The last four years have been dedicated to supporting Driven Data, a high growth tech SaaS startup, through multiple funding rounds ultimately leading to an exit after closing down operations. Organized, dependable and successful at managing multiple priorities with a high degree of accuracy and a positive attitude. Willing to take on added responsibilities in changing situations to handle what needs to be done to meet team goals.
Overview
6
6
years of professional experience
Work History
Executive Assistant
Jon Berna, LLC
07.2022 - 06.2023
After sale of Driven Data, worked with former CEO to finish last details including state tax issues, insurance, paper files, and bank accounts.
Worked to set up new LLC.
Handled confidential and sensitive information with discretion.
Filed paperwork and organized computer-based information.
Managed incoming and outgoing correspondence, mail, and email.
Used QuickBooks to handle monthly expenses and assist in collecting information for taxes with monthly revenue of $30K.
Office Manager/Executive Assistant
Driven Data Technology, Inc.
07.2019 - 05.2022
Set up and scaled operations from 8 to 50 employees and managed all new employee onboarding.
Established accounts receivable department with 99% collection rate and managed client relationships.
Worked in Quickbooks to send late notices and record check and credit card payments.
Maintained positive customer relations by solving problems promptly and implementing successful corrective actions.
Maintained professional demeanor by staying calm when addressing unhappy or angry customers.
Oversaw remote office inventory activities by ordering office equipment and supplies for remote employees and coordinating return of items saving money. Managed inventory of 30 plus computers and other items.
Planned in-person and remote company events including lodging, meals, vehicles, plane tickets, and reimbursements.
Processed travel expenses and reimbursements for company.
Managed credit card expenditures and categorized expenses.
Managed financial aspects of advertising in Facebook, Google, and Microsoft Bing.
Provide monthly statements to clients for advertising spend.
Worked with executive team to initiate new projects and assist in building company policies.
Worked with Microsoft Teams, Zoom, Quickbooks, HubSpot, Microsoft Word and Excel
Customer Service Specialist
Stor-All Storage
11.2018 - 07.2019
Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
Increased on time payments with auto pay and updated contact information to facilitate prompt payment.
Reconciled accounts receivable ledger to verify payments and resolve variances.
Reduced nonpaying rental spaces by 58%.
Managed overdue payments and payment plans from clients to establish good cash flow.
Temporary Leasing Agent
Moore Reports
11.2017 - 08.2018
Worked at various apartment communities as temporary leasing agent by managing phones and greeting residents.
Organized office spaces and managed upwards of 100 packages daily.
Showed property to prospective residents and managed application process. Maintained contact information in computer system.
Complied with Fair Housing standards.
Education
Bachelor of Arts - Communications
Purdue University
West Lafayette, IN
12.2001
Skills
Administration Management
Travel Arrangement Coordination
Office Equipment and Inventory
Company Event Coordination
Mail Processing
AR/AP
Maintain Electronic and Paper Filing Systems
Conflict Management
Additional Information
The Nature School of Central Indiana PTO, President and Treasurer, August 2021-present
Created PTO at newly established school including financial items and state documents.
Ran PTO meetings in person and via Zoom.
Organized fundraising activities for the school and maintained budget of $8,000.
Coordinated parent and teacher volunteers.
References
Email to schedule a call.
Jon Berna, CEO of Jon Berna, LLC, JonathanBerna@hotmail.com
Timeline
Executive Assistant
Jon Berna, LLC
07.2022 - 06.2023
Office Manager/Executive Assistant
Driven Data Technology, Inc.
07.2019 - 05.2022
Customer Service Specialist
Stor-All Storage
11.2018 - 07.2019
Temporary Leasing Agent
Moore Reports
11.2017 - 08.2018
Bachelor of Arts - Communications
Purdue University
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