Julie Yasbek

 

Dynamic, articulate and ambitious Business Professional currently working toward a Professional Certifixxxxxxtion in Fundraising and Development, eager to integrate fundraising experience, financial savvy, and exceptional relationship building talent toward supporting a progressive employer in reaching their goals in a Fundraising Officer/Coordinator role.   Core competencies include:

 

   Natural Leadership Style

   Cultivate Internal/External Partnerships

   Detailed & Organized

   Maintain Networking Contacts

   Quick to Gain Trust

   Research and Data Collection

   Persuasive and Effective Communixxxxxxtor

   Dynamic Presentation/Public Speaking Skills

   Innovative Marketing Development

   Budget Management/P&L Accountability

   Strategic Planning and Execution

   Raiser s Edge, DonorPerfect and Convio

 

Profile

   Proficient problem solver who conceptualizes business perspectives to develop workable solutions.

   Develop tactixxxxxxl fundraising plans; apply dynamic organization and coordination talents to execute events, plan major donor xxxxxxmpaigns, and track results.

   Leverage advanced communixxxxxxtion, creative development and marketing skills to formulate market penetration efforts and communixxxxxxte the mission and vision of the organization with key supporters.

   Identify key decision makers and easily interact with financial decision makers; secure key contributions through the ability to communixxxxxxte organizational mission and vision, and develop trusting relationships.

 

2008 to Present:  University of Xxxxxx/Office of Budget & Treasury, Xxxxxx, XXXXXX- Senior Financial Analyst

   Maintain complete oversight for a $200MM endowment portfolio; communixxxxxxte with Development Office to conform that gifts are recorded properly, and create an annual endowment performance report for all donors.

   Apply strong financial acumen and business savvy to track and report endowment activity; collaborate with external auditors to ensure that all financial statements are in compliance with reporting requirements , and oversee Student Interns in completing monthly investment reconciliations.

   Spearhead efforts to develop a new endowment website, and lead transition of endowment portfolio to master custodian format.

 

2004 to 2008:  PricewaterhouseCoopers LLP, Xxxxxx, XXXXXX - Audit Senior Associate

   Planned and executed $3MM integrated audit engagements with large corporate clients; successfully managed multiple simultaneous assignments, and ensured timely completion of all projects.

   Developed engagement forexxxxxxsts and budgets, performed analysis of budget versus actuals to assess profitability; developed strong client relationships, and conducted on-boarding training and orientation for new staff members.

 

2002 to 2004:  Community Research Foundation, Xxxxxx, XXXXXX - Accounting Assistant            

Ronald McDonald House Charities of Xxxxxx, Xxxxxx, XXXXXX - Development Office Volunteer

Diego Humane Society and SPXXXXXX, Xxxxxx, XXXXXX - Development Office Volunteer

 

Eduxxxxxxtion

 

2010 to Present:  University of Xxxxxx, Xxxxxx - Professional Certifixxxxxxte in Fundraising and Development

2004:  University of Xxxxxx, Bachelor of Accountancy with an emphasis in Finance

 

Julie Yasbek

 

Name

Title

Company

Address 1

Address 2

City/State/Zip

 

 

 

Date Here

 

 

Dear <Name Here>,

 

Are you seeking a savvy, ambitious and talented Development Coordinator to join your team?  If so, please consider my advanced financial acumen, previous fundraising experience, and sincere desire to contribute toward your organizations success, and contact me at your first convenience to discuss why I am the perfect xxxxxxndidate for the job.

 

I have an excellent track record of cultivating business relationships and gaining support for worthy xxxxxxuses.  My resume denotes a history of success in financial analysis, corporate interaction and fundraising, as well as the ability to easily lead project management initiatives and interact with high-net worth clientele.  I am polished and professional, and eager to prove my talents as a fundraising professional.  As you may have noted in my resume, I am currently pursuing a certifixxxxxxtion in fundraising and development to solidify my xxxxxxndidacy, and maintain a current understanding of the needs of the fundraising industry.

 

According to the job description for <position here>, you are seeking someone with the ability to <choose something from the job description here>.  I am well versed in <specific here> and know that I could be an integral member of your team.

 

In addition, I have been consistently acknowledged for my passion for helping others and exceeding performance expectations.  As a proven leader, I believe it would be beneficial for us to meet, and I will contact you soon to arrange for an interview. Should you require any additional information, I xxxxxxn be contacted at the phone numbers listed above.

 

Best Regards,

 

 

 

 

 

 

 

 

 

 

ESSENTIAL FUNCTIONS

Develops and maintains appropriate databases and records

Develops relationships

Maintains contacts with donors/prospects as appropriate

Organizes related donor events and acknowledgements

Leads donor behind-the-scenes tours as requested

Coordinates events/tours with other departments as appropriate

Prepares reports

Composes a variety of correspondence and support materials

Participates in development meetings

Assists in developing and monitoring assigned budgets

 

REPRESENTATIVE DUTIES

- Develops and maintain appropriate databases and records

- Oversees donor acknowledgement thank you xxxxxxlls

- Provides training for consistent donor relations

- Identifies donors/prospects with xxxxxxpacity to make major gifts

- Coordinates donor event planning for specified events

- Prepares reports on projects and programs for donors

- Escorts donors behind-the-scenes tours when needed

- Researches industry best practices and trends

- Administers ancillary responsibilities as assigned

- Supports the Major Gifts, Foundations & Corporations, Planned Giving, President s Clubs (Annual Giving), and Special Events & Programs and Membership divisions

 

ANCILLARY FUNCTIONS

Performs related duties and responsibilities as required.

 

QUALIFIXXXXXXTIONS

Fundraising coursework is desirable; Bachelor s Degree is desirable, ability to travel and valid Xxxxxx driver license is required.

 

Knowledge of:

Development or non-profit experience is desirable

 

Ability to:

- Be highly organized and self-motivated

- Work in a multi-task environment

- Use Raiser s Edge software is desirable

- Work professionally and effectively with others in a variety of setting

- Communixxxxxxte effectively (oral and written)

- Use computer base systems (Microsoft Windows, Word and Excel programs and Databases)

 

WORKING ENVIRONMENT

Work mostly in an office environment with highly energized and motivated coworkers;

ocxxxxxxsionally outside, sometimes in inclement weather; some nights and weekends required.

 

PHYSIXXXXXXL DEMANDS

Moderate walking, standing and ocxxxxxxsion lifting approximately 25 C35 lbs; outdoor work requires the ability to use a ladder, bending, and reaching; travel may be required.

 

 

 

Reply: