Breanna Miller
Madison,MS
Summary
Organized Virtual Assistant dedicated to improving accuracy and efficiency by maintaining and developing administrative and procedural processes. Focused and communicative individual possessing superb data entry, time management and customer service skills. Offering 10+ years of experience providing quality administrative support to clients.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Virtual Assistant
Tailored Assistant Services
01.2020 - 05.2024
- Monitored emails, organized inbox, and prioritized messages for supervisor.
- Answered and screened calls to provide information, schedule appointments and take detailed messages.
- Facilitated smooth operations with proficient data entry and document management for various projects.
- Maintained a well-organized database system for improved information accessibility in daily operations.
- Completed business correspondence, transcription, and data entry.
- Elevated client experience by providing timely customer support via phone calls, emails, and live chat platforms.
- Managed multiple priorities effectively under tight deadlines while remaining detail-oriented throughout each task.
- Conferred with customers by telephone, chat or email to provide information.
- Managed CRM input, exports and clean up.
- Enhanced client satisfaction by efficiently managing and organizing schedules, appointments, and travel arrangements.
- Set up virtual Zoom meetings, invited guests and disseminated agendas.
- Ensured client deliverables were met on time by closely monitoring deadlines and coordinating task completion across teams.
- Streamlined administrative processes for increased productivity through effective email management and calendar coordination.
- Kept extensive contact list updated with new contacts and changes to existing contacts.
- Enabled successful project execution with thorough market research, competitor analysis, and industry insights.
- Contributed to company growth by identifying business opportunities through lead generation activities on social media platforms.
- Optimized workflow efficiency by creating comprehensive reports to track project progress and milestones.
- Upheld the highest standard of confidentiality when handling sensitive information related to clients'' personal or business affairs.
- Managed electronic and paper filing systems by updating paperwork, maintaining documents, and accurately recording information.
- Executed travel arrangements by researching and booking flights and accommodations.
- Researched topics and events to support supervisor's work agenda and projects.
- Improved team collaboration by organizing virtual meetings, preparing agendas, and taking accurate meeting minutes.
- Supported financial operations through meticulous bookkeeping tasks such as invoicing, expense tracking, and budget management.
- Promoted company values through consistent representation of brand voice in all written communications.
- Enhanced overall office organization by implementing efficient filing systems for physical and digital documents.
- Wrote press releases and posted updates to social media.
- Bolstered brand visibility by crafting engaging content for newsletters, blog posts, and social media updates.
- Developed complex reports in Excel for cost reporting.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
- Managed filing system, entered data and completed other clerical tasks.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
- Assisted coworkers and staff members with special tasks on daily basis.
- Liaised between clients and vendors and maintained effective lines of communication.
- Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
- Performed research to collect and record industry data.
- Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.
- Completed forms, reports, logs, and records to quickly handle all documentation for human resources.
- Supported company leaders by managing budgets, scheduling appointments and organizing itinerary.
- Established administrative work procedures to track staff's daily tasks.
- Recorded new hires, transfers, terminations, changes in job classifications and merit increases to main human resources files.
Financial Services Manager
Specialty Management Services
11.2015 - 01.2020
- Account management over 3,000+ clients.
- Provide an itemized budget based on anticipated receipts and expenses.
- Coordinated efficient department operations by effectively supervising employees, delegating assignments and personally handling routine and advanced problems.
- Streamlined financial reporting processes for improved efficiency and accuracy.
- Established and enforced operational policies and procedures to maintain efficient and effective accounting operations.
- Worked with accounting staff to efficiently coordinated month-end closing and reporting activities.
- Developed strong relationships with clients, leading to increased referrals and business growth.
- Conducted in-depth audits to review accounts, controls and compliance with sound accounting practices.
- Provided financial reports and interpreted financial information to managerial staff while recommending further courses of action.
- Organized new accounts and updated existing ones with current personal and business information.
- Evaluated and approved journal entries, helping to keep accounts current and accurate.
- Processed transactions deposits, withdrawals and payments to loan accounts for customers.
- Maintained financial health of organization.
- Managed preparation of company's budget.
- Corresponded with various other departments, discussing company plans and agreeing on future paths to be taken.
- Identified signs of fraud and took proactive action to protect institutional assets.
- Developed improvement plans to continuously develop individual and group performance, knowledge and abilities.
- Implemented risk management strategies to protect clients'' investments and minimize losses.
- Verified account reconciliations and monitored general accounting work to keep team on-track with daily and monthly functions.
- Conducted comprehensive financial reviews for high-net-worth individuals, identifying opportunities for wealth preservation and growth.
- Analyzed complex financial data sets to identify trends in consumer behavior patterns.
- Delivered exceptional customer service, addressing client concerns promptly and effectively resolving issues.
- Increased revenue growth by identifying new market opportunities and expanding the firm''s client base.
- Improved operational efficiency by implementing new accounting software and automating manual processes.
- Oversaw multifaceted accounting operations encompassing payroll, AP/AR and tax submittals.
- Enhanced client satisfaction by providing personalized financial planning services.
- Presented findings from detailed market analyses at annual company conferences.
- Checked payroll, vendor payments, commissions and other accounting disbursements for accuracy and compliance.
- Complied with established internal controls and policies.
- Developed strategic plans for day-to-day financial operations.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Utilized financial software to prepare consolidated financial statements.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Evaluated and negotiated contracts to procure favorable financial terms.
- Checked submitted financial documentation for accuracy and integrity against internal and regulatory standards.
Human Resources/ Business Administrator
Miller's Construction
06.2012 - 11.2015
- Implemented a successful budgeting process.
- Managed day-to-day development issues.
- Developed strong relationships with clients and vendors, ensuring timely communication and issue resolution.
- Reduced errors in accounting and financial reporting by modifying current processes.
- Coordinated travel arrangements for staff members.
- Processed employee expense reports quickly to prevent delays in payouts.
- Fostered strong rapport with clients, vendors, and stakeholders through consistent follow-up and communication.
- Increased employee satisfaction rates through development of recognition programs that rewarded hard work.
- Enhanced financial reporting accuracy through meticulous attention to detail and thorough review of accounting records.
- Monitored executive and site schedules to coordinate meetings and corporate events.
- Developed monthly reports.
- Negotiated contracts with vendors for optimal pricing terms while maintaining high-quality products or services received in return.
- Observed all laws, regulations and other applicable obligations.
- Monitored compliance with relevant regulations within the organization''s policies and procedures framework.
- Collaborated with cross-functional teams to develop innovative solutions that enhanced company operations and improved overall performance.
- Provided exceptional customer service to both internal and external stakeholders, addressing inquiries professionally and promptly.
- Improved overall workflow efficiency by conducting regular process audits and implementing necessary improvements.
- Increased accuracy through improved processes for fiscal monitoring, payroll, and operational expenses.
- Facilitated smooth communication between departments during times of organizational change or restructuring.
- Directed managers of rapidly growing team.
- Reduced office expenses by finding smarter solutions for vendors, suppliers and services.
- Organized and updated databases, records and other information resources.
- Identified opportunities to streamline processes and improve office operations and efficiency.
- Optimized organizational systems for payment collections, AP/AR, deposits, and recordkeeping.
- Negotiated and executed contracts on behalf of department.
- Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
- Cultivated strong relationships with vendors and partners supporting administrative operations.
- Analyzed and solved multi-faceted problems that effected executive leaders and business initiatives.
- Maintained primary relationship accountability for clients, overall servicing responsibility and client satisfaction to maximize profitability of client relationships.
- Coordinated office events, seminars and meetings for staff and clients.
- Managed supervisor itinerary and appointments and streamlined scheduling procedures.
- Implemented project management techniques to overcome obstacles and increase team productivity.
- Coordinated company-wide events, including conferences, meetings, and workshops, ensuring seamless execution and positive attendee experience.
- Developed strategic plans and initiatives.
- Prepared operational and salary budgets.
Education
License in Real Estate -
Mississippi Realtor Institute
High School Diploma -
Mclaurin Attendance Center
College Degree in Paralegal Studies -
Hinds Community College
Pearl, MSSkills
- General knowledge of accounting
- Strong analytical and problem-solving skills
- Excellent leadership and communication skills (written & verbal)
- Strong computer skills- QuickBooks
- Excel
- Word
- Etc
- Financial Services
- Bookkeeping
- Accounts Payable
- Financial Report Writing
- Payroll
- Accounts Receivable
- General Ledger Accounting
- Office Management
- Account Management
- Microsoft Outlook
- Human Resources
- Account Reconciliation
- Calendar Management
- CRM Management
- Social Media Updating
- Document Preparation
- Meeting Scheduling
- File Organization
- Travel Planning
- Expense Tracking
- Travel Arrangements
- Basic Graphic Design
- Transcription Services
- Spreadsheet Management
- Database Maintenance
- Video Editing
- Webinar Support
- Issue Research
- Customer Service
- Scheduling and calendar management
- Data Entry
- Multitasking and Time Management
- Microsoft Office
Certification
- Real Estate License
- Paralegal Certificate
Assessments
- Managing accounts in QuickBooks, Familiar, 03/01/22, Using QuickBooks software to manage business financials
- Bookkeeping, Proficient, 03/01/22, Calculating and determining the accuracy of financial data
Timeline
Virtual Assistant
Tailored Assistant Services
01.2020 - 05.2024
Financial Services Manager
Specialty Management Services
11.2015 - 01.2020
Human Resources/ Business Administrator
Miller's Construction
06.2012 - 11.2015
License in Real Estate -
Mississippi Realtor Institute
High School Diploma -
Mclaurin Attendance Center
College Degree in Paralegal Studies -
Hinds Community College