Amy Morgan
Tumwater
Summary
Detail-oriented operations professional adept at managing high-volume financial documentation and ensuring compliance across multiple stakeholders. Proven track record in organizing records, resolving discrepancies, and maintaining efficient workflows through meticulous attention to detail and effective communication.
Overview
14
14
years of professional experience
Work History
Administrative Executive
RROC Exteriors, LLC
06.2021 - 04.2026
- Managed high-volume financial and operational documentation, ensuring accuracy, organization, and compliance with requirements.
- Reviewed invoices, contracts, supporting documentation, and financial records to ensure completeness and accuracy.
- Maintained organized electronic records and tracked multiple active projects, deadlines, and reporting requirements simultaneously.
- Coordinated communication between customers, subcontractors, vendors, and internal departments, resolving issues to enhance workflow efficiency.
- Performed reconciliations and tracked payments and project costs, resolving discrepancies through detailed research and follow-up.
- Managed compliance-related processes including licensing, insurance audits, and monthly B&O and excise tax reporting.
- Utilized CRM platforms, QuickBooks, spreadsheets, and Microsoft Office applications for tracking, reporting, and documentation management.
- Supported customers in a fast-paced environment by answering questions, explaining processes, and ensuring timely follow-up.
President
Blue Jade Business Services, LLC
01.2020 - 05.2020
- Managed client accounts with a focus on accuracy and timely reporting
- Delivered bookkeeping and administrative services to enhance operational efficiency for small business clients
- Developed and maintained organized, paperless recordkeeping systems for improved accessibility and retrieval
- Facilitated business registration, licensing, and compliance filings to ensure adherence to regulations
Operations Analyst & Executive Assistant
Luna Core Ventures, LLC
08.2019 - 12.2019
- Monitored financial activity, expenses, and account balances to provide accurate insights for budget management
- Conducted research and compiled reports to support business decisions
- Coordinated travel and administrative logistics to streamline scheduling and optimize efficiency
- Maintained organized financial and operational records
- Coordinated setup of short-term rental property, managing multiple vendors for timely completion of painting, internet installation, and cleaning services
- Partnered with an interior designer to select and install furnishings, preparing the property for successful launch
Multiple Roles
DaBella
01.2012 - 05.2019
- Financial Controller / Auditor: Oversaw accounting operations and financial reporting for multiple entities, led budgeting, forecasting, and CPA coordination, implemented internal controls and conducted fraud prevention audits.
- Director of Operations: Developed operational strategies and managed daily business functions, improved cash flow systems and accounts receivable processes, led hiring, training, and performance management initiatives.
- HR Associate / Office Manager: Managed payroll, HR processes, compliance documentation, and conducted interviews and onboarding to enhance employee relations.
- Administrative Assistant: Supported daily office operations and customer financing while maintaining accurate CRM data entry.
Education
Associate of Arts - Medical Billing & Coding
University of Phoenix
01-2012
Skills
- Office management
- Compliance & Documentation
- Audit Support
- Financial Record Review
- Data Reconciliation
- Process Improvement
- Microsoft Office & CRM Systems
- Records Management
- Customer Service
- Problem Solving
- Written Communication
Awards
- Most Valued Employee & Top Marketer ($1.2MIL) - RROC Exteriors
- Most Valued Employee - DaBella
- Oregon Q Care Customer Service Certification
- Oregon BOLI New Supervisor Training Certificate
Timeline
Administrative Executive
RROC Exteriors, LLC
06.2021 - 04.2026
President
Blue Jade Business Services, LLC
01.2020 - 05.2020
Operations Analyst & Executive Assistant
Luna Core Ventures, LLC
08.2019 - 12.2019
Multiple Roles
DaBella
01.2012 - 05.2019
Associate of Arts - Medical Billing & Coding
University of Phoenix