Versatile manager with a proven track record in retail and financial management, demonstrating strong strategic
planning and problem-solving abilities. Known for adapting to change seamlessly, working independently, and
consistently exceeding expectations. Certified Personal Trainer with a disciplined and goal-oriented approach.
Overview
20
20
years of professional experience
Work History
Office Manager/Bookkeeper
Merri-Mar Yacht Basin
Newburyport, MA
03.2023 - Current
Answer and direct incoming phone calls
Calculate timesheets for payroll and to correlate with work orders and send them to payroll company
Maintain and calculate sick / vacation time for EEs
Order office supplies (paper, water, toner, etc.)
Answer incoming customer inquiries and emails
Maintain and organize all files
Prepare Estimates & Quotes for service department
Input and write all work orders and descriptions
Daily bookkeeping in QuickBooks Desktop (AP, AR, daily sales, bank deposits, etc.)
End of month bookkeeping (reconciliations)
Sending out monthly statements to customers
Draft all seasonal contracts
Manage received payments for seasonal services (keep lists & spreadsheets to keep track)
Fill out any MA tax forms.
Administrative Assistant
The Financial Advisors
Newburyport, MA
12.2021 - 10.2022
Administrative support for three financial advisors
Financial review coordinator, preparing all yearly reviews, creating Estate Trust summaries, printing and binding reviews
Scanning and filing all incoming relevant paperwork
Organizing tax documents and offering support to tax preparer
Scheduling all appointments and managing schedule for all planners
Supported executive staff through scheduling meetings and preparing crucial documents
Administrative Assistant
Hiller Fire Protection
Amesbury, MA
07.2020 - 12.2021
Provided administrative support for Fire Suppression Service Dept
Proficient in Microsoft Office
Maintained all files, inventory, etc
Manage purchase orders
Manage Service Trade platform
Work with Oracle JD Edwards E1system, Adobe Acrobat
Responsible for daily audits of all invoices
Field Support Specialist AKA Cheerleader
Traveling Vineyard
Ipswich, MA
12.2014 - 07.2020
Work in high volume customer support center
Provide online and phone support to over 3000 independent contractors and customers across country
Managing day to day troubleshooting on business websites, commissions, training, order issues, customer complaints and compliance
Create and maintain relationships within field
General wine and product education as needed
Assist accounts payable as needed to resolve credit discrepancies
Trained new staff
Work closely with distribution to ensure timely and accurate deliveries
Assist as event coordinator for annual conferences.
Retail Manager
Life
Newburyport, Hudson, MA, NH
09.2005 - 02.2014
Assist in merchandising and set-up for online photo shoots
Assist with merchandise placement in mock store for merchandising Lookbook
Assist in opening 3 new company stores from guts to finish product
Coordinate sales promotion activities
Supervise and train employees in sales work, taking inventory, reconciling cash with sales receipts, keeping operating records and preparing daily record of transactions
Order merchandise and prepare requisitions to replenish merchandise on hand
Ensure compliance of employees with established security, sales and record keeping procedures and practices
Answer customer complaints and inquiries
Payroll administrator ADP
Interview, hire and train employees
RICS Enterprise, Retail Pro, Word, Excel, Powerpoint, MS Office
Online customer service rep
Life is
customer support
07.2004 - 09.2005
Provided online, to LIG customers
Responsible for responding to online customer questions,
handling orders, and returns.
Education
Personal Trainer/ISSA Certified Trainer - undefined
NHTI- Concord’s Community College
February 2017
Skills
Time Management
Microsoft Excel
Customer Service
Desktop Support
Databases
Business Analysis
Windows
Leadership
Cost management
Management
Purchasing
Payroll
JD Edwards
Oracle
SharePoint
Timeline
Office Manager/Bookkeeper
Merri-Mar Yacht Basin
03.2023 - Current
Administrative Assistant
The Financial Advisors
12.2021 - 10.2022
Administrative Assistant
Hiller Fire Protection
07.2020 - 12.2021
Field Support Specialist AKA Cheerleader
Traveling Vineyard
12.2014 - 07.2020
Retail Manager
Life
09.2005 - 02.2014
customer support
07.2004 - 09.2005
Personal Trainer/ISSA Certified Trainer - undefined
NHTI- Concord’s Community College
Similar Profiles
Cooper NienhuisCooper Nienhuis
Dock Hand at Yacht Basin MarinaDock Hand at Yacht Basin Marina