Stephanie Freedman

• Reconciled multiple accounts, posted payments and balanced financial data in the Studio Webware CRM • Confirmed, edited and submitted purchase orders to vendors for all client projects • Assisted in the onboarding process of new hires, accurately reviewed and submitted employee timesheets as well as responsible for recruiting • Ensured office efficiency by resolving IT needs and working closely with tech teams on all issues

• Successfully managed and obtained funding for an average of 60 clients weekly. This entails assessing customer’s eligibility and matching their criteria with our multiple banking/funding sources • Performed heavy data entry in Salesforce and managed master Google spreadsheet • Served as point person for the company, assuring all documentation was accurate and complete prior to submittal. This results in meeting the three week turnaround timeline • Corresponded daily with multiple bank representatives to track and update status’ of 50+ client applications at any given time • Recruited, trained and mentored all customer support representatives • Closed out and moved over 30 clients weekly for invoicing

• Processed all donations into database as well as generated and mailed all acknowledgement letters • Successfully remained within targeted budgets and expenses • Ensured that all vendor/venue contracts as well as proposals and permits were reviewed accurately • Established accurate timelines and accounted for all deliverables pertaining to events • Created event-related promotional materials • Expertly planned, coordinated and managed all logistics for several community fundraising events (up to 800 guests)

• Accurately tracked and itemized all office expenses monthly • Identified venue sites, submitted venue fees, secured insurance coverage, negotiated with entertainment vendors and arranged layouts for each event • Built professional relationships with committee members and donors • Served as Volunteer Manager - recruited and managed volunteers in our office as well as at our 15 yearly walk events

• Precisely tracked and managed vendor budgets, schedules and payments • Organized coordination of three event spaces including vendor load-in/strike and layout management • Facilitated faculty/alumni/student live panel discussion sessions (up to three per day)

• Facilitated and proofread event marketing and promotional collateral including direct mail, tribute journal and invitations • Organized and managed all information pertaining to event into Raiser’s Edge CRM • Customized solicitation mailing lists to capture new audiences • Webmaster for the organizations website using Dreamweaver and Wordpress • Maintained lists of all sponsors, attendees and donation within the CRM • Liaison with event team including staff, board members, volunteers, committee and stake-holders

• Assisted with fundraising efforts, collecting 60+ sponsor journal ads, precisely coordinating ad layout with design team and managing overall donor database • Coordinated and organized multiple fundraising events • Meticulously created extensive Power Point presentations for the event programs

• Coordinated speaker, vendor and other participant details for special events, including the management of each event timeline • Point person for all promotional elements related to special events including publications, materials and programs

• Accurately entered all payments into the database • Assisted club members regarding payments or event reservations • Created web banners, signs and handouts for all club events • Prepared weekly emails that contained memos to the members, monthly menus, events, and weekly golf leader board scores