Whitney Moss
Natick,MA
Summary
Detail-oriented and mission-driven advancement professional with over 10 years of diverse experience and a strong foundation in higher education. Currently serving as Assistant Director, Fund Management at Northeastern University, with expertise in donor fund compliance, reconciliation, and financial coordination. Adept at managing fund administration, drafting gift documentation, and collaborating cross-functionally to uphold donor intent and university policies. Committed to supporting strategic financial stewardship and operational excellence.
Overview
8
8
years of professional experience
Work History
Assistant Director of Fund Management
Northeastern University
08.2024 - Current
- Lead fund establishment and compliance processes across Northeastern’s gift portfolio, supporting accurate fund setup in collaboration with University Finance and Advancement Operations.
- Manage centralized filing systems (digital and physical) for gift documentation, ensuring long-term access, transparency, and audit readiness.
- Monitor and track restricted and endowed funds to ensure ongoing adherence to donor intent, including reviewing agreements, identifying use restrictions, and initiating solutions for underutilized funds.
- Assist in drafting, reviewing, and maintaining gift agreements, statements of intent, memorandums of understanding, deed of gifts and other compliance-related documentation.
- Conduct periodic fund audits, reconcile fund usage issues, and escalate inconsistencies to ensure adherence to university policies and donor expectations.
- Develop tracking systems for timely fund spending and coordinate with Gift Officers and Student Financial Services, and Associate Deans of Finance to drive resolution.
- Support distribution of endowed fund reports and provide updates to stakeholders on fund usage and compliance status.
- Provide administrative and strategic support for new fund implementation within the Global Network of 13 campuses.
Development Associate
Northeastern University
01.2022 - Current
- Day-to-Day Activities and Communications include submitting Concur receipts accurately and in a timely manner, and helping to identify missing closed proposals in Ascend by pulling reports of all the C+F opportunities.
- Submitting Source Documents and Cases in a timely manner
- In total, processed an estimated $10M in funds
- Gathering necessary signed award letters and other back up to prove awards were philanthropic
- Created relationships with other university departments to keep an open line of communication for collaboration
- Lead a weekly meeting for my team to discuss metrics, philanthropic news and things going on at Northeastern
- Stepped in for Heather in her absence by going over Athletic scholarship, becoming the point of contact for Research Finance, Bank Items and Gift Processing for C+F - as well as any other questions regarding a corporation or foundation, supporting Holly and Rob, as well as Julia, Karin and Katie by helping with scheduling, donor visits, and gift processing, tracking incoming NURES awards and processing those that were philanthropic, and creating multiple accounts for faculty receiving philanthropic funds
Doctor's Assistant
Pecoraro Periodontics
05.2020 - 11.2022
- Responsible for pre-surgical preparation and reviewing post operative care for patients
- Logged patient data into the Softdent portal with a high level of accuracy and efficiency
- Assisted the periodontist and hygienists by preparing appropriate instruments and supplies
- Kept track of inventory for the back office and ordering based on needs
- Took phone calls to mediate patient concerns before and after procedures
Patient Relations and Front Desk Coordinator
Pecoraro Periodontics
07.2017 - 05.2020
- In charge of maintaining the daily schedule, confirming appointments and answering patient questions
- Multitasked by taking calls on the phone, answering emails through Outlook, and answering patient texts through Lighthouse 360
- Followed HIPPA protocol when forwarding patient information to other dental offices
- Oversaw inventory for front office and submitted supply list to office manager for ordering
- Helped back office staff by sanitizing instruments and setting up rooms to stay on time
Education
B.A. - History
Sacred Heart University
Fairfield, CT12.2015
Timeline
Assistant Director of Fund Management
Northeastern University
08.2024 - Current
Development Associate
Northeastern University
01.2022 - Current
Doctor's Assistant
Pecoraro Periodontics
05.2020 - 11.2022
Patient Relations and Front Desk Coordinator
Pecoraro Periodontics
07.2017 - 05.2020
B.A. - History
Sacred Heart University
Similar Profiles
Nku PatrickNku Patrick
Men's and Women's Head Coach at Northeastern UniversityMen's and Women's Head Coach at Northeastern University
Edidiong EbongEdidiong Ebong
Research Intern (Young Scholars' Program) at Northeastern UniversityResearch Intern (Young Scholars' Program) at Northeastern University
Brian BrookeyBrian Brookey
Director of Major Gifts for the College of Engineering at Northeastern UniversityDirector of Major Gifts for the College of Engineering at Northeastern University
Angie CariasAngie Carias
Pet Sitter at NAPet Sitter at NA
Cassandra DanahyCassandra Danahy
Kindergarten Teacher at Lilja Elementary SchoolKindergarten Teacher at Lilja Elementary School