SAMANTHA MATZ
Poulsbo,WA
Summary
Team oriented individual who thrives in a challenging work environment. Enjoy collaborating with others to provide optimal work performance. Enjoy working with a wide range of individuals and taking the time to address their individual needs. Financial Manager leveraging exceptional communication skills to build quality relationships with clients and upper management. Ambitious Financial Manager determined to continually exceed expectations. Willing to take on added responsibilities to achieve desired results. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
16
16
years of professional experience
Work History
Financial Manager
Guardianship Services of Seattle (formerly Partners In Care)
03.2019 - Current
- Providing trust, estate and conservatorship administration as a fiduciary and provide legal personalized services to individuals and their families
- Responsible for providing direct financial and support services to clients
- Assisted senior management in servicing current and prospective clients
- Implemented and maintained financial services for clients and oversaw account setup and maintenance
- Responsible for understanding and allocating complex assets for new clients
- Implemented asset transfers, deposits, withdrawals, distributions and transfers of assets for clients
- Maintained annual and triennial reports for clients, counsel and judicial review
- Worked with counsel and clients to maintain financial longevity of assets
- Reviewed pleadings prepared by counsel and maintained legal files for multiple clients
- Attended court hearings as a representative of the company.
Office Administrator
Strong Arm Concrete, Inc
02.2015 - 02.2019
- Responded to telephone inquiries from clients, vendors and the public
- Liaised directly with customers to meet needs and maintain satisfaction
- Wrote professional business correspondence
- Prioritized project components and organized scopes
- Scheduled appointments and maintained a master calendar
- Manage office inventory and place new supply orders
- Updated employee paperwork and records
- Developed and administered department budgets.
Bartender
The Loose Wheel/ Summit Pub
07.2010 - 04.2015
- Served each guest with a sincere, positive, pleasant and enthusiastic attitude
- Worked in a fast-paced environment
- Maintained full knowledge of bar and menu items and made recommendations
- Delivered quality food and beverage service to guests in a responsible manner
- Prepared mixed drinks; poured wine, beer, and nonalcoholic beverages
- Processed cash, credit card, and voucher payments
- Upheld a high standard of cleanliness in all work areas
- Performed closing/opening duties including maintaining bar stocks, cleaning, and sanitizing
- Had the pleasure to be part of the team to open the new Puyallup location
- I also worked in all locations, Summit Pub, Wheel, and Pit Stop.
Wine and spirits buyer
The Boat Company
12.2013 - 05.2014
- Set up a new inventory system and implemented the use of specialized vendors for spirits and food
- Researched and sourced new vendors
- Organized inventory for multiple ships
- Worked closely with chefs and stewards to plan selections based on providing the best quality experience for distinguished guests
- Had the pleasure of working with outstanding individuals to send the grand ladies MV Liseron and MV Mist Cove on a spectacular season cruising the beautiful waters of Southeast Alaska
Bar Manager
The Mix
04.2008 - 07.2010
- Made engaging connections with guests to create loyalty
- Winner of King 5 Best Gay and Lesbian Bar during my time there, very exciting! Maintained full knowledge of signature cocktails and made recommendations or created to my guest delight
- Maintained familiarity with the latest in mixology, bar equipment, and sanitation standards
- Processed cash, credit card, and made daily deposits
- Upheld a high standard of cleanliness in all work areas
- Maintained bar stocks, replenishing daily as necessary
- Weekly inventory and ordering
- Was part of the first years of this wonderful Tacoma gem and had the pleasure of remodeling and creating a great environment for everyone to 'Meet
- Drink
- Mix.'
Education
High School Diploma -
Sumner High School
Sumner, WA06.1993
Skills
- Highly responsible and reliable
- Works well under pressure
- High-volume dining
- Excels at upselling
- Organized
- Outstanding customer service
- Extensive spirits knowledge
- Bar management
- Process Implementation
- Budgeting expertise
- Asset Control
- Accounting management
- Attention to Detail
- Prioritizing and Planning
- Relationship building and management
- Asset Protection
References
Upon Request
Timeline
Financial Manager
Guardianship Services of Seattle (formerly Partners In Care)
03.2019 - Current
Office Administrator
Strong Arm Concrete, Inc
02.2015 - 02.2019
Wine and spirits buyer
The Boat Company
12.2013 - 05.2014
Bartender
The Loose Wheel/ Summit Pub
07.2010 - 04.2015
Bar Manager
The Mix
04.2008 - 07.2010
High School Diploma -
Sumner High School
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