Management Assistant

DANIEL T. BATEMAN

** ****** **** ***. **

Seneca Falls, NY 13148

Phone 315-***-****

E-mail: abl8yp@r.postjobfree.com

SUMMARY OF QUALIFICATIONS

• Bachelor of Science in Business Administration (concentration in International

Business), State University of New York at Oswego.

• 4 Years of Honorable Service in The United States Army with extensive

experience in program and personnel management.

• Supervised, evaluated and counseled a team of employees.

• Efficient, organized and performance oriented.

• Ability to work long hours under adverse conditions.

EXPERIENCE

Prospect Management Administrator

Hobart and William Smith Colleges

• Assist with the tracking of a comprehensive prospect management system.

• Assist with creating, editing and maintaining gift proposals to ensure gifts are

closed following HWS and CASE guidelines.

• Provide assistance in coordinating specific event planning in regards to

Development Staff: To include, but not limited to, travel planning, key personnel

attendance and event follow-up.

• Run queries and reports as needed for specific projects in support of Vice

President of Institutional Advancement, Major Gifts, Planned Gifts and Principal

Gifts Staff.

• Update advancement services database (Raiser's Edge) with prospect management

codes.

• Provide support to the Development Staff on prospect strategy in regard to

information to seek during visits with prospects. Also keep Development Staff

apprised of changes in giving codes and changes in the personal or business life of

prospects.

• Communicate with alums in face-to-face meetings, telephone conversations and written

correspondence.

Assistant for Planned Giving/Principal Gifts

Hobart and William Smith Colleges

• Assisted in management of confidential estate, personal giving records and

financial information of trustees, leadership and anonymous donors.

• Created illustrations of various planned giving vehicles using PG Calc Software.

• Maintained a working knowledge of gift vehicles such as Bequests, Charitable

Gift Annuities and Pooled Income Funds.

• Assisted in the development of gift planning marketing materials for the current

capital campaign.

• Segmented data base to identify and target gift planning and major gift prospects

• Communicated with donors in telephone conversations and written correspondence.

Personnel Actions Supervisor/Assistant Operations Manager

Bravo Company 46th Engineer Battalion, United States Army

• Facilitated medical, financial, and legal records management of 150 plus

employees.

• Established and implemented the organization’s standard operating procedures

resulting in a 50% reduction in turn around time for personnel actions.

• Supervised and mentored 3 personnel resulting in promotions within minimum

time required.

• Coordinated communication between groups during training events, resulting in

dissemination of critical information.

Student Assistant Director of Finance – SUNY Oswego Student Association

• Kept accurate financial records.

• Maintained compliance with Student Association guidelines.

• Assisted with funds allocation and budget formulation for organizational funds in

excess of one million dollars.

EDUCATION/TRAINING

Bachelor of Science, Business Administration (concentration in International Business),

State University of New York at Oswego, Cum Laude

Received American Legion Commanders Scholarship for academic achievement

Primary Leadership Development Course, U.S. Army, Fort Benning, GA, 4 weeks,

Commandant’s List.

PG CALC Gift Planning and Taxation Benefit Analysis Training, 2006

Raiser’s edge Planned Giving Modular: Gift Tracker installation and data entry. Self-

Training, 2006

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