Meticulous and discreet seasoned professional pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
24
24
years of professional experience
Work History
Project Accountant
Seismic Exchange, Inc.
06.2010 - Current
Responsible for full AP and AR duties including creating vouchers, payments, recurring payables, client invoices, cash receipts, bank reconciliations, and collections for two related companies
Review vendor invoices and resolve any discrepancies
Submit client invoices via third-party platforms if requested
Create and manage bi-monthly report for senior management and marketers of delinquent accounts
Review and pay bi-monthly expense reports
Respond to credit reference inquiries and status-of-account requests
Set-up new vendors including obtaining W-9 and banking information
Respond to client, marketer and senior management inquiries
General file creation, maintenance and shredding
Executive Assistant to the CFO
Seismic Exchange, Inc.
06.2010 - Current
Maintain confidentiality and discreet demeanor as related to all information pertaining to the CFO
Manage contacts and calendar, including travel reservations, event registrations, and appointments
Compose and edit correspondence
Supervise several personal entities/renewals such as Global Entry, passports, vehicle registrations, drivers license
Process personal payments including utilities and medical bills (HSA account) and resolve any issues/discrepancies with invoicing
Compile, create and submit monthly expense reports
Resolve technology issues
Communicate with other employees and departments regarding the CFO's schedule
Performed general administrative tasks as requested
Budget Assistant
Rice University
08.2003 - 01.2005
Analyzed departmental financial records and trends for future budget planning
Researched online revenue practices at comparable institutions and reported findings to Assistant Vice President Budget Director, Vice President for Finance and Administration, and President of the University for future budget planning
Prepared monthly budget reports for the President and Provost
Compiled presentation materials for the Budget Director's monthly and
quarterly meetings with the university administration's finance
committee
Processed departmental budget transfers
Electronically transferred yearly departmental budget files to Budget Office database
Processed all campus position requests, insured proper funding, and assigned a position tracking number
Manage departmental purchases from multiple vendors
Assistant in the Dean of Faculty Office
Mount Holyoke College
09.2001 - 07.2003
Developed and maintained College Faculty Information System database
Managed faculty salary budget including:
*monitored expenditures and created reports for Dean and Associate Dean of Faculty, Associate Treasurer, and Board of Trustees
*created budget planning reports for future fiscal years
*attended meetings with Dean, Associate Dean, and Associate Treasurer to justify line items in budget report
Produced contracts annually for campus faculty
Responded to multiple external surveys, including AAUP, CDS, COHFE, HEDS, and U.S. News and World Report
Responded to internal requests for faculty data including various FTE counts; head counts; faculty sabbatical and leave reports; review dates for promotion, tenure, and reappointment
Administered faculty travel budget and processed faculty requests for reimbursement
Administered faculty moving allowance budget and processed faculty requests for reimbursement
Initiated faculty research accounts
Created faculty identities for payroll, housing, and information technology offices
Submitted faculty data for campus course catalog, campus phone directory, and directory of the Five Colleges (local higher-education consortium)
Education
Master's of Music Education - (All-But-Thesis) - Music Education
The University of Massachusetts
Amherst, MA
Bachelor of Arts - Music
The Pennsylvania State University
University Park
Skills
Meticulous attention to detail
Proficient in Microsoft Excel, Word, PowerPoint, and Teams
Familiar with Oracle database functionalities
Experienced with both Apple and PC platforms
Skilled in developing and maintaining websites using WordPress and SquareSpace
Proficient in acquiring new software skills
Administered various social media channels
Effective business communication
Timeline
Project Accountant
Seismic Exchange, Inc.
06.2010 - Current
Executive Assistant to the CFO
Seismic Exchange, Inc.
06.2010 - Current
Budget Assistant
Rice University
08.2003 - 01.2005
Assistant in the Dean of Faculty Office
Mount Holyoke College
09.2001 - 07.2003
Master's of Music Education - (All-But-Thesis) - Music Education