Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff and customer support. Responsible, punctual, and productive professional when working with little to no supervision. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires, and providing customized solutions to build loyalty.
Overview
28
28
years of professional experience
Work History
Operations and Accounting Manager
Christian Foundation of America
04.2022 - 07.2023
Managed day-to-day administration of office, contract employees, and staff
Responsible for HR duties including employee insurance & benefits, performance reviews, and government compliance
Created Policies and Procedures
Recruited, interviewed, and onboarded new employees and contract labor
Daily customer service for clients, vendors, & Board Members phone calls & and emails
Processed Payroll bi-monthly payroll
Created payroll journal entries
Managed all monthly accounting A/R, A/P, PR, journal entries, and invoices with QuickBooks Online
Processed 1099's, W4's, W4's and I-9's
Accountable for monthly disbursement of large quantities of donation checks requested by clients
Maintained & reconciled 195 Donor Advised Fund/Trust bank accounts every month
Processed all Donor Advised Funds/ Trust additions; gifts, income, or other assets, including gift receipts or asset acknowledgments
Planned and presented at staff meetings, Board Meetings, and client meetings
Created and managed events
Highest confidentiality and integrity
Works well under pressure
Excellent problem-solving skills and solution-focused
Excels at working independently.
Executive Vice President
Validyne Engineering Corporation
10.2015 - 12.2021
Daily business meetings with President to review financials and processes
Main contact and complete administration of Board and 33 shareholders
Completed special projects and handled all administration for President and Board
Responsible for developing and training customer service team
Purchased supplies for office, production, and employee lunchroom
Planned and executed all events including 50 year celebration dinner for 200
HR: Oversaw recruitment, interviews, selection, and onboarding procedures
Solved employee grievances or issues
Developed processes to solve problems
Conducted employee harassment and other training to be compliant with regulations
Created employee handbook, policies, and procedures
Responsible for government compliance
Processed biweekly Payroll with ADP software
Created payroll journal entries
Analyzed pay structures and employee benefits
Managed raises and bonuses
Managed all employee health, dental, vision, life, disability insurance & open enrollment
Accountable for I 9 verifications and government audits
Responsible for exit interviews, EDD unemployment, and COBRA documentation
Ensured company policies and procedures were current and compliant
Implemented OSHA safety and COVID regulations
Sourced, purchased, and managed company insurances to include - Directors and Officers, Employment Practices, Fiduciary Liability, Auto, and Workman's Compensation
Responsible for annual workman's comp audit with insurance company auditor
Handled 401 K employee loans, beneficiary changes, and mandatory distributions with Fidelity and Vanguard
Worked with financial manager to diversify investment options within plan
Ran end-of-the-year 5500 testing for compliance and filed with government
Performed analyses and tests, monitored & updated plan operations and documents
Finance: Managed accounting employees
Responsible for A/P, A/R, Collections, taxes, two company Bank accounts, weekly and month-end financial reports, budgets, expense reports
Approved and signed outgoing payments
Applied for and managed two PPP Loans and ERC COVID relief
Worked with company accountant for C and S Corp Tax returns
Sales: Managed Sales employees: Global, National Sales Manager & Sales Support Specialist, four domestic outside sales teams, and twelve international distributors
Responsible for 3.5 million dollars of sales annually
Daily Zoom and Weekly Sales meetings, goals and bonus creation, management sales reports, bimonthly email marketing, and all brochures and marketing pieces.
Meetings Manager
MARITZ TRAVEL
10.2013 - 10.2015
Responsible for sourcing and complete planning of numerous events simultaneously, including budget development, and ROI using Strategic Meeting Management software
Built web registration sites and managed attendees for multiple events concurrently
Provided hotel availability reports within 72 hours of request.
Managed contract negotiations with vendors, resulting in significant budget savings.
Director of Global Accounts
HELMSBRISCOE
01.2007 - 10.2013
Provided clients with event procurement services
Negotiated hotel contracts for maximum savings and risk reduction
Sold over $2.8 million dollars in hotel room nights in 2012
Using CVENT created RFPs for events: sourced hundreds of hotels
Provided Excel analytics on pertinent hotel data and market research
Researched, and then developed proposals for complete turnkey incentive programs.
Operations Manager
TRANSCENDE, Inc.
01.1999 - 01.2007
Managed all financials with QuickBooks including A/R, A/P, billing, commissions, 1099's W-2's, taxes, and all banking/accounting needs
Produced corporate budgets to ensure profitability.
Western Regional Sales Manager
LIBERTY OPTICAL EYEWEAR
06.1995 - 12.1999
Hired, managed, and developed 12 sales reps for the 7 Western United States
Developed training classes, sales contests, and bonus schedules to increase sales
Planned and coordinated all Trade Shows and Regional Meetings on the West Coast
Key (Large) Accounts Manager for the Western United States.