Makayla Karr-Warner
New York,NY
Summary
Experienced professional with seven years in nonprofit management, including three years at the Fund for the City of New York (FCNY) managing 15 nonprofit projects with budgets up to $5M. Certified in Financial Accounting (Harvard Business School Online, 2024). Proficient in Microsoft Excel (PivotTables, VLOOKUP), SQL, SAP Concur, Salesforce Lightning, Salesforce Tableau, and AccuFund, with expertise in financial analysis, grants management, and client relationship management. Seeking to apply financial insight and client-focused skills in trust and estate administration at JPMorgan Chase & Co.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Portfolio Manager
Fund for the City of New York
01.2023 - Current
- Manage 15 nonprofit projects with budgets up to $5M, including government contracts up to $2.3M and private grants up to $1.2M, ensuring compliance with funder requirements.
- Serve as primary contact for partner organizations, facilitating financial management and stakeholder communication.
- Develop budgets and prepare monthly financial reports using Excel (PivotTables, VLOOKUP) and AccuFund, ensuring accurate forecasting and funder reports
- Oversee government contracts via NYC Passport and NYS Statewide Financial System
- Process organizational invoicing and expense reporting in SAP Concur and Adobe Acrobat for audit compliance.
Research Intern
Fund for the City of New York
06.2022 - 12.2022
- Produced two Vendor Management Resource Guides for procurement and contracting processes in NYC and NYSA.
- Created an interactive timeline for FCNY’s website, boosting stakeholder engagement.
- Aggregated invoices for audits using SAP Concur, Excel, and Adobe Acrobat for 90 organizations
Assistant Novice Girls Rowing Coach
Community Rowing, Inc.
09.2018 - 08.2021
- Coached 50 novice girl rowers
- Enhanced technical skills by providing technical feedback
- Improved team performance by developing and implementing training programs
- Expanded community outreach initiatives by coaching Physical Education programs in 40 Boston public schools.
- Developed strong relationships with parents and guardians,
- Supported travel logistics for team competitions
Marketing Assistant
Boston Leadership Institute
01.2018 - 08.2018
- Increased brand awareness by implementing targeted marketing campaigns. social media strategies, and client newsletters, achieving 130% enrollment growth
- Created engaging content for Facebook, and Instagram.
Academic Strategy Tutor
Boston College Athletics
01.2018 - 05.2018
- Supported 5 student-athletes with helpful study habits and exam strategies.
- Collaborated with student-athletes to complete homework assignments
- Provided one-on-one tutoring sessions, tailoring instruction to meet the specific needs of each student-athlete while promoting independent learning skills.
Education
Master of Arts - Educational Leadership, Politics, And Advocacy
New York University
New York, NY05-2022
Bachelor of Science - Journalism
Boston University
Boston, MA05-2017
Skills
- Financial Analysis
- Client Relationship Management
- Grant and Contract Management
- Compliance and Regulatory Adherence
- Developing Proposals
- Microsoft Excel
- Microsoft Office
- SQL
- SAP Concur
- Salesforce Lightning
- Salesforce Tableau
- AccuFund
- Adobe Acrobat
Accomplishments
- All-America Athlete, Lightweight Women’s Rowing, Boston University, 2015–2017
- Mildred Barnes Woman of the Year Award, Boston University, 2017
- Under-23 World Rowing Championships, 2017
- Olympic Rowing Trials, 2021
- Dashing Whippets Running Team Performance Team, Present
Certification
Financial Accounting, Harvard Business School Online, August 2024
Timeline
Portfolio Manager
Fund for the City of New York
01.2023 - Current
Research Intern
Fund for the City of New York
06.2022 - 12.2022
Assistant Novice Girls Rowing Coach
Community Rowing, Inc.
09.2018 - 08.2021
Marketing Assistant
Boston Leadership Institute
01.2018 - 08.2018
Academic Strategy Tutor
Boston College Athletics
01.2018 - 05.2018
Master of Arts - Educational Leadership, Politics, And Advocacy
New York University
Bachelor of Science - Journalism
Boston University
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