Non Profit/Development Experience
Resume:
KATHLEEN MENOUNOS
Winchester, MA 01890
781-***-**** home
781-***-**** cellular
*****@*******.***
OBJECTIVE
Experienced, self-motivated professional seeking an opportunity to contribute to the success of an organization through my attention to detail, inquisitive nature and demonstrated record of high performance standards.
WORK EXPERIENCE
Harvard University - Cambridge, MA
Business Analyst, Alumni Affairs & Development, Faculty Arts and Science (FAS)
October 2008 - present
• Liaison to frontline Fundraisers and other support staff on pledge issues and policies
• Responsible for the overall process and project management of annual and multi-year capital pledges, including donor reporting, data management, internal reporting analysis and mailing of pledge documentation
• Core participant in the planning stages and management of new "donor centric" approach to pledge management with the ultimate goal of higher pledge fulfillment rate
• Maintain current policies and procedures as well as update and create new policies as necessary
• Responsible for creating donor-giving histories as requested; partner with Assistant Director and Fundraisers on difficult giving histories
• Called upon to create new process and procedure for simple donor-giving histories; responsible for training the administrative support staff on the new process
• Point person for inquiries on creating donor-giving histories including the review of information prior to sharing with the donor
• Project Manager for Recurring Credit Card Gift Program
• Respond to donor inquiries via email and telephone
• Participate in other initiatives/projects when called upon
Fidelity Investments – Boston, MA (1999-2008)
Donor Services Representative II, Fidelity Charitable Gift Fund
June 2006 –Oct. 2008
• Manage risk and Charitable Gift Fund reputation by reviewing all grant requests to ensure compliance with current due diligence policies and procedures
• Make decisions on up to 400 transactions daily with minimal management review
• Contribute to company and team goals by assuring all grant requests submitted by 4 PM are reviewed same day
• Approve or route grant proposals to 2nd round for further research using sound judgment and best business practice
• Alert management of any granting trends or suspicious granting activity
• Subject Matter Expert/SME on Fidelity Match Program acting as point person for escalated calls from Fidelity employees and answering program specific questions from Charitable Gift Fund colleagues
• Contribute to the administration of the Fidelity Matching Gift To Education Program by confirming accreditation status of proposed educational institutions, date entry and auditing of processed applications
Fidelity Investments – Boston, MA (continued)
Donor Services Representative II, Fidelity Charitable Gift Fund
June 2006 –Oct. 2008
• Served as a Quality Assurance Analyst during 1st & 3rd quarters of 2008 technology releases/upgrades performing software testing on new development code
• Document defects/bugs using Mercury Quality Center application
• Wrote regression test cases for grant processes assuring that all codes functioned properly
• Assist in company wide process improvement initiatives and projects as needed
• Function well in high pressure, high volume work environment
Fidelity Investments – Boston, MA
Donor Services Representative I, Fidelity Charitable Gift Fund
March 1999 – June 2006
• Performed due diligence on 501C3 public charities while maintaining the integrity of the charity and its charitable status
• Provided grant making and philanthropic services to high net worth donors in a $5 billion dollar non-profit, donor-advised fund
• Participated in user acceptance testing for multiple technology releases
• Mentored and trained year-end employees
• Assisted in the preparation of year-end training materials
• Assisted with telephone call volume when additional resources were warranted
• Assist in processing paper grant requests when volumes warrant
• Contributed to the creation of a Procedures Manual for the Charitable Gift Fund
Engineering Partners Inc. – Burlington, MA
Sales Assistant/Office Manager
May 1998 – January 1999
Inacom Communications – Braintree, Ma
Sales Assistant/Office Manager
April 1997 – May 1998
Baybank/BankBoston – Waltham, MA
Sales Representative
April 1996 – March 1997
EDUCATION
University of Massachusetts at Amherst
Bachelor of Science, Environmental Science
May 1990
COMPUTER SKILLS
Intermediate in Microsoft Outlook, Word and Excel
VOLUNTEER WORK
Soldier’s Angels Volunteer
Former Fidelity Cares Volunteer
Former VISTA Volunteer
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