Summary
Overview
Work History
Education
Skills
Timeline
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Bard Merritt

Bard Merritt

Sandy,UT

Summary

Dynamic administrative professional with a proven track record at Columbus Community Center, excelling in detail-oriented data management and client service excellence. Recognized for enhancing document organization and improving financial reporting accuracy, leveraging advanced Excel skills to support strategic decision-making. Committed to maintaining confidentiality and fostering strong client relationships.

Overview

6
6
years of professional experience

Work History

Administrative Assistant

Columbus Community Center
06.2014 - 05.2019
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
  • Ensured accurate record-keeping with diligent data entry and database management for vital company information.
  • Improved document organization with thorough file maintenance, archiving outdated records as necessary for efficient retrieval when needed.
  • Assisted with human resources tasks such as updating employee files or submitting time-off requests per company policy guidelines.
  • Developed filing system for historical documents, preserving important company records and improving access to information.

Accountant

The Miners Club at The Canyons
12.2012 - 05.2014
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.
  • Gathered financial information, prepared documents, and closed books.
  • Streamlined month-end closing processes, resulting in reduced time spent on financial reporting tasks.
  • Detected and corrected mistakes early on and implemented systems to avoid recurring issues.
  • Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
  • Enhanced financial accuracy by meticulously reconciling bank statements and financial records monthly.
  • Supported strategic decision-making by providing accurate and timely financial reports to executive management.

Education

Bachelor of Science - Economics

University of Utah
Salt Lake City, UT

Skills

  • Detail-Oriented Data Management
  • Computer skills
  • Administrative Assistance
  • Skilled in Microsoft Word Applications
  • Data Analysis with Excel
  • Document Management
  • Client Service Excellence
  • Skilled in Software Utilization
  • Systematic File Maintenance
  • Client Relationship Management
  • Documentation Management

Timeline

Administrative Assistant

Columbus Community Center
06.2014 - 05.2019

Accountant

The Miners Club at The Canyons
12.2012 - 05.2014

Bachelor of Science - Economics

University of Utah
Bard Merritt