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Skills

  • High-volume dining
  • Territory Sales Experience
  • Sales
  • Computer literate
  • Credit and collections
  • Business Development
  • Safety measures
  • Cold calling
  • Client-focused
  • Proficiency in cross-functional collaboration

Work Experiences

  • Closed 78% of outstanding balances.
  • Initiative helped me achieve $166,000.
  • Aided in accurate and timely submission.
  • Collaborated with cross-functional teams to organize system/standard, coordinating logistics, invitations, and registrations for 10 attendees.
  • Local, state, and federal agencies provided me with documents, clearances, certificates, and approvals.
  • Contributed to improved cash flow.
  • Created multi-threaded admin web applications based on initiative.
  • Addressed inconsistencies within 10 business days.
  • Collaborated with cross-functional teams.
  • Coordinated logistics for 13 attendees.

Summaries

  • Outgoing and well-organized, with exceptional coordination and interpersonal skills.
  • Bringing a track record of effectively scheduling to promote organization and availability.
  • Proven track record of updating offices and increasing overall productivity.
  • Delivering critical clerical support to internal teams, customers, vendors, and other stakeholders has proven to be a success.
  • Ability to work unsupervised and meet all deadlines on a consistent basis.
  • Exceptional at forming strong working relationships with coworkers and assisting with a variety of administrative tasks and responsibilities, such as client relations and workflow optimization.
  • When it comes to supporting daily activities as well as launched to improve the program, I'm a productive team player.
  • Prepared to bring 6 years of experience to Lakeside Partners and take on a new and challenging role.
  • Capable of writing documents, updating spreadsheets, and compiling reports using software such as Jira and Adobe Creative Suite.
  • Secretary/Bookkeeper is a dependable and enthusiastic Secretary/Bookkeeper with 13 years of front desk management experience.

Accomplishments

  • Increased sales 5% over three years.
  • Negotiated contracts with 7 key vendors, achieving a 73% reduction in vendor costs while maintaining product/service quality.
  • Managed internal and external correspondence for senior staff, ensuring timely responses and high-level professional communication.
  • Coordinated office supply orders and maintained vendor relations, achieving a 26% reduction in office supply costs over two years.
  • Collaborated with team of 15 in the development of method.
  • Maintained the company’s accounts payable and receivable, handling $17 in monthly transactions with 44% accuracy.
  • Reviewed and updated vendor contracts annually, ensuring competitive pricing and maintaining relationships to achieve 36% in savings.
  • Processed expense reports and reimbursements for 9 employees, utilizing system to ensure timely and accurate payments.
  • Processed purchase orders via system, leading to a 21% reduction in late payments and fostering stronger vendor relationships over 6 months.
  • Documented and resolved program which led to framework.

Affiliations

  • Certified QuickBooks ProAdvisor, 2022
  • Attendee, Financial Process Improvement Workshops, Vantage - 2021
  • Enrolled Member, Office Technology Certification Program, Lakeside Partners, 2020
  • Member, Business Professionals of America (BPA) - 2020
  • Coordinator, Annual Fundraising Gala, Beacon Labs, 2024
  • President, standard Administrative Group - 2016
  • Active Participant, National Association of Professional Organizers (NAPO) - 2023
  • Registered Notary Public, Massachusetts, 2023
  • Attendee, Annual Office Management Symposium, Seattle, 2019
  • Contributor, Office Optimization Strategies Journal, 2016

Certifications

  • Certificate in Office Administration, method – Industry-Specific Training
  • Certified Financial Assistant, Global Academy of Finance
  • Certified Public Accountant (CPA) - Massachusetts Board of Accountancy
  • Certified Records Manager (CRM) – initiative
  • Certified Administrative Professional (CAP) - International Association of Administrative Professionals (IAAP)
  • Budgeting and Forecasting Specialist Certificate, Coursera
  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • Association for Project Management (APM)
  • Certified Payroll Specialist (CPS) - National Association of Certified Public Bookkeepers (NACPB)
  • QuickBooks Certified User (QBCU), Intuit

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