Knowledge Management & Development Coordinator

CATHRYN ANITA SMITH

New York, New York

https://www.linkedin.com/in/cathryn-a-smith-2647268/

DATABASES / DEVELOPMENT / KNOWLEDGE MANAGEMENT

Research, input, and track database information to deliver quality support. Trouble-shoot, influences and protects stakeholders through careful analysis and clear communications with all levels of management and staff. Navigates and produces in situations of ambiguity. Excellent writing, drafting, and editing. Dependable, flexible, determined with strategic problem solving in fast-paced deadline-driven environments delivering great customer service. Insatiably curious, creative and critical thinker.

AREAS OF EXPERTISE

Knowledge Management Document Management SharePoint Raiser’s Edge DonorPerfect Salesforce Information Analysis Data Hygiene Customer Service Oriented Pathfinder in Ambiguity Microsoft Office NetSuite

DEVELOPMENT

The Goodkind Group - Contract 12/2023 – 8/2025

Donor Assistant in Finance with Raiser’s Edge & NetSuite - Finance

American Jewish Committee

• Processing pledges and revenue (checks, credit cards, stocks and wired funds) received from regional offices, national office fundraisers, project interchange, and individual donors via mail (postal and web).

• Learned general ledger NetSuite, uploading of financial data and adding adjustments from Raiser’s Edge.

• Utilized KM principles revising inputting of reference data into NetSuite and SharePoint for accountant quick data retrieval from Raiser’s Edge and NetSuite.

Scion Staffing – Contract 8/2022 – 5/2023

Development Associate

The New York Law School, Office of Institutional Advancement

• Raiser’s Edge input of gifts, donor information, export of data for receipts and gift acknowledgments.

• Create, clean-up and distribute weekly and monthly reports from Raiser’s Edge.

• Alumni relations by answering questions and requests in person and via telephone.

PNP Staffing Group – Contract 3/2020 – 8/2022

Development Associate

DOROT, Inc., 05/2022 – 08/2022 – On-site during Covid as Development Associate

• Use of Raiser’s Edge for data entry of gifts and export of acknowledgement letters and tax receipts.

• Entered new fund codes into Financial Edge.

LatinoJustice PRLDEF, 05/2021 – 03/2022 – On-site during Covid as Development Associate

• Use of DonorPerfect for data entry, data quality, cash and in-kind donations, production of reports, tax receipts, credit card donations, and recurring gifts.

• Handled all donation processing, acknowledgements, and pledge management activity.

• Assisted with grant proposal document gathering, updating and obtaining notarization where necessary.

• Handled weekly and monthly financial reconciliation with Finance, ensured data integrity of donation information and data input, etc.

Goodwill NYNJ, 11/2020 – 05/2021 – On-site during Covid as Development Associate

• Wrote and edited success stories for Annual Report and e-mail blasts.

• Raiser’s Edge SQL queries.

• Entered all gifts including pledges, payments, stock transfers, checks, etc. from March 2020 through December 2020 in Raiser’s Edge in six weeks. Sent out all acknowledgement letters with tax information to donors by the end of January 2021.

SEO USA, 3/2020

• Data dump content clean-up from Raiser’s Edge to Salesforce; project aborted due to Covid.

American Committee for the Weizmann Institute of Science, 3/2020

• Organized student applications for International Summer of Science, notating which applications were missing items and which were complete.

The Fedcap Group 8/2018 – 1/2020

Raiser’s Edge Database Assistant

• Updated the Raiser's Edge database of donors, including data hygiene. Processed all gifts including pledges, payments, stock transfers, checks, etc.

• Interacted with donors via email, phone, and in person.

• Worked with the finance department to ensure accurate record keeping and reconciliation.

• Uploaded and archived documents on SharePoint for the Engagement department use.

• Researched grant applications to determine if monies to enter were donations to be entered in Raiser’s Edge or grants to be entered in Salesforce.

KNOWLEDGE MANAGEMENT

Paul, Weiss, Rifkind, Wharton & Garrison LLP, New York, NY 2011 - 2015

Corporate Resource Specialist - Private Equity - Consultant 2014 - 2015

• Inputted extremely detailed and real time entity information for client’s internal database of record from back-up documents, with information on entity structure, jurisdiction, domicile and entity type.

• Collaborated on organizing investment fund and related entities’ documents from domestic and foreign jurisdictions in a complex folder structure to facilitate access.

• Worked with internal and external teams to keep information current and obtain missing back-up documents.

Corporate Resource Specialist - Capital Markets - Consultant 2011 - 2012

• Performed research requests for precedents in internal databases for the Securities Group.

• Tracked Active and Closed Matters; enabled the collection of final deal documents and closing sets for matter-centric and precedents databases.

• Performed interdepartmental work on new Matter Intelligence System, a matter-centric system with interconnectivity from new business memos until the matter closed. Assisted with improving user access by developing more specific practice-centric approach. Met with partners to discuss specific practice needs, mapped old codes to new classifications, developed index of terms.

Jackson Lewis LLP – Knowledge Management Specialist 7/2008 – 5/2011

• Defined client business type(s) using North American Industry Codes (NAICS), researched business family trees, number of employees and geographic business reach of clients for marketing database input.

• Masterminded and improved speed of supply in missing information for statistical reports related to engagement database.

• Volunteered and performed conflict checks for twice-daily national e-mail when Conflicts Librarian was away.

Cravath, Swaine & Moore LLP – Knowledge Management Specialist 2/2007 – 7/2008

• Beta testing with IT by analyzing new enterprise search engine problems and protocols for use for legal practice groups. Worked on development with team of in-house developers and external consultants. Collaborated on writing search manual and "quick search" reference card.

• New Intranet Site: cross-departmental work with developers to get the site up on deadline. Managed and edited content of library portal and contributed to and organized other departments' new portal pages to their specifications.

• Collaborated with IT and vendor to implement and solve problems with LookUp Precision, a client/matter/timekeeper software for cost recovery of external databases.

EDUCATION

New York University, Music Business and Technology

University of California at Santa Barbara, undergraduate studies

California State University at Fullerton, undergraduate studies

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