Summary
Overview
Work History
Education
Skills
Websites
Affiliations
Volunteer Experience
Software
Languages
Certification
References
Timeline
Generic

Sara McCauley (Hizar)

Oxford,KS

Summary

Excellence-driven professional a strong drive to understand and solve problems. With a keen eye for detail and a disciplined approach to execution, excels at driving projects through to completion based on milestones and top-notch communication.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Accounting/Head of Wellness

Clock Medical Supply
06.2022 - Current
  • Responsible for coordinating all corporate events, including the planning process and the design of a monthly bulletin distributed company-wide
  • Additionally, tasked with creating visually appealing posters for the various monthly events.
  • Improved financial accuracy by implementing new accounting software and streamlining processes.
  • Enhanced internal control systems for more efficient financial reporting and decision making.
  • Streamlined accounts payable and receivable functions for increased efficiency and reduced errors.
  • Optimized cash flow management through effective forecasting and working capital optimization strategies.

Trust Broker

Community National Bank & Trust
01.2021 - 01.2022
  • Utilized creative design and effective communication to make the bulletin visually appealing and informative
  • Increased employee engagement by consistently delivering timely and relevant information
  • Cultivate and maintain strong relationships with high-net-worth clients, understanding their financial goals, needs, and risk tolerance
  • Administer trusts, estates, and other fiduciary accounts in accordance with legal and regulatory requirements
  • Oversee the investment portfolios of trust accounts, making strategic decisions to optimize returns while managing risks.
  • Increased client satisfaction by providing tailored investment advice and personalized service.
  • Managed clients'' financial portfolios with a focus on risk management and diversification for optimal returns.

Paralegal/Front Office Manager

Law Office Of Jennifer Passiglia
04.2020 - 12.2021
  • Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
  • Assisted attorneys with trial preparation through thorough research and analysis of relevant laws and regulations.
  • Streamlined communication between clients and legal staff by managing client inquiries promptly and professionally.
  • Improved document organization by implementing a comprehensive file management system for easy access to essential case materials.
  • Reduced attorney workload by drafting routine legal documents such as pleadings, motions, and affidavits.
  • Boosted office productivity by maintaining an accurate calendar of appointments, deadlines, and court appearances.
  • Ensured compliance with court rules and procedures by accurately preparing and submitting legal filings within established timeframes.
  • Maintained up-to-date knowledge of changes in laws or regulations relevant to practice areas through continuous professional development opportunities such as seminars or webinars.

Education

Essentials of Leadership - Principals of Leadership

Harvard University
Cambridge, MA

Notary Public

Kansas

Certificate in Web Development - Web Development

The University of Kansas
03.2024

Associate of Arts - Business Management

Cowley Community College
05.2020

Skills

  • MS Office (Word, Excel, Outlook, PowerPoint, Access)
  • OneDrive
  • SQL
  • JavaScript
  • JEST
  • API
  • Express
  • PWA's
  • MERN Stack (MongoDB, Expressjs, Reactjs, Nodejs)
  • Bootstrap
  • Heroku
  • Git
  • Cash Flow Management
  • Technical Understanding
  • Decision Making
  • Team Leadership

Affiliations

  • Volunteer Opportunities
  • Artificial Intelligence
  • Linguistics
  • Mobile Application Development
  • Graphic Design

Volunteer Experience

  • Information Technology Disaster Resource Center (ITDRC), 2023
  • Art Sphere Inc, 2023

Software

Insomnia

Microsoft Office

GIT

Heroku

Visual Studio Code

MySQL

Languages

Spanish
Limited Working
Sign Language
Elementary

Certification

Notary Public

References

  • Matthew Cannady, 316-304-1132
  • Alexis Pettegrew, 316-665-0147

Timeline

Accounting/Head of Wellness

Clock Medical Supply
06.2022 - Current

Trust Broker

Community National Bank & Trust
01.2021 - 01.2022

Paralegal/Front Office Manager

Law Office Of Jennifer Passiglia
04.2020 - 12.2021

Essentials of Leadership - Principals of Leadership

Harvard University

Notary Public

Kansas

Certificate in Web Development - Web Development

The University of Kansas

Associate of Arts - Business Management

Cowley Community College
Sara McCauley (Hizar)