Samantha L. Beale
Rochester
Summary
With 20 years of professional experience, I bring a positive and energetic approach to sales, recruiting, corporate event management, budgeting, strategic planning, internal and external communication and document preparation.
Overview
20
20
years of professional experience
Work History
Operations Specialist
Mengel Metzger Barr & Co.
01.2024 - Current
- Handle tax return processing and SafeSend tax returns/extensions.
- Support SafeSend Client Portals and Taxfyle Completed Posting in CCH.
- Assist clients with accessing SafeSend and communicate requests from partners to clients.
- Compile information needed for year-end tax engagement letters.
- Prepare SafeSend templates and CSV file templates for engagement letters across all offices.
- Conduct annual email blasts to 1099 clients, prepare and file 1099s.
- Generate various reports including process reports, status & e-filing reports, and staff productivity reports for meetings and presentations.
- Manage tax client changes/updates in CCH Axcess.
- Maintain Workstream projects and assist with scheduling and resource management.
Sales Associate & Operations (Part-time)
David Mann Jeweler
01.2022 - 01.2024
- Delivered outstanding customer service consistently ensuring client satisfaction.
- Managed inventory, displayed, and successfully sold fine jewelry, overseeing jewelry repair services and repair plans.
- Enhanced store efficiency through process and procedure improvements, effectively reducing client wait times.
- Pioneered the development of new marketing strategies, leveraging social media for increased efficiency and outreach.
Owner Operator
Sam Beale Hair
01.2013 - 01.2023
- Founded and managed all aspects of business, including customer service, accounting, inventory management, and marketing.
- Provided outstanding customer service while continuing to grow business.
- Maintained a loyal customer base of over 150 clients.
- Rented a Salon Chair for 15 years prior to opening my independent space.
HR Coordinator and Recruitment Specialist (Part-time)
Generations Childcare
01.2019 - 01.2021
- Proactively sourced and engaged with qualified candidates for open positions.
- Orchestrated the entire hiring process from initiation to completion.
- Formulated and reported on comprehensive quarterly and annual hiring plans.
- Crafted and posted job advertisements across diverse platforms.
- Cultivated relationships with potential hires through professional social media groups and event participation.
- Screened resumes and job applications to identify top talent.
- Conducted interviews for positions spanning Directors, Operations, Finance, and Staff roles.
- Ensured compliance with OCFS requirements and procedures to facilitate candidate clearances.
- Designed, distributed, and analyzed results from candidate experience surveys.
- Provided ongoing support to candidates, ensuring a positive and seamless hiring process.
Executive Assistant to Executive Team/ Public Relations Volunteer Coordinator
FIFCO USA – Genesee Brewing Company
01.2015 - 01.2019
- Provided comprehensive support to the CEO of a $500M multi-national holding company.
- Assisted the executive team in daily operational, financial, and business development activities, emphasizing the cultivation of internal and external relationships.
- Prepared materials and presentations for board of director and executive meetings.
- Successfully planned and executed 44 corporate events within a span of 3 years.
- Coordinated and managed virtual corporate meetings with up to 400 participants.
- Oversaw event budgets ranging from $10K to $100K, managing logistics for board of directors, executives, national sales meetings, internal award ceremonies, and annual employee celebrations with attendance ranging from 20 to 600 people.
- Managed hotel vendor sourcing, negotiated rates, and coordinated all aspects of events, including transportation, décor, menus, entertainment, and run of show.
- Planned executives' travel, including expense budgets, travel arrangements, and approvals through Concur.
- Successfully implemented a travel program with 97% employee adoption in 8 months, resulting in a 20% reduction in costs and streamlined annual spend tracking through a single system.
- Supported a $1M office renovation project, overseeing the design, procurement, and construction of a collaborative work environment.
- Managed the national relationship with non-profit organizations, supporting volunteer projects.
- Coordinated the execution of over 100,000 corporate volunteer hours annually.
Financial Statement and Tax Administrative Support
Mengel, Metzger, Barr & Co.
01.2013 - 01.2015
- Formatted, prepared, and packaged financial statements and tax documents for regulatory filings.
- Provided comprehensive support to partners, including document preparation, scheduling, and travel arrangements.
- Managed client accounts and billing activity for professional services.
- Organized and prepared business communications through mass mailings and email.
- Coordinated both internal and external firm events.
Executive Assistant to Trust and Estate Attorney
Genesee Valley Trust
01.2005 - 01.2013
- Provided legal support, including telephone assistance, proofing, filing, and coordinating client scheduling and travel arrangements.
- Streamlined the scheduling of corporate training sessions and organized both corporate and client events.
- Facilitated communication between the Board of Directors and the leadership team.
Education
Two-year degree - Bible Theory
Word of Life Bible College
Potterville, NY01.2006
Licensed Hair Stylist - undefined
New York State
Fairport, NY01.2023
Diploma - Financial Service and Marketing
Center for Financial Training
Syracuse, NY01.2013
Continuing Education - Business Administration
Monroe Community College
Rochester, NY01.2012
Skills
- Operations Specialist
- Salon Owner
- Recruiting
- HR Onboarding and Support
- Financial Statement and Tax Preparation
- Corporate Event Planning
- Office & Retail Management
- Payroll Administration
- Sales
- Executive Support and Planning
- Certified in Microsoft Word, Excel, PowerPoint, Publisher, and Adobe Acrobat
- Concur: Expense, Travel & Invoicing
Affiliations
Volunteered with: Cycle for Survival, United Way, Wegman’s Eat Well Live Well, Woman’s Foundation
Timeline
Operations Specialist
Mengel Metzger Barr & Co.
01.2024 - Current
Sales Associate & Operations (Part-time)
David Mann Jeweler
01.2022 - 01.2024
HR Coordinator and Recruitment Specialist (Part-time)
Generations Childcare
01.2019 - 01.2021
Executive Assistant to Executive Team/ Public Relations Volunteer Coordinator
FIFCO USA – Genesee Brewing Company
01.2015 - 01.2019
Owner Operator
Sam Beale Hair
01.2013 - 01.2023
Financial Statement and Tax Administrative Support
Mengel, Metzger, Barr & Co.
01.2013 - 01.2015
Executive Assistant to Trust and Estate Attorney
Genesee Valley Trust
01.2005 - 01.2013
Licensed Hair Stylist - undefined
New York State
Diploma - Financial Service and Marketing
Center for Financial Training
Continuing Education - Business Administration
Monroe Community College
Two-year degree - Bible Theory
Word of Life Bible College
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