Annie Metcalfe

Business Office Assistant at Heart for Africa
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Contact Information
Location
Alpharetta, Georgia, United States, GE
Languages
  • little French and little German -

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Todd Irvin

I had the wonderful opportunity to work closely with Annie in my previous role at my organization. Out of the many clients I've worked with, Annie is one of the nicest and easiest to work with. She is detail oriented, responsive, and quick to pick up new things. Annie has the ability to wear many different hats and to juggle many things simultaneously. She truly cares about the people she works with and is well respected by everyone who knows her. Annie is truly an asset to any team and I would welcome the opportunity to work with her again.

Terrence Spires

It was such a pleasure to work under the professional Tutelage of Annie. While I was the account for them under her presidency Annie and her staff were very professional board members that required exceptional vendor to service their community at Wyndham. She displayed great communication and leadership. I was so glad to have and still do a wonderful relationship with her.

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Experience

    • United States
    • Philanthropic Fundraising Services
    • 1 - 100 Employee
    • Business Office Assistant
      • Dec 2017 - Present
    • Brazil
    • E-Learning Providers
    • Business Manager
      • Sep 2012 - Dec 2017

      Managed all aspects of running a small business providing tennis management programs and services for large tennis communities in the Greater Atlanta area, reporting to the President and owner of the company. Responsible for general operations across as many as four communities at a time. Financial Operations • Prepared Month end financials working with vendor CPA. • Managed all aspects of accounts payable and accounts receivable. • Conducted collections procedures based on aging reports and improved receivables management from untracked to tracked to reduce by 60% . HR/Payroll • Prepared Bi-weekly payroll for 10+ employees using SunTrust Payroll processing. • Prepared all tax documents (e.g. W2) for employees • Managed HR functions for hire and termination of all employees Business Development and Customer Service • Research and prepare content for Requests for Proposals, Monthly Client meetings and periodic updates to demonstrate program successes and levels of engagement with the communities. • Supported the tennis pros with events and roll out of programs • Creation and design of seasonal program flyers • Work with customers and tennis pros to resolve issues and build relationships with the customers. • Created Seasonal profit and loss reports • Analyze profit and loss reports to determine success of programs • Email communications and master customer data management. Systems • Led the migration from the existing management system to the new management system, Club Automation, resulting in improved customer metrics, client billings, tennis program management • Implemented new management features such as improved mass mailings, customer statements, receivables tracking. • Responsible for training staff on company software – Club Automation • Manage vendor relationships including; communication services, cloud service providers • Responsible for maintaining PCI Compliance • General IT support and troubleshooting for the team. Show less

    • President
      • Aug 2006 - Jan 2012

      - Responsible for a community of 288 townhomes in Alpharetta after it transitioned from the builder to the owners. - Worked closely with the Property Management company to ensure all aspects of the ongoing community operations were effectively managed and operated. - Responsible for vendor management including, contract negotiation with the property management company, landscapers, pool company and various other vendors. - Launched, created and administered the community website including the creation and ongoing update of all content. - Designed, wrote and published quarterly community newsletters. - Implemented monthly board meetings with proper record keeping. Prepared and led these meetings. - Organized and facilitated annual offsite homeowner meetings for the community and board member elections. - Organized semi-annual community garage sales, community cook-outs, standardized realtor signage, Adopt-A-Road, community communications and various other community unifying projects. - Oversaw key community infrastructure maintenance pertaining to the long term health of the community. - Over the course of the last five years in this volunteer position, I have donated several thousand hours of my time to help improve our community. This has been a tremendous learning experience and has allowed me to apply my business background and previous work experience for the benefit of my neighbors. Show less

    • Owner / Operator
      • Mar 1995 - Apr 1998

      - Successfully financed, designed and opened a retail store catering to teachers, home schoolers, day cares and concerned parents, in partnership with my husband. - Negotiated with vendors, managed staff and worked with customers to meet product needs. - Created a custom 40 page catalog of school products distributed to over 500 schools and day cares. - Managed all aspects of product selection, inventory control, accounting processes and cash flow. - Designed and created radio and print advertising, including unique customer loyalty programs. Show less

    • Canada
    • Wellness and Fitness Services
    • Buyer
      • Oct 1994 - Mar 1995

      - Responsible for all aspects of product selection, pricing, and inventory management in the key categories of yarn, stitchery, notions and fabric for 70+ retails stores operating across Canada. - Negotiated all pricing, special promotions, stock balancing and discounts for the subject categories. - Reviewed and selected all new products in my categories. - Created Yarn Program and retails strategies, working closely with retail staff. - Supervised staff and developed sales forecasts and budgets. - Executed cross-marketing promotions with Chatelaine magazine, Coats Patons, and Lewiscraft. - Effectively responded to inquiries and resolved issues from retail store management and customers. Show less

    • Assistant Buyer
      • May 1994 - Oct 1994

      - Coordinated and managed all aspects of getting products “to air” including: listing, copy preparation, system activation, purchase order creation and samples for Canada’s largest television shopping network. - Worked with the Buyer in the key categories of cosmetics, collectibles and fragrances. - Responsible for product selection and pricing in the sub-categories of collectible dolls and coins. - Excelled at accomplishing tasks in a high pressure, time sensitive and team oriented environment. Show less

    • Assistant Merchandise Manager
      • Oct 1991 - Apr 1994

      - Reported to the Merchandise Manager responsible for Children’s Books, Music and Videos for 50+ retail stores - Coordination and implementation of national retail promotion. - Design layout and production of in-store promotional materials. - Coordinate and host local in-store promotions featuring musicians, authors and illustrators. - Organized promotional events for National Mangers’ Conferences in conjunction with A&M and Sony. - Prepared weekly communications package to stores regarding in-store promotions, tips and updates. - Negotiated vendor returns and worked with store managers to resolve product issues. Show less

Education

  • Dalhousie University
    BCom, Management
    1987 - 1991
  • Queen Elizabeth Highschool
    High School Diploma
    1984 - 1987

Community

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