Experience

Goalbook

• United States
• Software Development
• 100 - 200 Employee

• Operations and Finance Analyst

  • Oct 2021 - Present

  -Managing and executing all finance and accounting processes, including account payables and receivables, collections, and processing of customer & contractors payments -Managing incoming vendors, business insurance or legal requests, and gathering required information and materials so contracts can move forward efficiently -Providing heavy travel support for the whole team, and reconciling travel and business expenses monthly via Expensify for all employee credit cards, and all company credit cards -Executing district and state compliance requirements, monthly, quarterly and yearly (dependent on state) -Providing onboarding and IT support to all team members -Managing onsite business activities from the office weekly, including receiving and scanning mail, depositing check payments, maintaining inventory, preparing shipments, and collaborating with property management on any maintenance issues or other office admin related items -Heavy planning and executing for a company-wide team retreat, including vendor outreach, contract & budget management, creating updated covid travel policies, booking all travel & hotel blocks, managing all activities and ensuring conference venue was properly set up for all presentations and activities for the duration of the event Show less



Armorblox (now part of Cisco)

• United States
• Software Development
• 1 - 100 Employee

• Office Manager

  • Feb 2021 - May 2021



Lvovich & Szucsko, P.C.

• United States
• Law Practice
• 1 - 100 Employee

• Executive Assistant and Asst. Operations Manager

  • Jan 2020 - Apr 2020

  -Collect and deposit money into accounts, disburse funds from cash accounts to pay bills or invoices, keep records of collections and disbursements and ensure accounts are balanced. -Administered budgeting, financial operations and payroll activities to effective business accounting. -Managed all incoming emails and mail, electronically filed and sent to correct attorneys, including opposing counsel in all open cases (over 450 open cases). -Managed 6 attorneys, 2 paralegals and 2 executives calendars, with scheduling all in-person or phone meetings, and scheduling transportation to and from office to court houses. -Facilitated and planned all events, including event budgets, decorating, caterers, and guest lists. -Ordering all supplies and office equipment, assisting the branch with up to date policies and procedures, ensuring branch is in compliance with Federal Regulations and all other areas of operations. Show less



Home Office

• San Francisco Bay Area

• Executive Assistant to Vice President

  • Jun 2018 - Jan 2020

  -Managed VPs complex and frequently changing travel arrangements and coordinated pre-planning of trips. -Contributed to smooth business operations by planning and organizing meetings and conferences, including conference calls. -Provided bi weekly budget and expense reports and dealt with all accounts payable fo VP. -Scheduling weekly children's activities, doctors appointments, and school related events. Also provided monthly presentations on children's current and future developmental and behavioral stages, with close focus on early childhood development. -Managed external contacts for CEO and kept track of periodic communication needed for priority contacts. -Coordinated responses to emails and other correspondence to facilitate communication and enhance business processes. Show less



Circum Pacific Properties

• Portland, Oregon Area

• Office Administrator

  • May 2016 - Nov 2016

  -Handled all incoming business and client requests. -Managed supervisors schedules and appointments and streamlined scheduling procedures. -Solved problems timely and effectively, ensuring customer satisfaction. -Oversaw office accounting functions such as AP/AR and payroll to keep finances accurate and current. -Interacted with clients to service requests and handle paperwork. -Maintained computer and physical filing systems. -Sourced vendors for special project needs and negotiated contracts. Show less



Childroots Nw

• United States
• 1 - 100 Employee

• Teacher

  • Jun 2014 - Jul 2016

  Daily tracking of childrens development through charts and spreadsheets. Monthly scheduling of parent/teacher meetings to provide progress and assess next steps for improvement. Daily verbal communication with parents to help update on their children's progress and to build strong, honest relationships with families. Providing classroom budgets to CEO weekly to ensure that the budget stays in range and to also ensure that the classroom materials are being properly provided. Daily tracking of childrens development through charts and spreadsheets. Monthly scheduling of parent/teacher meetings to provide progress and assess next steps for improvement. Daily verbal communication with parents to help update on their children's progress and to build strong, honest relationships with families. Providing classroom budgets to CEO weekly to ensure that the budget stays in range and to also ensure that the classroom materials are being properly provided.