Amy Phillips
Charlotte,NC
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.
Overview
15
15
years of professional experience
Work History
Office Manager
Applied Technical Services
09.2021 - Current
- Schedule and dispatch all inspections based on client requests including emergency requests for same day inspections
- Assign cost for each inspection based on time and materials rates or quote for $4 million in sales each year
- Partner with corporate Human Resources to maintain personnel records and company policies as necessary.
- Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Family Selection Specialist
Habitat for Humanity of the Charlotte Region
12.2020 - 09.2021
- Coordinated the Family Selection process for the Critical Home Repair program (CHR) (including oversight of application intake, processing by ensuring required documentation and performing income calculations) in preparation for final underwriting and approval.
Administrative Assistant
Wells Fargo/Robert Half
03.2020 - 11.2020
- Provided administrative and support tasks for the Independent Price Verification (IPV) Center of Excellence (30-40 staff members; 22 in U.S.; 20 in India)
- Managed the onboarding process for US and India personnel (including contractors)
- Provided calendar management for IPV Team Manager
- Provided project management for some team projects and initiatives
- Prepared and modified documents and presentations; prepared agendas for meetings, recorded and compiled meeting minutes and notes.
Assistant General Manager
Courtyard By Marriott Hotel
01.2019 - 12.2019
- Managed and led the Front Desk and Food and Beverage Departments (15 staff members); including hiring and onboarding; reviewed employee performance and conducted personnel actions
- Monitored and responded to guest feedback on all social media
- Led guest service recovery process
- Maintained and audited financial records including cash drawers and safe daily
- Ensured full compliance to hotel operating and safety controls, policies, and service standards.
Front Desk Associate
Residence Inn Hotel
07.2017 - 12.2018
- Executed guest registration and room assignments; guest check-ins/check-outs in accordance with hotel credit/cash handling policies; pre-registered, blocked reservations and took same day and future reservations following hotel rate structures, discounts and sell strategies
- Resolved guest complaints; assisted guests in all inquiries in connection with hotel services and local information
- Prepared and executed social hour three nights per week; ensured all required ingredients were ordered; prepared food according to standards; ensured all dishes and drinks stayed restocked; served alcoholic beverages in accordance with hotel policy and state laws
- Trained new employees as needed with all aspects of front desk operations and evening social
- Completed Manager Training Program - Island Hospitality.
Staff Specialist (Administrative Assistant)
Trinity College Academic Dean’s Office/Duke University
09.2014 - 07.2015
- Advised former Pratt School of Engineering and Trinity College students related to the Duke readmission application process through the Office of Student Returns (OSR)
- Processed OSR student applications and routed as needed; evaluated completeness of applications and assessed whether additional documents were required to complete routing
- Initiated workflow function so committee could review application materials; uploaded committee responses and kept director apprised of each application’s progress
- Tracked OSR and Undergraduate Research (UR) financials
- Monitored payroll for UR fellowships; prepared and submitted reimbursement forms for travel grants winners; monitored UR budget accounts; distributed fellowship checks; followed up with Payroll and Financial Services Office on any issues; performed monthly reconciliation of UR accounts and resolve errors
- Maintained databases of applicants and recipients for all programs.
Financial Coordinator
University Physicians Inc./University of Colorado School of Medicine
04.2013 - 09.2014
- Oversaw clinical contract billing and performed related reconciliation
- Tracked and monitored all departmental expenditures
- Prepared and analyzed monthly reports related to clinical revenue and any variances
- Provided support for Department of Orthopedics Finance Committee
- Approved department purchases, travel reimbursement and accounts payable
- Supported, organized, and/or initiated all general business support activities to ensure cost effectiveness, efficiency, and appropriate operational flow on monthly and ad hoc basis.
Accounts Payable Specialist
IHS Global Inc.
07.2012 - 04.2013
- Processed all accounts payable invoices for payments
- Created records for delinquent approvals and payments
- Tracked payments and report status for inquiries.
Finance Coordinator
Division of Community Health/Duke University Medical Center
07.2010 - 07.2012
- Managed Division’s $17M operations, clinical and education budgets; directly responsible for operational expenditures, personnel expenses, and monthly forecasts including monthly financial roll up to Department, prepared financial and operational reports and analyses reflecting progress, adverse trends and appropriate recommendations or conclusions
- Oversaw all operational contracts, billing, and reconciliation, including assessment of billable expenses
- Oversaw 100+ division accounts for deposits, expenditures, and monthly reconciliation
- Approved all division corporate card transactions, contractor payments, and travel reimbursements
- Supervised two financial support staff, including distributing daily workloads and directed timely completion of tasks
- Assisted with office administration coordination and coverage
- Reviewed and approved all division expenses and ensured adherence to guidelines regarding allowable charges
- Redesigned, developed and implemented Financial Standard Operating Procedures.
Accounting Specialist
Duke University Medical Center
08.2008 - 06.2010
- Improved financial accuracy by performing detailed account reconciliations and resolving discrepancies.
- Streamlined accounting processes for efficiency.
- Increased efficiency in accounts payable and receivable management, reducing processing time and minimizing errors.
- Leveraged advanced Excel skills to create dynamic financial models for decision-making purposes.
- Enhanced financial reporting by creating clear and concise financial statements, providing insight into company performance.
- Maintained compliance with regulatory requirements, conducting thorough research and staying up-to-date on industry standards.
- Collaborated with cross-functional teams to develop budgets, ensuring accurate financial planning and forecasting.
Education
Bachelor of Science, Business Administration, Concentration in Management -
East Carolina University
Greenville, NC12.2024
Skills
- Microsoft Office Suite (advanced Excel training)
- Google Suite
- Adobe
- Sharepoint
- SAP
- Quickbooks
- Customer Service
- Billing
- Supply Management
- Operations Management
- Financial Reporting
- Project Management
- Travel Coordination
Prior Professional Experience
- Duke University Medical Center, Durham, NC, Division of Community Health, Accounting Specialist, 08/2008, 06/2010
- Duke University Medical Center, Durham, NC, Assistant Vice Dean for Faculty Development, 01/2006, 08/2008
Timeline
Office Manager
Applied Technical Services
09.2021 - Current
Family Selection Specialist
Habitat for Humanity of the Charlotte Region
12.2020 - 09.2021
Administrative Assistant
Wells Fargo/Robert Half
03.2020 - 11.2020
Assistant General Manager
Courtyard By Marriott Hotel
01.2019 - 12.2019
Front Desk Associate
Residence Inn Hotel
07.2017 - 12.2018
Staff Specialist (Administrative Assistant)
Trinity College Academic Dean’s Office/Duke University
09.2014 - 07.2015
Financial Coordinator
University Physicians Inc./University of Colorado School of Medicine
04.2013 - 09.2014
Accounts Payable Specialist
IHS Global Inc.
07.2012 - 04.2013
Finance Coordinator
Division of Community Health/Duke University Medical Center
07.2010 - 07.2012
Accounting Specialist
Duke University Medical Center
08.2008 - 06.2010
Bachelor of Science, Business Administration, Concentration in Management -
East Carolina University
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