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Work Background
Sterling Family PartnersAnalyst/Executive Assistant
Oct. 2024
Ware HoldingsAccounting Assistant to CFO
May. 2022 - Dec. 2024Dallas, Texas, United States
The Plato GroupExecutive Office Manager/Account Manager
Mar. 2020 - Jun. 2022Talent coordinator and management of corporate client accounts, with job duties including staffing, maintaining a highly-detailed applicant tracking system, processing payroll, and ensuring completion of compliance paperwork and state reporting for all staff members. Maintaining weekly reports via Excel and Quickbooks. Quickbooks Online and T-sheets proficiency Scheduling and workflow management for the CEO, CFO, and human resources department via Teams, Outlook, and Google Calendar. Designing and producing complex documents, reports, and presentations via Microsoft Office Suite
Representing the company by answering key questions and dealing with problems as they arise. Organizing travel arrangements for out-of-state conferences. Setting up meetings including agendas while ensuring that attendees know of
any pre-meeting work required and compile pre-meeting materials. Full Charge Bookkeeping for two company divisions. Evaluating and assisting in developing office policies and procedures for improved work-flow while anticipating future needs as the organization grows Supervision and training of administrative staff.
TI Solutions LLCOffice Manager
Nov. 2016 - Nov. 2017Tyler, Texas AreaProject management Coordinating and supervising office operations Maintaining client relationships Supervising office staff Managing payroll Maintained office efficiency by organizing operations and procedures Processing daily transactions Maintaining office supply inventory Delegating tasks to team members Staffing and training Accounts Payable / Accounts Receivable Developing the company's online presence by creating a company website and maintaining social media accounts
Jana Brown, LPCPractice Manager/Executive Assistant
Jan. 2013 - Jan. 2019Coordinating, directing, and supervising daily operations of the facility according to office and state/federal guidelines. Excellent at prioritizing inquiries and requests while troubleshooting problems with the ability to make judgements and recommendations to ensure smooth daily engagements. Managing day-to-day interactions with clients and team members, resolving technical issues with various software programs, including Salesforce and Simple Practice. Coordinating daily patient flow including scheduling virtual visits across multiple time zones
Making travel arrangements for conferences and speaking events. Accounts Receivable/Payable Maintaining inventory levels and ordering office supplies as needed Insurance Billing Strategizing facility expansion Responding to subpoenas Handling court documentation and case notes with the utmost confidentiality Typing affidavits and corresponding with lawyers in order to keep the counselor organized and prepared for court
Stanger Surveying Tyler, LLCAdministrative Assistant
Jan. 2008 - Jan. 2016Reconciling bank statements and expense accounts. Maintaining employee records and medical files. Creating, maintaining, and keeping record of all paid and unpaid invoices. Billing for multiple branches of the company. Submitting payment for multiple companies, including utilities, company credit cards, supplies, ect. Receiving payment for multiple companies, including cash, check, electronic funds transfers, and Paypal. Assisting with payroll by entering time and printing pay stubs. Brief experience in payroll liabilities Creating weekly Collection, Overhead, Office Time, and A/R Aging Detail reports through Quickbooks, and maintaining those reports in Excel for company record. Expert use of multi-line telephone. Scheduling appointments. Ability to use copier, fax, and postage machines. Creating paperwork for insurance enrollees, rental agreements, business contracts, and new hire applications. Maintaining filing for multiple companies, including employment files, medical files, accounts receivable and payable, paid invoices, bank statements, and rental contracts. Ordering and stocking supplies. Sending certified mail when necessary. Filling out deposit books and depositing received payments. Managing all company shipping needs.
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