CONNIE Grady
Valdese,NC
Summary
Dynamic professional with extensive experience in office management and budget oversight. Proven track record in streamlining processes, managing inventory, and ensuring accurate financial reporting. Achievements include significant improvements in organizational efficiency and cost savings.
Overview
16
16
years of professional experience
Work History
Office Manager
Burke County Literacy Council
Morganton, North Carolina
09.2017 - 10.2021
- Managed daily office operations, fostering a productive work environment.
- Developed and implemented office procedures that enhanced efficiency.
- Managed inventory and procurement processes to ensure timely supply availability.
- Coordinated logistics for meetings, conferences, and travel to enhance departmental efficiency.
- Supported budgeting processes to facilitate effective resource allocation.
- Tracked invoices and payments for accurate accounts receivable and payable information.
- Maintained filing system for correspondence and documents to ensure organization.
- Answered phone calls, responded to emails, and coordinated courier services.
Secretary / Treasurer
Drexel First Baptist Church
Drexel, North Carolina
04.2013 - 09.2015
- Maintained organized filing system for church documents and correspondence.
- Coordinated communication between church staff and congregation members.
- Assisted in preparing materials for church services and community outreach.
- Supported financial record-keeping and processing of donations.
- Responded to visitor inquiries and provided relevant information from visitors and directed them to appropriate resources.
- Drafted newsletters and announcements for church activities and updates.
- Maintained filing systems for confidential documents; organized files for easy retrieval of information when requested.
- Coordinated communications, taking calls, responding to emails and interfacing with clients.
- Performed data entry into computer systems; ensured accuracy of all entered information.
- Prepared documents such as memos, letters, reports, spreadsheets and presentations using Microsoft Office applications.
- Processed invoices for payment; tracked payments received from vendors and clients.
- Proofread documents before submission; corrected any errors found in grammar or punctuation.
- Welcomed visitors and provided assistance at the front desk and directed to appropriate location or person.
- Procured office supplies to maintain adequate inventory as needed; tracked inventory levels and placed orders with vendors when necessary.
- Managed calendar reminders for upcoming deadlines or events associated with the office.
- Assisted with accounts receivable and accounts payable functions.
- Scheduled meetings and sent invitations specifying time and location.
- Reviewed billing statements for accuracy prior to submitting them for payment processing.
- Organized incoming mail for distribution to relevant departments and distributed it to appropriate personnel or departments within the organization.
- Supported team with various special projects and tasks or tasks related to departmental functions upon request.
- Managed multiple calendars and contacts using computer software.
- Developed an efficient document tracking system which allowed quick access to all necessary paperwork.
- Produced and distributed memos, newsletters, and other forms of communication.
- Processed documents and materials for dissemination to appropriate parties.
- Managed staff calendars and coordinated travel, meeting and hotel accommodations.
- Checked invoices for accuracy before processing payments for accuracy before submitting them for payment processing.
- Handled confidential documents with discretion.
- Operated office equipment such as photocopiers, scanners, and fax machines.
- Prepared expense reports in accordance with company policies and procedures.
- Handled incoming calls and directed callers to appropriate department or employee.
- Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
- Kept office equipment functional and supplies well-stocked to promote efficient operations.
- Oversaw staff correspondence, record tracking and data communications, resulting in improved automation of office operations.
- Managed financial records and transactions for church operations.
- Prepared monthly financial reports for church leadership review.
- Implemented accounting software for improved financial tracking.
- Ensured compliance with financial regulations and church policies.
- Communicated financial updates to congregation members regularly.
- Presented financial information at board meetings.
- Reviewed accounts payable and receivable activities to ensure accuracy of financial transactions.
- Monitored and maintained financial records, including budgets, investments, and expenditures.
- Prepared quarterly reports summarizing organization's financial position.
- Prepared monthly bank reconciliations and general ledger entries.
- Ensured timely payment of vendors and creditors through regular follow-ups.
- Assisted with the preparation of annual budget reports and forecasts.
- Reconciled accounts with statements and invoices on monthly basis, investigating, and resolving discrepancies to maintain records accuracy.
- Created quarterly and annual budgets to support organizational needs and expenses.
- Identified trends to drive cost-saving and profit-generating decisions and recommendations.
- Interfaced with accounting for bank general ledger upload, journal entry differences and general troubleshooting.
- Reviewed invoices for accuracy before processing payments.
- Oversaw financial reporting, accounts payable and receivable, asset coordination, account management, and budgets.
- Supervised month-end close processes and reconciled treasury transactions.
- Implemented multiple software conversions, desktop setup, and staff training.
Budget Deptartment Secretary / Personnel
Broughton Hospital
Morganton, NC
04.2006 - 02.2013
- Streamlined office supply management by organizing inventory and ensuring adequate levels for operational needs.
- Managed incoming phone calls by routing them to the appropriate department. and directed inquiries to appropriate personnel.
- Supported administrative tasks, including filing, data entry, and correspondence management.
- Maintained filing systems for confidential documents; organized files for easy retrieval of information when requested.
- Answered telephone calls to give information to callers, take messages or transfer calls to appropriate individuals.
- Coordinated communications, taking calls, responding to emails and interfacing with clients.
- Performed data entry into computer systems; ensured accuracy of all entered information.
- Prepared documents such as memos, letters, reports, spreadsheets and presentations using Microsoft Office applications.
- Provided administrative support to the Office Manager and other staff members.
- Proofread documents before submission; corrected any errors found in grammar or punctuation.
- Managed calendar reminders for upcoming deadlines or events associated with the office.
- Organized and maintained executive calendars, including scheduling meetings, travel arrangements and conference calls.
- Updated contact lists on a regular basis; created new contacts as needed.
- Processed and delivered incoming and outgoing mail to designated personnel. and parcels.
- Organized and categorized incoming mail for efficient distribution to staff. and distributed it to appropriate personnel or departments within the organization.
- Assisted with special projects or tasks related to departmental functions upon request.
- Created and updated spreadsheets to track and report data.
- Produced and distributed memos, newsletters, and other forms of communication.
- Provided assistance with onboarding new employees by preparing orientation materials.
- Coordinated meeting logistics such as room reservations and catering services.
- Reviewed invoices for accuracy before submitting them for payment processing.
- Utilized office equipment such as photocopiers and scanners to support daily operations. such as photocopiers, scanners, and fax machines.
- Handled confidential documents with discretion.
- Prepared expense reports in accordance with company policies and procedures.
- Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
- Kept office equipment functional and supplies well-stocked to promote efficient operations.
- Created spreadsheets in Microsoft Excel for record-keeping and reporting.
- Sorted and distributed incoming faxes, letters and emails for office distribution.
- Composed, edited and typed complex memos and reports with job-related software.
- Coordinated travel logistics and processed expense reports to facilitate timely reimbursements for staff.
- Used voice recorder or notepad to compose and transcribe meeting minutes.
Education
Associate of Applied Science - Medical Terminology
Western Piedmont Community College
Morganton, NC11-1970
Skills
- Office administration
- Calendar coordination
- Document management
- Inventory management
- Financial budgeting
- Financial reporting
- Accounting support
- Time management and prioritization
- Policy implementation
- Confidentiality compliance
- Detail orientation
- Staff coordination
Timeline
Office Manager
Burke County Literacy Council
09.2017 - 10.2021
Secretary / Treasurer
Drexel First Baptist Church
04.2013 - 09.2015
Budget Deptartment Secretary / Personnel
Broughton Hospital
04.2006 - 02.2013
Associate of Applied Science - Medical Terminology
Western Piedmont Community College