Quickbooks
Casondra Hefner
Client Assistance Advocate
Dallas,TX
Summary
Results-oriented professional well-versed in project coordination and process improvement. Known for driving initiatives that streamline operations and enhance productivity. Proven ability to foster teamwork and adapt to evolving project needs with focus on achieving objectives.
Overview
4
4
years of post-secondary education
12
12
years of professional experience
Work History
Family Caregiver
Self- Employed
03.2025 - 02.2026
- Facilitated open communication between family members and healthcare providers, fostering collaborative decision-making regarding patient care.
- Collaborated closely with interdisciplinary healthcare teams, integrating recommendations from professionals into comprehensive patient care plans.
Substitute Teacher
Springtown ISD
05.2025 - Current
- Developed comprehensive project plans, outlining scopes, timelines, deliverables, and milestones.
- Supervised multiple classes from lesson start through delivery by prioritizing needs and delegating assignments.
Auditor
Hempel USA
06.2024 - 05.2025
- Maintained accurate documentation of all projects, facilitating efficient audits and future reference.
- Kept projects on schedule by managing deadlines and adjusting workflows.
- Enhanced team collaboration through regular meetings, fostering a positive work environment for increased productivity.
Substitute Teacher
Birdville Independent School District
08.2023 - 06.2024
- Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.
- Coordinated cross-functional teams to achieve seamless collaboration in achieving student success objectives.
Shipping and Receiving Coordinator
Diken
01.2023 - 08.2023
- Negotiated contracts with vendors and suppliers, securing favorable terms for cost-effective procurement of resources needed for each project''s success.
- Improved client satisfaction with timely updates and transparent communication throughout the project lifecycle.
- Elevated overall quality of completed projects by consistently monitoring progress and addressing issues proactively.
Case Manager
Endeavors Unlimited
08.2021 - 10.2022
- Managed budgets effectively, ensuring resource allocation was optimized for maximum project success.
- Facilitated frequent progress reports and presentations to keep management informed about ongoing activities within their respective domains.
- Identified potential risks and developed mitigation strategies to minimize disruptions to project timelines.
Front Desk Receptionist
KaneHallBarry Neurology
06.2020 - 03.2021
- Escalated incidents to next level to remain compliant with company's standards and procedures.
- Mentored and guided staff to enhance performance and exceed customer expectations.
Front Desk Representative
CareNow Urgent Care
10.2019 - 07.2020
- Updated operational methods and oversaw accounting procedures for improved efficiency.
- Facilitated communication between internal Medical staff, patients and insurance vendors for daily appointments.
- Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
Benefits Consultant
Fidelity Investments
11.2013 - 10.2019
- Delivered targeted advise on issues such as applicable employment regulations, compensation strategies and internal systems to help companies update antiquated or ineffective approaches.
- Adhered to company policies and scripts to consistently achieve call-time and quality standards.
- Developed documentation, diagrams and specifications to meet project requirements and regulatory standards.
Education
Bachelor of Arts - Visual Arts Studies
University of North Texas
Denton, TX 09.2009 - 09.2013
Skills
Workflow Optimization
Compliance Enforcement
Continuous improvement
Quality Assurance
Critical Thinking & Problem-Solving
Teamwork & Collaboration
Adaptability & Initiative
Analytical thinking
Problem-solving
Time management
Accomplishments
- 1 of 40 people chosen nationally with Fidelity Investments to redesign management principles within our company
- Achieved 99% Inventory success through effectively helping with streamlining inventory processes and procedures.
- Documented and resolved Critical Errors which led to accurate and correct government documentation to house the DFW Veteran Homeless Population.
Software
Microsoft Office
Microsoft Excel
Quote
Remember, remember, this is now, and now, and now. Live if, feel it, cling to it. I want to become acutely aware of all I’ve taken for granted.
Sylvia Plath
Timeline
Substitute Teacher
Springtown ISD
05.2025 - Current
Family Caregiver
Self- Employed
03.2025 - 02.2026
Auditor
Hempel USA
06.2024 - 05.2025
Substitute Teacher
Birdville Independent School District
08.2023 - 06.2024
Shipping and Receiving Coordinator
Diken
01.2023 - 08.2023
Case Manager
Endeavors Unlimited
08.2021 - 10.2022
Front Desk Receptionist
KaneHallBarry Neurology
06.2020 - 03.2021
Front Desk Representative
CareNow Urgent Care
10.2019 - 07.2020
Benefits Consultant
Fidelity Investments
11.2013 - 10.2019
Bachelor of Arts - Visual Arts Studies
University of North Texas
09.2009 - 09.2013
References
Shana Martin -
- High School Art Teacher - Birdville ISD
- Shana.Martin@birdvilleschools.net
- (214)213-2890
Pam Davis
- Substitute Teacher Coordinator - Fort Worth School of Fine Arts
- PamDdmail@gmail.com
- (248)227-1770
Cecilia Willis -
- Manager - Diken International - North Richland Hills, TX
- sales@dikeninternational.com
- (817)501-7462