KATIE ADAMSON
South Jordan,UT
Summary
Detail-oriented and dependable Administrative Assistant with 10+ years of experience supporting financial operations and office management. Proficient in bookkeeping, invoicing, data entry, and maintaining accurate financial records. Adept at multitasking, coordinating schedules, and providing high-level administrative support to ensure smooth daily operations. Known for accuracy, confidentiality, and strong organizational skills.
Overview
26
26
years of professional experience
Work History
Accounting/Administrative Assistant
Van Boerum & Frank Associates (VBFA)
02.2022 - 03.2025
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Used accounting software to prepare weekly and monthly financial reports.
- Supervised daily bookkeeping operations with attention to accounts receivable and accounts payable.
- Managed the administrative processes for professional engineer (PE) licensing across multiple states, including initial applications, renewals, and supporting documentation.
- Maintained detailed records of individual and corporate licenses, ensuring timely renewals and compliance with all state board regulations.
- Submitted firm registrations, license renewals, and Certificates of Authorization, keeping the company in continuous good standing to operate legally in all required jurisdictions.
- Monitored licensure deadlines and continuing education requirements, sending reminders and coordinating with staff to ensure timely completion.
- Communicated with state licensing boards to resolve issues, clarify requirements, and ensure accurate submissions.
- Assisted with audits and regulatory requests by preparing and organizing required compliance documentation.
- Served as a commissioned Notary Public for the company, providing notarization of licensing forms and other official business documents as needed.
Administrative Assistant
Utah Testing and Engineering
06.2020 - 02.2022
- Scheduled daily field testing and inspections for various projects throughout the state.
- Prepared field testing and inspection reports and submitted to client.
- Point of contact for all incoming communications, including email, exhibiting excellent customer service.
- Maintained organized up to date project and client files.
- Administered support to the department supervisor by performing a variety of clerical and administrative tasks.
Office Manager/Billing Specialist
Reliable Tree Care, Inc.
07.2011 - 01.2017
- Oversaw day to day office procedures and operations.
- Managed all aspects of accounts payable and receivable, ensuring accurate and timely processing of invoices and payments.
- Performed monthly billing and client account reconciliations.
- Coordinated and scheduled work assignments for team members to ensure efficient workflow.
- Directly responsible for managing office staff.
- Received and screened a high volume of internal and external communications, including email and mail.
- Verified accuracy of accounts payable payments, resulting in [Number]% reduction in payment errors and check reissues.
Administrative Assistant
Professional Service Industries, Inc
01.2007 - 02.2011
- Assisted the department manager in all aspects of operations.
- Prepared field inspection and testing reports and submitted to client.
- Maintained organized up to date client/project files.
- Managed State of Utah DFCM projects.
- Reviewed invoices for accuracy, submitted post-invoice corrections if necessary and submitted monthly invoices to client.
- Enrolled in the Project Management Certification Program.
Inventory Planning
Back to Basics Products, Inc.
01.2003 - 01.2007
- Prepared agenda and conducted a weekly purchasing meeting with board of directors and sales team.
- Coordinated planning, purchasing, and management of all inventories for the company.
- Monitored demand, sales projections and forecasting errors.
- Managed in transit materials, work in progress and finished inventory.
- Accountable for all activities related to procurement of inventory beginning with initial purchase order, including timely delivery.
- Coordinated logistics of inbound freight.
- Analyzed sales forecasts versus actual sales.
- Regularly reported results to management.
- International Relations: Daily communications with domestic and overseas factories.
- Monitored weekly manufacturing quotas.
- Tracked factory on time shipping.
- International and Domestic Logistics: Assisted in negotiation of International freight contracts.
- Monitored US Customs entries.
- Performed other duties as needed for the Operations Manager.
Recovery Clerk/Assistant Inventory Manager
Prestige Financial Services
01.1999 - 01.2003
- Managed repossession inventory procedures for Larry H Miller's auto finance company. This included tracking vehicles and other merchandise, reconditioning costs and legal documents.
- Responsible for managing office staff in the repossession department.
- Organized and arranged the complex logistics of dealing with a wide variety of organizations and governmental agencies.
- Calculated and tracked in-depth costs and revenue related to repossession inventory.
- Organized large amounts of financial data, especially critical net charge-offs from repossessions.
- Coordinated dealings with numerous auctions, transport companies, and shops.
Education
Associates Degree - General Studies With An Emphasis in Business
Dixie College
St. George, Utah05.1999
Skills
- Client relations
- Billing and invoicing
- Accounts payable and receivable
- Organizational skills
- Analytical thinking
Timeline
Accounting/Administrative Assistant
Van Boerum & Frank Associates (VBFA)
02.2022 - 03.2025
Administrative Assistant
Utah Testing and Engineering
06.2020 - 02.2022
Office Manager/Billing Specialist
Reliable Tree Care, Inc.
07.2011 - 01.2017
Administrative Assistant
Professional Service Industries, Inc
01.2007 - 02.2011
Inventory Planning
Back to Basics Products, Inc.
01.2003 - 01.2007
Recovery Clerk/Assistant Inventory Manager
Prestige Financial Services
01.1999 - 01.2003
Associates Degree - General Studies With An Emphasis in Business
Dixie College
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