Raymond Ortiz, MA

Experience

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  Rely-On Technologies

  Jun 2006 - Sept 2015

  Project Manager

  • Directed extensive installation projects that required permit processes per respective city requirements.• Customer/relationship-oriented; strong communicator with diverse clientele. • Managed the general accounting function.• Oversaw the completion of ledger accounts and finance statements.• Initiated improvements to internal accounting processes to ensure all practices are in line with company goals.• Facilitated communication between clerical staff by initiating conferences.• Effectively maintained all confidential materials, employee payroll, personnel records, created; managed the monthly calendar, opening and closing information.• Completed legal paperwork for all West Coast accounts. Show less

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  California State University, Fullerton

  Aug 2012 - May 2013

  Editor-In-Chief

  Voices, Journal of Cultural Studies (2015)Welebaethan, Journal of History (2013)• Provided comprehensive editing and proofreading services for research and analytical texts for external and internal distribution.• Copyediting with multiple writing formats; historical fact validation and research.• Performed research on selected literary texts for supplement accuracy and completeness.• Staff administration and supervision of managing editors and editors.• Database management; layout and design overview.• Met comprehensive deadlines set by internal and external publics.• Layout and design overview.• Oversaw training of editorial staff.• Gerald D. Nash Best History Journal Award, 2013. Show less

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  California State University, Fullerton

  Jul 2014 - Dec 2014

  Graduate Teaching Assistant

  • Designed and instructed class curriculum.• Presented a synthesis of research and analysis.• Developed lectures and student assignments.• Evaluation and grading of student assignments.• Provided direct and continuous youth guidance, academic advisement, and establish a positive environment, while maintaining professional boundaries.

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  ANN INC. (parent company of Ann Taylor, LOFT & Lou & Grey)

  Apr 2015 - Oct 2015

  Sales Lead

  Sales Lead (2015)Sales Associate (2015)• Demonstrated an unwavering commitment to customer service, adding new customers while maintaining standards for an exceptional experience for existing clients.• Responsible for logging all sales for each day and submitting daily report to corporate.• Implemented training regimen for new associates.• Held staff accountable for ensuring high standards of presentation within the store.• Established and maintained relationships with key business partners.• Managed stock levels; made important decisions regarding inventory control.• Created and maintained liaison with suppliers and vendors to ensure merchandise is available and delivered to the outlet on time.• Analysis of sales figures and perform market analysis to determine trends and customer preferences.• Maintained constant presence on sales floor to meet client needs.• Responded timely and resourcefully to customer requests or concerns.• Assisted multiple customers in a short period of time.• Maintained out re-merchandising, display, and price markdown duties.• Accurately completed register transactions.• Prominent Performance Award, 2015. Show less

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  LGBTQ Center Orange County

  May 2015 - Jun 2016

  Community Outreach Coordinator & Facilitator

  Community Outreach Coordinator & Facilitator (2015-16)Front Office Associate (2015)• Proficient knowledge of United States cultural and social history, used to coordinate and manage programs.• Proficient knowledge on the lesbian, gay, bisexual, queer, and trans* community.• Moderated dialogue and implemented services for diverse populations.• Developed programs to engage participants with broader issues facing the community.• Coordinated and scheduled programs for the center.• Established friendly and articulate communication with all.• Recruited, mentored, and supervised participants.• Strong computer and time management skills.• In-depth knowledge of providing administrative support in an official environment.• Proficient in monitoring and ensuring the flow of data input and output.• Interacted effectively with business customers, provided information and resolved critical problems.• Acted as a primary information resource, providing referrals, direction, information, and assistance.• Scheduled and greeted clients; answered and directed multi-line telephones. Show less

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  CCS Fundraising

  Oct 2015 - Jul 2019

  Executive Director

  Executive Director (2018-19)Associate Director (2017-18)Administrative Assistant & Team Projects Update Coordinator (2015-17)• Consulted on a $500 million comprehensive campaign.• Successfully solicited gifts ranging from $150 million, $4 million, and $1 million, through four- to six-figure gifts.• Provided executive and fundraising counsel on campaign management.• Identified and cultivated donors at the major gifts/lead gifts level.• Developed and initiated campaign plans and campaign strategies, including campaign feasibility studies, assessments, and reports.• Worked with volunteer and executive leadership to articulate and implement strategic vision, operating, and development plans.• Provided executive coaching and team building skills.• Performed quantitative and qualitative analysis on strategic programs to generate action-oriented solutions.• Evaluated and developed fundraising policies and procedures.• Built annual funding systems from the ground up to ensure efficiency and tracking.• Conducted extensive research and data collection of all clients and their missions.• Conducted research and analysis; prepares reports based on results.• Compiled marketing and sales materials for internal meetings, external clients and leads, and key figures.• Coordinated interviews for feasibility studies; served as a liaison for clients in the process.• Reviewed and managed all data including goals, amounts raised, and other key points; providing a quarterly analysis of projects data including ratings, sectors, and project type(s).• Generated engaging program and case statements as needed for feasibility studies and capital campaigns.• Oversaw and developed programs for the firm-wide Operations Training Initiative.• CCS Excellence Award for Newsletters, 2016, 2017. Show less

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  World of Children

  Jul 2019 - Dec 2019

  Development Operations Manager

  Development Planning• Created and managed annual development strategy and plan.• Managed the associated annual development calendar and outreach.• Administered and maintained an annual development pipeline of projected revenue throughout the year.• Created development reports for the staff and Board of Governors.Database Management• Administered and managed all development platforms including Salesforce CRM and Classy online giving portal.• Maintained accurate and current contact records of all active and prospective donors.• Managed gift processing and tracking, and donor segmentation, using Salesforce.• Tracked and reported all board member donations and fundraising efforts.• Coordinated with the finance manager for reconciliation.Donor Communications and Stewardship• Created and executed donor solicitation strategies and plans.• Implemented donor stewardship plan, working closely with Executive Director and the Director of Communications.• Executed all donor acknowledgement letters and other donor communications.• Prepared and submitted all grant proposals; oversaw ongoing grant management and reporting.Research and Prospecting• Identified and qualified prospective major donors, corporations and foundations to inform strategic outreach.• Prepared donor and prospect research for the Executive Director and Board of Governors.• Prepared Executive Director and Board of Governors for major gift and sponsorship solicitations. Show less

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  Pacific Council on International Policy

  Aug 2021 - Mar 2022

  Director Of Development

  The Pacific Council on International Policy:• Served as an Executive team leader of the Pacific Council.• Designed and executed a sustainable and multi-year development strategy.• Developed stewardship plans for multi-year pledges.• Identified and cultivated donor prospects for upgraded major gifts and memberships.• Directed and executed all cultivation, solicitation, and other stewardship activities.• Developed content to earn grants, partnerships, and better relationships with donors and corporate members.• Planned, implemented, and directed aspects of relevant events to meet fundraising, donor acquisition, cultivation, stewardship, and community engagement goals.• Led development planning, income projecting, grant proposals, and development communications needs.• Established framework of internal processes and workflow; identifies areas of improvement.• Managed staff on all development-related activity; ensures efficient execution of donor services processes.• Led goal setting and budgeting process annually.• Utilized department KPIs and metrics to test and evaluate the effectiveness of existing practices.• Advised on modifications or creation of new fundraising approaches to meet KPIs.• Guided CEO, Board of Directors, and other development stakeholders in fundraising solicitation best practices.• Conducted gift solicitations; joins CEO or other leadership in soliciting gifts.• Oversaw and ensured successful prospect research.• Managed all gift processing, data entry and reporting, and gift policies and procedures.• Developed and implemented strategies to enhance the quality of data to maximize philanthropic efforts. Show less

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  Rely-On Technologies

  Apr 2022 - now

  • Project-wide leadership over all general contracting and installation management, budgets, schedules, reporting, staffing, and implementation consistent with the project business plan.• Successfully designed and implemented a service facilities program with a pipeline of over 200 customers.• Directly supervised all project development and construction’s subcontractors.• Coordinated and executed all government filings and approvals.• Managed the site work design process with professional teams with an emphasis on quality, value engineering, cost reduction, on time delivery, and maximizing value.• Worked alongside the CEO, COO, and CFO to develop marketing and communications with specific emphasis on ensuring lead growth and broad outreach across the Western United States.• Developed and maintained vendor relations and subcontractor contracts, purchase orders, and change orders.• Coordinated with government, legal, and corporate departments regarding contract, indemnity and insurance requirements and revisions, responsible for the collection and enforcement of consultant and subcontractor insurance compliance documentation.• Maintained development budgets, schedules, and all supporting data in accordance with company procedures.• Responsible for and authority to negotiate and formally contract all site development and relating consulting work consistent with company's best management practices.• Developed and maintained a development cash flow.• Oversaw accounting staff with the Executive Leadership and Operations Manager.• Planned and coordinated all external events, philanthropic efforts, and tradeshow and convention exhibiting. Show less

  • Director of Operations

    Jan 2024 - now

  • General Manager

    Apr 2022 - Jan 2024