Ganer + Ganer, PLLC
September 2010 — Present
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at Ganer + Ganer, PLLC
• Worked alongside Associate State Director on the budget and fundraising reports for presentation to board members.
• Oversaw reception desk, handled office phone lines, prepared patron gifts, informational packets, and mailings.
• Created and maintained spreadsheet of all donors to generate a regional comparison report.
• Compiled internet research of prospective personal and corporate donors.
Greeted guests and assisted players at USTA Billie Jean King National Tennis Center
Assisted with events and special exhibits.
• Worked directly with CFO to prepare spreadsheets for the firm’s monthly financial report that was distributed to all partners and members of the investment team.
• Conducted research on a potential investment by placing customer calls to evaluate the company’s past performance, reporting on overall health of the specific industry, and preparing presentation for investment team and advisers.
• Alongside CFO, reorganized how financial data from firm’s investments was stored, created a database for these figures to be recorded and input any new data that was received from valuations, P&L statements, balance sheets, cash flows or budget comparison reports.
Collaborated with team of 5 to reorganize the way the firm stored information on dockets. Worked extensively to update and input data into newly created database. Communicated with partners and attorneys nationwide to obtain most up to date information on dockets. Demonstrated to employees and partners how to use new database in order to access data.