Detail-oriented and results-driven Data Analyst with over five years of experience in analyzing and interpreting complex datasets to drive data-informed decision-making. Proficient in statistical analysis, data visualization, and business intelligence tools, with a strong ability to clean, transform, and interpret data to uncover key trends and business opportunities. Adept at collaborating with cross-functional teams to deliver actionable insights that support strategic objectives and operational improvements. Passionate about leveraging data to optimize business performance and enhance decision-making processes.
Overview
7
7
years of professional experience
Work History
Development Associate – Donor Systems, NRDC Action Fund
Natural Resources Defense Council (NRDC)
01.2019 - Current
Built and maintained automated reporting systems using SQL and Tableau/Power BI, enabling real-time tracking of key performance indicators (KPIs)
Worked with cross-functional teams to identify data-related business challenges and provided actionable insights that improved overall business efficiency
Developed and maintained predictive models to forecast business trends, contributing to strategic planning initiatives
Develop and maintain sales reports, dashboards, and key performance metrics to support data-driven decision-making
Collaborate with sales leadership to optimize forecasting, pipeline management, and territory planning
Manage CRM systems such as Salesforce to ensure data accuracy and usability
Cleaned, transformed, and analyzed raw data, ensuring data accuracy and completeness
Developed comprehensive reports and visualizations for senior management to support strategic planning and decision-making
Collaborate with cross-functional teams to identify and address key business challenges, utilizing statistical analysis to uncover actionable insights
Manage and allocate operating funds, including the development of annual and quarterly budgets
Oversee processing of Action Fund and PAC donations, weekly major gifts, and foundation grants
Prepare financial assessment reports and present technical information to both technical and non-technical stakeholders
Collaborate with accounting to allocate gifts in Salesforce, creating dashboards to track donation entries
Conduct audits, identify program deficiencies, and implement corrective actions
Prepare reconciliation reports and provide yearly 990 reports for donations over $5K
Develop and manage workflows, ensuring efficiency through the use of automated systems and records management
Assisted in the analysis and interpretation of complex data sets to help guide strategic decisions for various business units
Designed and developed data visualizations and reports that were used by senior management to monitor business performance
Collaborated with CRM team to improve the accuracy and efficiency of data collection and reporting processes
Conducted data validation and quality assurance to ensure accurate data analysis
Automated data extraction and reporting processes, reducing manual workload by 40%
Build and maintain interactive dashboards in Tableau/Power BI, allowing business stakeholders to monitor key performance indicators in real-time
Development Assistant, Donor Systems
Natural Resources Defense Council
07.2018 - 12.2019
Managed donor data and provided administrative support to the development team, ensuring accurate and timely entry of gifts, pledges, and donor communications
Support the Development Director in creating and implementing annual fundraising strategies that raised over $1.5 million in donations annually
Maintain and update the donor database Salesforce, ensuring accurate tracking of donations, donor communications, and fundraising metrics
Collected and analyzed data trends, enabling data-driven decision-making
Develop and manage communications with donors, including thank-you letters, newsletters, and impact report
Drafted reports, graphs, and charts to present analytical results for senior management
Coordinated office activities, processed large donations, and reconciled financial data to ensure accuracy
Assisted in the development of marketing materials to promote fundraising campaigns and events, contributing to a 35% increase in online donations
Assist in the planning and execution of fundraising events, including annual galas and donor appreciation events, which resulted in increased community engagement and donor retention
Office Assistant / Travel Coordinator
Ignition One
01.2018 - 12.2018
Coordinated travel arrangements, secured discounted rates, and resolved travel-related issues for staff.
Managed office workflow, maintained records, and provided administrative support to senior management.
Oversaw supply orders, equipment maintenance, and ensured office systems were functioning efficiently.
Input data into spreadsheets and databases.
Complied with company standards while preparing internal, informal and official documentation.
Set up domestic and international flights for staff and contractors.
Education
Bachelor’s Degree - Sociology
Bloomfield College
Bloomfield, NJ
05.2017
Skills
Salesforce
Apsona
Asana
Power BI
Tableau
Data Analysis
Process Optimization & Automation
Cross-functional Collaboration
Performance Metrics & KPIs
Revenue Operations
Excel
Pivot Tables
Project management
Social media expertise
Timeline
Development Associate – Donor Systems, NRDC Action Fund
<ul><li>Assist in preparing Subs Annual Budgets and reviewing Subs financial reports.</li><li>Provide support and training to partners to ensure adequate support for the program component.</li><li>Conduct partner technical supportive supervision on request basis from Grants & Compliance teams.</li><li>Coordinate grantee proposal review process and ensure compliance with solicitations and donor regulations.</li><li>Coordinate pre-award evaluations and assessments of potential grantees as needed.</li><li>Analyze, verify and review grantees proposal budgets to ensure donor compliance and reasonableness.</li><li>Coordinate the assessment of grantee risk and implement appropriate systems and agreements to minimize risk.</li><li>Ensure timely and appropriate close-out of sub-grants and coordinate the close-out of EGPAF prime grants.</li><li>Provide support and training to partners finance staff to build financial and accounting capacity to ensure adequate support for the program component.</li><li>Monitor partners’ spending patterns as part of the overall project budget to actual analytics.</li><li>Follow up on Grantee monthly invoices & supporting documents</li><li>Serve as an expert on applicable policies, procedures, rules, and regulations and assist staff with their interpretation and understanding of these.</li><li>Stays abreast of donor policies, procedures, rules and regulations and host country legal requirements and informs local and regional management of significant changes.</li><li>Perform internal departmental/grants reviews ensuring compliance with Foundation and donor requirements. Identify potential areas of compliance vulnerability and risk; assists with the development of corrective action plans for the resolution of problematic issues; and provides general guidance on how to avoid or deal with similar issues in the future</li><li>Conduct on-site financial compliance reviews which include: cash counts; review of accounts receivables including employee receivables; documentation of segregation of duties and internal control structure; document storage and retention</li><li>Document findings, propose improvements or change as relevant, disseminate findings and ensure follow up implementation of recommendations as well as resolution</li><li>Conduct random surprise checks and vendor verification reviews to ensure proper procurement procedures are being practiced and report on findings</li><li>Develops an effective Compliance & Ethics training program, including appropriate introductory training for new employees as well as ongoing training for all employees and managers</li><li>Assists with improving the awareness and understanding of compliance to assist employees with the establishment of a “culture of compliance”</li></ul> at Elizabeth Glaser Pediatric Aids Foundation<ul><li>Assist in preparing Subs Annual Budgets and reviewing Subs financial reports.</li><li>Provide support and training to partners to ensure adequate support for the program component.</li><li>Conduct partner technical supportive supervision on request basis from Grants & Compliance teams.</li><li>Coordinate grantee proposal review process and ensure compliance with solicitations and donor regulations.</li><li>Coordinate pre-award evaluations and assessments of potential grantees as needed.</li><li>Analyze, verify and review grantees proposal budgets to ensure donor compliance and reasonableness.</li><li>Coordinate the assessment of grantee risk and implement appropriate systems and agreements to minimize risk.</li><li>Ensure timely and appropriate close-out of sub-grants and coordinate the close-out of EGPAF prime grants.</li><li>Provide support and training to partners finance staff to build financial and accounting capacity to ensure adequate support for the program component.</li><li>Monitor partners’ spending patterns as part of the overall project budget to actual analytics.</li><li>Follow up on Grantee monthly invoices & supporting documents</li><li>Serve as an expert on applicable policies, procedures, rules, and regulations and assist staff with their interpretation and understanding of these.</li><li>Stays abreast of donor policies, procedures, rules and regulations and host country legal requirements and informs local and regional management of significant changes.</li><li>Perform internal departmental/grants reviews ensuring compliance with Foundation and donor requirements. Identify potential areas of compliance vulnerability and risk; assists with the development of corrective action plans for the resolution of problematic issues; and provides general guidance on how to avoid or deal with similar issues in the future</li><li>Conduct on-site financial compliance reviews which include: cash counts; review of accounts receivables including employee receivables; documentation of segregation of duties and internal control structure; document storage and retention</li><li>Document findings, propose improvements or change as relevant, disseminate findings and ensure follow up implementation of recommendations as well as resolution</li><li>Conduct random surprise checks and vendor verification reviews to ensure proper procurement procedures are being practiced and report on findings</li><li>Develops an effective Compliance & Ethics training program, including appropriate introductory training for new employees as well as ongoing training for all employees and managers</li><li>Assists with improving the awareness and understanding of compliance to assist employees with the establishment of a “culture of compliance”</li></ul> at Elizabeth Glaser Pediatric Aids Foundation
<ul><li>Manage three separate teams for which their scope includes middle office support for the client relations community including known population remediations, complex reporting as well as a business manager team executing on efficiencies and development opportunities (eleven individuals both domestic and overseas contingent workers). 13 years of Institutional Relationship experience, 7 of those involving people management</li><li>Currently own and assist with facilitating the client relation pieces of various Management Action Plans (MAP) and internal audits within Revenue Credit Account (RCA) and Service Level Agreement (SLA) areas</li><li>In February 2024 released the first Salesforce Intake system at TIAA after five years of development and advocacy. This build has been noted as the blue print for all future case management intake systems within Salesforce at TIAA providing efficiency and ease for the user while reducing risk for the company</li><li>Worked on advancements and efficiencies within the Service Level Agreement process including salesforce automation. Implemented continuous improvement projects which reduced specific quarterly reporting tasks from days to minutes as well as the inception of a single budget code to pull penalties from rather than dozens of different budget codes</li><li>Through partnership with operations, updated the standard operating procedures for Client Service Managers concerning non bulk Lost Earning Calculations in 2021 to be submitted primary through plan focus unless through special exception. This reduced volumes for my team around lost earning calculations by 22% compared to the year prior while providing a more seamless and straight through process for the external clients</li><li>Continue working through obstacles, avoid duplication of efforts between client relations and other support team within different departments while creating synergy towards “working as one”</li><li>Advanced public speaking skills presenting both in person and virtually to groups as small as senior leadership to hundreds of employees on various forums</li></ul> at TIAA<ul><li>Manage three separate teams for which their scope includes middle office support for the client relations community including known population remediations, complex reporting as well as a business manager team executing on efficiencies and development opportunities (eleven individuals both domestic and overseas contingent workers). 13 years of Institutional Relationship experience, 7 of those involving people management</li><li>Currently own and assist with facilitating the client relation pieces of various Management Action Plans (MAP) and internal audits within Revenue Credit Account (RCA) and Service Level Agreement (SLA) areas</li><li>In February 2024 released the first Salesforce Intake system at TIAA after five years of development and advocacy. This build has been noted as the blue print for all future case management intake systems within Salesforce at TIAA providing efficiency and ease for the user while reducing risk for the company</li><li>Worked on advancements and efficiencies within the Service Level Agreement process including salesforce automation. Implemented continuous improvement projects which reduced specific quarterly reporting tasks from days to minutes as well as the inception of a single budget code to pull penalties from rather than dozens of different budget codes</li><li>Through partnership with operations, updated the standard operating procedures for Client Service Managers concerning non bulk Lost Earning Calculations in 2021 to be submitted primary through plan focus unless through special exception. This reduced volumes for my team around lost earning calculations by 22% compared to the year prior while providing a more seamless and straight through process for the external clients</li><li>Continue working through obstacles, avoid duplication of efforts between client relations and other support team within different departments while creating synergy towards “working as one”</li><li>Advanced public speaking skills presenting both in person and virtually to groups as small as senior leadership to hundreds of employees on various forums</li></ul> at TIAA