Data Entry Manager

José Moscat

**********@*******.***

** ******* **** **** ** Medford, MA 02155 617-***-****

EXPERIENCE

The Boston Foundation, Boston, MA

Senior Fund Administration Coordinator, Finance May 2012 - Present

Support the Accounting Manager with fund maintenance related journal entries, such as inter-fund transfers, pass through fees, and opening new funds.

Assist CFO and Controller with various financial reports and projects, including developing a quarterly voided check list, which led to a 50% reduction of check processing issues within one fiscal year.

Improved the monthly credit card fees journal entries by automating several reports to ensure timely accurate posting of credit card fees.

Process daily gifts for all funds in a variety of asset types into the general ledger software.

Manage the grant suggestions for over 600 Donor Advised Funds of various levels of service, in compliance with the Pension Protection act of 2006.

Administer the annual distribution of 130 Designated Funds to regional non-profit organizations, in accordance with The Boston Foundation’s spending policy and established guidelines.

Provide high net worth clients with customized reports for fund balances, grant and gift histories.

Museum of Science, Boston, MA

Senior Data Entry Operator, Development July 2007 - May 2012

Handled the timely processing of all gifts through various sources, including the mail, lock box, point of sale, gifts in kind and stock.

Facilitated the specific allocation of major gifts, multi-year campaign gift agreements, government grants, corporate sponsorships, and bequests, in line with the Museum’s gift policy guidelines.

Served as a liaison to the Accounting, Leadership Gifts, and Corporate and Foundation departments in answering gift related inquiries.

Created, updated, processed, and mailed receipt letters to donors.

Collaborated with the Manager of Data Management on implementing a daily gift notification report for the Advancement Division, and overhauling gift receipt letters.

Data Entry Assistant, Development September, 2005 - July 2007

Processed all membership sales imported from Point of Sale software using Crystal Reports.

Coordinated with the research department to create and update constituent biographical data.

Performed all non-Point of Sale memberships, including the membership booth and mail.

EDUCATION

Suffolk University, Boston, MA

Graduate Diploma in Professional Accounting, Expected 2016

Northeastern University, Boston, MA

Bachelor of Science in Management, October 2013

Bay State College, Boston, MA

Associates in Business Administration, 2005

SKILLS

Computer: Proficient in Microsoft Visual Studio, Word, Excel (Macros, Pivot Tables and Vlookup), PowerPoint, Outlook, Foundation Power Software, Advisor Express Software; Language: Fluent in Spanish

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