Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Saori Takahashi

Summary

Reliable business professional with experience in project management and process improvement. Proven track record of successfully streamlining business operations. Adept at analyzing data to identify trends and developing strategies to improve efficiency. Seeking to maintain a 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

Business Planning Administrator

Ropes Wealth Advisors
05.2015 - Current
  • Developed and maintained data warehouses and data marts to support business operations.
  • Implemented S-Docs on Salesforce to create documents more securely and easily to increase operational efficiency.
  • Generated standard and custom reports to provide insights into business performance.
  • Maintained hundreds of limited partnerships holdings for clients to valuate the accounts periodically and ensured the completion of capital calls and distributions.
  • Processed new hiring & terminations.
  • Organizing company gatherings, volunteer activities and sending holiday gifts to vendors.
  • Managed incoming phone calls, set up conferences and maintained office supplies, marketing materials and office maintenance.

Teacher, Head of the Department

Japanese Language School of Greater Boston
08.2007 - Current
  • Promoted as a department head on April, 2023.
  • Brainstormed and implemented new ideas to make the school fun and comfortable place to work and learn for both teachers and students.
  • Worked cooperatively with other teachers, administrators, and parents to help students reach learning objectives.
  • Communicated frequently with parents, students, and faculty to provide feedback and discuss instructional strategies.
  • Graded and evaluated student assignments, papers, and course work.
  • Participated in parent teacher conference to discuss developments of students and increase support.


Accounts Receivable Coordinator

Barkan Management
10.2014 - 05.2015
  • Utilize computerized accounting software programs to perform duties and responsibilities
  • Oversee 3000+ units for 24 properties, maintains telephone calls to assist unit owners, staff and vendors on receivable matters
  • Generate accounting statements and reports, research and apply unallocated cash
  • Research cash receipts, coding and posting of receipts, and depositing checks, write-offs and payment reversals
  • Prepares payments to vendors by submitting invoices, proving and generating checks.

Site Representative

Merrill Corporation
03.2008 - 10.2014
  • Optimized customer experience by delivering superior services and effectively troubleshooting issues.
  • Educated staff on organizational mission and goals to help employees achieve success.
  • Frequently inspected production area to verify proper equipment operation.
  • Production help to make presentations for client meetings.

Education

Master of Science - Actuarial Science

Boston University
Boston, MA
12.2023

Bachelor of Science - Mathematics

Boston University, Cum Laude
Boston
10.2023

Mathematics - GPA - 3.938

Bunker Hill Community College
05.2016

Skills

  • Microsoft Word, Excel and PowerPoint
  • Salesforce, S-Docs and DocuSign applications
  • Experience in SQL, Python and R coding
  • Employee training
  • Basic HR duties
  • Scheduling

Languages

English
Native or Bilingual
Japanese
Native or Bilingual

Timeline

Business Planning Administrator

Ropes Wealth Advisors
05.2015 - Current

Accounts Receivable Coordinator

Barkan Management
10.2014 - 05.2015

Site Representative

Merrill Corporation
03.2008 - 10.2014

Teacher, Head of the Department

Japanese Language School of Greater Boston
08.2007 - Current

Master of Science - Actuarial Science

Boston University

Bachelor of Science - Mathematics

Boston University, Cum Laude

Mathematics - GPA - 3.938

Bunker Hill Community College
Saori Takahashi