Administrative Specialist

• Dec 2018 - Present

Business Bookkeeping Specialist

• Jan 2017 - Present

• Manage agency payables and receivables, including company-issued credit card accounts, vendor contract and subscriptions, client retainers and pre-bills, month-end bank and credit account reconciliations, and all related reporting. • Primary document manager for budgets, client billing, and accounting support. • Assist with developing and maintain client-related budgets, agency operations budgets and revenue tracking, quarterly financial reviews, and year-end planning. • Manage agency payables and receivables, including company-issued credit card accounts, vendor contract and subscriptions, client retainers and pre-bills, month-end bank and credit account reconciliations, and all related reporting. • Primary document manager for budgets, client billing, and accounting support. • Assist with developing and maintain client-related budgets, agency operations budgets and revenue tracking, quarterly financial reviews, and year-end planning.

Executive Assistant/Bookkeeper

• Mar 2017 - Jun 2018

• Provided over 2,000 hours of administrative support to CEO & Executive Team including managing Executive calendar, scheduling staff & client meetings, managing email and correspondences, coordinating travel arrangements, and preparing flawless documents & presentations • Successfully completed multiple projects including annual HR & payroll audits for client companies with 500+ employees and Employee Opinion Survey project; conducted moderately complex data analysis and presented final project reports to the clients & executive team • Managed agency QuickBooks account including AP/AR; conducted weekly reviews of staff expense reports; routinely delivered operational expense reports and financial statements; pro-actively regulated automated transactions to increase efficiency and optimize productivity • Managed agency’s Citrix XenApp 6.5 virtual environment; organized & maintained secure files & documents both within CSP & hard-copy filing system • Delivered exceptional client services; developed effective working relationships with Executives, team members, clients, and vendors Show less

Reception Administrative Assistant

• Oct 2016 - Feb 2017

• Maintained multiple office calendars; coordinate meetings, conferences and patient evaluations (including logistics, agendas, and necessary documents) • Managed facilities front desk including multi-line phone system, emails and office correspondence, patient & visitor admittance, managed office supplies inventory, and preparing documents for residents & staff • Maintained patient’s digital files & records for 120+ inpatient facility; updated patient status’ & entered doctors’ notes for monthly patient/family medical evaluations; ensuring 100% confidentiality and HIPAA compliance • Conducted resident intake at time of admissions; facilitated background checks; processed patient insurance; organized & distributed new patient admissions material Show less

Customer Service Liaison

• Sep 2010 - Feb 2013

• Monitored over 100 races across 7+ tracks across the US; reported on racing odds & statistics; recorded results & payouts • Managed fast-paced call-in betting line; averaged 40 - 100 client wagers per hour, ranging from USD 0.25 - 2,500; processed and entered bets with speed and accuracy • Process customer payments, maintain digital account files and collect and file client documentation • Processed and recorded CEO and COO payouts and deposits averaging USD 112,370 • Monitored over 100 races across 7+ tracks across the US; reported on racing odds & statistics; recorded results & payouts • Managed fast-paced call-in betting line; averaged 40 - 100 client wagers per hour, ranging from USD 0.25 - 2,500; processed and entered bets with speed and accuracy • Process customer payments, maintain digital account files and collect and file client documentation • Processed and recorded CEO and COO payouts and deposits averaging USD 112,370

Instructor

• Aug 2007 - Feb 2009

• Assessed student skills, developed, and taught appropriate curriculum • Advanced more than 61 students to higher levels • Communicated goals and progress to parents • Assigned and oversaw nightly cleaning duties to eight instructors • Managed phones, scheduled assessments, and processed and filed registration paperwork • Assessed student skills, developed, and taught appropriate curriculum • Advanced more than 61 students to higher levels • Communicated goals and progress to parents • Assigned and oversaw nightly cleaning duties to eight instructors • Managed phones, scheduled assessments, and processed and filed registration paperwork