Manager Customer Service

LISA N. NEWBERRY

** **** ******

NEW YORK, NY ***34

646-***-****

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

COMPUTER SKILLS

Raiser’s Edge, Crystal Reports, ResearchPoint, Microsoft Office Suite, Tableau, Lexis-Nexus, Mac OSX, FileMaker Pro, SQL, Sagitta for Windows, ADP, AS400, Crystal Reports, Photoshop and Adobe Acrobat.

EXPERIENCE

2015 – PRESENT

CAMBRIDGE IN AMERICA NEW YORK, NY RAISER’S EDGE DATABASE MANAGER

Primary information and systems manager as it relates to the database processes for the organization;

ensures that all organizational data management needs are met and effective processes are designed for collecting, managing and using data throughout the organization.

manages data requests system ensuring staff has various data needs met in a timely manner, including generation of mailing lists for segmented appeals and events, creation of complex fundraising and financial reports, prospect lists, tools for moves management and other business needs;

oversee the gift process including reviewing batch gift entry by gifts administrator, reporting to the staff and University partners of gift activity and providing gift entry support as needed;

reconcile the gift bank account on a monthly basis, with database gift entries which includes monitoring the bank accounts, reconciliation of the operations account and other issues as needed;

responsible for the completion and submission of CAm’s contribution to Cambridge’s Annual development questionnaire;

maintain data integrity standards including security, accuracy, duplicate management, conduct regular audits of database and perform data maintenance;

acquire, cleanse and integrate external and internal data generated into our database and manage the sharing of information with collegiate cambridge;

provide staff training as it relates to database use, policies and procedures, ensures business rules on the use of the database are documented and implemented throughout the organization;

write database policies and procedures and maintains policy manual and documentation on procedures for database and information usage according best practices;

support the implementation of the new database by working closely with the internal users and external partners to understand business needs and ensure new system will reflect those needs.

2007 – 2015

CASACOLUMBIA NEW YORK, NY RAISER’S EDGE DATABASE MANAGER

collaborated closely with the V.P. of Finance and Administration on strategies to support and implement fundraising campaigns in all forms including email communications, direct mail pieces and online giving;

Ensured the tracking of charitable donations and creating codes for inputting data into the donor database;

LISA NEWBERRY

Maintained intelligence on latest developments in the market, including successful techniques being used by commercial and non-profit organizations to acquire donors and maximize LTV, and the plans and activities of competitors;

Contributed to the team effort of the Development Department by providing progress reports and support and Development team and accomplish development tasks as assigned;

Reconciled development revenue with finance on a monthly basis;

Maintained close communication with Development staff to ensure proper coding of gifts;

Produced lists of donors for annual report, newsletter and other publications;

Executed monthly progress reports for the Director of Development. 2006 – 2007

BAILEY HOUSE, INC. NEW YORK, NY RAISER’S EDGE DATABASE COORDINATOR

Ensured the tracking and acknowledgments of charitable donations by posting batches in donor database, generating timely thank you letters and creating codes for inputting data into the donor database;

Contributed to the team effort of the Development Department by providing progress reports and support and Development team and accomplish development tasks as assigned;

Reconciled development revenue with finance on a quarterly basis;

Maintained close communication with Development staff to ensure proper coding and acknowledgement of gifts;

Conducted database clean-up as needed;

Provided detail and summary reports as needed to the Development staff and Board members;

Created specified mailing criteria and execute queries for mailings;

Ensured the success of agency events by assisting the Special Events Manager and Events/Volunteer Coordinator in database administrative duties;

Assisted Finance and Development Departments during annual audit;

Assisted Grants Manager in research projects and special projects as needed;

Executed monthly progress reports for the Chief Development Officer. 2002 – 2006

THE NEW YORK FOUNDLING NEW YORK, NY DEVELOPMENT ASSOCIATE

Raiser’s Edge Database Management: This included but was not limited to the entering of all gifts, updating individual donor records, preparing RE based reports as requested by the Director and entering new names as required by all members of the department;

Coordinated the Service Awards: In conjunction with the Human Resources department selected a date and location, prepared budget, selected caterer, coordinated the mailing of invitations to awardees and senior staff and purchase awards;

Coordinated the Agency Holiday Party: In conjunction with the Development Director and Senior Staff selected a date and location, prepared budget, selected caterer, hired DJ, coordinated the mailing of invitations (with HR), acquired gifts for raffle (with Purchasing Department) setting up and breaking down of the event;

ADMINISTRATIVE FUNCTIONS:

Financial Transactions: prepared and coded all transmittals of donations received for both The Foundling and The Fontana Center; prepared all check, cash advance and petty cash requests;

Purchased Supplies: prepared and coded all purchase orders to the right department. LISA NEWBERRY

Coordinated Special Events: in conjunction with the Director prepared mailing list(s), suggested ideas, tracked gifts, prepared purchase orders, got contracts signed, prepared acknowledgments and assisted with final cost analysis;

Founding Member/Associate Coordinator of the Foundling Associates (now the Junior Board): in conjunction with the Manager of Individual Giving coordinated all activities and worked with group leadership on goal setting and developing new ideas to help the group become focused on The Foundling’s philanthropic program;

Staff Meetings: in conjunction with the Director, scheduled monthly staff meetings to keep the department aware of what each other is focusing on;

Donor Acknowledgments: made sure each donor was appropriately acknowledged based on relationship, giving structure and campaign/appeal. 2000 - 2001

GLOBAL CROSSING NEW YORK, NY ACCOUNTS PAYABLE CLERK

Made sure that all invoices were coded, batched and paid in a timely manner;

Processed expense reports weekly;

Established rapport with vendors ensuring them of the timely processing and payment of invoice.

2000 - 2000

E4 ENTERTAINMENT NEW YORK, NY OFFICE MANAGER

Oversaw the staff of six for a small internet company providing an online video delivery service to independent video stores;

Used PC skills to run reports and maintain the database of inventory for multiple locations;

Bookkeeping skills used to maintain accounts receivables and payables departmen ts;

Responsible for the ordering of office supplies, maintaining employee records including but not limited to tracking of vacation days, pension plans and benefits, implementing status quo and training staff on all aspects of the home entertainment industry;

Coordinated all tradeshows and meetings with potential investors. 1999 - 2000

TDWATERHOUSE INVESTOR SERVICE NEW YORK, NY BANK DOCUMENTATION SPECIALIST

Key component in setting up meetings and telephone conference calls with their entire depository bank accounts to re-establish the banking relationship from the retail level to corporate level;

Key component in assisting with the division of the East and West Coast disbursement accounts by setting up authorized signers for each account;

Made sure that all new branches were setup to start depositing on their opening day, working closely with each Branch Manager via E-mail and telephone contact;

Worked closely with the Cash Management Division (National Investor Services Corp.) in setting up all new branches to start making deposits on ADP;

Worked closely with the Financial Reporting Department on setting up all new branches on SQL.

1998 - 1999

FRANK CRYSTAL & CO., INC. NEW YORK, NY ADMINISTRATIVE ASSISTANT

Typed personal lines insurance proposals, forms and ID cards; LISA NEWBERRY

Typed letters to make sure all personal line insurance holders were aware of the types of coverage they had;

Used Sagitta for Window to find out the various types of personal coverage individual insurance holders had.

1995 - 1998

THOMAS PUBLISHING COMPANY NEW YORK, NY ASSISTANT EDITOR

Maintained the database for 100-year old buying guide (Thomas Food Industry Register) that catered to the food industry;

With the assistance of the Associate Editor, trained the new editor in all aspe cts of the publication from running reports to the updating of the listings;

Worked with the Associate Editor in editing the area codes for the thirty thousand plus listings;

Ran reports to ensure that there was consistency within the annual publication including the print, Internet and CD-Rom versions;

Wrote own correspondence regarding free listing and circulation requests;

Key force in ensuring that all proof pages were error -free and advertisements were properly places within the buying guide by working consistently with the print shop to assure that all volumes were printed on time.

1990 - 1995

ACME PARTS, INC. BROOKLYN, NY SECRETARY/CUSTOMER SERVICE REPRESENTATIVE

Strong dictaphone secretary reporting to the President, Vice President and National Sales Managers;

Used PC skills to run reports and maintain the databases of the parent company and its subsidiaries;

Strong customer services skills used to process orders and establish & deny lines of credit;

Established rapport with all transportation companies to ensure that all shipments left their dock in a timely manner;

Processed all claims regarding damaged shipments or lost merchandise to ensure that the problem never occurred again;

Made sure all monthly invoices were printed and sent to customers and outside sales people to ensure prompt payment.

MILITARY EXPERIENCE

1987 - 1990 UNITED STATES ARMY

TACTICAL SATELLITE REPAIRPERSON

EDUCATION

1996

CITY UNIVERSITY OF NEW YORK – JOHN JAY COLLEGE OF CRIMINAL JUSTICE NEW YORK, NY COURSE WORK COMPLETED

1986

HIGH SCHOOL OF FASHION INDUSTRIES NEW YORK, NY

REGENTS HIGH SCHOOL DIPLOMA

Contact this candidate