Ciara Sheehan

● Currently working in Excel, NexGen, Microsoft Office, Sharepoint, and Salesforce.

● Handling all invoicing of vendors.

● Managing client's accounts and concerns in a timely manner.

● Working with staff to schedule and coordinate preventative maintenance visits and urgent service requests.

● Meeting monthly metrics and quotas allocated to our branch.

● Creating new site accounts in the NexGen system.

● Verifying all billing info is correct for invoicing

● Communicating with vendors to make sure invoices are being processed in a timely manner.

● Proficient in HMIS & EDRS

● Invoicing of vendors and utilities for the building using the COUPA system.

● Scheduling of maintenance and permits were up to date when needed.

● Responsible for ordering and receiving caskets, urns, keepsakes, engraving, and prep room chemicals.

● Accounts Receivable responsible for processing payments, keeping track of unpaid accounts, organizing and filing Atneed/Preneed case folders, uploading all case papers into the HMIS system, Filing preneed claim forms to Global Atlantic or Trustage, Writing checks, depositing Cash for Atneed families & checks from Corporate to the bank.

● Assisted on funeral services, setting up or breaking down flowers/decor, moving caskets, transferring remains to crematory, driving the hearse or utility van, issuing of death certificates.

● Maintaining schedules, files, inventory procedures, pricing, and follow ups while organizing events internally and externally.

● Handling communication with managers and responding to client inquiries while making sure all needs are met in a timely manner. General understanding of the Energy field required.

● Responsible for creating and using client portals/ systems to disperse reporting for managers and internal staff.

● Compliance Assistant - Entails communicating with clients, conference calls, conducting research, and providing adequate responses in a timely manner.

● Assisted with server maintenance in the office, installing client or internal software needed for employee devices,

troubleshooting a variety of technical issues on employee devices,

• Proven leadership managerial abilities. Excellent communication/interpersonal skills. Highly skilled at problem solving and multitasking; results oriented.
• Daily active duties are required such as staffing, assignments, temp logs, inventory, till balances, guest feedback and exceptional customer service for a positive working environment.
• Daily active duties are required such as staffing, assignments, temp logs, inventory, till balances, guest feedback and exceptional customer service for a positive working environment.