Summary
Overview
Work History
Education
Skills
Personal Information
Timeline

Haliegh Schultz

Indianapolis,IN

Summary

Detail-oriented and highly organized professional with over 5 years of experience leading front office operations in a fast-paced veterinary setting. Transitioning into business finance, has a proven track record in effectively managing client accounts, coordinating teams, and maintaining accurate and confidential billing and financial records. Problem-solving skills, data entry proficiency, and ability to streamline operations using software make an asset to any organization. With a strong foundation in customer service and leadership experience, eager to leverage analytical skills in a dynamic finance or accounting role.

Overview

14
14
years of professional experience

Work History

Business and Accounting Assistant Manager

Stealth Investing Indy, LLC
09.2024 - Current
  • Developed and implemented strategic business plans to drive growth and increase market share
  • Managed day-to-day operations, including budgeting, forecasting, and resource allocation
  • Negotiated contracts with vendors and suppliers to ensure favorable terms and pricing
  • Utilized data analytics tools to track sales performance metrics and make data-driven decisions
  • Managed vendor relationships, negotiating contracts and ensuring timely delivery of goods/services
  • Analyzed financial statements to identify areas for cost reduction and revenue enhancement
  • Managed budget allocation for various projects, ensuring optimal resource utilization

Team Lead/CSR

Indy Paws Veterinary Hospital
05.2023 - 04.2025
  • Boosted clinic revenue by developing & implementing accurate billing; invoicing procedures, reducing cash flow discrepancies by 95%
  • Drive positive customer experiences by promptly addressing inquiries and resolving issues, and increasing customer satisfaction.
  • Enhanced customer satisfaction by promptly addressing inquiries and resolving issues
  • Enhanced client satisfaction by efficiently scheduling appointments and managing patient records.
  • Streamlined office operations for increased efficiency by organizing files and maintaining a clean reception area.
  • Boosted clinic revenue with accurate billing and invoicing procedures.
  • Improved client retention by providing exceptional customer service to pet owners in person and over the phone.
  • Assisted veterinarians in providing timely care to patients through effective communication and coordination of services.
  • Contributed to positive work environment through excellent teamwork and collaboration with staff members.
  • Maintained office and waiting room, keeping common areas clean and tidy.
  • Contributed to company growth by consistently meeting and exceeding sales
  • Improved customer retention rates with exceptional product knowledge and personalized service

Customer Service Representative (CSR)

IndyVet Emergency and Specialty Hospital
05.2022 - 05.2023
  • Assisted customers with a warm and professional attitude
  • Assisted customers with questions
  • Handled emails, inbound calls, and outbound calls
  • Managed customer accounts
  • Operated the cash drawer.
  • Provided assistance to clients
  • Answered phone and assisted clients with changes
  • Maintained up-to-date knowledge of customer accounts

CSR

FREELAND ANIMAL HOSPITAL
04.2018 - 05.2022
  • Performed data entry for customer information
  • Managed client records
  • Set up client appointments
  • Assisted customers with a warm and professional attitude
  • Answered calls from clients
  • Resolved customer information and complaints
  • Responsible for tracking and maintaining inventory

Office Assistant

Low Cost Spay Neuter Clinic
04.2015 - 04.2018
  • Enhanced office efficiency by managing schedules, organizing files, and maintaining a clean workspace.
  • Streamlined communication between departments for better collaboration and increased productivity.
  • Expedited document processing with accurate data entry and timely filing.
  • Increased customer satisfaction by providing professional and courteous front desk support.
  • Boosted clinic revenue with accurate billing and invoicing procedures.
  • Improved patient care by assisting veterinarians with examinations and treatments.
  • Enhanced clinic efficiency by maintaining clean and organized treatment areas, surgical suites, and kennels.
  • Ensured accurate record-keeping by updating patient files with medical histories, diagnoses, and prescribed treatments.

Assistant Front End Manager

The Fresh Market
10.2013 - 09.2014
  • Improved customer satisfaction by efficiently managing front-end operations and addressing customer concerns promptly.
  • Streamlined checkout processes for faster service and reduced wait times, enhancing the overall shopping experience.
  • Mentored new employees on company policies, cash handling procedures, and customer service best practices to ensure consistent performance across the team.
  • Collaborated with store management to develop strategies for improving sales and maintaining a positive store atmosphere.
  • Assisted in training initiatives aimed at improving cashier efficiency and reducing errors in transactions.
  • Coordinated breaks and lunches while ensuring adequate coverage at registers to maintain efficient operations throughout the day.
  • Promoted a clean and organized store appearance by overseeing restocking efforts, directing cart retrieval, and supervising cleaning schedules.
  • Supported inventory management processes by assisting with product ordering, tracking stock levels, and coordinating merchandise displays.
  • Addressed escalated customer issues with professionalism, resolving conflicts in a timely manner while preserving positive relationships between customers and the store brand.
  • Assisted with financial reporting tasks such as reconciling cash drawers, preparing bank deposits, and generating daily sales reports for upper management review.
  • Oversaw employee performance, corrected problems, and increased efficiency to maintain productivity targets.
  • Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
  • Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business success.

Cashier

The Fresh Market
10.2011 - 09.2014
  • Enhanced customer satisfaction by providing efficient and accurate cash transactions.
  • Streamlined checkout process for increased efficiency and reduced waiting times.
  • Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
  • Assisted customers with inquiries and provided exceptional service, resulting in positive feedback from shoppers.
  • Handled multiple payment methods securely, minimizing discrepancies and potential losses.
  • Exceeded productivity goals through consistent attention to detail and organization during busy shifts.
  • Mentored new employees on cashier duties and best practices, improving overall staff performance.

Education

Bachelor's degree - Business Management

Penn Foster

Associates - IT Networking

University of Phoenix, Phoenix, AZ
01.2014

Skills

  • Financial & Analytical: Bookkeeping, Budget Management, QuickBooks, Financial Reporting, Revenue Analysis, Power BI, Data Analysis
  • Administrative & Technical: Microsoft Office Suite (Excel, Word, Outlook, PowerPoint, Access), Google Suite, Data Entry, Calendar & Schedule Management, Documentation Review
  • Business Operations: Contract Negotiation, Vendor Management, Strategic Planning, Office Management
  • Customer & Account Services: Client Relations, Account Management, Conflict Resolution, Communication Skills, CRM Tools
  • Leadership & Teamwork: Team Supervision, Staff Training, Time Management, Problem Solving

Personal Information

  • Willing To Relocate: Anywhere
  • Authorized To Work: US for any employer

Timeline

Business and Accounting Assistant Manager - Stealth Investing Indy, LLC
09.2024 - Current
Team Lead/CSR - Indy Paws Veterinary Hospital
05.2023 - 04.2025
Customer Service Representative (CSR) - IndyVet Emergency and Specialty Hospital
05.2022 - 05.2023
CSR - FREELAND ANIMAL HOSPITAL
04.2018 - 05.2022
Office Assistant - Low Cost Spay Neuter Clinic
04.2015 - 04.2018
Assistant Front End Manager - The Fresh Market
10.2013 - 09.2014
Cashier - The Fresh Market
10.2011 - 09.2014
University of Phoenix - Associates, IT Networking
Penn Foster - Bachelor's degree, Business Management

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Haliegh Schultz