Melodie J. Morgan
Beaumont,CA
Summary
Forward-thinking Management Analyst/Executive Assistant accomplished in aiding company leaders with key functions and improving processes. Gifted at managing busy schedules, results-driven and hardworking with skill and resilience to achieve daily operational goals. Detailed understanding of organizational and regulatory expectations to drive performance.
Overview
21
21
years of professional experience
Work History
Management Analyst
Riverside Public Utilities
Riverside , CA
2022.08 - Current
- Trained Executive Assistant and Senior Administrative Assistants in their roles.
- Researched, developed, and led a plan of action to meet the Lead and Copper Rule Revisions (LCRR) inventory requirements, customer outreach and field investigations.
- Trained and managed new employees to assist with LCRR research of abandoned lines, hydrant laterals, and service lines materials.
- Collected, tracked and evaluated inventory through ArcGIS Online (AGOL), old maps and services records.
- Directed GIS staff to develop field surveys and online public-facing map to meet LCRR requirements.
- Devised new and improved records management programs through SharePoint to organize and protect data.
- Gathered and analyzed CIP financial information to develop future annual budgets and quarterly cashflow forecasts.
- Oversaw Public Utilities annual survey data collection and submission to American Water Works Association (AWWA).
- Liaised between Purchasing and Water division for all requests, contracts, department head approvals, and needed signatures. Tracked requests, reviews, and approvals through SharePoint.
- Set up work orders, annual purchasing orders, and processed invoices through Oracle/UWAM for Water Engineering division.
Executive Assistant to General Manager
Riverside Public Utilities
Riverside , California
2021.01 - 2022.08
- Provided support to the General Manager by coordinating and scheduling meetings, reviewing and handling confidential and time-sensitive emails, and securely routing documents requiring signatures and followup.
- Worked closely with City Manager's Office, City Council Members, RPU Board Members, and City Attorney's Office to discuss upcoming Board and Council agenda items and to schedule applicable meetings.
- Prepared several Board memos and reports for General Manager to review in addition to providing support for other divisions in following Board and Council submission process.
- Managed agenda reviews prior to Board meetings and uploaded all reports to Legistar for agenda publishing.
- Received recognition in City event for completion of Emerging Leaders Academy and for design and implementation of a new SharePoint process for routing Board and Council memos for internal RPU review prior to Legistar upload. This implemented site has had over 43,000 site visits from employees in the first 18 months, 270 unique users, and eliminated 215,000 emails compared to the original email routing process.
- Attended all Board Meetings, documented Board Member follow-up requests and provided Board Chair with speaker notes to ensure a smoothly run meeting.
- Assisted getting information/requests to General Manager or Board presenters as needed and reviewed reports for format and grammatical accuracy.
- Planned and scheduled site tours with Board and Council Members ensuring Brown Act was followed.
- Managed department card used for Board Member and staff travel expenses.
- Assisted City Manager's Office as needed filling in for their Executive Assistant.
- Attended/Coordinated agendas for Strategic Plan meetings and executive staff meetings.
- Coordinated recognition events.
- Maintain tracking spreadsheets for Board/Council, CMO/Board Member Requests and City Attorney requests.
- Handled personnel/confidential matters and paperwork.
- Updated distribution lists, tracked trainings, and oversaw Senior Administrative Assistants when coordinating department-wide projects.
Senior Administrative Assistant
City of Riverside - Riverside Public Library
Riverside , California
2018.04 - 2021.01
- Received the 2019 Employee of the Year award for entire department.
- Served as liaison between director and other departments and divisions within the organization.
- Maintain appointment schedules, coordinate meetings, update calendar, and follow up on a very large number of email correspondence for the Director.
- Build and post Board agendas in Legistar.
- Update recurring board memos.
- Greeted visitors warmly upon arrival at the office premises.
- Scheduled and arranged travel and hotel reservations for staff meetings, conferences and seminars.
- Take weekly meeting minutes.
- Manage staff and substitute scheduling spreadsheets for 65 employees, rerouting subs and staff as needed to cover eight locations.
- Review and submit accurate records of employees' hours worked, including overtime and vacation time for 65 employees through OneSolution software.
- Collaborated with Human Resources staff to process new employee paperwork, track FMLA use, promotions, and terminations.
- Managed supply ordering, purchasing requests and financial reports for eight locations, including department wide projects (i.e. CARE Act and grant funded projects), tracking P-card purchases and receipts through Works.
- Analyzed financial data to identify trends, patterns and cost-saving strategies.
- Create building work orders using Oracle for eight different locations.
- Set up and publicize annual staff events.
- Review policy & procedure manual with management and create the spreadsheet to organize the revision process.
Office Assistant III (TAP)
Riverside University Health Systems Behavioral Health - Prevention and Early Intervention
Riverside , California
2017.12 - 2018.04
- Apply correct program and account coding for order processing.
- Organize training for new employees and set up access to systems.
- Process BPOs, COF, GA-13s, mileage, and other forms as applicable.
- Set up events, prepare all materials and logistics for events, and evaluate results.
- Prepare and edit manuals for overall accuracy and continuity.
- Manage and organize documents and processes in the company portal.
- Provide administrative services to a busy office of 20 professionals.
Office Assistant II (TAP)
Riverside University Health Systems Perris Clinic
Perris , California
2017.10 - 2017.11
- Front desk scheduler and receptionist for Mental Health Clinic through ELMR portal
- Answered various questions regarding programs and forms
- Assisted clients with filling out and processing medical record requests, HIPPA, and authorization forms.
- Engaged clientele while they were waiting for appointments.
- Developed a training guide for new office assistants
Payroll Processor and Recorder
New Century Business Service
Corona , California
2017.05 - 2017.10
- Created, printed, and mailed weekly payroll checks with accuracy and precision for 26 companies.
- Billed clients and set up new employee accounts.
- Sent out 940, 941, & EDD payments.
- Updated bookkeeping with tax account coding, identified and corrected categorical errors.
Curriculum Specialist
Newhall School District/Escondido Unified School District
Santa Clarita and Escondido , California
2015.08 - 2016.07
- Devised and implemented a new system for the 5th grade curriculum program.
- Prepared district progress reports.
- Trained subs and new teachers in math curriculum for Common Core.
- Implemented individualized goals and taught objectives in literacy programs.
Literacy Lead Instructor/Tester/Team Recorder
Jordan School District
West Jordan , Utah
2015.08 - 2016.07
- Oversaw all K-3 intervention literacy needs in the school.
- Administered district DIBELS tests and recorded team test scores.
- Oversaw all data recording and reports for a quarter of the school district.
Tax Professional
HR Block (in Utah and California)
West Jordan and Corona , Utah and California
2011.08 - 2014.05
- Analyzed tax audits and prepared amendments with accuracy saving one client $50K and another $35K.
- Managed and trained new tax professionals.
- Prepared individual and small business tax returns (level 5 returns)..
- Proactively oversaw all the marketing efforts for the West Jordan office winning the marketing contest for the Salt Lake District.
- Assessed client's needs and formulated solutions to address their needs.
- Received excellent client and management feedback including being awarded the 'Always Going the Extra Mile' Certificate for the office.
- Provided tax budgeting analytical advice for clients
Administrative Assistant
Real Estate Academy, LLC
Ashburn , Virginia
2003.01 - 2009.09
- Managed Daily Operations including webinar sales spreadsheets, customer service and product fulfillment.
- Prepared contracts and invoices, provided registration and sales support, and maintained all financial records in Quick Books.
- Budgeted, scheduled, and oversaw real estate training seminars and webinars.
- Managed rental properties, including contracts, collections, and maintenance of the properties.
Education
Bachelor of Science - Business Management
Brigham Young University - Idaho
2019-12
Skills
- Business Analysis
- Analytical
- Time Management
- Clerical Support
- MS Office
- Office Management
- Report Writing
- Business Administration
- Administrative Support
- Scheduling
- Expense Reporting
- Executive Support
- Schedule Management
- Excel Spreadsheets
- Understands Grammar
- Office Administration
- Payroll
- Types over 65 wpm
References
References available upon request.
Timeline
Management Analyst
Riverside Public Utilities
2022.08 - Current
Executive Assistant to General Manager
Riverside Public Utilities
2021.01 - 2022.08
Senior Administrative Assistant
City of Riverside - Riverside Public Library
2018.04 - 2021.01
Office Assistant III (TAP)
Riverside University Health Systems Behavioral Health - Prevention and Early Intervention
2017.12 - 2018.04
Office Assistant II (TAP)
Riverside University Health Systems Perris Clinic
2017.10 - 2017.11
Payroll Processor and Recorder
New Century Business Service
2017.05 - 2017.10
Curriculum Specialist
Newhall School District/Escondido Unified School District
2015.08 - 2016.07
Literacy Lead Instructor/Tester/Team Recorder
Jordan School District
2015.08 - 2016.07
Tax Professional
HR Block (in Utah and California)
2011.08 - 2014.05
Administrative Assistant
Real Estate Academy, LLC
2003.01 - 2009.09
Bachelor of Science - Business Management
Brigham Young University - Idaho
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