A CLOSER LOOK · PROFESSIONAL EXPERIENCE
Building the systems
behind the mission.
An example from my executive operations work supporting two affiliated nonprofits.
The work
Coordinating finances, people practices and recurring responsibilities across affiliated organizations requires clear processes and careful stewardship. My work connected these areas through practical changes to how the organizations operated.
What I put in place
- Digital payment workflows. Implemented vendor payments that eliminated the need for in-person check signing.
- Clearer financial tracking. Established accounting codes to distinguish activity across the two organizations.
- More structured people practices. Designed and implemented an equity- and competency-based performance review process and a professional development policy.
- A shared operating rhythm. Brought directors into annual budgeting and created a centralized finance and operations calendar.
What this brings to your organization
Experience connecting financial stewardship, people systems and implementation. Together, we can identify where your organization needs more clarity and build a practical plan for getting there.
This example reflects my employment experience and informs my approach at LevelUp.
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