Summary
Overview
Work History
Skills
Certification
Education
Timeline
Generic

Susan P. Nelson

Salisbury,NC

Summary

Reliable, organized professional successful at managing multiple priorities with a positive attitude seeking new opportunity. Accomplished operational, accounting and client services team player eager to learn.

Overview

21
21
years of professional experience
1
1

Blackbaud Raiser’s Edge Certification

Work History

Donor Relations Manager

Foundation For The Carolinas
Charlotte, NC
08.2007 - 09.2023
  • Blackbaud CRM suite administrator providing staff training and process documentation.
  • Work closely with service providers, brokerage firms and banks on execution of financial transactions from inquiry through confirmation of receipt
  • Subject matter expert for customer service and database management.
  • Collected data and performed customer needs analysis.
  • Defined roles, responsibilities and processes for business and data management organization.
  • Partnered with business teams and IT personnel to align project goals with business strategy.
  • Served in multiple capacities within finance, operational, development and client services teams.
  • Skilled at working independently and collaboratively.
  • Self-motivated, with a strong sense of personal responsibility.
  • Eager to learn and committed to continual improvement.

Finance Manager/Project Coordinator/Operations Manager

Mohegan IT Group
Uncasville , CT
08.2002 - 12.2007
  • Established complex processes between partnership entities to ensure smooth workflow.
  • Maintained client relationships from project proposals through billing and collections.
  • Increased subcontractors pool creating Nationwide network and maintaining vendor records.
  • Liaised between business teams to ensure successful workflow of projects.
  • Supervised multiple projects from project start through delivery by prioritizing needs and delegating assignments.
  • Gathered requirements for ongoing projects and organized details providing updates on project status and reporting to customers as well as management.

Skills

  • Customer Satisfaction
  • Reporting Tools
  • Operational Procedures and Efficiency
  • Client Management System Software
  • Charitable Donations
  • Blackbaud Raiser's Edge, Financial Edge
  • Business Operations
  • Opportunity Identification
  • Process Refinement
  • User Acceptance Testing (UAT)
  • Verbal and Written Communication
  • KPI Development
  • Account and Ledger Reconciliations
  • Business Policies and Procedures
  • Spreadsheet Tracking
  • Data Imports
  • Deposit Verification
  • Account Reconciliation
  • Financial Records and Reporting
  • Accounts Payable and Accounts Receivable
  • Microsoft Office
  • Auditing Support
  • Customer Service Management
  • Bookkeeping Operations
  • Financial Research
  • Record Assessments
  • Document Recordkeeping
  • Database Maintenance

Certification

  • Blackbaud Raiser's Edge Certification

Education

Executive Secretarial Program -

Stone School of Business
New Haven, CT

Timeline

Donor Relations Manager

Foundation For The Carolinas
08.2007 - 09.2023

Finance Manager/Project Coordinator/Operations Manager

Mohegan IT Group
08.2002 - 12.2007

Executive Secretarial Program -

Stone School of Business

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Susan P. Nelson