Julie Farquhar
Golden,CO
Summary
Detail oriented and highly driven professional with experience providing valued financial management, event planning expertise, exceptional customer support, team collaboration, and written and verbal communication skills. Consistent producer with strong business acumen, creative problem-solving skills and integrity. Looking to direct business skills and experience toward a position in event planning for higher education administration making use of my experience in program development, management and implementation.
Overview
14
14
years of professional experience
Work History
Financial and Administrative Manager / Continuing and Professional Education Services
COLORADO SCHOOL OF MINES
Golden, CO
04.2022 - Current
- Prepare financial documents including purchase requisitions, HR forms, travel authorization, travel reimbursement, journal entry requests and budget entry requests including faculty RD accounts, Reinvestment Fund, Mines General Fund
- Routine and non-routine coordination of budgets including revenues and expenses and general fund allocations
- Provide fiduciary stewardship of the department and university resources including forecasting and management of department operating and project budgets ensuring accurate and complete closeouts each fiscal year-end
- Communicate with clients, campus partners, and team members in an accurate and timely fashion
- Work with departmental staff, other departments on campus and provide excellent customer service to all clients whether internal, external, or prospective
- Answer questions at events and be the main point of contact with other departments on campus like MAPS, Procurement and Facilities
- Demonstrate strong communication skills when providing technical assistance with the instructors and speakers in-person and during virtual events
- Provide support during events including transportation of event supplies and materials, set up rooms as necessary, provide in-person registration and assist with handouts, supplies, materials, and exhibits
- Work with team to provide technical support during all events
Benefits Technician / MAPS (Mines Administrative Processing Services)
COLORADO SCHOOL OF MINES
Golden, CO
05.2021 - 03.2022
- Responsible for the organization and timely enrollment of benefits for new hire employees through the School of Mines payroll and personnel system, Banner, BenefitSolver and Anthem
- Prepare and process optional retirement and other additional benefits including Cobra, Alerus/24 Hour Flex and Sun Life
- Maintain high-quality service through timely completion and accuracy of new hire paperwork, including secure handling and processing of international documentation
- Process financial and administrative transactions, provide clear communication and excellent customer service to all faculty, students and staff, among diverse backgrounds, to confirm they understand the process, allotted time to complete their elections and potential monthly premiums
- Actively provide administrative support through review of new hire and termination spreadsheets documenting required next steps for the new, transitioning, terminating and retiring employees
- Conduct benefit reconciliation to ensure accurate data entry across multiple platforms and calculate correct premiums for processing
- Maintain and secure confidentiality of employee data including personally identifiable information (PII)
- Demonstrate strong organizational skills and judgement in prioritizing deadlines
- Provide administrative support to payroll and human resources with premium reconciliations and monthly audits of employment contracts
- Proficient with Window-based software; spreadsheets, databases, word processing and presentation applications
Employer Plan Advisor/Associate
COLLEGEINVEST
Denver, CO
01.2018 - 10.2020
- Responsible for the planning, preparation, marketing, registration, delivery and evaluation of financial education seminars and continuing education events
- Anticipated needs, provided creative problem-solving as required, coordinated event space, scheduled event meals, created marketing materials specific to each event, logistics, audio/visual needs and worked as main contact for registrants
- Submitted course credits and certificates of completion
- Provided administrative and financial support to directors through regular report analysis of program budgets, participation and performance
- Processed reimbursement requests, purchase requisitions, journal and budget entry requests
- Completed reconciliation of financial data and p-card purchases
- Organized, and executed educational trainings for groups of diverse backgrounds through in-person events and virtual webinars
- Coordinated with facilities and IT for each event
- As required, provided in-person registration, exhibit set-up and assistance with handouts at conferences and meetings throughout Colorado
- Prepared director/team expenses ensuring TA/expenses met state requirements and processed payments
- Provided administrative support to departments including assistance with inquiries, scheduling travel, coordinating event details, managing web portals and social media messaging
Business Account Manager/Solution Specialist
VERIZON WIRELESS
Denver, CO
12.2014 - 12.2017
- Evaluated individual product sales vs
- Overall portfolio to apply this information to critical sales/territory planning, product/service positioning and business forecasting
- Set recovery paths on escalated account issues by correcting service-level and account management problems to maintain account retention
- Developed customized sales presentations targeting account specific goals and business solutions
- Created promotional fliers and brochures using Adobe to advertise monthly sales and new product availability
- Connected daily with potential customers via cold calling, telemarketing, social media and direct mail campaigns to uncover the customer’s telecommunication pain points
Territory Manager / Administrator
THE BETTIS COMPANY
Overland Park, KS
08.2010 - 04.2014
- Served as company administrator among manufacturers and territory manager for 10+ product lines, creating and distributing weekly reports, reconciling, and tracking monthly expenditures and managing budgets
- Updated sales forecast and compiled competitive activity, customer feedback and pricing
- Acted as a trusted advisor to clients by understanding their needs and presenting customized solutions
- Maintained accurate assessments of customer targets and opportunity funnels within the company’s Salesforce system
- Coordinated logistics and travel, marketing materials and exhibits for tradeshow events
Education
Bachelor of Science - Communications Management
MISSOURI STATE UNIVERSITY
Springfield, MOSkills
- Diplomacy
- Interpersonal Communications
- Event Planning
- Leadership
- Customer Service
- Finance
- Business Administration
- Strategic Planning
- Accurent EMS
- EventsAir
- WordPress
- EPRAA
- Project Management
- MS Office Suite
- Banner
- Zoom
- Teams
- OnBase
- PageUp
- Adobe
Earliercareerexperience
- Senior Account Manager, PARKING STRIPE ADVERTISING, Golden, CO, 3 years
- Territory Manager, NOVARTIS PHARMACEUTICAL, Denver, CO, 2 years
- Account Supervisor, THE INTEGER GROUP, Golden, CO, 2 years
- Senior Account Executive, SCHUPP COMPANY, St. Louis, MO, 2 years
- Field Marketing Team, ANHEUSER-BUSCH, INC., St. Louis, MO, 2 years
- Student Admin, Dept. of Agriculture – MISSOURI STATE UNIVERSITY, Springfield, MO, 2 years
Timeline
Financial and Administrative Manager / Continuing and Professional Education Services
COLORADO SCHOOL OF MINES
04.2022 - Current
Benefits Technician / MAPS (Mines Administrative Processing Services)
COLORADO SCHOOL OF MINES
05.2021 - 03.2022
Employer Plan Advisor/Associate
COLLEGEINVEST
01.2018 - 10.2020
Business Account Manager/Solution Specialist
VERIZON WIRELESS
12.2014 - 12.2017
Territory Manager / Administrator
THE BETTIS COMPANY
08.2010 - 04.2014
Bachelor of Science - Communications Management
MISSOURI STATE UNIVERSITY
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