Experience

Goldklang Group CPAs, PC

• United States
• Accounting
• 1 - 100 Employee

• Audit Coordinator

  • Nov 2018 - Present

  . Prepare, mailing and tracking engagement letters for current clients and proposals for prospects. Setting up new management companies and and processing management change requests. Processing draft audits, proofreading, editing and formatting. Typing, mailing draft audits and invoicing clients. Setting up new management companies and processing management change requests. Handling electronic and paper bank confirmations process. Preparing, mailing and tracking successor and predecessor auditor requests. Providing back-up support with audit finalizations. Proving back-up support to the receptionist as needed. Input and update client data in Pfx, including setting up new clients, entering and deleting projects

• Administrative Assistant

  • Nov 2017 - Present

  • Handling incoming phone calls• Greeting clients, vendors and employees• Office mailings including sending, logging, and distributing mail, incoming faxes, and packages• Preparing and processing daily bank deposits• Keeping inventory, ordering and restocking of office supplies • Maintaining kitchen, reception area and common areas• Administrative support• Assisting the Firm Administrator with other department-related duties• Maintaining daily employee sign-in sheet and leave schedule• Distributing final audits• Processing bank confirmations• Ordering food for office events and meetings• Input and update client data in Pfx, including setting up new clients/prospects, entering and deleting projects, changing statuses, and entering BOD listings• Run monthly dunning reports and send out past-due invoices and letters. Make collection calls on invoices between 60+ days old and records feedback in Pfx Notes• Handle Iron Mountain storage retrieval requests and returns. Oversee file and work-paper purges and annual destruction listing. Process lost clients. Purge lost client files• Prepare and mail legal letters, SAS-84s, and new client letters• Assist with month end billing allocation



Garvey Schubert Barer

• United States
• Legal Services
• 100 - 200 Employee

• Project Assistant

  • Aug 2012 - Oct 2017

  • Manage front desk. Operate a computer-based phone system, greet clients, maintain and organize the reception area• Manage office petty cash account and monthly reconciliation• Facilities interface with building management. Distribute and maintain security access cards, enforce access policies, submit building maintenance requests• Maintain schedules for conference rooms, coordinate video conference meetings in MS Outlook, coordinate both internal and external meetings, coordinate catering requests• Administrative assistant to the Office administrator. Assist with correspondence, files, and special projects. Assist with recruitment efforts by posting jobs, screening resumes, tracking information for EEO reporting purposes• Project support for practice group areas by creating marketing materials for various practice groups and assist with large mailingsData Stewart for Interaction, a firm-wide database for client/vendor information.• Diversity Committee member



American Society for Radiation Oncology

• United States
• Industry Associations
• 1 - 100 Employee

• Administrative Assistant

  • Feb 2011 - Jul 2012

  • Assistant to the Vice President of Advocacy & Clinical Affairs and Director of Quality• Maintained calendars by scheduling and coordinating appointments, meetings, and conference calls• Managed conference room reservations through MS Outlook for all departments• Administrative support for Division committee meetings by preparing and distributing materials, sending meeting reminders, typing and distributing minutes, materials for Board of Directors meetings• Updated ACR/ASTRO ROPA accredited facilities on ASTRO website monthly• Provided support to the Government Relations Department with filing of ASTRO PAC fundraising campaigns, Advocacy Day and FEC filing monthly• Served as point of contact for general information regarding the Division and assisted with any issues• Provided backup coverage for the front desk receptionist



Total Health Care Management

• United States
• Individual and Family Services

• Administrative Assistant

  • Aug 2008 - Dec 2010

  • Administrative support to CEO, General Manager and Accounting Department• Front Office Receptionist, answered phone and assisted guests/customers• Processed incoming daily mail and processed shipments through FedEx and UPS• Prepared conference rooms for meetings. Prepared materials for meetings.• Clerical support to Utilization Review Department• Retrieved and transferred Utilization Review referrals from email, fax and scanned documents• Filed of all confidential materials and scanned documents into software• Managed returned mail per Utilization Review Depart workflow protocolProcessed incoming checks and enter purchase order daily for the accounting department• Assisted Marketing Manager with research



GBA Associates

• United Kingdom
• Business Consulting and Services
• 1 - 100 Employee

• Administrative Assistant/Finance Assistant

  • Oct 2003 - Jul 2006

  • Managed switchboard, receptionist, greeted guests, managed office filling system• Performed all administrative assistant related duties, including dictation, document production, calendar management, travel arrangements• Received and distributed all incoming mail • Used Peachtree Accounting to prepare salaries and vendor payments • Managed switchboard, receptionist, greeted guests, managed office filling system• Performed all administrative assistant related duties, including dictation, document production, calendar management, travel arrangements• Received and distributed all incoming mail • Used Peachtree Accounting to prepare salaries and vendor payments



National Guard

• United States
• Truck Transportation

• Accounting and Finance Assistant

  • Mar 2003 - Oct 2003

  • Reviewed daily input and validated them for correctness• Assisted Accounting Technicians by printing daily invoices, distributed and forwarded to DFAS Omaha ( paying station) for payment• Tracked contract status with Resource Advisors and contracting office• Assisted supervisors and other key personnel with special projects• Filed contracts and vendor payments, followed up to obtain the copy of the contract once finalized. • Reviewed daily input and validated them for correctness• Assisted Accounting Technicians by printing daily invoices, distributed and forwarded to DFAS Omaha ( paying station) for payment• Tracked contract status with Resource Advisors and contracting office• Assisted supervisors and other key personnel with special projects• Filed contracts and vendor payments, followed up to obtain the copy of the contract once finalized.



Pitronic Ltd

• Angola
• Appliances, Electrical, and Electronics Manufacturing

• Administrative Secretary

  • Sep 1989 - Dec 2002

  • Receptionist managing 5 lines and 20 extension switchboard• Document production for Managing Director including transcription from Dictaphone• Managed all office filing system, Book-keeping, Petty cash handling, record all receipts• Prepared salaries when called upon and issuing of invoices and monthly statements to clients• Managed calendar and travel arrangements for the Managing Director • Receptionist managing 5 lines and 20 extension switchboard• Document production for Managing Director including transcription from Dictaphone• Managed all office filing system, Book-keeping, Petty cash handling, record all receipts• Prepared salaries when called upon and issuing of invoices and monthly statements to clients• Managed calendar and travel arrangements for the Managing Director