Kaitlyn Iwasaki Duehlmeier
Taylorsville,UT
Summary
Dedicated finance manager with over 6 years of finance experience and over 11 years of customer service. Uses strong organizational skills and career knowledge to efficiently resolve issues and complete tasks. Strong ability to build working relationships with colleagues and clients to assist in navigating various financial decisions.
Overview
7
7
years of professional experience
Work History
Development Director
Utah Cultural Alliance Foundation
Salt Lake City
04.2023 - Current
- Created fundraising strategies tied to Utah Cultural Alliance Foundation's mission, programs and goals.
- Increased fundraising donations by 15%.
- Increased fundraising revenue and closely monitored donations and deposits for accurate recordkeeping.
- Performed comprehensive evaluations on past campaigns to inform future strategy adjustments aimed at increasing effectiveness in reaching fundraising goals.
- Identified new sources, both individual, and business, of support as donors and vendors.
Finance Manager
Our Lady of Lourdes Catholic School
Salt Lake City
06.2021 - 04.2023
- Set and maintain multiple budgets, tuition accounts, and account receivables
- Work with more than 75 families in securing financial aid
- Chairs and organizes Our Lady of Lourdes School's annual fundraiser, gala and auction
- Work with faculty and students to ensure all requirements are met.
- Secured new scholarship opportunities for families.
- Reviewed documentation and identified financial discrepancies where applicable.
- Processed invoices and contacted appropriate parties for timely payment receipt.
- Optimized cash flow with diligent monitoring of accounts receivable and payable.
Consumer Loan Officer
U First Credit Union
Salt Lake City
05.2017 - 06.2021
- Helped credit union members secure personal loans for automobiles, RVs and motorcycles.
- Fielded approximately 40 incoming calls, emails, and faxes per day from members.
- Conducted cold calls to build potential-client pool.
- Assisted members with financial transactions
- Maintained knowledge of credit union services and goals.
Education
General Education With An Emphasis On Finance -
University of Utah
Salt Lake City, UTHigh School Diploma -
Judge Memorial High School
Salt Lake City, UT05.2014
Skills
- Legislative Relations
- Brand Marketing
- Strategic Planning
- Fundraising expertise
- Donor Relations
- Project Management
- Major Gifts Solicitation
- CRM proficiency
- Prospect Research
- Event oversight
- Strategy implementation
- Social media expertise
Accomplishments
- Secured >$20,000 in sponsorships for the annual Legislative Dinner.
- Performed in depth audit of financials from the past five years to present.
- Grew donor funding by 15% over one year.
Skills Highlights
- Strong interpersonal and communication skills
- Crisis management and problem-solving skills and knowledge
- Proficient in Microsoft, Google Suites, and Adobe Acrobat.
- Strong financial data analytic skills
- Strong multitasker
- Proficient in CRM databases
References
References upon request.
Timeline
Development Director
Utah Cultural Alliance Foundation
04.2023 - Current
Finance Manager
Our Lady of Lourdes Catholic School
06.2021 - 04.2023
Consumer Loan Officer
U First Credit Union
05.2017 - 06.2021
General Education With An Emphasis On Finance -
University of Utah
High School Diploma -
Judge Memorial High School