.
  • Achieved a 20% reduction in reporting errors.

Summaries

  • Within Miscellaneous, senior Contributions Records Specialist and outstanding performer in vendor management and strategic planning.
  • Achieved 40% error reduction.
  • Adept in centralized contribution systems.
  • Adept at leading records migration projects, moving to cloud-based solutions with 77% improvements in both security and accessibility, ensuring more efficient real-time tracking of contributions.
  • Consistently recognized as a dependable team member.
  • Achieved 82% improvements to accessibility.
  • Achieved 29% improvements in security.
  • Achieved 32% improvements in accessibility.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Achieved a 21% reduction in processing times.

Accomplishments

  • Led migration of over 11 historical records to cloud-based storage, guaranteeing 100% data integrity and reducing long-term storage costs.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Drafted and distributed monthly dashboard reports using Tableau, elevating visibility into contribution performance for 10 internal stakeholders.
  • Managed and maintained up-to-date records for over 13 contributions annually, ensuring data accuracy and reducing discrepancies by 25%.
  • Enhanced department's contribution tracking efficiency through detailed KPI tracking, achieving 64% improvement in on-time processing rates.
  • Streamlined departmental contribution management by implementing advanced Excel functions (pivot tables, macros), resulting in a 41% reduction in processing time.
  • Developed visual dashboards through Jira, offering upper management real-time insights into contribution metrics, aiding strategic decision-making by 25%.
  • Led the company-wide transition to Jira for contributions management, improving scalability and reducing system downtime.
  • Standardized recordkeeping methodologies for contributions, reducing audit risks by 43% and ensuring compliance with reporting standards.
  • Reduced financial reporting errors by creating automated data validation rules, improving department-wide analysis accuracy by 36%.

Affiliations

  • Rotary International
  • International Association of Privacy Professionals (IAPP)
  • International Institute of Finance Officers (IIFO)
  • National Association of Social Workers
  • Cloud Security Alliance (CSA)
  • National Council of Nonprofits (NCN)
  • Member, Standards Organization for Financial Integrity (SOFI)
  • Council for Advancement and Support of Education (CASE)
  • Lions Club
  • Jaycees

Certifications

  • Certified Government Financial Manager (CGFM) - 2024
  • Accounting Certificate - Harbor & Co.
  • Certified Public Accountant (CPA) Illinois
  • Lean Six Sigma White Belt Certification 2023
  • Cisco Certified Network Associate (CCNA)
  • Financial Modeling and Valuation Analyst (FMVA) - Jira
  • Google Certified Professional Cloud Architect
  • Advanced Financial Reporting Practices - Lakeside Partners
  • Certified Public Accountant (CPA)
  • Certified in Financial Forensics (CFF) - 2023

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