Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Manda Zand

Toronto,ON

Summary

Industrious professional with excellent critical thinking and team-building talents. Familiar with the policies and procedures of product development and operations. Competent in staff management, data modeling and proposal development.

Overview

8
8
years of professional experience

Work History

Senior Consultant/ Account Manager

Deloitte
07.2018 - Current
  • Managing non-profit charitable clients and strengthened relationship by providing support on both proprietary and Raiser’s Edge database management, data analysis, API updates and process optimization
  • Key Clients Served: Heart & Stroke Foundation, Doctors Without Borders, The Arthritis Society, Toronto Humane Society, PETA Foundation, Fighting Blindness, Sick Kids Foundation, Kidney Foundation, Easter Seals Ontario, TVO, Guide Dogs, Crohn’s and Colitis Canada
  • Keeping clients organized and up to date on campaign life cycles, through regular status reports
  • Leading weekly calls with clients’ leadership to understand pain points, discuss areas of improvement and upsold
  • Tackling strategic priority accounts at risk, improving relationship, and achieving 100% contract renewal rate
  • Building new dashboard on CRM platform showing key donor metrics as per client’s need, reducing client’s time
  • Playing key part in major donation processing system migration project and successfully led change management activities for client via clear and timely communication, training, and post go-live support
  • Constructing and presenting to theleadership the vision for Fundraising Services, outlining key focus areas for revenue growth, client satisfaction and retention to become top partner in non-profit industry
  • As voice of client, liaised between members of donation processing, business solutions, and technical team to ensure client satisfaction and recognition of value provided
  • Data management, QC elements for segmentation, extractions, and reports
  • Executing marketing and fundraising campaigns from beginning to end, as planned in fiscal calendars
  • Troubleshooting issues and resolutions
  • Working with programmers to ensure database extractions are completed correctly and on time
  • Customizing solution development, API and Mapping
  • Communicating with clients about deposit and banking information, monthly donor programs and upcoming campaigns
  • Submitting quote requests for programming and time effort required
  • Setting up mail campaigns, new codes, etc
  • Utilizing Deloitte’s proprietary software
  • Identified business issues through careful collaboration with key stakeholders.
  • Prioritized projects and project tasks depending upon key milestones and deadline dates.
  • Evaluated clients' needs and created plan of action to provide solutions.

Sr. Consultant/Operations and Compliance/Finance

Deloitte
07.2018 - Current
  • Maintenance and Audit:
  • Keeping business running from technological, procedural/operational, and financial standpoint
  • Keeping to deadlines from assigned projects
  • Regular check-point meetings with both internal and external resources to manage responsibilities
  • Maintain records/documentation, including CR Tracker
  • Resource planning and execution
  • Enhancement and development of future state for business
  • Leading PCI Maintenance and Audit
  • Running scans and ensuring to meet PCI DSS council standards for Level 1 compliancy to be able to process credit cards based on volume and process
  • Scheduling ASV scans, Qualys scans, CHD, Rogue Wireless scans (done quarterly), Network segmentation/PEN Testing (bi-Annually)
  • Reviewing scan reports, identifying high risk vulnerabilities, remediating and resolution before the next cycle
  • Engaging different teams (IT Security, System Engineers, Global Cybersecurity), addressing issues for remediation
  • Leading Audit process (Operation and Compliance) and providing documents on operation process
  • Leading operational audit - reviewing and validating operational works to an independent auditor that produces the CSAE 3000 report
  • Virtually reviewing applications (like Managers’ App) with auditor to resolve questions
  • Providing hard copy back-ups of batches to the auditor)
  • Screenshot any virtual batch back-ups, document with commentary, providing to auditors
  • Answering procedural questions
  • Providing data/numbers from developer/programmer groups on what have been done
  • Providing back-up documentation on items like contracts (eg
  • Security contract)
  • Leading compliance audit team, preparing the audit plan, delivering meetings that produces ROC and AOC reports
  • Ensuring to meet business requirements for compliance
  • Reviewing state of compliance and preparing reports with PCI experts to get audit ready
  • Documenting and developing workflow and procedural documentation
  • Reviewing progress weekly
  • Communicating with other Project Teams and Executive Sponsor
  • Providing information and data for area of expertise
  • Attending meetings, workshops, and interviews as scheduled
  • Finance Management:
  • Vendor relationship management
  • Divisional finance management
  • Billing management
  • Expense management
  • Ongoing monthly payments for submission to Firm Finance team, include, but are not limited to, Call Centre Invoices, Blackbaud or other partners, Maintenance contracts with organizations like Xerox or Creditron, Courier Fees, Postage for Production Team, Facility Utilities (Water, Electricity and Heat), Canada Post, DDC, Flagship Software, GFL, Insource, Iron Mountain, OPEX, Pitney Bowes (equipment leasing and service support)
  • Allocating expenses to respective clients (Broken down by client codes and WBS codes for assignment)

Executive Assistant

Deloitte
04.2017 - 07.2018
  • Representing directors in a professional and confident manner, in both written and verbal communications, internally and externally
  • Working alongside directors, leads and Sr
  • Managers in different business units
  • Working with business leads and Sr
  • Managers in Donation Processing and Fundraising Services to assist auditors in understanding the process in depth
  • Attending Business Solution team meetings to work closely with developers and team members to make sure to meet the client deadlines
  • Representing services to prospect clients by creating presentations in professional manners
  • Attending client meetings alongside the directors
  • Drafting email communication, managing email and calendars, making travel arrangements
  • Manage invoicing and address billing inquiries
  • Using the firm’s resources/software for reporting and filing purposes such as expenses
  • Demonstrating a solid attention to detail and ensuring the highest level of quality of work, while working under challenging deadlines
  • Independently anticipating the next step in a process
  • Recognizing opportunities to be a brand representative by building strong relationships with the directors’ internal and external clients, so that access to clients can be expedited via these positive relationships
  • Screened calls and emails and initiated actions to respond or direct messages for managers.
  • Processed travel expenses and reimbursements for executive team and senior management group.
  • Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
  • Transcribed minutes of meetings and executed meetings and events for company to support sales, business development and senior management teams.
  • Trained junior office staff in correct procedures and reporting requirements.
  • Worked with senior management to initiate new projects and assist in various processes.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Coordinated events and worked on ad hoc projects.
  • Organized logistics and materials for each meeting, arranged spaces and took detailed notes for later dissemination to key stakeholders.
  • Upheld strict timetables by maintaining accurate, balanced calendars.

Executive Assistant

Partners, Farber Financial Group
02.2016 - 04.2017
  • Providing administrative support to different business units’ partners, team leaders and managers
  • Proactively and Independently managing partners’ and team leader’s complex calendars by scheduling appointments, anticipating needs, changes, and rearranging meetings
  • Preparing and revising Word, Excel, PowerPoint documents
  • Drafting proposals, job descriptions and employee evaluation form
  • Updating and maintaining information in the database to ensure accuracy
  • Updating partners, LinkedIn by sharing new articles and connecting to new contacts
  • Formatting and editing engagement letters and presentations
  • Creating pipeline to track potential/new leads and finalized projects
  • Assisting in the preparation and submission of time and expense reports for the partners and team leaders; providing back-up supports for expenses
  • Participating in different business unit’s weekly meeting, Minutes taking and following up on action items from previous meetings

Education

Certificate of Professional Interpreters (English-Farsi/Persian -

Seneca College
Toronto, ON
2013

Bachelor of Engineering - Electrical Engineering

Ryerson University
Toronto, ON
2006

Skills

  • Divisional Finance Management
  • Process Auditor for DFS-RA
  • Workflow and procedural documentation
  • API and Import Mapping and Builds Management
  • Technology and Business Assessments and documentation
  • Database management and analytics
  • Client strategy development
  • Business development
  • Process governance implementation with major Clients
  • Client relationship management
  • Reporting & Analytics
  • Project Management
  • Multi-Tasking
  • Leadership & Organization
  • Strategic Thinker
  • Database Software:
  • Tessitura (CRM)
  • Blackbaud
  • Issue Tracker
  • CR Tracker
  • Web Max
  • SQT
  • PCI ASV Scanning - External Network Vulnerability Scans
  • Mastery in Computer Applications:
  • MS Excel, MS PowerPoint, MS Word, MS Visio, MS Outlook
  • Office 365
  • Mail Merge
  • SharePoint
  • Adobe Acrobat X Pro

Languages

English
Full Professional

Timeline

Senior Consultant/ Account Manager

Deloitte
07.2018 - Current

Sr. Consultant/Operations and Compliance/Finance

Deloitte
07.2018 - Current

Executive Assistant

Deloitte
04.2017 - 07.2018

Executive Assistant

Partners, Farber Financial Group
02.2016 - 04.2017

Certificate of Professional Interpreters (English-Farsi/Persian -

Seneca College

Bachelor of Engineering - Electrical Engineering

Ryerson University

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Manda Zand