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    WHMcAteer8 5

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    Wendy McAteer
    Wendy McAteer has over 20 years of experience in operations management, finance administration, and nonprofit administration. She has managed the business operations of several nonprofit organizations and senior living communities. Her skills include office management, human resources, financial reporting, grants management, and event planning. She has experience with process improvement, budgeting, and technology systems like Microsoft Office and QuickBooks.

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    WHMcAteer8 5

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    Wendy McAteer
    37 views2 pages
    Wendy McAteer has over 20 years of experience in operations management, finance administration, and nonprofit administration. She has managed the business operations of several nonprofit organizations and senior living communities. Her skills include office management, human resources, financial reporting, grants management, and event planning. She has experience with process improvement, budgeting, and technology systems like Microsoft Office and QuickBooks.

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    Wendy McAteer has over 20 years of experience in operations management, finance administration, and nonprofit administration. She has managed the business operations of several nonprofit organizations and senior living communities. Her skills include office management, human resources, financial reporting, grants management, and event planning. She has experience with process improvement, budgeting, and technology systems like Microsoft Office and QuickBooks.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    37 views2 pages

    WHMcAteer8 5

    Uploaded by

    Wendy McAteer
    Wendy McAteer has over 20 years of experience in operations management, finance administration, and nonprofit administration. She has managed the business operations of several nonprofit organizations and senior living communities. Her skills include office management, human resources, financial reporting, grants management, and event planning. She has experience with process improvement, budgeting, and technology systems like Microsoft Office and QuickBooks.

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    © All Rights Reserved
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    Download as docx, pdf, or txt
    of 2

    WENDY H.

    MCATEER
    Des Plaines, Illinois 60016
    [email protected] | (773) 951-4236
    www.linkedin.com/in/wendymcateer

    OPERATIONS MANAGEMENT SKILLS

    Office Management Finance Administration


    HR-Payroll, Benefits, Onboarding, Training Vendor Management & Negotiation
    Event Planning & Execution Office and Program Process Improvement
    Financial Reporting Budgets & Controls
    Grants Management Board & Committee Administration

    Technologies: Microsoft Office Suite & Office 365. QuickBooks. Adobe Acrobat. SharePoint.
    Industries: Nonprofit, Precious Metals, Senior Living, Financial Services

    WORK HISTORY

    Administrative Consulting and Project Roles

    Client Services Administrative Assistant, Edelman Financial Engines, Oakbrook, IL 2019-2020


     At the end of a 2-month assignment supporting 4 financial planners, entrusted with leading a state-
    wide electronic filing project consisting of over 2,100 clients and approximately 51,000 documents.

    Interim Business Office Manager, The Carrington at Lincolnwood, Lincolnwood, IL 2018-2019


     Coordinated with HR to hire and onboard over20 new employees over a 3-month period.
     Created and established department-wide action plan for processing accounts payable involving 10
    different departments, with over $30,000 in monthly expenses.

    Customer Service Administrator, Mid-States Recycling & Refining, Des Plaines, IL 2019-2020
     Reviewed order and sales processes, drafted new job descriptions and order protocol for business of
    $22M in annual revenue.

    Nonprofit Experience

    Manager of Administration & Finance, Michael Reese Health Trust, Chicago, IL 2003-2017
    Executive Administrator 2001-2002
     Improved workflows and data sharing by recommending and implementing a major upgrade to grants
    management software. Managed data transfer, troubleshooting, and staff training.
     Managed two grant programs: oversaw online grant application process; reviewed letter of inquiry
    and proposals; generated payout and requirement schedules; ensured database accuracy and data
    integrity; advised grantees and community on funding priorities and grant cycles.
     Streamlined operations by combining staff positions, resulting in decreased administrative costs.
     Worked with accountant to create and establish grant payout reports in Excel and GIFTS to ensure
    annual grants met federal payout requirements, and to minimize excise tax.
     Handled finance administrative functions including accounts payable and receivables, chart of
    accounts and general ledger maintenance, grant fund allocations and payouts, and wire transfers
     Facilitated the work of the audit and finance committees by managing the annual audit, coordinating
    with CPA to produce and present annual operating budgets, financials, and committee reports.
     Implemented board decision to insource investment pool; coordinating and overseeing new
    investment committee, and successfully partnering with advisors and fund managers to acquire and
    liquidate investments.
     In an Office Manager capacity: planned and executed events and meetings; managed vendors and
    office equipment; liaised with IT to troubleshoot system issues; maintained company website.
     Owned HR responsibilities including payroll, benefits, hiring, onboarding, and training. Created new
    onboarding handbook that included benefits administration, office procedures, building orientation,
    and online payroll training.

    Business Administrator, Tuesday’s Child, Chicago, IL 1999-2001


     Managed the project to obtain a new agency facility, oversaw the entirety of the space build out –
    from design to occupancy – and negotiated a 5-year lease.
     Set up and established new contact database for fundraising and donor management.

    ADDITIONAL EXPERIENCE

     Volunteering
    Program Assistant, Expressions Memory Program, Adv. Lutheran General Hospital, IL (2018)
     Led creative projects and word exercises for 20 adults with early onset Alzheimer’s.

    Event Planning, YPA, The Pritzker Military Museum and Library, IL (2014-2016)
     Coordinated public events around lectures and new exhibits for gatherings of 75 to 100 people.

    Intake Coordinator, Care for Real, IL (2014-2016)


     Registered over 100 clients per 4-hour Saturday sessions for food and clothing distribution.

    Fundraising, Annual Charity Classic, Metropolitan Club Chicago, IL (2013-2015)


     Led the fund drive that contributed over $15,000 to the recipient of the annual charity award

    Program Administration, Illinois Connections for Families of the Fallen, IL (2010-2014)


     Managed administration and logistics for bi-annual events for over 100 families.

    EDUCATION

    B.S., Interpersonal & Organizational Communications, Lewis & Clark College, Portland, OR

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