Donor Management/Accounting Consultant

Terry L. Einfalt

**** ********** **** *******, ** 75088

Tel: 214-***-**** Email: *******@*****.***

Result driven professional with expertise in nonprofit operational needs ranging from Donor management, Accounting, and Training/Implementation skills seeking a position to provide key contributions to the employer’s further success,business growth and revenue enhancement.

SUMMARY OF QUALIFICATIONS

Implementer, Problem Solver, Achiever, Analytical Thinker, Self Motivated, Goal Oriented, Result Driven, Effective Trainer, Mentor, Extensive Experience in Multiple Department disciplines

AREAS OF EXPERTISE

Constituent or Donor Relationship Management, Marketing & Fundraising Analysis, Inventory/Fulfillment Management, Media Management, Event and Conference Analysis, Pledge Management including Child Sponsorship, Database Segmentation Skills, Missionary Style Project Analysis, Cash Process Flow (Batch to Entry to Deposit to Journal Entry), Customer Service Analysis,

Security Profile Design and Creation, Production Document Development, Code Design and Analysis, Scripts or Instructional Notes, Development, Sales Order/Sales Tax Analysis, Accounting Interfaces General Ledger, Accounts Payable, Inventory/Purchase Orders, Fixed Assets, Dimensional Reporting, Non Profit Reporting (FASB 117 & Functional Expenses), HR and Payroll, Curriculum Development & Enhancement, Employee Training, Public Speaking, Process Analysis & Streamlining

PROFESSIONAL EXPERIENCE

Donordirect Richardson, TX 1999 2012

Director of Implementation/Lead System Trainer

• Member of the Executive Leadership Team – provided momentum in achieving Company goals and objectives

• Director of Implementation – oversaw project managers, implementation consultants, data conversion specialists and trainers

• Assisted in data mapping process to help the Data Migration team

• Assisted in Project Kickoff to instruct client on Implementation methodology, learn client business rules and processes, determine possible

functionality gaps and identify possible custom projects (reports or programs)

• Developed project implementation methodology to provide consistency across the company

• Custom tailored implementation projects to meet the specific requirements outlined during the business process review

• Utilized training methodology of demonstration, participation, quizzes and games to encourage learning process

• Lead Trainer for core system; extensive client site travel to conduct Expert training, Proto Type test and Go Live support

• Trained and implemented 75 large and small clients on the JDE D2D platform as well as the StudioEnterprise platform

• Lead Trainer/Implementer on JDE Financials 8.10; General Ledger, Accounts Payable, Address Book, and Cost Objects

• Lead Trainer/Implementer JDE Inventory/Purchase Orders 8.10 and JDE HR & Payroll 8.10

• Mastered MS Word mail merge functionality through SQL data sources as well as SQL 2008R knowledge

• Developed positive relationships with clients throughout the implementation process by communicating daily through various mediums to mentor and instruct

• Developed training curriculum and product user guides

• Participated in annual client conferences; teaching breakout sessions on system functionality

• Learned, Configured, and Recommended Microsoft Dynamics GP for possible Accounting integration solution

• Aided in conducting full system testing to insure product completeness and defect free work

• Aided in the Sales demonstration process when Accounting expertise or system knowledge was required

• Aided in design of product enhancements and customizations

• Conducted knowledge transfer meetings with the support team to ensure a smooth transition post go live

• Constantly looked for process improvements to increase implementation effectiveness internally

KMS Software Dallas, TX 1997 – 1999

Trainer/New Client Support

• Mentored the New Client list on a daily basis by helping them to overcome operational obstacles, training deficiencies and report data

conversion corrections.

• Conducted new and existing client training classes in preparation for their Go Live launch.

• System components taught included; Donor Management, Inventory Management, Media Management and Accounting.

• Mastered MS Word mail merge functionality through dbf or csv files as well as Database Query tools (Paradox, SQL).

• Utilized an Installation program to create data and program install CDs.

Cadence International Denver, CO 1987 – 1997

Staff Accountant

• Responsible for all basic Accounting functions; General Ledger, Accounts Payable, Payroll administration, Cash Advance reconciliation

and monthly reports.

• Approved Monthly Expense reports

• Generated monthly journal entries, GL reconciliations and month end close

• Processed Cash donations from verification to control to batching to the entry process

• Created and maintained Budget files for analysis and reporting.

• Maintained and reconciled ministry Fixed Assets.

• Trained new Missionary personnel on basic Accounting principles and in house software reporting procedures.

• Programmed new spreadsheet systems for simplifying routine functions and standardizing common work areas.

VOLUNTEER

Front range Christian school Denver, CO 1993 1996

Treasurer

• Created and implemented the school’s Financial system for tracking and reporting tuition records and Accounting activity.

• Responsible for all basic Accounting functions; General Ledger, Cash Receipts/Tuition payments, Accounts Payable/Expense

reimbursements, Payroll, Federal and State Tax reporting.

• Created and maintained Budget files for analysis and Board reporting.

• Created Cash Flow models and Statement of Activity reports.

• 501c3 Organization experience plus familiar with IRS 990 form

EDUCATION

Master of Arts Degree in Theology Western Seminary • Portland, OR • May 1987

Bachelor of Arts Degree in Business Administration Rockmont College • Denver, CO • May 1982

Associate of Arts Degree in Accounting • Western Nebraska Community College • Scottsbluff, NE May 1979

TRAINING

JDE OneWorld Overview • JDE Financials (G/L, AP, AB, CO) • JDE Budget Manager • JDE Fixed Asset Manager • JDE Distribution (INV, PO) • JDE 1099 Year End Processing • JDE Security

JDE AutoPilot • JDE Employees & Jobs • JDE Pay Types, Deductions & Benefits

JDE Payroll • JDE Benefits Administration • JDE Recruitment & Employees • JDE Compensation

Microsoft Dynamics GP 10.0 Financial Bootcamp • Microsoft Dynamics NAV 5.0 Financial Bootcamp

Microsoft Dynamics GP 10.0 Distribution Bootcamp (INV, SOE & POP) • Certified Dynamics GP 10.0 Financials

References Available Upon Request

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