Meghan Goldberg
Northbrook,IL
Summary
Resourceful Associate known for high productivity and efficient task completion. Specialized in time management, client relationship building, and data analysis. Excel in communication, teamwork, and adaptability, ensuring seamless collaboration and project success.
Overview
22
22
years of professional experience
Work History
Valuation Associate
Kaskov Valuations
St. Charles, IL
09.2023 - 06.2025
- Assisted in preparing valuation documentation and supporting materials for client presentations.
- Managed data entry and maintained accurate records in valuation software systems.
- Participated in team meetings to discuss ongoing projects and share insights.
- Collaborated with senior appraisers on comprehensive market analysis reports.
Administrative Accounting Assistant
Lipschultz, Levin & Gray, LLC
Northbrook, USA
08.2018 - 08.2023
- Directly assist accountants and bookkeepers with all administrative duties.
- Enter and rectify monthly, quarterly, and yearly financial client data.
- Assemble, e-file, track, and update all tax returns.
- Reconcile bank records with bank statements.
- Prepare and submit quarterly payroll tax returns for numerous clients.
- Generate financial statements, year-end bonus letters, and annual engagement letters.
- Maintain the confidentiality of sensitive business and personal information.
- Provide efficient and effective customer service to clients.
- Enter and track client bills and balances.
Stay At Home Mom
FAMILY
Northbrook, USA
04.2006 - 08.2018
Administrative Sales Assistant
ADP
Chicago, USA
09.2005 - 04.2006
- Field, distribute, and track all incoming calls.
- Perform projects and reports as assigned by supervisors.
- Compose and type correspondence, memos, and confidential materials.
- Provide various administrative duties including photocopying, faxing; maintain and update client files.
- Generate and distribute weekly and monthly reports for all Account Executives.
- Order, approve, and maintain inventory of office supplies.
Administrative Sales Assistant
NORTHSHORE STAFFING GROUP, INC.
Northfield, USA
11.2004 - 09.2005
- Deliver exemplary customer service to all clients and applicants.
- Support members of both permanent and temporary staffing divisions.
- Update client/candidate database along with improving database accuracy and content.
- Executed and organized candidate testing software.
- Process weekly payroll for all temporary employees.
- Provide administrative support to President and Controller.
- Prioritize tasks and assignments in order to meet deadlines and keep established schedules.
- Provide backup support to Office Manager during vacation.
- Design and distribute mass mailings for seasonal promotions.
- Leverage outstanding expertise in Microsoft Office software (Word, PowerPoint and Excel) to efficiently perform general administrative tasks.
Customer Service Specialist
DEVRY UNIVERSITY ONLINE
Oakbrook Terrace, USA
11.2003 - 10.2004
- Maintained knowledge of application processing, academic policies, and procedures.
- Provided exceptional customer service and prompt assistance to all students.
- Answered high volume inbound calls from students regarding academic records and technical support.
- Communicated with financial aid and admissions regarding student course requirements.
- Informed students regarding their financial aid obligations.
- Created, maintained, and distributed weekly reports to management.
Education
B.S. - Informatics, Business Minor
Indiana University at Bloomington
Bloomington, IN08.2003
Skills
- Financial reporting
- Adaptability and flexibility
- Client communication
- Administrative support
- Customer relationship management
- Team collaboration
- Problem solving
- Attention to detail
- Time management
- MS office
- Data collection and analysis
References
References available upon request.
Timeline
Valuation Associate
Kaskov Valuations
09.2023 - 06.2025
Administrative Accounting Assistant
Lipschultz, Levin & Gray, LLC
08.2018 - 08.2023
Stay At Home Mom
FAMILY
04.2006 - 08.2018
Administrative Sales Assistant
ADP
09.2005 - 04.2006
Administrative Sales Assistant
NORTHSHORE STAFFING GROUP, INC.
11.2004 - 09.2005
Customer Service Specialist
DEVRY UNIVERSITY ONLINE
11.2003 - 10.2004
B.S. - Informatics, Business Minor
Indiana University at Bloomington