Elizabeth Wilburn
North Wales,PA
Summary
Dynamic and detail-oriented operations professional with over 5 years of experience in marketing and social media strategy, data analytics, and team collaboration. Demonstrates a strong ability to adapt quickly to new environments and challenges while leveraging foundational knowledge in operations management to streamline processes and enhance operational efficiency. Proven expertise in Salesforce for CRM management, Tableau for data visualization, and JIRA for project tracking, complemented by a successful track record of designing and implementing automated systems that significantly improve task execution speed and accuracy. Eager to transition into a new field where transferable skills can contribute to impactful outcomes and drive organizational success.
Energetic and detail-oriented professional with strong ability to adapt quickly to new environments and challenges. Possesses foundational knowledge in operations management and excellent analytical and problem-solving skills. Committed to streamlining processes and enhancing operational efficiency to drive organizational success.
Developed skills in process optimization and project coordination within fast-paced operational environment. Known for effective communication and results-driven approach. Seeking to transition into new field where these transferrable skills can drive impactful outcomes.
Overview
2
2
years of professional experience
Work History
Operations Specialist
Vanguard Charitable
10.2023 - Current
- Aged/Returned Checks Management: Conducted thorough research, initiated necessary outreach, and assessed the need for S&R or grant reversals to resolve aged or returned checks.
- Partnered with the finance team to streamline stop-and-reissue grant payments by implementing and managing an automated bot that runs weekly.
- Grant Reversals & Refund Processing: Collaborated with the Finance team to process grant refunds, managing a daily limit of up to twenty-five manual reversals.
- Worked with a custom-built technology platform to design and implement automated robotic systems that perform same-day reversal tasks with improved speed and accuracy.
- PayPal Transaction Support: Proactively contacted grantee organizations to address and resolve aged PayPal transactions.
- Complex Check & Payment Situations: Managed complex check-related issues, including those involving international grant payments and organizations.
- Charity Line Inquiries & Updates: Ensured accurate updates of legal names, documentation and contact details for grantee organizations.
- Team Collaboration & Contractor Support: Offered guidance and solutions to new contractors, ensuring smooth daily operations and helping to improve team efficiency.
- Organized and facilitated weekly cross-functional “Jam and Toast” meetings to encourage open dialogue between Client Services and Operations, resulting in improved processes and stronger team alignment.
- Provided regular data reporting and analysis to management, supporting data-driven decision-making and compliance tracking.
- Supported vendor and contractor management, delivering guidance and improving operational workflows.
- Maintained effective communication with stakeholders and coordinated administrative tasks to meet organizational and compliance goals.
- Worked with Salesforce for CRM management, Tableau for data visualization and reporting, and Jira for project and workflow tracking.
- Streamlined operational workflows to enhance efficiency and reduce processing time.
- Implemented tracking systems for project status updates, ensuring timely communication among stakeholders.
Education
Bachelor of Arts - Business Administration, Sports Management
Arcadia University
Glenside, PA05-2023
Skills
- Operational efficiency
- Planning and coordination
- Cross-functional communication
- Project management
- Operations coordination
- Process planning
- Process documentation
- Six sigma methodologies
- Experience in leadership
Accomplishments
- Organized and facilitated weekly cross-functional “Jam and Toast” meetings to encourage open dialogue between Client Services and Operations, resulting in improved processes and stronger team alignment.
- Collaborated with team of 6 in the development of the same day grant payment reversals automatic bot.
- · Partnered with the finance team to streamline stop-and-reissue grant payments by implementing and managing an automated bot that runs weekly.
Timeline
Operations Specialist
Vanguard Charitable
10.2023 - Current
Bachelor of Arts - Business Administration, Sports Management
Arcadia University