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Work Background
Sarell LLCDirector of Operations
Jan. 2021RemoteEstablish a small business under the direction of the founder. Results include completing all state and federal requirements to establish and maintain an LLC (and UK-based LTD), researching and establishing financial management systems and contract management. Arrange international travel. Implement technology and manage risks associated with virtual workplace. Serve as strategic thought partner and manage projects.
Greater Milwaukee FoundationOperations Manager
Sep. 2018 - Dec. 2020Greater Milwaukee AreaManaged selected projects that had operational implications for all, departments at this four-county community foundation. In this new role, established prioritization and standardization of project management as well as served as project manager on technical and process engagements. Collaborated with Finance team members on how to streamline grantee vetting for enhanced compliance and minimal risk. Communicated change management protocols from an internal customer-centric point of view during onset of Covid.
Houston EndowmentDirector of Grant Management
Oct. 2014 - Jul. 2018Houston, Texas AreaEstablished and defined grants management team at a place-based private foundation. Worked collaboratively with programs, legal and finance to elevate giving systems, process and efficiency. Directed the team of grants managers and giving database systems. Selected and led implementation of grant management system which included sunsetting redundant tools. Ensure compliance with IRS regulations and foundation guidelines. Administered internal matching gifts program. Developed infrastructure for data collection and analysis in order to inform decision-making and communicate results. Moved to electronic record keeping of grant files.
Comcast CableDirector, Grants Operations
Jun. 2008 - Oct. 2014Developed systems and processes to support the grantmaking for the Corporation and Foundation across the divisions and the headquarters. Led technology projects and ensure compliance with internal and external regulations. Modernized document management by moving to digital records stored in the grants management system. Directed accurate and timely handling of an annual input of 12,000+ records totaling an average of $330 M. Tenure occurred during transition from Fortune 100 to a Fortune 50 company and two significant acquisitions which sharpened creative problem solving. Built effective and resilient processes to handle the complex integrate systems and data. Led first-time, company-wide effort to capture, cleanse and report giving data to internal stakeholders and federal regulators.
John Templeton FoundationDirector of Grants
Feb. 2006 - Jun. 2008As the Director of Grants, I oversaw the administrative process supporting the Foundation's Grantmaking. This included legal, compliance, operations, document management, technology systems which supported the funding decisions of the Foundation. I managed 4 Full-time staff and the departmental Budget. I led the Foundation's process improvements applying my project management skills and operational efficiency training. I serve on a national committee of the Grants Managers Network and I was active in Delaware Valley Grantmakers, and GMN, Delaware Valley Chapter.
Washington MutualGrants Analysts
May. 2002 - Jan. 2006Working in the Corporate & Employee Giving Department, I led process initiatives related to grants management. Through the corporate giving department and the private company foundation giving was over 3,000 grants per year totaling around $50,000,000 annually. Led initiative to move to an online application process. Participated in internal Six Sigma and project management trainings.
Seattle Metropolitan Chamber of CommerceDirector of Small Business & Development
Apr. 1998 - Apr. 2002Oversaw the budget and programs for the Chambers various small business activities. Team of 5 provided all programmatic services for the Chamber's 2,500 members. Developed the content of the Chamber's website, online opportunities for members, created new programming and worked with committees made up of business professionals.
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