Diana Cassidy
Administrative Assistant
Clovis,NM
Summary
DIANA CASSIDY Objective: Administrative Assistant with demonstrated experience managing company assets and developing people for future growth. Strategic planner talented in seeing multiple options for improvement, operational streamlining and potential growth.
Overview
35
35
years of professional experience
Work History
Accounting Bookkeeper
Willoughby & Willoughby, CPA
Clovis , NM
10.2022 - Current
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols
- Established QuickBooks accounting system to reflect accurate financial records
- Reduced financial discrepancies through transaction monitoring and management
- Reviewed and processed client electronic payments and check deposits
- Oversaw accounts and financial reporting for over 500 clients
- Answered constant flow of customer calls with minimal wait times
- Verified data files prior to entry to maintain high data accuracy
- Scanned documents and saved in database to keep records of essential organizational information
- Sorted documents and maintained organized filing process
District Manager
Canadian River Soil & Water Conservation District
Tucumcari , NM
10.2018 - 08.2022
- Maintains records as the fiscal agent for the Canadian River Riparian Restoration Project
- Prepare and submit quarterly financial reports to the Department of Finance and Administration and tax returns in a timely manner
- Prepares an annual budget and prepares monthly financial reports for the district as well as quarterly and annual reports to NMDA
- Maintain drip inventory and billing for the sale of drip supplies to local community
- Prepare an Annual Board Meeting dinner and presentation with local producers and farmers
- Evaluated costs against expected market price points and set structures to achieve profit targets
- Responded to emails and other correspondence to facilitate communication and enhance business processes
- Handled daily scheduling tasks and provided administrative support for entire department
- Created and updated records and files to maintain document compliance
- Drafted agendas, recorded minutes, meeting notices and generated documents to facilitate meetings
- Maintained daily report documents, memos and invoices
- Booked airfare, hotel, and ground transportation to coordinate office travel
- Maintained electronic filing systems and categorized documents
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes
- Managed filing system, entered data and completed other clerical tasks
- Validated and recorded invoices and resolved discrepancies with vendors
- Prepared and mailed account statements to vendors and kept meticulous correspondence documentation
- Directed preparation of regular and special budget reports to interpret budget directives and establish policies for execution
- Reconciled bank statements accounts for accuracy and completeness
- Managed invoices, payments and deposits, maintaining accurate expenditure records
Program Technician
Quay County Farm service Agency
01.2018 - 12.2020
- This position is responsible for carrying out office activities and functions pertaining to one or more of the program areas administered in the county
- Interpreting and explaining procedures, program regulations and forms to producers and other agency personnel
- Utilizing various web-based software applications to maintain producer data and processing automated forms
- Using a high degree of initiative and judgment in planning and carrying out assigned tasks and resolving problems encountered
- Managed program field office activities to increase program awareness and participation
- Assisted program applicants with form completion, document retrieval and resource management to reduce application delays
- Used computers to generate and process automated program forms
- Contacted program applicants and obtained required enrollment information, documentation and signatures
- Distributed informational materials and enrollment forms to potential program users
- Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff
- Maintained clean reception area to promote positive, professional environment for clients
- Followed detailed directions from management to complete daily paperwork and computer data entry
- Distributed informational materials and enrollment forms to potential program users
- Used computers to generate and process automated program forms
Administrative Assistant
Mesalands Community College
Tucumcari , NM
01.2014 - 09.2016
- Maintained an accurate bookkeeping record of the STEM 3.4 million dollar budget
- Prepared, typed and imported requisition’s to be approved for purchase order
- Maintained a friendly professional working environment with co-workers, students, vendors and foundation
- Assisted in developing the Computer STEM lab supported with tutors for college and high school students to utilize
- Assist Director in compiling project reports for the projection evaluation, semester accounting and annual reporting
- Assisted in submitting proposals to the Foundation for approval of STEM purchases and projects
- Attend monthly meetings with Foundation members
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions
- Managed Access databases converting complex data into easy-to-interpret data
- Generated reports and typed letters in Word and prepared PowerPoint presentations
- Monitored supervisor's work calendar and scheduled appointments, meetings and travel
- Scheduled office meetings and client appointments for staff teams
- Supported efficient meetings by organizing spaces and materials, documenting discussions and distributing meeting notes
- Executed record filing system to improve document organization and management
- Managed department budgets and generated financial reports for management review
- Supported company leaders by managing budgets, scheduling appointments and organizing itinerary
Administrative Assistant
NEW, OF HEALTH
Tucumcari , NM
04.2011 - 11.2013
- Kept an up to date accurate daily calendar of patients and meetings
- Verified insurance of patients
- Maintain a uniformed filing system of patient files
- Complied with all confidential laws and regulations
- Maintained an accurate deposit record for payments received
- Produced monthly reports
- Organized weekly staff meetings and logged minutes for corporate records
- Executed record filing system to improve document organization and management
- Sorted and distributed office mail and recorded incoming shipments for corporate records
- Handled client correspondence and tracked records to foster office efficiency
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors
- Monitored supervisor's work calendar and scheduled appointments
- Scheduled office meetings and client appointments for staff teams
Secretary III
NMCD ADULT PROBATION
Tucumcari , NM
08.1988 - 04.2011
- Ran NCIC on all clients daily
- Maintained confidentiality of all clients
- Data entry in system
- Copied and prepared client files from the District Attorney’s office
- Typed violation reports and well as court ordered reports and distributed to District Judge, Attorney and District Attorney
- Greeted clients in a professional, respectful manner
- Answered telephone and routed calls
- Maintained office inventory of equipment as well as office supplies
- Became very independent at making crucial decisions for myself as well as the safety of others.
- Maintained a strong networking system within the community and local law enforcement agencies
Education
Business
Concord HIGH SCHOOL
Elkhart, IN1987
Skills
- Staff Management
- Budgeting
- Leadership skills
- Oral and Written Skills
- Vendor management
- Strategic planning
- Operations management
- Problem Solving
Timeline
Accounting Bookkeeper
Willoughby & Willoughby, CPA
10.2022 - Current
District Manager
Canadian River Soil & Water Conservation District
10.2018 - 08.2022
Program Technician
Quay County Farm service Agency
01.2018 - 12.2020
Administrative Assistant
Mesalands Community College
01.2014 - 09.2016
Administrative Assistant
NEW, OF HEALTH
04.2011 - 11.2013
Secretary III
NMCD ADULT PROBATION
08.1988 - 04.2011
Business
Concord HIGH SCHOOL
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