Jackie Freeman

Receptionist - Indianapolis Office: Present position

• Provide support in all areas of the office
• Open/close the office each day
• Provide daily phone coverage from 8a-5p
• Forward all incoming voicemails/faxes
• Process invoices for payment
• Process checks received
• Order office supplies
• Coordinate employee birthday/new baby gifts
• Coordinate digital holiday card project for the Indianapolis office
• Complete all Maconomy requests as needed, including:

Biller, director, engagement manager changes

WIP reallocations/write offs

New client/engagement set up

Pull financial reports as needed

• Complete all Blue Lightning requests as needed, including:

New prospects and pursuits

Biller, director, engagement manager changes

Wins reports

• Provide administrative support in all areas to the following teams/position when needed:

Audit

Business Valuation

Medicare Bad Debt

Receptionist

Reimbursement

Revenue Cycle

Tax

Administrative Assistant - Tax Team: 2021-2023

• Provide Administrative support in all facets of tax processing and submission
• Process all tax documentation as requested
• SafeSend returns to clients for signature
• Release returns in efile system as needed
• Save files in Document for every process completed
• Pull status reports from Workstream, TaxCaddy and other sources as needed
• Complete all Maconomy requests as needed

- Biller, director, engagement manager changes

- WIP reallocations/write offs

- New client/engagement set up

- Pull financial reports as needed

• Blue Lightning requests as needed

- New pursuits/prospects

- Biller, director, and engagement manager changes

- Wins reports

• Set up new clients in CCH Axcess Tax and TaxCaddy

Administrative Assistant - Indianapolis Office: 2011-2021

• Provided Customer Service to internal Directors and Staff as THEY are the client
• Provided support as requested in every aspect of the office
• Provided support to other offices of the firm as requested
• Maconomy Super User for the Indianapolis Office

- Pull various regularly scheduled financial reports

- Completed hours reports for various clients for cost report and

audit purposes

- WIP reallocations and write offs

- New engagement/client set up

- Engagement edits such as biller, director, or engagement manager

changes

- Time Entry Proxy for the entire office

- Reviewed and approved expense sheets for the entire office

• Blue Dex/Blue Lightning Super User and Reviewer for the Indianapolis office
• New Hire Onboarding

- Conducted office new hire orientation

- New hire documentation collection and processing

- I-9 review and E-Verify submission

- Access card and key assignment

- Office tour

• Coordinated client entertainment resources

- Indiana Pacers tickets

- Indiana University Men's Basketball tickets

• Provided administrative support in all areas to the following teams/position as needed:

- Audit

- Business Valuation

- Medicare Bad Debt

- Receptionist

- Reimbursement

- Revenue Cycle

- Tax

Administrative Assistant - Business Valuation Team: 2008-2011

• Formatted and proofed business valuation reports and various correspondence
• Converted documents from .pdf into Excel or Word format
• Formatted and proofed presentations all team presentations
• Coordinated Director travel
• Prepped for annual BV Summit
• Collected necessary documents to submit for CPE for attendees
• Scheduled meetings and prepped meeting rooms
• Lunch orders for meetings of all sizes and types
• Completed all other administrative support duties