KaWanna Brooks
Summary
Dynamic Digital Investment Analyst with expertise in financial analysis and vendor management. Proven track record in media financial management, ensuring timely reconciliations and effective communication across teams. Skilled in Microsoft Excel and adept at problem-solving, driving efficiency in accounts payable processes while fostering strong client relationships.
Overview
21
21
years of professional experience
Work History
Digital Investment Analyst
Mindshare
06.2012 - Current
- Responsible for accounts payable/all media billings for all assigned accounts (98 total). Day-to-day tasks include monitoring and reconciling media invoices, resolving payables and vendor issues, and acting as a liaison between the finance and the media planning teams on all financial matters.
- Liaison duties include but are not limited to: running weekly open payable reports for risk appropriation, proactively collaborating with client accounting team to resolve open payables and various vendor issues, assisting planners with monthly delivery confirmation and reconciliation, and approving invoices by matching the invoice against the correct DDS buy and verifying the ad-serving reports supplied by the media planning teams and vendors.
- Creating on-time vendor aging reports, Assisting with month end closing, providing supporting documentation for audits, researching invoice issues, requesting missing invoices and information needed to approve invoices, etc.
Executive Assistant/Personal Assistant
Professional Tax Care
07.2010 - 10.2011
- Provided administrative and clerical support to assigned supervisors; assisted clients, partners and executives in presentations and summarized reports and tax prep documents; acted as a liaison between the external executives, managers and consultants for meeting coordination and document collection process; initiated and recommended changes in procedures as required; ordered and maintained office supplies and made sure all equipment functioned properly; coordinated all travel arrangements and prepared expense reports.
- Assisted CPA with tax return compliance (e.g., collected tax forms and respective documents/info to aid with preparing workbooks with income and expenses for each tax year); developed and maintained complex spreadsheets and databases for client paperwork and records; maintained various statistical records for assigned component; maintained confidential files for client documentation.
CS Sales Administrator
SCI - Service Corporation International
02.2007 - 05.2010
- Was accountable for providing administrative support for preneed funeral and cemetery arrangement sales for the Orange County market. My responsibilities included, but were not limited to: processed all documents required for arrangements, coordinated sales counselor recruiting, hiring and onboarding processes, provided general administrative support to community service sales team and sales management, and supported correct use of Contact Management System (CMS).
- Supported the sales manager in such areas as scheduled activities; ordered supplies; generated a property owner report for lead programs and submitted expense reports. I was also the Receptionist.
Office Manager/Owner’s Personal Assistant
Chainwell Trading Company, dba: EMCON
03.2008 - 05.2009
- Administrative liaison between the general contractor, subcontractors, owners and financial institutions. My responsibilities included, but were not limited to: office management, accounting functions and job site assistance.
- Supervised the day laborers and job site supervisors to ensure that the projects were on schedule, worked with the company’s owner and vice presidents in the development and implementation of office policies, managed and coordinated office services including website, voicemail and phone support, and ensured the company was compliant with all applicable City, State and Government laws/regulations.
- Provided guidance and support for the company in HR-related areas including employee relations and counseling, terminations, reductions in workforce, performance management, compensation, company policies and procedures, immigration (visa and green card) and California employment law, and coordinated office recruiting efforts.
- Worked closely with the company’s CPA regarding office and project cost analysis, employee expense reports, subcontractors and vendor invoices, check requests, travel arrangements and advances, monthly account reconciliations, bank deposits, corporate credit cards program, timesheet administration and 2008 tax preparation, and managed accounts payable and accounts receivable.
- Scheduled building, grading, deputy and engineer inspections. Distributed mail, filed miscellaneous documents, answered multi-line telephones, conducted construction research, and assisted with creating company’s first website.
Administrative Assistant
Torrance Area Chamber of Commerce
07.2007 - 03.2008
- Administrative assistance to the CFO, president and vice president of the chamber. My responsibilities included, but were not limited to: accounting functions and executive and general staff support.
- Worked closely with CFO creating daily financial reports for the president and the board, managed accounts payable and accounts receivable; created Excel registry of daily payments received, membership and sponsorship filing, was solely accountable for accurate online and credit card purchases of events, bank deposits to various financial instructions and general office purchases.
- Created 'Event' spreadsheets for general office use, customer service/membership sales, membership recruitment, answered multi-line phones/reception relief as needed, 'Networking at Noon' coordinator, and assisted staff with basic Microsoft Word/Microsoft Excel troubleshooting.
Senior Staff Receptionist/Administrative Assistant
RTKL Associates, Inc.
07.2004 - 05.2007
- Administrative assistance for executive and general staff. My responsibilities included, but were not limited to: customer service and executive and general staff support.
- Was responsible for maintaining a friendly, professional, and upbeat demeanor, answered multi-line telephone, opened and closed front office, conference room scheduling, arranged teleconferences as requested, maintained front office supplies, inventory and equipment, and reacted quickly when under pressure when necessary.
- Provided general staff support such as: edited documents and spreadsheets for project managers, managed and routed the resumes in the HR database, managed/distributed the Architectural Review Examination study guide material, made travel arrangements for vice presidents and others as requested, assisted with updating vice president’s architectural licenses, managed vice presidents’ and principals’ expense reports, maintained office files in organized and confidential manner including program and consumer records, and managed light accounts payable and assisted with accounts receivable.
Funeral Arranger
SCI - Service Corporation International
- Empathetically assisted at-need families with funeral rites arrangements. My responsibilities included, but were not limited to: met with families to write contracts and fulfilled their wishes while exemplifying integrity, respect, service excellence and fostering enduring relationships.
- Met with at-need families, POA, Trustees, and friends to assist with funeral rites and final disposition of the body, made transportation arrangements, including assisted with residence removals, attended and lead funeral/memorial services when applicable, sold and ordered Dignity plans and products, wrote contracts and collected payments, completed necessary paperwork, and set-up and cleaned-up, when applicable.
Part-time Receptionist
SCI - Service Corporation International
- Front office management and staff support on the weekends and holidays. My responsibilities included, but were not limited to: provided compassionate client services and general staff support.
- Was responsible for opening and closing the front office, diverted and un-diverted the telephone lines, checked messages via online funeral answering services, distributed voicemail messages to the appropriate parties, compassionately answered multi-line telephone, assisted staff as needed, and greeted clients, families and visitors while maintaining a friendly, professional, and empathetic demeanor.
Education
MA -
Centinela Valley Adult School
01.2001
California University of Dominguez Hills
California Academy of Mathematics And Science
Skills
- Financial analysis
- Accounts payable
- Vendor management
- Media financial management and billing
- Media purchasing specialist
- Attention to detail, effective communication, and problem-solving
- Skilled in Microsoft Office tools (Excel, Outlook, PowerPoint, Word, etc)
- Extensive experience with media platforms and software: Daisy, Donovan, DDS, DoubeClick, DFA, iDesk, EDRS, Pillar, ICPP, InfoPort, Sourcenet Catalyst, Cisco, Siemens, Switchboard, and more
- Extensive expertise in financial software and platforms: AP, Concur, QuickBooks, PeopleSoft, Constant Contact, EProcessing, HR eScanning, HMIS, VoIP, and more
- On-demand and custom reporting
- CMS platform expertise
- CRM software expertise
References
Personal and Professional References Available Upon Request
Program Software Knowledge
- Microsoft Office (Excel, Outlook, PowerPoint, Word)
- AdBuyer
- Daisy/Donovan/DDS
- DoubleClick (DFA)
- IDesk
- Ad Hoc Reporting
- CMS
- Concur
- Constant Contact
- CRM
- EDRS
- EProcessing
- HMIS
- HR eScanning
- ICPP
- InfoPort
- IP conference phones
- PeopleSoft
- Pillar
- QuickBooks
- Sourcenet Catalyst (AP)
- Switchboard (Cisco, Siemens, VoIP “Switchboard”)
- UPS CampusShip
Timeline
Digital Investment Analyst
Mindshare
06.2012 - Current
Executive Assistant/Personal Assistant
Professional Tax Care
07.2010 - 10.2011
Office Manager/Owner’s Personal Assistant
Chainwell Trading Company, dba: EMCON
03.2008 - 05.2009
Administrative Assistant
Torrance Area Chamber of Commerce
07.2007 - 03.2008
CS Sales Administrator
SCI - Service Corporation International
02.2007 - 05.2010
Senior Staff Receptionist/Administrative Assistant
RTKL Associates, Inc.
07.2004 - 05.2007
Funeral Arranger
SCI - Service Corporation International
Part-time Receptionist
SCI - Service Corporation International
MA -
Centinela Valley Adult School
California University of Dominguez Hills
California Academy of Mathematics And Science