Bernadette Montez
Albuquerque,NM
Summary
As Administrative Business Partner, I served as an extension and single point of contact for the CEO/President. This included oversight of company operations, activities, and staff support. Leveraging my organizational and analytical skills, I successfully led and managed multiple internal projects. The role required me to listen, communicate effectively, and stay up to date with company contracts and services to achieve business goals. I also gained the experience to represent the company across various levels, including community members, customers, and local and global business partners.
Overview
17
17
years of professional experience
Work History
Administrative Business Partner/Bookkeeper
Perikin Enterprises
Albuquerque, NM
03.2019 - 02.2024
- Managed executives’ calendars, including scheduling meetings, sending reminders, prioritizing sensitive matters, and organizing catering when necessary
- Planned and coordinated in-person/virtual meetings, required program reviews, and coordinated leadership attendance at off-site conferences and trade shows
- Managed email account and prioritized email correspondence on behalf of the CEO
- Coordinated travel arrangements
- Prepared, reconciled, and submitted expense reports
- Organized coordination for various team off-sites and events
- Setup and coordinated duties for multiple offices
- Served as a technical lead and manager of small projects
- Served as a trusted advisor to the Leadership team
- Identified employees for verbal/written recognition and spot awards from the CEO
- Provided personal assistant duties to CEO
- QuickBooks entries.
Massage Therapist
Self Employed
Albuquerque, NM
05.2017 - 02.2019
- Conducted through assessments to understand clients needs, preference and any medical conditions and contraindications
- Performed massage sessions tailored to clients’ individual’s needs, which may include Swedish massage, Sports Massage, Polarity Therapy, or other modalities.
Personal Assistant
M. Duco
Albuquerque, NM
10.2011 - 08.2016
- Assisted in and/or managed routine business and personal responsibilities
- Made business decisions on client’s behalf for six rental properties
- Maintained confidential files related to personnel records or other sensitive information.
- Booked flights, hotel accommodations and ground transportation for smooth business travel.
- Accompanied clients to appointments and arranged transportation.
Bookkeeper
Fougle Law Firm
Albuquerque, NM
07.2007 - 09.2011
- Maintained and reconciled general ledger accounts.
- Processed accounts payable and receivable transactions.
- Conducted monthly bank reconciliations.
- Managed payroll processing for staff members.
- Posted journal entries to the general ledger system accurately and timely.
- Prepared standard annually and quarterly tax summaries for CPA
Education
Natural Therapeutics Specialist Certificate - Massage Therapy
New Mexico School of Natural Therapeutics
Albuquerque, NM03-2017
High School Diploma -
West Mesa High School
Albuquerque, NM05-1997
Skills
- Proficient in Microsoft Windows OS and Office Suite (Word, PowerPoint, Excel, Outlook), with experience in crafting presentations, coordinating reports, and utilizing Excel for data visualization
- Skilled at navigating interruptions, conflicting priorities, and fluctuating workloads
- Upholds strict confidentiality across all services provided
- Calendar Management
- Meeting Coordination
- Expense Reporting
- Event Coordination
- Business Acumen
- Busisness Develpoment
- Logistical Planning
Timeline
Administrative Business Partner/Bookkeeper
Perikin Enterprises
03.2019 - 02.2024
Massage Therapist
Self Employed
05.2017 - 02.2019
Personal Assistant
M. Duco
10.2011 - 08.2016
Bookkeeper
Fougle Law Firm
07.2007 - 09.2011
Natural Therapeutics Specialist Certificate - Massage Therapy
New Mexico School of Natural Therapeutics
High School Diploma -
West Mesa High School
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