Becka Casse, MBA & MSL
Camarillo,CA
Summary
Detail-oriented manager with expertise in processing $9M in invoices annually, ensuring precise GL coding for budget compliance and accurate financial projections. Proficient in resolving vendor discrepancies, managing $305,000 in monthly contracts (excluding special projects, reserve-funded initiatives, or emergency repairs), and overseeing both annualized and non-annualized budgets. Trusted to handle sensitive data for over 5,000 homeowners and 18 accounts with strict confidentiality and adherence to state and federal regulations. Demonstrated ability to forecast issues, conduct audits, mitigate risks, and optimize financial operations efficiently.
Overview
10
10
years of professional experience
Work History
Manager
Community Property Management
09.2019 - Current
- Provide dedicated executive daily assistance to the CEO, COO, and senior management, with a primary focus on scheduling optimization, meticulous project tracking and prioritization, and the continuous enhancement of operational efficiency
- Oversee the daily operations of up to 18 Homeowners Associations (HOAs), encompassing comprehensive budgeting, the creation of meticulous agendas, data management, governing document and legal competency, invoice coding, and rigorous financial oversight, ensuring fiscal integrity
- Managed annual budgets from $500,000 to $3.3 million, ensuring accurate allocation and compliance with financial goals.
- Proficient in meticulously scrutinizing invoices, with a proven track record of catching errors ranging from $25 to $96,000. Capable of discerning whether invoices should be billed to clients and skilled in creating cost-loading sheets to optimize financial operations.
- Formulated check distribution logs and conducted meticulous comparisons with routine expenses to detect and rectify any anomalies in spending behavior
- Utilized historical expenditure data to generate graphs for the purpose of forecasting future costs
- Develop and curate comprehensive training materials tailored for Board Members and employees, ensuring unwavering compliance with company policies and procedures, thus fostering a culture of procedural excellence
- Cultivate and maintain effective communication channels with diverse stakeholders, including the Board of Directors, vendors, homeowners, and community representatives, emphasizing the importance of clear and transparent communication
- Demonstrate unparalleled expertise in governing documents, ensuring Homeowners Associations' strict adherence to local and state guidelines, thus upholding regulatory compliance and organizational integrity
- Attended regular training meetings covering topics such as legal, insurance, civil code, banking integrity, and dispute resolutions
Recording Minute Secretary
07.2020 - Current
- Facilitated over 200 Board Meetings by meticulously crafting detailed minutes for routine and confidential sessions
- Demonstrated exceptional legal judgement in recording and safeguarding sensitive legal matters with discretion and precision
- Ensured compliance with legal requirements by maintaining strict confidentiality and accuracy in recording
- Executed precise monitoring of meeting protocols, accurately documenting all motions to enhance decision-making clarity
Walt Disney Reservations Sales Assistant
The Walt Disney Company (Corporate)
07.2018 - 07.2019
- Provided seamless guest registration, ensuring personalized service and satisfaction
- Exceeded KPIs with exceptional telephone etiquette and customer guidance
- Managed guest payments with precision, adhering to credit-checking procedures
- Assisted with Disney park, hotel, and dining reservations, handling special requests
- Managed high volumes of calls and emails, resolving inquiries promptly
- Collaborated with team members to provide accurate information on availability, pricing, and promotions
- Utilized CRM software to track reservations, maintain customer records, and ensure follow-up satisfaction
Lead Preschool Teacher
EvFree Preschool
08.2016 - 06.2018
- Spearheaded curriculum development and managed classrooms to create a nurturing and intellectually stimulating learning environment
- Planned and implemented age-appropriate curriculum for preschool children to foster cognitive, social, and emotional development
- Supervised and mentored a team of preschool teachers, providing ongoing support and guidance for a cohesive learning environment
- Conducted parent-teacher conferences to discuss children's progress, address concerns, and collaborate on strategies for home support
- Organized and led special events and activities, such as field trips and holiday celebrations, to enhance the preschool curriculum and engage students in hands-on learning experiences
Starbucks Barista
Starbucks
12.2014 - 06.2016
- Delivered exceptional customer service by efficiently meeting customer needs and providing professional and responsive assistance
- Led new employee training to ensure seamless integration into the team
- Managed supply restocking and resources proactively for operational efficiency
- Crafted personalized coffee beverages while maintaining a clean and organized workspace
- Operated cash register accurately, efficiently, and with a friendly demeanor
- Collaborated with team members to ensure smooth operations and promptly communicate any customer feedback or issues to management
Education
Master of Business Administration -
Grand Canyon University
12.2020
Masters of Science in Business Leadership - Leadership
Grand Canyon University
12.2020
Skills
- Projection-Focused
- Project & Budget Management
- Invoicing, Coding & Loading Sheets
- AP & AR
- Data Analysis
- Risk Assessment
Timeline
Recording Minute Secretary
07.2020 - Current
Manager
Community Property Management
09.2019 - Current
Walt Disney Reservations Sales Assistant
The Walt Disney Company (Corporate)
07.2018 - 07.2019
Lead Preschool Teacher
EvFree Preschool
08.2016 - 06.2018
Starbucks Barista
Starbucks
12.2014 - 06.2016
Master of Business Administration -
Grand Canyon University
Masters of Science in Business Leadership - Leadership
Grand Canyon University
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