Harrisburg, Pennsylvania, United States
Donna's diversified background in Economic Development, Financial and Business Operations Management, Construction Industry engagement since 2008 (Architecture & Engineering), grant writing & compliance in for-profit and non-profit sectors, and a commitment to exceeding the client's expectations provides the foundation for her engagement with the Southcentral Pennsylvania business community. Serving Cumberland, Dauphin, Lancaster, Lebanon, and York Counties, Trinity Small Business Services, LLC was launched to help the dreamers and the doers pursue their passions, to do the things at which they excel, and to have a partner who will support them with the "business end of their business." We'll assist start-ups find the funds to open their doors by developing a business plan and lender-ready financial package; provide daily bookkeeping services, budgeting, and forecasting; administrative assistance including coordinating travel itineraries; grant prospecting/grant writing; technical writing including direct mail marketing solicitations, and more. For those well-established firms that may need to tackle large-scale projects with short-term contractor assistance, our services may fit your needs: federal/state grant program financial reviews & application submissions, construction proposals & bid package preparation, mass mailings, or other projects unique to your industry. We look forward to connecting with you!
Certificate in the Ministry of Spiritual Direction, Roman Catholic Diocese of Harrisburg
Full-time February, 2008 - November, 2011. Converted to part-time November, 2011 - Present. Manage all accounting functions: Invoicing and A/R with utilization of construction-specific payment schemes, A/P, banking & reconciliations, general ledger journal entries, financial reports, payroll, Form 1099 preparation, tax preparation data compilation for CPA. Develop comprehensive weekly cash flow management reports to produce real-time budgeting criteria. While full-time I prepared the annual operating budget. Managed all aspects of human resource activity including benefits administration and renewal research. Negotiated, reviewed and made recommendations about corporate contracts, business agreements and volume purchasing. Assisted principals to develop and compile construction RFP and RFQ packages. AIA document preparation.
Management of CAEDC's financial and administrative operations in support of Cumberland County's economic development initiatives meant to strengthen existing infrastructure and spur new economic growth, workforce development, and countywide tourism initiatives. Donna continues to strategically support the missions of the Cumberland County Industrial Development Authority, Cumberland-York Area Local Defense Group, and the Real Estate Collaborative. As the Credit Officer, Donna manages the portfolio of federal, state, and local grant and loan programs that support CAEDC and Cumberland County's mission to build a strong and thriving community.
Focusing on the support and growth of the county-wide business community, Donna's financial strategy engagement with business owners, entrepreneurs, other community stakeholders and partners assists them to launch, expand, diversify, stabilize and grow their operations. She delivers financial services including commercial loan underwriting, manages grant application analysis, support and compliance (including RACP, MTF). Donna serves as the Cumberland County Industrial Development Authority's financial and administrative manager and a financial liaison for the Cumberland-York Area Local Defense Group and the Real Estate Collaborative.
Promoted to Office Manager - July, 2016 Engineering Contracts Specialist - June, 2014 through July, 2016 Supported a team of eight Professional Engineers and Project Managers serving Municipalities, Municipal, Sewer, and Water Authorities, Private Industry and Business, Commercial Development, and Residential Communities. Managed the firm's comprehensive financial and daily accounting responsibilities. Maintained business banking and vendor relationships. Managed employee benefits administration. Developed comprehensive/strategic Proposals in response to RFQs, RFPs, and private invitations. Managed all administrative aspects of the project Bid Process from the Development of Bid Documents and Specifications Manuals (CSI format), creating and managing on-line electronic data, documents, and contractor/vendor communications through PennBid (Pennsylvania Bid Management Program), issue Addenda, coordinate all aspects of day-of-bidding tabulations, reporting, and communications, oversee the timely/accurate execution of all Contract Documents including compilation of final Executed Documents and Closing Documents, prepare Change Orders, review weekly Payroll Certifications for PA Prevailing Wage/Davis-Bacon Act compliance, prepare technical reports, financial spreadsheets, shipments and mailings, etc. Daily communications with project Owners, Contractors, consulting engineering firms, etc., as needed. Executed processes in accordance with federal, state, and local funding program requirements.