Anne Pugliese
Greeley,CO
Overview
27
27
years of professional experience
Work History
Practice Coordinator
Silver Peaks Accounting Services
07.2020 - 12.2023
- First point of contact for all clients and office colleagues
- Answered office/service related questions and helping guide colleagues and clients with any issues that may come up in daily operations
- Met with potential new clients
- Create proposals and contracts for new client, track client payments and make sure that all clients feel welcomed
- Scheduled meetings and calls
- Conducted research for projects
- Monitored revenue and paid bills
- Onboarded new staff
- Set up training for colleagues and make sure policies and procedures are being adhered to
- Processed bi-weekly payroll and review time cards for accuracy
- Plan and schedule team meetings
- Proofread documents (Agreements, letters, memos...)
- Developed and updated policies and procedures
Administrative Assistant - Economic Development
City Of Evans, CO
07.2016 - 07.2020
- Provided support to the Director of Economic Development
- First point of contact for the community, answering a variety of questions related to Economic Development and Urban Renewal
- Help plan community events such as Business After Hours, Golf Tournaments
- Coordinated events such as after hours, banquets and golf tournaments
- Maintained a relationship with the Evans Chamber
- Helped develop and implement the Evans Storefront Improvement Program, including creating the application form and overview
- Processed and tracked the Storefront Improvement applications from start to finish
- Helped with marketing for City business related events through emails and Constant Contact
- Monitoring and updating detailed budget information and budget planning
- Processing/paying invoices, annual memberships and City contracts as well initiating requisitions as needed
- Research for City projects and data tracking
- Prepared travel arrangements and airfare
- Created and sent out monthly newsletter using Constant Contact
- Worked with Property Management companies for City owned properties, preparing communication for tenants managed by the City, tracking and paying utilities for those properties, collecting rent
- Updated Economic Development and Evans Redevelopment Agency information on the City’s website
- Answering telephone calls, responding to customer requests by email and telephone, conducting research to report back to residents and vendors
- Maintained staff calendars and scheduled meetings, as well as booking conference rooms
- Completed Business Retention Course in Omaha, Nebraska in 2020
- Enhanced office efficiency by streamlining administrative processes and implementing organizational systems
- Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail
Customer Service Representative
Town of Johnstown
02.2016 - 07.2016
- Greeted customers/citizens
- Provided answers to various questions
- Processed utility, court, and building permit payments
- Helped the town clerk with court proceedings and maintaining court filing systems
- Generated work orders for utilities
- Helped prepare for municipal court proceedings
- Balanced cash drawer
- Operating multiline telephone system.
Customer Service Unit
City of Evans
03.2011 - 02.2016
- Provided support to various departments & researching utility information for customers and colleagues
- Oversaw the meter replacement project of over 3,000 City water meters and radios
- Scheduled indoor water meter changes for residents and entering detailed meter information into the City's tracking software.
- Helped the City clerk and municipal judge with court proceedings and maintaining court filing systems
- Entered traffic and municipal tickets into the court systems
- Scheduled service orders for water technicians and providing utility finals for title companies
- Greeted the public, answered telephone calls
- Received utility, court and building permit payments
- Balanced cash drawer
- Operated multiline telephone system
- Reconciliation of credit cards for City Manager and Assistant City Manager.
Administrative Specialist
City of Greeley
06.2002 - 02.2007
- Providing daily support to the City Manager and Mayor
- Answered questions from citizens to a variety of City related topics
- Payed office invoices, generated and tracked PO's and requisitions
- Prepared City Council agendas for meetings
- Helping with the office budget by maintaining several department budget spreadsheets
- Saving receipts and other needed documentation
- Reconciled department Master Cards
- Scheduled meetings and booked board rooms.
- Word processing, preparing and sending correspondence, processing mail
- Answered telephone calls and greeted the citizens
- Ordered office supplies.
Registration Assistant, Finance Clerk & Receptionist
Health Canada – PMRA
09.1996 - 04.2000
- Proofreading text of labels for Pest Control Product submissions (English and French)
- Responsible for conducting comparative searches within the computerized submission control database
- Filing, keeping track of Pest Control Product submissions
- Processing incoming and outgoing correspondence to various companies
- Paying departmental invoices and generating purchase orders
- Verifying budget coding for various departments
- Preparing and auditing travel claims, converting foreign exchange rates to Canadian dollars
- Reconciling Master Card accounts
- As receptionist I was responsible for operating multiline switchboard, greeting the public, booking boardrooms and government vehicles, assigning security access cards, word processing, sending and receiving correspondence (via Fed Ex, DHL)
Education
GED -
Cite Collegiale
Ottawa, CanadaSkills
- Budget Development and Tracking
- Payroll
- Training and mentoring
- Process Improvement
- Developing Policies
- Codes Compliance
Timeline
Practice Coordinator
Silver Peaks Accounting Services
07.2020 - 12.2023
Administrative Assistant - Economic Development
City Of Evans, CO
07.2016 - 07.2020
Customer Service Representative
Town of Johnstown
02.2016 - 07.2016
Customer Service Unit
City of Evans
03.2011 - 02.2016
Administrative Specialist
City of Greeley
06.2002 - 02.2007
Registration Assistant, Finance Clerk & Receptionist
Health Canada – PMRA
09.1996 - 04.2000
GED -
Cite Collegiale