Summary
Overview
Work History
Education
Skills
Websites
Certification
Interests
Timeline
PROFESSIONAL DEVELOPMENT
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April Fischer

April Fischer

Thompson's Station

Summary

Highly organized and results-driven professional with 8+ years of experience supporting senior leadership through executive-level operations and financial management in fast-paced environments. Proven expertise in financial analysis, budgeting, and strategic planning, with a strong track record of improving processes and driving organizational efficiency. Adept at managing complex projects, collaborating across teams, and handling sensitive information with discretion. A dynamic and people-focused team player known for reliability, loyalty, and bringing creativity and energy to every endeavor, with a passion for contributing to meaningful, impact-driven work.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Client Relationship Manager / Executive Partner

Quantum Insurance Services
06.2022 - Current
  • Budgeting & Forecasting: Assisted in the creation of management of budgets and financial forecasts, monitoring performance against targets and providing recommendations for adjustments.
  • Reporting Design: Developed and implemented templates with streamlined processes to efficiently present financial data collection and reporting.

Client Success Partner / Program Developer

RaisingCapital.com
12.2023 - 09.2024
  • Client Relationship Management: Fostered strong relationships with clients by understanding their needs and providing tailored solutions, resulting in a 25% increase in client retention rates.
  • Onboarding & Training: Developed and delivered comprehensive onboarding and training programs for new clients, ensuring seamless integration and effective use of services.
  • Program Development: Designed and implemented programs and initiatives to address client needs, improve satisfaction, and drive engagement.
  • Performance & Monitoring: Monitored client success metrics and program performance, using data-driven insights to recommend and execute improvements.
  • Issue Resolution: Acted as the primary point of contact for client issues, resolving problems quickly and effectively to maintain high levels of client satisfaction.
  • Reporting & Documentation: Prepared detailed reports and documentation on client progress, program outcomes, and recommendations for future enhancements.
  • Client Success Strategy: Developed and executed strategies to drive client success, including personalized action plans and targeted initiatives to maximize value and ROI for clients.

Financial Steward & Mission Support Associate

Westminster College
New Wilmington, Pennsylvania
01.2019 - 06.2021
  • Donor Fund Management: Oversee the allocation and management of donor funds, ensuring that donations are used in accordance with donor intentions and college policies.
  • Financial Planning: Collaborate with college leadership to develop long-term financial plans and strategies to enhance the sustainability and growth of the institution’s donor base.
  • Donor Communications: Assist in creating and maintaining communication strategies with donors, including acknowledgement letters, impact reports, and updates on how their contributions are making a difference.
  • Data Management: Maintain and update financial records and databases related to donations, ensuring accuracy and confidentiality of donor information.
  • Donation Processing: Oversee the processing of donations, including recording, depositing, and reconciling contributions, while maintaining accurate records of receipts.
  • (Faith centered college)

Education

BS - Financial Economics, Marketing + Entrepreneurship

Westminster College
New Wilmington, Pennsylvania
05-2021

Skills

  • Analytical problem-solving
  • Expertise in conflict handling
  • Excellent presentation skills
  • Strong attention to detail
  • Excellent negotiation skills
  • Receptivity to feedback
  • Integrity and ethical behavior
  • Advanced Excel
  • Financial Reporting
  • Content creation and editing
  • Email marketing automation
  • Strong understanding of SEO
  • Conversion rate optimization

Websites

Certification

  • Google Sheets Comprehensive Masterclass, Udemy, July 30, 2024
  • Certificate in Financial Planning, Belmont University, Currently in progress!

Interests

Interests include reading and writing, blogging, and exploring faith and spirituality in community environments, along with building meaningful relationships through friendship and networking Enjoys volunteering, planning engaging family-focused projects, and pursuing creative outlets such as DIY and cooking with family Passionate about entrepreneurship and publishing, with a strong interest in creating purposeful, impact-driven work

Timeline

Client Success Partner / Program Developer

RaisingCapital.com
12.2023 - 09.2024

Client Relationship Manager / Executive Partner

Quantum Insurance Services
06.2022 - Current

Financial Steward & Mission Support Associate

Westminster College
01.2019 - 06.2021

BS - Financial Economics, Marketing + Entrepreneurship

Westminster College

PROFESSIONAL DEVELOPMENT

  • Program Development, Leadership & Facilitation, Womxn of Wealth Mastermind Program, Remote, Feb 2021 - August 2023
  • Speaker, Impact & Results, Community Engagement, Wealth Wise Women, Remote, Presentation July 2024
  • Social Media Masterclass Designer, Workshop Facilitation, RaiseMasters, Remote, Presented July 2024
April Fischer