Dynamic advancement services leader with a proven track record at UF Health St. Johns Foundation, excelling in database management and compliance monitoring. Spearheaded innovative gift processing strategies, enhancing operational efficiency and data integrity. Adept at financial reporting and mentoring teams, driving impactful results in fundraising initiatives.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Administrator, UF Health St. Johns Foundation
UF Health St. Johns Flagler Hospital
06.2021 - Current
Responsible for operational leadership in all aspects of advancement services, with an emphasis on gift processing, database management, and stewardship.
Develop and implement strategies to innovate Foundation practices, efficiencies, and productivity relating to gift and data entries.
Maintain policies and monitor procedures to follow gift acceptance guidelines, internal.
Compliance, external audit, IRS regulations, and industry best practices.
Serve as the Foundation (Blackbaud E-Tapestry) liaison to the Finance Department (Blackbaud Financial Edge) to create temporary restricted and endowed funds, and perform monthly reconciliations to the general ledger.
Lead collaborative efforts to recurrently evaluate and update gift acceptance policy and gift processing business rules.
Ensure that data integrity for financial and donor records is sustained through staff training, operational controls, segregation of duties, and current technology.
Manage the annual operating budget, and direct administrative, fundraising, and program spending.
Generate and present financial and fundraising reports to executive leadership and the Board of Trustees.
Supervise and mentor five direct reports (advancement services, annual and major gifts, signature events, gift shop, and volunteer auxiliary).
Director of Gifts and Data Administration
Embry-Riddle Aeronautical University
05.2018 - 05.2021
Directed all facets of gift processing, tax receipting, financial reporting, and database.
management.
Developed initiatives to streamline gift processing, data solutions and impact reporting.
Updated, formalized, and documented gift processing standards for two campus locations.
Conducted monthly reconciliation of gifts, pledge receivables, corporate sponsorships, and.
Foundation grant revenues with the Office of the Controller, in accordance with Financial Accounting.
Standards Board (FASB) and Council for the Advancement of Support in Education (CASE).
guidelines.
Established fund allocations to follow donor intent, interface with general ledger cost centers, and steward expenditures.
Accounted for pledge receivables by monitoring balances, preparing payment reminders, and
tracking fulfillments.
Produced various reports, such as event/appeal code, return on investment, and variances in.
fundraising activities.
Served as the department’s representative for internal and independent audit engagements.
Supervised and mentored three direct reports (gift processing, constituent records, and database).
management).
Director of Advancement Services
Flagler College
07.2011 - 09.2017
Created and implemented the original policies and procedures for advancement services.
Established and managed gift processing, tax receipting, gift acknowledgment, and endowment reporting.
Directed analytical and financial reporting depicting giving levels, constituencies, methodologies, metrics, and stewardship of donor funds.
Monitored database (Raiser’s Edge) to uphold data health, quality, and integrity using system utilities.
Identified and applied technology updates to enhance database efficiency and adhere to PCI compliance.
Led donor relations and stewardship initiatives by managing annual endowment reporting, scholarships and program services funds, honor roll of donors, and naming opportunities.
Drafted and maintained annual budget allocations.
Generated confidential, ad hoc reports as requested by executive leadership and the Board of Trustees.
Supervised and mentored three direct reports (database management, gift processing, stewardship).
Staff Accountant
Flagler College
06.2009 - 08.2011
Managed general ledger activities, ensuring accuracy and compliance with accounting standards.
Prepared financial statements and reports for internal stakeholders, enhancing decision-making processes.
Conducted account reconciliations, identifying discrepancies and implementing corrective actions to maintain integrity.
Streamlined month-end close procedures, reducing processing time and improving reporting efficiency.
Education
MBA - Non-Profit Management
American Public University
Manassas, VA
Bachelor of Arts - Accounting And Finance
Flagler College
Saint Augustine, FL
Skills
Database management
Gift processing
Financial reporting
Compliance monitoring
Certification
Certified Fund Raising Executive (CFRE)
[Area of certification] Training - [Timeframe]2024
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