Office Administrator

• Jun 2022 - Present

Office Manager/Bookkeeper

• Dec 2021 - Jun 2022

Contracted to Partners for Educational Leadership, Inc. Contracted to Partners for Educational Leadership, Inc.

Personal Assistant

• Jan 2021 - May 2021

Represented Florida-based business owners as requested during the transition from Beyond 100 to NERegion 17. Represented Florida-based business owners as requested during the transition from Beyond 100 to NERegion 17.

Director of Operations/Regional Operations Manager

• Jul 2005 - Dec 2020

Oversaw all aspects of regional office administration and operations including but not limited to: • Managed and tracked financials for Beyond 100 LLC, the franchisor of the New England Region via QuickBooks. • Maintained accounts receivable, accounts payable, banking accounts, and income, expense, cash flow trends. • Reconciled bank and credit card statements as well as PayPal, Square, Eventbrite, and 1099s. • Participated in yearly meetings with CPA and owners to review financials for tax preparation. • Performed an annual review of employee health insurance plans focusing on cost and quality comparisons. • Utilized Microsoft Access for regional gridding, the process of defining the geography of a proposed business location, determining the viability of that business's profitability, sales volume, and potential agent count. • Oversaw the submission of annual budgets and the review and initial approval of monthly financials for 32 offices. • Oversaw the approval process for all awarded franchisees when decisions are made to transfer stock or expand their business. • Planned and implemented solutions and strategies regarding franchise compliance, agent retention, and goal acquisition. • Coordinated all pre-, post-, and in-progress meeting and event details, including contract negotiation, site selection, marketing, logistics, budget, sponsorships, speaker selection, registration, travel, and accommodations. Events include regional meetings and summits, educational events, meals for 650 participants, and speaking engagements for up to 1,100 individuals. • Planned, organized and executed multi-day regional mastermind, cultural summit events, and silent auctions. • Negotiated venue contracts to ensure a high quality of service and the lowest cost. • Participated in monthly meetings of all North American regional directors and operations managers held at KW International headquarters where current and future projects are developed, and business planning discussed. Show less

Executive Assistant

• Aug 2004 - Jul 2005

Delivered first-rate support to two remotely located Sales Regional Vice Presidents and their sales reps. (San Francisco and Chicago) • Heavy calendar management including planning/scheduling appointments, travel, departmental meetings, and deadlines. • Coordinated extensive travel arrangements. Scheduled and arranged hotel reservations, airport transfers, and other transportation. Prepared travel itineraries, including meeting information. Limited experience with overseas travel. • Processed expense reports and invoices for payment. Reconciled expense reports to corporate credit card statements. • Performed independent project work that included Internet research. • Performed site inspections for prospective meeting venues and selected the most appropriate location based on criteria and budget. Formulated final decisions regarding location, meeting space, food and beverage, audiovisual needs, and other essentials. Investigated and recommended special event activities. • Reviewed vendor contracts to ensure maximum value and to minimize company risk. • Researched and prepared preliminary events budget that met corporate financial objectives. Submitted budget for review and approval by upper management. Oversaw meeting and event expenditures to ensure remaining within or under budget. Compiled financial information to submit final numbers to upper management. • Planned quarterly sales team meetings; partnered with the in-house team to plan annual, four-day sales meetings with over 1,000 attendees. Show less