Kari Northcott
Lehi,UT
Summary
Industrious, highly skilled Senior Executive Assistant with 20+ years of experience in both the public and private sector of administrative support. Known for logistical expertise in managing complex business schedules for multiple executives and arranging seamless private and commercial travel experiences. Exceptional ability to anticipate the needs of executives, "see around corners," and handle complex issues efficiently. Proven success in implementing full organizational systems to significantly increase executive productivity, while always maintaining discretion, confidentiality, honesty and integrity. Excellent interpersonal skills, initiative, flexibility, and a strong professional work ethic.
Overview
18
18
years of professional experience
2
2
years of post-secondary education
Work History
Sr. Executive Assistant to the Owner & CEO
Brandon Hatch / Big Rock Industries
Provo, UT
06.2022 - Current
- Implemented a comprehensive time-management system for the owner, organizing emails, calendars, digital filing systems, and travel itineraries, allowing the maximum level of daily efficiency and productivity.
- Managed all travel logistics to ensure seamless transitions between all locations. Including, but not limited to, chartering private flights (and booking private bespoke travel experiences) to booking budgeted commercial business travel.
- Supported the owner in executing holiday parties, hosting charity events, and large-scale community gatherings.
- Prepared agendas and took minutes during meetings attended by executive officers, staff members, and clients. Tracked 'Action Item' lists and followed up with each person responsible to ensure that deadlines were met in a timely manner.
- Liaison between the owner and other internal departments, as well as with his external legal counsel, personal accountants, and other daily contacts.
- Proofread documents prior to submission for accuracy and ensured that all confidential information was handled securely.
- Managed household inventory and maintenance schedules for all office and home locations.
Accounts Payable Manager
Blake Miller Homes
Pleasant Grove, Utah
07.2018 - 05.2022
- Reported directly to the CFO. Monitored daily accounts payable activities and ensured compliance with established internal control procedures.
- Maintained accurate records of invoices, purchase orders, and other financial documents.
- Developed and implemented effective strategies to reduce costs associated with accounts payable processes.
- Developed reporting procedures to track field purchases on each separate build site.
- Prepared weekly reports to track expenditures within each client's construction budget, submitted expenses to the bank in order to procure loan funds for clients' home build throughout the construction process. Managed the funds on construction loans for 50+ build sites.
Executive Assistant to the Managing Principal
Yeo & Yeo CPAs & Business Consultants
Midland, MI
01.2016 - 06.2018
- Provided professional and personal administrative support for the Managing Principal of a large CPA firm
- Presenter at the 2017 Administrative Company Retreat on Increasing Executive Productivity; Developed a month-end reporting system for our branch office (used to track monthly offices expenses, petty cash expenditures and payroll reporting) which was adopted by the Accounting Department and incorporated firm-wide for 8 other branches
- Assembled and processed client tax returns, personally reviewed completed tax returns for Individual, Business, Trust and Estate clientele and coordinated execution of signatures on necessary documents to submit e-files to State and Federal taxing agencies
- Launched and implemented a complete and comprehensive time management system for email, calendar, filing and travel, resulting in maximized daily efficiency and a $24k increase in billable hours for the Managing Principal over the course of Q1 and Q2
- Resigned due to a family move to Utah
Regional Office Manager
Riverbend Financial
Utah
09.2012 - 10.2015
- Reported directly to Executive Management. Created and implemented marketing programs and customer retention programs with sales and customer service teams, resulting in a 28% improvement in customer retention and an 18% improvement in sales production. Monitored and tracked leads, cancellations, and renewals to monitor business growth.
- Reconciled policy issuance on a monthly basis for payment of commissions and bonuses. Managed payroll reporting and cash expenditures, performed nightly bank/cash deposits, and tracked employee vacation and PTO. Reported monthly bonuses to executive management.
- Resigned due to change of ownership
Sr. Executive Assistant to the President & CEO
OCI
Draper, UT
08.2009 - 07.2012
- Exclusively managed executive communications, including preparation of all written and electronic correspondence for the CEO. Liaison between CEO and his subordinates, as well as the company's external legal counsel.
- Handled highly sensitive HR information involving company operations, personnel and salary/performance reviews, while assisting in the interviewing and hiring processes of new employees, performance reviews and storage of confidential legal documents, and sensitive personnel information
- Coordinated and executed the merging and relocation of two company office locations (consisting of 600+ employees) into one newly-constructed office building. Managed decisions on décor, furniture, fixtures, and equipment for all departments. Organized a massive Grand Opening and ribbon-cutting event for the public, state government officials, and press.
- Developed and generated reports for Board of Directors' meetings, briefings, and conferences. Managed scheduling and planning for all corporate meetings (both in-house and off-site). Spearheaded retreat and corporate event planning, including agenda preparation, catering, and travel itineraries for airfare, lodging, and ground transportation. Reconciled CEO's business and personal financial accounts, managed executive suite's payroll tracking and reporting. Organized CEO's professional and personal travel, as well as the planning and coordination of family vacations.
- Organized and facilitated regular meetings with senior management teams.
- Developed and implemented strategies to increase executive efficiency.
- My CEO Resigned during a company acquisition in 2012 and I followed and resigned shortly thereafter.
Executive Assistant to COO & CFO
Powdr Corp
Park City, UT
05.2007 - 08.2009
- Provided full support to the COO and CFO at the corporate headquarters of one of the largest ski resort operators in North America. Managed and coordinated professional and personal travel arrangements (via private jet and commercial airlines). Managed all scheduling, executive correspondence, and planned/coordinated large conferences and professional events.
- Communicated on behalf of both Executives with other leadership teams at several external locations; Created and updated documents/spreadsheets, prepared expense reports, maintained large filing systems; Performed payroll tracking and submission for all corporate employees.
- Organized and managed complex calendars with appointments, meetings, and travel arrangements for executive team.
- Maintained confidential records and files related to executive operations.
- Accepted a promotional position as EA to the CEO with OCI in 2010.
Education
Associate's - Communications
Brigham Young University
Rexburg, ID 08.1992 - 04.1994
Skills
- 20 Years of Executive Assistant Experience
- Tax Experience
- Human Resources
- Office Management
- Email and Calendar Management
- Editing and Proofreading
- Microsoft & Apple proficient
- Project Management
- Account Management
- QuickBooks Expertise
- AR/AP
- Invoice and PO Processing
- Household Oversight
- Conference & Event Planning
- Strong Interpersonal Skills
- Strong Work Ethic
- Meticulous Attention to Detail & Highly Organized
- Discretion, Confidentiality, Honesty, Integrity
Timeline
Sr. Executive Assistant to the Owner & CEO
Brandon Hatch / Big Rock Industries
06.2022 - Current
Accounts Payable Manager
Blake Miller Homes
07.2018 - 05.2022
Executive Assistant to the Managing Principal
Yeo & Yeo CPAs & Business Consultants
01.2016 - 06.2018
Regional Office Manager
Riverbend Financial
09.2012 - 10.2015
Sr. Executive Assistant to the President & CEO
OCI
08.2009 - 07.2012
Executive Assistant to COO & CFO
Powdr Corp
05.2007 - 08.2009
Associate's - Communications
Brigham Young University
08.1992 - 04.1994
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