Summary
Work History
Education
Skills
Accomplishments
Timeline
BusinessAnalyst

MICHELLE MONTGOMERY

Experienced Administrative Professional
Phoenix,AZ

Summary

Adaptive and reliable administrative professional and leader with accounting background. Over 10 years of experience playing key role in optimizing productivity, efficiency and service quality across various environments. Skilled receptionist and liaison with superior communication, computer, support and organizational skills.

Professional competencies include contract administration, bookkeeping (expert), process development/ improvement, customer and account services, sales and marketing support, scheduling and travel arrangements, events coordination, office management, job costing, budgeting, estimating, and bidding. Human resources generalist.

Work History

Manager / Executive Assistant

Cedrus Financial
Littleton, CO
12.2011 - 04.2021
  • First point of contact to national client base of 150 high net worth clients with over $165m Assets Under Management.
  • Heavy scheduling for national clients and prospects for online meetings and client reviews.
  • Prepare client financial review materials and assist with PowerPoint meeting presentations, note- taking, and follow-up for deliverables.
  • Prepared and processed new investment account applications, daily client disbursement requests and account maintenance.
  • Prepared expense reports for CEO.
  • Worked with third-party company as part of team to develop standard operating procedures.
  • Responded to emails and other correspondence to facilitate communication and enhance business processes.
  • Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data.
  • Handled logistics, catering, agendas and travel arrangements for meeting and event planning for executive teams.

Manager / Bookkeeper

Capital Equities Group, LLC
Denver, CO
11.2009 - 12.2011
  • Supported three Partners in locating, screening, analyzing, and vetting hundreds of real estate investment properties for direct purchase or for placement with local and national buyers and sellers of such properties using their criteria.
  • Compiled data highlighting key metrics to report information, determine trends and identify methods for improving results
  • Assisted with vetting power team and brokerage network for identifying and placing investment properties nationwide.
  • Assisted with research and vetting of buyers and sellers; banks, private equity hedge funds, REIT’s, and individual investors.
  • Assisted with developing and employing resource database of listing sites such as Loopnet.com or by cold-calling financial institutions holding distressed portfolios.
  • Co-created company website and co-wrote marketing copy.
  • Setup and optimized organizational systems for accounts payable, deposits, and record-keeping.

Manager / Bookkeeper / Executive Assistant

Science Interactive (formerly Hands-On Labs, Inc.)
Englewood, CO
09.2006 - 11.2009
  • First-hired employee to new web-based startup assembly and shipping online lab science education company.
  • Support to Founders and later Director of Marketing.
  • Company earned awards and went public within several years.
  • Processed over 10,000 orders in first year.
  • Daily invoicing and bank reconciliation, weekly accounts payable, processed refunds, inventory accounting and assemblies in QuickBooks.
  • Analyzed work flows to establish office policies, procedures, and organizational systems.
  • Assisted with writing and editing formal Standard Operating Procedures.
  • Heavy customer service working with students and colleges via phone, email, and walk-in.
  • Assisted with employee searches, interviews, hiring, training, and supervision.
  • Organized conferences (over 20 for 2009); travel, registration, presentations, exhibit gear.
  • Responsible for sales forecast used for budget and production planning.
  • Worked daily to build ACT database of 2,500 contacts (clients, prospects, and leads).
  • Generated opportunities for sales team to track.

Manager / Estimating / Client Liaison / Purchasing

Bond General Contractors, Inc
Greenwood Village, CO
01.2000 - 03.2006
  • Support to Owner and Construction Managers in building high net worth estate homes with budgets ranging from $2 to $22 million.
  • Worked through extensive pre-construction process to help develop final budget and specifications; applied for and obtained all jurisdictional permits and architectural committee approvals.
  • Prepared bid packages, including takeoffs, and conducted vendor bidding for final contract budgets.
  • Met with designers and homeowners to assist with purchasing and keep their selections on schedule.
  • Prepared vendor contracts and purchase orders.
  • Prepared and tracked master agreements.
  • Created marketing texts for on-site sales brochures with detailed specifications used by sales teams.
  • Text and layout for magazine and newspaper advertising.
  • Worked directly with Mountain States Employers Council on preparation of Employee Handbook and on a wide variety of employment issues.

Education

Bachelor of Science - 3.6 GPA

University of Colorado Denver
Business Administration, Finance

Skills

    Bookkeeping

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Accomplishments

  • Played integral part in launching company into new target market resulting in increased annual sales from $300,000 to over $5 million.
  • Played a key role in the startup of a new web-based lab science education company assisting third-party consultant (I processed over 10,000 orders in first year) resulting in the company going public and winning various state and national business awards.
  • From purchase to closure, maintained full accounting for 4 development projects with profits of over $1.3 million., Direct assistant to Founder/CEO and support to sales team.

Timeline

Manager / Executive Assistant

Cedrus Financial
12.2011 - 04.2021

Manager / Bookkeeper

Capital Equities Group, LLC
11.2009 - 12.2011

Manager / Bookkeeper / Executive Assistant

Science Interactive (formerly Hands-On Labs, Inc.)
09.2006 - 11.2009

Manager / Estimating / Client Liaison / Purchasing

Bond General Contractors, Inc
01.2000 - 03.2006

Bachelor of Science - 3.6 GPA

University of Colorado Denver

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MICHELLE MONTGOMERYExperienced Administrative Professional