Dana Dougherty
Financial Coordinator
Arlington,TX
Summary
Talented business professional bringing demonstrated administrative and financial management skills. Well-versed in preparing orders, monitoring transfers and tracking market fluctuations. Excellent customer service, problem-solving and multitasking abilities focused on maintaining compliance, maximizing satisfaction and quickly addressing concerns.
Overview
18
18
years of professional experience
7
7
years of post-secondary education
Work History
Client Associate
Elite Generations
Farmers Branch, TX
04.2022 - 05.2022
- Identified target customers by interacting in person and handling basic inquiries and providing quotes
- Increased donations 10% through direct marketing
- Promoted non-profit organization
- Established marketing events
- Developed personal rapport with each client to maintain customer engagement, interest and response
- Business Office Administration
Financial Coordinator
First Baptist Church
Dallas, TX
01.2017 - 04.2022
- Oversaw incoming donations operation for PTV with over $500,000 monthly impact.
- Managed general financial reporting.
- Answered questions over phone and in-person regarding donations, products, acknowledgement letters, and year end tax statements.
- Created and distributed reports on internal finances and budgets.
- Completed journal entries, account reconciliations and account analysis to prepare financial documents and general account management.
- Supervised accurate, efficient and compliant completion of daily, weekly or monthly financial reporting packages.
- Increased precision by utilizing up-to-date Aegis/CRM software.
- Prepared and distributed end-of-year (EOY) tax statements to donors.
- Developed effective strategies to turnaround failing office procedures.
- Enhanced quality and accuracy of financial and personal information by overseeing and reviewing data entry processes.
- Reviewed documents and data to give accurate presentations and forecasts to management.
- Formulated strategic plans and supported tactical initiatives to execute time-saving deliverables.
- Developed new mail merge system, saving over 20 hours per month for accounting department.
- Managed daily mail financial functions, batch processing, and data entry with 2 employees, and 2 or more volunteers to comply with predetermined company guidelines.
Training Team Lead/Prayer Partner/Data Services Analyst
Daystar Television
Bedford , TX
01.2005 - 05.2017
- Used business objects, business intelligence and other reporting tools to extract data from data solutions and data warehouses.
- Provided operational support for high-call volume and financial institution in fast-paced 24-hour work environment.
- Established configuration based knowledge to support functionality by developing robust system application overview.
- Mapped process activities to identify shortfalls and propose options to rectify operational inefficiencies.
- Reviewed files, records and other documents to obtain business information and key data informing responses to development requests.
- Managed key tasks and resources to achieve cost, schedule and strategic growth initiatives.
- Created workflow diagrams and Gantt charts to clearly demonstrate processes and timelines.
- Collaborated with Prayer/Call Center and Data Service departments to respond to questions and concerns regarding project details.
- Developed and implemented data collection systems and other strategies to optimize statistical efficiency and data quality.
- Created and automated data visualizations to present insights and tell compelling stories.
- Diminished process gaps and encouraged optimal productivity by closely supervising workflow of quality control team, data entry and mail opening clerks.
Education
MBA - International Business
Amberton University
Garland, TX 08.2020 - Current
M.Ed - Higher Education
Dallas Baptist University
Dallas, TX 06.2015 - 12.2017
Bachelor of Business Studies: BBS - Accounting
Dallas Baptist University
Dallas, TX 08.2012 - 12.2014
Skills
Customer Service/Presentationsundefined
Additional Information
- Dallas Baptist University -President’s List Awardee
- First Baptist Dallas - Outstanding Performance (3)
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Client Associate
Elite Generations
04.2022 - 05.2022
MBA - International Business
Amberton University
08.2020 - Current
Financial Coordinator
First Baptist Church
01.2017 - 04.2022
M.Ed - Higher Education
Dallas Baptist University
06.2015 - 12.2017
Bachelor of Business Studies: BBS - Accounting
Dallas Baptist University
08.2012 - 12.2014
Training Team Lead/Prayer Partner/Data Services Analyst
Daystar Television
01.2005 - 05.2017
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