Jodi L. Rose
Cameron, NC *****
Cell: 719-***-****
Email: **********@*****.***
Summary of Qualifications
More than 17 years of administrative and project management experience in various fields to include health care and collections
Managed database projects for 3 separate health foundations consisting of a total of 7 hospitals
On-boarded one of Catholic Health Initiatives largest foundations (Franciscan Foundation; Tacoma, WA) supported by the national support center, partnered with the foundation’s existing staff and developed a unified working relationship
Innovative and results-driven professional with excellent planning and organizational skills, along with a high degree of detail orientation
Professional Experience
Database Management Skills
Managed 3 separate health foundation databases consisting over 300,000+ records
Performed regular maintenance and cleanups to include ensuring each record contained proper coding according to company policy and procedure
Reduced the number duplicate records found in each database by merging matching records based on demographic information
Prepared each database by converting some of the coding structures prior to migrating into a new CRM system
Managed user access and assigned security levels for each supported database
Wrote queries to replace existing ones that were inaccurate, reduced the number of queries needed to develop month end reports, and increased the integrity of each report provided
Administrative Skills
Documented policy and procedures to be followed for each foundation supported, this documentation was written in OneNote providing a central location for other Data Integrity Specialists to access allowing others to backup an individual as needed
Created a helpful coversheet for the OneNote documentation area giving users an overview of each foundation supported including specific rules pertaining to how to process their information
Updated calendars, trackers, project plans, created meeting agendas, followed up with meeting minutes, developed charts and presentations as required
Following on-site visits organized, documented and submitted travel expenses for reimbursements
Accounting Skills
Processed gifts for each foundation supported maintaining the three day turnaround
Processed gift corrections as necessary in order to keep the accounting data accurate
Provided month-end reporting and assisted foundation accountants with reconciliation process at each month-end, quarter-end and year-end, created tax letters and provided spreadsheets to assist in preparation of tax forms
Project Management Skills
Coordinated and facilitated meetings with partners to determine project needs, lead time, workflow and assign action items as necessary
Corporate downsizing meant taking on more responsibility to ensure project deadlines would continue to be met, developed a prioritizing process to become more efficient and continued to meet deadlines
Reduced by 50% the amount of time necessary to complete a routine month-end process by developing a more accurate and streamlined process
Tracked and documented all projects allowing for easy duplication for future events
Developed, implemented and maintained operational training materials which overall increased productivity and time management within the National office and the supported foundations
Managed multiple projects and saw each one through the entire systems development life cycle process to include; requirements gathering, business need, project scope, developed and performed quality assurance testing, developed and presented user acceptance training, and post production reporting
Communication Skills
Built relationships with foundation office staff members who had recently experienced a reduction in workforce, was able to listen to their concerns and effectively create a positive outlook with trust and confidence following this on-site meeting
Facilitated several project meetings gathering requirements, taking notes, outlining action items and followed up by sending out a recap of the meeting including those action items
Defined project requirements in both technical and layman’s terms creating a clear understanding to both users and programmers
Presented training materials to teams and users in various companies about various topics
Work Experience
2017 – Present Account Representative Xcite Advertising Fayetteville, NC
2013-2016 Data Integrity Specialist Catholic Health Initiatives, Colorado Springs, CO
2007-2009 Business Systems Analyst/Documentation Specialist/Assistant Systems Administrator GC Services LLC Lansing, MI
2001-2006 Webmaster Mother Nature’s Web Services, Inc. Petersburg, IN
Military Experience
1995-Present United States Army Special Forces Military Spouse and Mother
Education
Associates Degree, 2015, Pikes Peak Community College, Colorado Springs, CO
Graduated Cum Laude