
Elizabeth F.
Operations/Financial Professional
Profile
Administrative professional with experience in Non-profits, Financial & Tax , as well as former career in Insurance. I dive in to improve operational effectiveness in marketing, operations, and financial capacities. I enjoy working with people and numbers. I care about quality assurance.
Key Skills & Competencies
• Creative, resourceful and highly intuitive and motivated
• Attention to detail, Proofreading, Data entry
• Payroll, AR/AP
• Understand organization policies & procedures. Ability to apply to job at hand
• Excellent customer service and customer advocacy
• Effective comm skills, friendly, ability to present and speak publicly
• Community Engagement, Recruiting & retention, strong interpersonal & phone skills
Tech: Word, Excel, Outlook, Access, Salesforce (CRM), Bloomerang, Intuit Basic Pro
Professional Experience
Urban Alliance, East Hartford, CT, <1 year
General administrative support staff
• Updated websites, compiled data from websites, updated surveys and entered data.
• Edited and printed grant award letters. Executed online research survey. Prepared training materials.
• Updated addresses in Donor management and fundraising software (Bloomerang).
• Assembled teacher care packages and materials for food distribution events.
Sadlak/Steeplechase Financial Advisors, Hartford, CT, < 1 year
Financial & Tax Agency
• Prepared taxes and performed data entry for mid-level client returns
• Organized financial data in complex Excel worksheets
Hartford International University for Religion and Peace, Hartford, CT, 2 years
Receptionist
• Established relationships with constituents to create positive visitor experience and presented best face for university engagement
• Initiated tasks supporting the mission, created strategy and delivered for special projects
Flagg Road Church, West Hartford, CT, 1 year
Community and Office Administrator
• Identified, recruited and trained human resources to build a strong team
• Developed and maintained constructive relationships with entity members, vendors, and external partners
• Managed semi-monthly payroll, vendor payments and accounts payable
Nutmeg Big Brothers Big Sisters, Hartford, CT, 5 years
Program Assistant / Inquiry and Customer Service Team
• Engaged over 1200 volunteer prospects and families contributing to over 400 mentor relationships annually
• Effectively pre-screened volunteer candidates contributing to a 10% retention increase in a one-year period
• Reduced report timeliness by 40%, reduced errors and created efficiency by through batch process background checks
• Jointly authored an implementation strategy for a landmark BBBS National Study
• Developed workflow process for a more effective and timely launch
Jewish Federation of Greater Hartford, Hartford, CT, 13 years
Administrative Assistant
• Established, engaged, and nurtured relationships with key partners
• Motivated record numbers of volunteers for reading program
• Engaged community partners including media, local churches, libraries and schools
• Recruited nearly 100 volunteers
• Donor prospecting, yielding $10,000 grant in a single call
Aetna Health Insurance, Hartford CT
• Provided financial analysis and quality assurance to corporate clients
Community Experience
Peer Mentor | Dress for Success
Speaker's Bureau | United Way
Mentor & Teacher | Faith-based organization
Volunteer | HomeFront (home repair program)
Education
Bates College, Lewiston, ME
Bachelor of Arts in Psychology
Wharton School of Business, Philadelphia, PA
Certified Employee Benefits Specialist
Other Experience/Awards/Publications
Young Woman Career Speaker Award
