Summary
Overview
Work History
Education
Skills
Timeline
OfficeManager

Cassandra W. Davis

Charlotte,NC

Summary

Take-charge professional delivering executive support and team leadership to business operations. Dependable and detail-oriented to manage multiple tasks and priorities. Broad experience includes office management, accounting, accounts receivable, invoicing, database management, vendor negotiations and contract management. Recognized for exemplary customer service and team collaboration.

Overview

26
26
years of professional experience

Work History

Operations Manager

Kim Jacobs Consulting, Inc
Charlotte, NC
03.2017 - Current
  • Responsible for overseeing day-to-day operations of Kim Jacobs Consulting and The Kim Jacobs Show.
  • Ensures CEO and staff have the resources and funds needed to run smoothly
  • Coordinate staff schedules and production schedules for The Kim Jacobs Show
  • Identify and secure/book professional speaking engagements for CEO
  • Responsible for booking all travel/hotel arrangements for CEO and staff
  • Responsible for maintaining all marketing materials and social media outlets

Executive Assistant

North Highland Consulting
Charlotte, NC
12.2021 - 01.2023
  • Organized and coordinated conferences and monthly meetings for 4 executives
  • Responded to emails and other correspondence to facilitate communication and enhance business processes
  • Processed travel expenses and reimbursements for 4 executives
  • Screened calls and emails and initiated actions to respond to direct messages for managers.

Project Manager

Behavioral Health Innovation/Adaptive Telehealth Software
Mooresville, NC
10.2019 - 08.2020
  • Responsible for understanding the needs of the clients we served
  • Created proposals to outline the scope of the project
  • Served as a liaison between the client and developers
  • Drafted reports summarizing progress made on projects for review by executive leadership team.
  • Conducted regular scrum meetings with internal teams and external partners to track progress against established milestones.
  • Delivered a quality telehealth platform to our client and follow-up with training and develop training manuals

Legal Assistant

Piemonte Law Firm
Charlotte, NC
05.2015 - 03.2017
  • I assisted with Social Security Disability and Veterans Service Connected Compensation case development
  • Kept cases organized by opening and establishing new client files; scheduling hearings; meeting appeal deadlines; documenting actions; inputting information into case management software; confirming case status with an attorney and the Social Security Administration
  • Helped to develop cases by maintaining contact with all parties involved in the case, requesting and organizing medical records, scheduling pre-hearing consultations, filing appeals and request for hearings, and generating status reports
  • Participated in client interviews, observed questioning process and documented information.

Sales/Buyer Assistant

Loba-Wakol, LLC
Charlotte, NC
04.2010 - 07.2012
  • Designed and implemented office policies as it relates to product sales and customer service
  • Created, process, and track all vendor purchase orders using Business Vision software
  • Was responsible for all duty customs sales functions to assure compliance with governmental agencies
  • Monitored cargo movement through the tracking system
  • Organized and maintain computerized records containing vendor information
  • Assisted with monthly product inventory reconciliation with the distribution center

Office Administrator

Yorel Integrated Solutions, Inc
Charlotte, NC
09.2005 - 04.2010
  • Interacted with customers by phone, email or in-person to provide information
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors
  • Applied advanced administrative and analytical skills in overseeing day-to-day operational activities
  • Coordinated communications, financial processing, registration, recordkeeping and other administrative functions.

Administrative Coordinator

SC Department Of Mental Health
Columbia, SC
01.1998 - 07.2005
  • Managed the Office of Best Practices, Planning, and Evaluations
  • Performed complex, day-to-day administrative support activities
  • Drafted and edited a variety of best practice correspondence
  • Coordinated administrative and support functions for the Office of the Deputy Director
  • Established systems and procedures for process improvements
  • Initialized standardized forms and functions related to medical inquiries
  • Performed specialized administrative projects for the Department of Internal Audit

Education

Master of Business Administration -

University of Phoenix
Charlotte, NC
07.2010

Legal Assistant/Paralegal -

Midlands Technical College
Columbia, SC
05.2004

Bachelor of Social Science - Political Science and Government

South Carolina State University
Orangeburg, SC
01.1993

Skills

  • Project Management
  • Customer Service
  • Relationship Management
  • On-Boarding/Training
  • MS Office Suite
  • MS Outlook
  • Expense Reporting
  • Calendar Management
  • High-Pressure Environments
  • Customer Retention

Timeline

Executive Assistant

North Highland Consulting
12.2021 - 01.2023

Project Manager

Behavioral Health Innovation/Adaptive Telehealth Software
10.2019 - 08.2020

Operations Manager

Kim Jacobs Consulting, Inc
03.2017 - Current

Legal Assistant

Piemonte Law Firm
05.2015 - 03.2017

Sales/Buyer Assistant

Loba-Wakol, LLC
04.2010 - 07.2012

Office Administrator

Yorel Integrated Solutions, Inc
09.2005 - 04.2010

Administrative Coordinator

SC Department Of Mental Health
01.1998 - 07.2005

Master of Business Administration -

University of Phoenix

Legal Assistant/Paralegal -

Midlands Technical College

Bachelor of Social Science - Political Science and Government

South Carolina State University

Similar Profiles

CREATE PROFILE
Cassandra W. Davis