Professional Development
Hi, I’m
LAUREN B. GUESS
Greenwood,IN
Don't be scared to present the real you to the world, authenticity is at the heart of success."
Unknown
Summary
An energetic and reliable professional with a solid background in finance and human resources, seeking a challenging career opportunity that fosters growth and impact. Skilled in providing strategic support to senior leadership while managing office administration, thrives in fast-paced environments and excels at prioritizing tasks to meet deadlines. With a focus on streamlining processes and improving business operations, taking pride in delivering high-quality work. Passionate about people and community and aiming to make a positive impact, embodying the principle of being "worth knowing, rather than being well-known."
Overview
11
years of professional experience
Work History
Helix33
Executive Assistant to the Chief Executive Officer
02.2024 - Current
Job overview
- Comprehensive Executive Management: Managed complex calendar scheduling, ensuring optimal allocation of executive availability in addition to efficient time management for CEO & Executive Team.
- Meeting and Travel Coordination: Optimized scheduling efficiency by coordinating meetings, appointments, comprehensive travel arrangements, including airfare, hotel, & ground transportation.
- Operational Challenges Resolution: Anticipated potential challenges in daily operations, devising proactive solutions to maintain a seamless workflow within executive office.
- Project Management: Successfully managed complex projects to completion, ensuring timely delivery of results aligned with CEO’s priorities.
- Task Tracking and Follow-Up: Ensured timely completion of action items by diligently tracking progress and following up on delegated tasks from CEO and Executive Team.
- Email and Calendar Screening: Screened emails/calendar invites for CEO, enhancing efficiency & prioritizing critical communications.
- Facilitated Communication: Responded to emails/correspondence to facilitate effective communication & improve business processes.
- Team Collaboration Enhancement: Acted as a liaison between CEO, executive teams, & staff members, fostering improved collaboration as well as communication.
- Strategic Planning Support: Contributed to strategic planning by providing administrative support during Board of Directors meetings, including preparation of presentations & materials.
- Professional Representation: Strengthened relationships with key partners by professionally representing CEO as needed.
- Conference and Meeting Coordination: Organized and coordinated conferences & recurring meetings, ensuring all logistical details were handled efficiently.
- Confidentiality Maintenance: Handled sensitive information with discretion & professionalism, maintaining strict confidentiality.
- Event Planning: Boosted team morale through planning and coordination of company-wide functions, celebrations, & gatherings.
- Document and File Organization: Enhanced productivity by meticulously organizing documents & files for easy access & retrieval.
- Corporate Reporting Database Management: Maintained & tracked corporate reporting database for three organizations & two non-profits, ensuring accuracy and compliance.
- Ad Hoc Project Support: Managed ad hoc projects of varying complexity for CEO, demonstrating flexibility & adaptability.
- Operational Streamlining: Streamlined operations & prioritized tasks, enabling senior staff to focus on strategic initiatives; increasing overall productivity.
- Cross-Departmental Support: Assisted Chief Culture Officer with ad hoc projects; Controller with AP/AR tasks as needed.
- Monthly Credit Card Reconciliation: Conducted monthly credit card reconciliations company-wide, ensuring financial accuracy as well as compliance.
Rehab Medical
Reporting and Tax Analyst
08.2022 - 02.2024
Job overview
- Managed Multi-State Sales Tax Compliance: Calculated, filed, & paid monthly, quarterly, semi-annual, & annual sales across multiple entities in various states, ensuring compliance with all relevant regulations.
- Franchise Tax Administration: Calculated, filed & paid franchise tax for multiple entities across diverse states, contributing to accurate financial reporting & compliance.
- Commission and Bonus Analysis: Analyzed & calculated monthly commission & bonus payments, optimizing compensation accuracy, as well as alignment with company performance goals.
- Credit Card Administration: Oversaw credit card management processes, including administration & reconciliation of company credit card transactions, ensuring accuracy and compliance.
- Sales Representative Spend Reporting: Conducted monthly and annual analyses of sales representative expenditures, providing insights for budgeting & cost management.
- Expense Reimbursement Analysis: Analyzed & calculated monthly personal expense reimbursements, streamlining reimbursement processes & enhancing employee satisfaction.
- Month-End Close Reporting: Facilitated month-end close reporting & analysis, contributing to timely, accurate financial statements.
- Support for Senior Finance Leadership: Assisted Director of Finance and CFO as needed, providing insights and analysis to support strategic decision-making.
- Performance Metrics Maintenance: Maintained data-driven metrics to assess and define success within role, driving continuous improvement and accountability.
Traditions Management, Inc.
Staff Accountant
06.2022 - 08.2022
Job overview
- Data-Driven Metrics Management: Maintained and analyzed data-driven metrics to define success and performance for the team, driving continuous improvement and accountability.
- Process Optimization: Evaluated current processes and procedures to identify opportunities for improvement, ensuring best practices are implemented for operational efficiency.
- Account Management and Reconciliation: Conducted account maintenance and reconciliations, ensuring accuracy and compliance in financial reporting.
- Monthly Close Activities: Executed monthly close activities, including accounts payable reconciliation and vendor statement reconciliations, contributing to timely and accurate financial reporting.
- Support for Financial Leadership: Assisted Controllers and the CFO as needed, providing analytical support and insights to facilitate strategic decision-making.
- GL Maintenance: Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
Rehab Medical
Accounts Payable Specialist
04.2022 - 06.2022
Job overview
- Accounts Payable Management: Oversaw accounts payable cycle across multiple states, ensuring compliance with local regulations and company policies.
- Data-Driven Metrics Analysis: Maintained, analyzed data-driven metrics to define success & performance standards for accounts payable team.
- Invoice Processing Efficiency: Ensured efficient, accurate, timely processing of all vendor invoices, contributing to improved cash flow and vendor relationships.
- Daily Operations Support: Supported day-to-day accounts payable operations, facilitating smooth transactions & maintaining operational efficiency.
- Process Optimization: Analyzed current processes & procedures to identify opportunities for improvement, implementing best practices to enhance workflow accuracy.
- Document Management Compliance: Ensured all accounts payable documents were processed, scanned, & stored in accordance with company policy, maintaining data integrity & accessibility.
- Account Maintenance and Reconciliation: Managed account maintenance, reconciliations, ensuring accuracy in financial records & reporting.
- Monthly Close Activities: Executed monthly close activities, including accounts payable reconciliation & vendor statement reconciliations, contributing to timely financial reporting.
- Reporting and Presentation: Prepared & presented accounts payable reports for bi-weekly management meetings, along with ad-hoc reports as needed, providing valuable insights to leadership.
Sondhi Solutions
Executive Assistant / Accounts Payable Specialist / Office Manager
05.2021 - 02.2022
Job overview
- Executive Admin. Support: Assisted executives with a variety of tasks, ensuring seamless operations and effective execution of responsibilities.
- Executive Meetings: Attended Offsite and Quarterly Meetings in Support of the CEO / Founder
- Corporate Event Planning and Execution: Planned and executed corporate events, managing logistics to ensure successful outcomes and positive attendee experiences.
- Travel Coordination: Arranged comprehensive travel itineraries for executives, including accommodations and transportation, to facilitate smooth travel experiences.
- Vendor Liaison: Served as the primary point of contact for vendors, maintaining strong relationships and ensuring timely communication.
- Calendar Management: Managed executive personnel calendars and arranged meetings, optimizing scheduling to enhance productivity.
- Expense Tracking: Monitored and tracked expenses, providing accurate reports for budgeting and financial management.
- Email and Meeting Request Screening: Screened emails and meeting requests for the executive team, prioritizing important communications to streamline workflow.
- General Administrative Support: Handled various administrative tasks as needed by the executive team, including managing company swag inventory and purchasing.
- Executive Meeting Coordination: Coordinated and attended all executive meetings, ensuring all necessary materials were prepared and available.
- Credit Card and Bank Statement Reconciliation: Reconciled credit card and bank statements, maintaining accurate financial records and supporting financial integrity.
- Accounts Payable Management: Managed accounts payable processes, ensuring timely and accurate payments to vendors and service providers.
- Office and Employee Supplies Management: Purchased and tracked office supplies, including employee retention items (snacks, drinks, etc.), ensuring adequate stock and fostering a positive work environment.
Plastic Recycling, Inc.
Human Resources Generalist / Executive Assistant / Accounts Payable Specialist
11.2016 - 05.2021
Job overview
- Human Resources Support: Assisted HR Manager & Chief Personnel Officer with payroll processing, benefits management, recruiting, workers' compensation claims, Family and Medical Leave Act (FMLA) administration, ensuring compliance as well as effective employee support.
- Employee Retention Initiatives: Contributed to employee retention strategies & monthly onboarding processes, enhancing employee engagement while reducing turnover.
- Accounts Payable and Receivable: Managed AP processes and assisted with AR as needed, supporting financial operations, ensuring accuracy.
- Executive Support: Provided comprehensive support to owners, executives; facilitating various tasks to enhance operational efficiency.
- Corporate Event Planning: Planned & executed corporate events, managing logistics, while ensuring successful outcomes that align with company goals.
- Travel Coordination: Organized travel arrangements for executives, including itinerary management, accommodations, transportation.
- Customer and Vendor Liaison: Acted as primary point of contact for customers, employees, vendors, while fostering positive relationships with effective communication.
- Calendar Management: Managed executive personnel calendars & arranged meetings, optimizing schedules for maximum productivity.
- Expense Tracking: Monitored & tracked expenses related to various purchasing activities, contributing to effective budget management.
- Office Inventory Management: Stocked & managed office inventory, ensuring that necessary supplies were readily available to support operations.
- Communication Screening: Screened incoming calls, emails, & meeting requests for executive team, prioritizing critical communications, while enhancing workflow.
- General Administrative Support: Performed all other administrative tasks as needed by executive team, demonstrating flexibility with a commitment to operational success.
Executive Management Services, Inc.
Credit Coordinator / Accounts Receivable Specialist
09.2013 - 11.2016
Job overview
- Accounts Receivable Management: Oversaw AR process, ensuring timely, accurate billing to clients with effective cash flow management.
- A/R Collections: Managed AR collections, implementing strategies to minimize outstanding balances & improve cash recovery.
- Accounts Payable Requests: Processed AP requests, ensuring timely, accurate payments to vendors.
- Customer Database Maintenance: Maintained the customer database in the CRM system, ensuring data accuracy & accessibility for improved customer relationship management.
- Support for Financial Leadership: Assisted the Controller & Corporate Counsel as needed, providing analytical support while contributing to informed decision-making.
Executive Management Services, Inc.
Corporate Executive Assistant
09.2013 - 04.2015
Job overview
- Comprehensive Executive Support: Managed all administrative tasks for the President/CEO, CFO, Executive VP, Oversight Director, Executive VP of Operations, and Corporate Counsel, ensuring seamless operations and effective communication across leadership.
- Payroll Bank Account Reconciliation: Conducted payroll bank account reconciliations to ensure accuracy and integrity in financial reporting.
- Fleet Management: Oversaw a fleet of 250+ company vehicles, including maintenance, insurance, and compliance management, optimizing operational efficiency and cost-effectiveness.
- Customer Database Management: Maintained the customer database in the CRM system, ensuring data accuracy and enhancing customer relationship management.
- Bank Deposits Management: Processed bank deposits in a timely manner, ensuring accurate financial records and cash flow management.
- Travel and Entertainment Coordination: Organized travel and entertainment arrangements for executives, facilitating smooth and cost-effective travel experiences.
- Executive Meeting Coordination: Arranged, attended, and memorialized bi-monthly executive meetings, ensuring accurate documentation of discussions and action items.
- Corporate Goal Tracking: Tracked and managed annual corporate goals and employee relations initiatives, including newsletters and employee recognition programs, to foster a positive workplace culture.
Education
Kaplan CollegeIndianapolis, IN
Diploma from Medical and Dental Administration
02.2005
University Overview
- Honors Certificate - 160 Extern hours at The Associates for Women's Health
- Honors Certificate - 160 Extern hours at Total Spine Care
- GPA: 3.78/4.0
Skills
- Communication: Strong verbal and written skills with a professional, positive attitude
- Organization & Prioritization: Excellent multitasking abilities and high attention to detail
- Dependability & Decision-Making: Reliable with strong decision-making skills and follow-through
- Collaboration & Adaptability: Team-oriented with a collaborative mindset; adaptable to rapidly changing environments
- Confidentiality & Independence: Proficient in handling confidential information and able to work independently with minimal supervision
- Technical Proficiency:
- Software: Microsoft Office Suite (Word, Excel, PowerPoint), Google Suite (Docs, Sheets, Slides)
- CRM Platforms: Salesforce, Sales Pilot, Brightree, Avalara, BLMS
- Financial Software: QuickBooks (Online & Desktop), Peachtree, WinTeam, Macola, Stampli
- HRIS Systems: Paylocity, Paycor, UKG, PeopleSoft
- Legal Research: Westlaw, Westlaw Next
Interests
Cultural Awareness
Continuing Education
Software
Quickbooks (Web and Desktop), Stampli, Peachtree, WinTeam, Macola
Paylocity, Paycor, UKG, People Soft
Microsoft Office Suite
Google Office Suite
CRM, Salesforce, SalesPilot, Brighttree, BLMS
Timeline
Executive Assistant to the Chief Executive Officer
Helix33
02.2024 - Current
Reporting and Tax Analyst
Rehab Medical
08.2022 - 02.2024
Staff Accountant
Traditions Management, Inc.
06.2022 - 08.2022
Accounts Payable Specialist
Rehab Medical
04.2022 - 06.2022
Executive Assistant / Accounts Payable Specialist / Office Manager
Sondhi Solutions
05.2021 - 02.2022
Human Resources Generalist / Executive Assistant / Accounts Payable Specialist
Plastic Recycling, Inc.
11.2016 - 05.2021
Credit Coordinator / Accounts Receivable Specialist
Executive Management Services, Inc.
09.2013 - 11.2016
Corporate Executive Assistant
Executive Management Services, Inc.
09.2013 - 04.2015
Kaplan College
Diploma from Medical and Dental Administration
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