Operations Manager at Student Orchestras of Greater Olympia (2024-06 – Present)
- Oversee day-to-day operations across systems, membership, and donor support in a small nonprofit environment
- Manage CRM and membership databases, including Bloomerang, Calendly and Access, ensuring accurate tracking of donations, auditions, enrollment, tuition, and scholarships
- Created and implemented donor stewardship and cultivation processes
- Streamlined workflows and improved communication between support and senior staff
- Trained staff and supported adoption of new systems and processes
- Coordinated with vendors to resolve issues and optimize system use
- Provided responsive support to board, staff, families, and community stakeholders
- Supported concerts and events; handled a wide range of operational needs as they arose
- Maintained confidentiality of sensitive organizational information
- Coordinated and implemented large office relocation, including finding and procuring new furniture, recruiting volunteers, and organizing new office.
Branch Treasurer - Volunteer Role at The Mountaineers (2019-10 – 2027-10)
- Effective Financial Management: Successfully managed all financial operations for the Olympia Branch, ensuring fiscal responsibility and transparency via Google Workspace and Acumatica
- Led Annual Budget Process: Collaborated with the Branch Chair to lead the annual budget process, providing guidance, consolidating results, and addressing discrepancies for Club approval.
- Expense Report Efficiency: Streamlined expense report reviews and authorizations, ensuring prompt reimbursements and accurate committee expense allocations.
- Secured Additional Funding: Assisted in obtaining additional funds from the Club for new or rapidly expanding committees, supporting branch growth and program development.
- Financial Advisory: Provided timely and accurate financial and accounting advice to the Branch Council, enhancing decision-making.
- Conducted Webinars: Organized and ran finance-related webinars, improving financial literacy and engagement within the branch.
Finance Assistant at Senior Services for South Sound (2021-02 – 2022-11)
- Optimized Accounts Payable: Improved financial accuracy and efficiency by implementing a proportional expense distribution system via Quickbooks
- Enhanced Billing Efficiency: Streamlined billing for state agencies, increasing reimbursement accuracy and reducing processing time by 30%.
- Improved Financial Accuracy: Conducted precise bank reconciliations, enhancing the reliability of financial records.
- Efficient Cash Handling: Managed cash transactions and deposits securely and accurately.
- Fund Management: Effectively oversaw the Pet Fund accounting, optimizing tracking allocation and usage via Microsoft Excel
- Vendor and HR Management: Maintained organized vendor and HR files, improving relationships and compliance.
- Audit Support: Provided critical support during annual audits, ensuring compliance and earning commendations for readiness.
- Finance Director Assistance: Facilitated smooth operations and robust financial management through strategic support.
Branch Office Administrator at Edward Jones Investments (1997-01 – 2017-01)
- Client Service Excellence: Acted as the primary contact for client inquiries, consistently delivering exceptional service and promptly addressing client needs.
- Workflow Development: Analyzed existing processes and identified areas for improvement. Designed efficient workflows operations for enhanced productivity.
- Administrative Efficiency: Managed administrative tasks, including preparing reports, processing paperwork, and coordinating office calendars, ensuring seamless operations for multiple employees.
- Operational Management: Ensured smooth office operations effectively managing office equipment, mail distribution, and office supplies.
- Strategic Planning: Collaborated in developing annual business strategies, contributing to successful business planning processes.
- Compliance Adherence: Maintained strict adherence to company policies and regulatory requirements, ensuring compliance standards were consistently met.
- Event Planning: Assisted in planning and executing client events and seminars, fostering client engagement and strengthening relationships.
- Accurate Record Keeping: Maintained precise records of client interactions, transactions, and office expenses, supporting effective financial management.
