Yvette Perez
Rancho Cucamonga,CA
Summary
Detail-oriented Accounting Assistant bringing [Number] years of experience in the accounting landscape. Skilled in account management, expense reports and invoice reconciliation. Hard-working and proactive with solid foundation of trustworthy and dependable performance.
Overview
18
18
years of professional experience
Work History
Gift Processor
California State University of San Bernardino
San Bernardino, CA
06.2023 - Current
- Executes the necessary daily activities to record, document, and receipt all gifts and memberships received by the CSUSB Philanthropic Foundation.
- Maintaining donor database records, conducting quality controls, processing and maintaining monthly payroll deduction gifts, and responding to inquiries from UA staff regarding gift deposits.
- Ensure that all incoming gift assets (checks, credit cards, etc.) are deposited in accordance with CASE and IRS standards, booked with financial integrity, and receipted within 2 business days upon gift received
- Ensure that the correct gift amount, date, premiums, designation, appeal, and acknowledgment codes are recorded in the donor record
- Maintain familiarity with policy, processes, and procedures for all types of gift transactions, including but not limited to pledges, cash, matching gifts, gifts-in-kind, gifts for faculty research, and quid pro quo transactions
- Communicate appropriate updates to the donor database based on information obtained from incoming gifts, including address updates, business information, donor record linkages, trace relationships of multiple "same household" records, and other biographical data
- Identify, communicate, and ensure correction of existing duplicate records and other database errors when discovered
- Index electronic images according to established procedures
- Conduct quality control checks to ensure that all gift documentation is being properly scanned, indexed, and stored
Consultant, Gift Processor
California Institute of the Arts
Valencia, CA
04.2022 - 10.2022
- Provide support in the Advancement Office by maintaining donor information in Affinaquest
- Process all gifts and pledge information
- Prepare donor acknowledgement letters and receipts
- Assisted Accounting Office with journal entries
GIFT ACCOUNTING ASSISTANT
SCRIPPS COLLEGE
10.2017 - 03.2018
- Provided support in the Advancement Office by maintaining donor information in Jenzabar CX
- Processed all gifts, gifts-in-kind and pledge information
- Prepared donor acknowledgement letters and receipts
- Generated queries for the Annual Fund and Alumnae Relations offices as well as the Research Analyst and Major Gift Officers using
- Cognos Improptu
- Prepared daily and monthly reports
- Researched files and database for inconsistencies; made demographic changes when necessary
- Assisted with the Honor Roll of donors.
DONOR RECORDS SPECIALIST
RANCHO SANTA ANA BOTANIC GARDEN
02.2012 - 08.2014
- Provided support in the Membership Office by maintaining member and donor information, mailing lists, membership cards, mailing queries, reports and other material in Altru
- Processed all Garden memberships, gifts, gifts-in-kind and pledge information
- Prepared Membership and Gift acknowledgement letters
- Supervised clerical work performed by volunteers
- Assisted with special donor events.
FRONT DESK COORDINATOR
INTERLINK SUPPLY
05.2007 - 03.2008
- Front desk/cashier duties such as accepting, posting and balancing payments with account records; balance cash drawer and prepared daily deposits
- Provided administrative support to the manager
- Resolved customer account questions, concerns and complaints
- Set up in-store classes and maintained classrooms
- Managed and maintained showroom inventory levels.
Gift Accounting Assistant
EMPLOYEE | TLC STAFFING, Scripps College Development Services
07.2006 - 05.2007
- See above Gift Accounting Assistant responsibilities.
GIFT PROCESSOR | CALIFORNIA INSTITUE OF THE ARTS
05.2022
- Provided support in the Advancement Office by maintaining donor information in Affinaquest
- Processed all gifts, gifts-in-kind and pledge information
- Prepared donor acknowledgement letters and receipts.
Education
General Education
Golden West College
Diploma -
Rancho Alamitos High School
Skills
- Microsoft Excel
- Reports Reconciliation
- Administrative Support
- General Ledger Entries
- Internal Controls and Audits
- Verbal and Written Communication
- Data Entry
- Attention to Detail
- Month-End Documentation
- Data Analysis
- Proactive and Self-Motivated
- Precision and Accuracy
References
References available upon request
Timeline
Gift Processor
California State University of San Bernardino
06.2023 - Current
GIFT PROCESSOR | CALIFORNIA INSTITUE OF THE ARTS
05.2022
Consultant, Gift Processor
California Institute of the Arts
04.2022 - 10.2022
GIFT ACCOUNTING ASSISTANT
SCRIPPS COLLEGE
10.2017 - 03.2018
DONOR RECORDS SPECIALIST
RANCHO SANTA ANA BOTANIC GARDEN
02.2012 - 08.2014
FRONT DESK COORDINATOR
INTERLINK SUPPLY
05.2007 - 03.2008
Gift Accounting Assistant
EMPLOYEE | TLC STAFFING, Scripps College Development Services
07.2006 - 05.2007
General Education
Golden West College
Diploma -
Rancho Alamitos High School
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