Experienced Donor Stewardship and Special Projects Analyst adept at providing high-level project and donor support for the Gift Policy Administration and Donor/Fund Stewardship team. Skilled in optimizing acknowledgment and stewardship processes through in-depth analysis of donor and gift data. Proficient in producing, editing, and reviewing various stewardship collateral with strong writing skills. Demonstrates expertise in financial services, resolving complex issues, and developing innovative solutions. Trusted for sound judgment in navigating intricate policies, programs, and proposals.
Overview
11
11
years of professional experience
Work History
Financial Analyst III
UC San Diego
07.2023 - Current
Applies financial expertise to develop, analyze, and interpret complex reports and data, ensuring high-level donors receive effective stewardship collateral.
Provides comprehensive analyses for varied projects, including financial procedures and policy recommendations.
Offers guidance on financial processing functions and serves as a resource for Advancement and campus colleagues.
Implements policies and procedures to ensure compliance with regulations and enhance financial services.
Designs technology solutions to optimize digital assets for donor and gift fund stewardship.
Drafts personalized stewardship collateral for high-level donors, ensuring accuracy and effectiveness.
Assesses and recommends changes to maintain compliance with financial processes and policies.
Interprets policies and high-level donor gift agreements and serves as a representative on committees related to financial services and stewardship.
Stewardship Program Analyst
University of California San Diego
09.2022 - 07.2023
Analyzed and interpreted weekly gift acknowledgment reports, preparing data for large donor acknowledgments using STAR and ESP.
Prepared and reviewed high-level Chancellor and Associate Vice Chancellor acknowledgment letters and communications in collaboration with senior writers and the director of communications.
Assisted the Donor Stewardship and Special Projects Analyst with performing reporting requirement and milestone audits, updating Stewardship Plan modules in ESP.
Supported the Donor Stewardship and Special Projects Analyst by analyzing and interpreting the monthly Health Sciences annual giving acknowledgment mailing report.
Conducted analysis and summarized 100+ Department of Ophthalmology funds to ensure spending compliance, reporting findings to the Associate Vice Chancellor of Advancement Services.
Audited all official and commonly known names of approved building namings and interior spacings to ensure compliance with item for action and gift agreement.
Collaborated with the Assistant Director of Donor/Fund Stewardship to accurately capture and publish historical naming data and content to the UC San Diego Named Structures webpage using the university's CMS.
Operations Data Processor
University of California San Diego
05.2022 - 08.2022
Independently analyzed domestic and international student transcripts using parallel data systems such as Slate and OnBase to make an appropriate assessment of each transcript
Accurately and expeditiously scanned and indexed paper documents into OnBase into pre-defined document classifications with student-specific data values
Maintained confidentiality of student records in compliance with the Family Educational Rights and Privacy Act (FERPA) and General Data Protection Regulation (GDPR)
Evaluated program updates for the UC undergraduate Fall 2023 student application system by submitting diverse data points and samples to the Assistant Director of Operations.
Student Services Representative
UC San Diego Extension
08.2021 - 04.2022
Processed student enrollment and payment, and student account merges through ISIS and PayConex
Evaluated student petitions and accompanying documentation for accuracy and completeness, and presented to the student petitions panel for review
Implemented the panel's final decision through ISIS and managed student appeals in accordance with established procedures
Collaborated with the lead student services representative to facilitate the processing of applications for concurrent enrollment and student grant programs
Conducted daily reviews of student account holds and collaborated with program managers to resolve them, ensuring timely clearance of holds and promptly reporting any changes to the cashier's office.
Executive Assistant
San Diego Miramar College
08.2020 - 05.2021
Coordinated logistics for meetings between program director, student entrepreneurs, and industry experts
Explored ways to improve and expand the federal work-study program by providing meaningful work-based learning opportunities and employment in an increasingly virtual environment for students in Business Management, Entrepreneurship, Accounting, Finance, Human Resources, and Marketing
Collaborated with the work-study planning workgroup to curate and compile a comprehensive set of materials to submit a strong workforce proposal (SWP) for the project
Collaborated with team members to update and maintain the program's social media, communication, and enrollment metrics
Developed and reviewed position descriptions and guides for staff and interns as part of the early stages of the program
Prepared grant proposals and legally binding contracts between the college and outside consultants
Collaborated with the mayor's office and various media outlets to create new partnerships within San Diego's entrepreneurial ecosystem.
Hulu Immersion Program Intern
Hulu
02.2021 - 03.2021
Collaborated with the Content Department to support Hulu's content development processes, and analyzed and prepared reports on industry trends
Created and presented effective written presentations to communicate insights and ideas related to industry trends.
Store Operations Manager
Ross Stores, Inc
02.2019 - 12.2019
Managed payroll hours in response to current business trends for a $6 million volume store
Recruited, hired, trained, and developed area supervisors and associates
Lead the annual inventory process including preparation and execution of inventory guidelines
Responsible for addressing personnel and performance opportunities including coaching, verbal and written warnings, progressive discipline and termination
Addressed any variance to company standards with appropriate action plan, partnering with the district manager as needed.
Assistant Store Manager
Ross Stores, Inc
09.2013 - 02.2019
Responsible for the management and supervision of all areas assigned by the store manager
Implemented policies and procedures regarding customers, associates, and merchandising
Responsible for payroll administration including daily punch edits, associate scheduling compliance, and Sunday payroll transmission
Assisted in recruiting, hiring, training, and developing associates
Processed employment verifications, employment status changes, and confidential informational forms and records
Managed scheduling for 30+ employees, sales, PTO requests, and payroll submissions using PeopleSoft.
Education
No Degree - Financial Accounting For Non-Accountants
UC San Diego Extension
La Jolla, CA
12.2025
Associate of Science - Computer And Information Sciences
San Diego Mesa College
San Diego, CA
12.2024
B.A. Public Administration -
San Diego State University
01.2017
Skills
Data Analysis
Gift Agreement Financial Analysis
Reporting Requirement Analysis
Blackbaud CRM (ESP)
Donor/Fund Stewardship
Content Management Services (CMS)
VisualStudio
Slate
C
Project Management
Blade, OnBase, PayConex
PeopleSoft
Payroll Management
Sales Forecast
STAR
MS Office Suite
Timeline
Financial Analyst III
UC San Diego
07.2023 - Current
Stewardship Program Analyst
University of California San Diego
09.2022 - 07.2023
Operations Data Processor
University of California San Diego
05.2022 - 08.2022
Student Services Representative
UC San Diego Extension
08.2021 - 04.2022
Hulu Immersion Program Intern
Hulu
02.2021 - 03.2021
Executive Assistant
San Diego Miramar College
08.2020 - 05.2021
Store Operations Manager
Ross Stores, Inc
02.2019 - 12.2019
Assistant Store Manager
Ross Stores, Inc
09.2013 - 02.2019
No Degree - Financial Accounting For Non-Accountants
UC San Diego Extension
Associate of Science - Computer And Information Sciences