Shari Newman
Houston,TX
Summary
Experienced office manager and administration professional with several years of experience overseeing various essential functions in bustling business. Analytical in optimizing productivity, efficiency, and service quality across multiple offices within diverse environments. Highly organized with strengths in prioritizing tasks and managing deadlines.
Overview
28
28
years of professional experience
Work History
Office Manager/Tax Specialist III
H&R Block
Perry, OK
01.2000 - 06.2012
- Prepared over 500 personal and small business tax returns annually, ensuring accuracy and compliance with tax regulations.
- Cultivated customer loyalty by demonstrating professionalism and building strong relationships, providing clients peace of mind during tax preparation.
- Managed office filing system, ensuring all documents were signed, secure, and maintained confidentiality.
- Report directly to the franchise owner, managing the procurement of essential office documents and supplies to ensure operational efficiency.
- Prepared employee timecards for payroll, processed customer payments, and made daily bank deposits.
- Provided support across two office locations, facilitating payroll preparations for various small businesses.
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
- Assisted in recruiting, onboarding and training new employees.
- Maintained confidential records relating to personnel matters.
- Provided training to new hires on office policies and procedures.
- Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Ordered supplies and equipment to maintain adequate inventory levels.
- Processed payroll accurately ensuring all employees were paid on time.
- Maintained filing system for records, correspondence and other documents.
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Monitored inventory levels and placed orders when needed.
- Responded to customer inquiries via phone or email in a professional manner.
- Supervised staff members, organized schedules and delegated tasks.
- Used judgment and initiative in handling confidential matters and requests.
- Elevated customer satisfaction ratings by promptly resolving client and case issues.
- Reviewed files and records to obtain information and respond to requests.
Substitute Teacher
Garber Schools
Garber, OK
08.1999 - 09.2009
- Delivered instructional support across various grade levels and subjects.
- Managed classroom behavior and maintained a positive learning environment, ensuring student engagement and participation.
- Collaborated with teachers and staff to understand curriculum requirements and classroom dynamics.
- Provide feedback to teachers on student performance and classroom challenges to support ongoing educational goals.
- Provided instruction and guidance to students in the absence of a regular teacher.
- Created an environment conducive to learning while managing challenging behaviors.
- Encouraged positive behavior among students through effective communication techniques.
- Provided feedback on assignments or projects given by the regular teacher.
- Maintained a safe learning environment by enforcing school rules and regulations.
- Maintained accurate records of student attendance and performance.
- Promoted a safe and secure atmosphere within the classroom setting.
Procurement Clerk
PTI Technologies
Thousand Oaks, CA
02.1984 - 09.1986
- Support the procurement team by processing purchase orders, requisitions, and supplier invoices.
- Communicate with suppliers to obtain quotes, negotiate terms, and resolve any discrepancies or issues with orders.
- Maintain accurate records of purchases, supplier contracts, and inventory levels to ensure compliance and facilitate reporting.
- Enter procurement data into systems to track purchases, expenditures, and supplier performance.
- Collaborate with all departments to understand their procurement needs and ensure timely delivery of goods and services.
- Evaluated bids from suppliers against criteria such as cost effectiveness, lead time, quality assurance.
- Provided support in preparing requests for proposals from vendors.
- Worked closely with other departments such as accounting, warehouse staff and customers service representatives.
- Reviewed and verified purchase requisitions for accuracy and completeness.
- Maintained accurate records of all purchasing activities, including pricing data, delivery information, invoices.
- Developed and maintained relationships with suppliers to ensure timely procurement of goods and services.
- Developed relationships with vendors to gain best terms for procurement, refurbishing, and rebuilding machinery and equipment.
- Applied well-developed communication, interpersonal and collaboration skills to build effective working relationships with vendors and partners.
Education
Bachelor of Science in Finance -
University of Houston - Downtown
Houston, TX05.2026
Associate of Arts in Business AA/FOS -
Lone Star College System
Spring, TX05.2024
H & R Block Tax School -
H & R Block
Stillwater, OK12.1999
Skills
- Staff hiring
- Workforce Management
- Team Supervision
- Inventory Control
- Bookkeeping
- Compliance Monitoring
- Office Management
- Customer Service
- Data Entry
- Staff Management
- Payroll Processing
- Scheduling
- Mail handling
- Scheduling and calendar management
- Organizational Skills
- Clerical Support
Leadership Experience
- President, Band Booster, Garber, OK
- Secretary/Treasurer, Band Booster, Garber, OK
- President, Partners in Education (P.I.E.), Garber, OK
- Secretary/Treasurer, Partners in Education, Garber, OK
- Youth Group Leader, Garber United Methodist Church, Garber, OK
- Girl Scout Leader, Girl Scouts of America, Garber, OK
Volunteer Experience
American Red Cross, Disaster Response Volunteer, Enid, OK
The University of Houston Downtown Marilyn Davies College of Business, Dynamic Welcome, Houston, TX
Affiliations
- Phi Theta Kappa Honor Society May 2023
Timeline
Office Manager/Tax Specialist III
H&R Block
01.2000 - 06.2012
Substitute Teacher
Garber Schools
08.1999 - 09.2009
Procurement Clerk
PTI Technologies
02.1984 - 09.1986
Bachelor of Science in Finance -
University of Houston - Downtown
Associate of Arts in Business AA/FOS -
Lone Star College System
H & R Block Tax School -
H & R Block