Sheri Reeg
Tomball,TX
Summary
Experienced Office Management and Administration Professional experienced optimizing productivity, efficiency and service quality across various environments. Highly dependable, ethical and reliable support specialist and leader that blends advanced organizational, technical and business acumen. Works effectively with cross-functional teams in ensuring operational and service excellence.
Overview
27
27
years of professional experience
Work History
Clinic Front Office Manager/Executive Assistant
Winnie King, MD Aesthetics & Wellness
Houston, TX
01.2021 - Current
- Responsible for daily operations of the clinic that treats approximately 120 wellness and aesthetics patients monthly
- Supervised staff of 6 employees consisting of 1 Laser Technician, 2 Medical Assistants, 1 Phlebotomist, 1 Nurse Practitioner and 1 Marketing Advisor
- Oversaw finances including cash flow, charge entry, AP/AR and handled all discrepancies and complaints
- Reviewed system and found over $140,000 of unbilled claims and approximately $98,000 uncollected monies
- Researched and presented to owner new EHR system to better streamline workflow and went digitally
- Worked closely with physician to achieve optimal productivity and practice growth
- Assisted in booking/rescheduling appointments, checking-in patients, collecting registration forms; reviewed for accuracy, and entered information into NextGen database
Clinic Office Manager/Executive Assistant
st Response Family Clinic
Conroe, TX
06.2020 - 08.2020
- Responsible for daily operations of clinic that treated 250+ clinical and COVID patients
- Supervised staff of 4 employees and 12 Nurse Practitioner students & 1 Doctor
- Oversaw finances including cash flow, charge entry, AP/AR and handled all discrepancies and complaints
- Worked closely with physician to achieve optimal productivity and practice growth
- Assisted in booking/rescheduling appointments, checking-in patients, collecting registration forms; reviewed for accuracy, and entered information into NextGen database
- Point of contact for any staff inquiries/relations; set up office procedures, updated policies & insurance coverage
- Made practice more efficient through workflow improvements, detail-oriented process changes, and increased focus on customer satisfaction
Director of Finance & Operations / Office Manager
Pro Health Medical Staffing
Houston, TX
04.2018 - 02.2020
- Responsible for day-to-day operations of office; supervise staff and conduct monthly evaluations
- Utilizing QuickBooks processed and submitted 300+ invoices monthly
- Processed weekly payroll for 45-75 employees through Paychex, process monthly commissions & expense reports
- Manage, update & maintain client certificates of insurance log
- Manage, update & review contract database in SharePoint
- Oversaw all accounting functions to include AP/AR, Accounts Reconciliation, deposits, collections and prepare financial reports
- Review customer accounts and submit delinquent accounts to attorney or outside agency for collection
- Organized corporate events/job fairs/conferences for employees and new hires
- Managed all general office needs including overseeing all IT assistance, office machines, database troubleshooting, and updates
- Direct insurance negotiations, select insurance brokers, administered compensation, benefits enrollment, and insurance programs
- Interfaced with tax officials, lawyers, and other external professionals in strict confidence
Office Administrator
Law Office of Gregory P. Lee
Spring , TX
10.2016 - 04.2018
- Supervise daily office activities and overall administrative functions for fast-paced legal firm
- Managed approximately over 50 client related calls per day
- Plan, organize, and control HR activities, including compensation program, performance evaluation, and handbook updating
- Prepare critical documentation & reports regarding settlement offers, funds, and instructions for disbursement checks
- Collect & file medical records & bills; negotiate medical & lien reductions; process client disbursements
- High confidentiality as full charge bookkeeper to include all accounting and financial functions (including invoicing, statement reconciliation, bank deposits, and payroll processing payroll tax)
- Maintain firm’s business insurance, contracts, renewals, and professional memberships
- Prepared and filed firm taxes and owner’s personal taxes
- Excellent verbal communication skills
- Negotiated purchase of office supplies, equipment, and furniture
- Assist paralegal with calendaring of deadlines and court dates as well as maintained CEO’s calendar, scheduled meetings, and handled travel needs
Office Manager | Executive Assistant
Fisher Homes of Texas
Houston, TX
06.2014 - 10.2016
- Trained and led 8 personnel within rapidly expanding custom home construction company
- Oversaw sales and lease of properties while administering daily office operations
- Collected rent payments, wrote, and reviewed lease contracts, manage repairs, site visits, pre- and post-leasing walk-throughs, executed punch list items, examine and resolve tenant complaints and maintained HOA documentation
- Updated and maintained critical reports, including personnel files, driver files, vehicle and trailer maintenance reports, and cash management statements
- Maintained calendars for CEO, CFO & COO
- Communicated professionally and effectively with contractors and tenants while offering strategic solutions to remedy problems
- Created, maintained & updated documents/contracts regarding property maintenance, leases & HOA
- Processed semi-monthly payroll through ADP
- Assisted CFO with month-end and annual financial reporting
Office Manager | Administrative Assistant
Management Controls, Inc
Houston, TX
07.2007 - 04.2014
- Reviewed & processed semi-monthly commissions and bonuses
- Calculated & tracked current sales against issued purchase orders for each customer
- Administered compensation, benefits enrollment, and insurance programs
- Utilizing QuickBooks processed payroll, performed billing, collections, AP/AR, deposits, and reporting functions for office generating over $5m annually
- Coordinated annual company holiday event and TrackSoftware event which involved assisting clients with travel arrangements
- Reviewed, coded, and processed expenses reports
- Kept physical files and digitized records organized for easy updating and retrieval by team members
- Provided complete meeting support, including materials, food catering and any notes
- Provided support to senior leadership and members of executive team while maintaining confidentiality
- Excellent communication skills (verbal and written)
Executive Secretary | Safety Coordinator | HR Generalist
PirTano Construction Company, Inc
Addison, IL
06.1994 - 02.2007
- Answered phones, greeted customers, opened & disbursed mail
- Promoted from Front Office Coordinator to Executive Secretary within 3 months to manage various HR functions for construction company, including recruitment, training, retention, benefits administration, documentation management, issue resolution, and employee engagement
- Directly reported to top three C-Level executives, administering all calendaring and schedule management
- Obtained permits for each project site and submitted contracts for various project activities
- Excellent communication skills
- Transformed workers’ compensation program into full compliance and instituted preferred providers list
- Conducted investigations into incidents and reported on findings; maintain legal documents in strict confidence
- Designed programs, policies and procedures that were implemented to reduce or eliminate workplace injuries and hazards
- Interfaced with tax officials, lawyers, insurance brokers and other external professionals in strict confidence
- Offered assistance and support to auditors throughout annual review process
- Ordered all office supplies and maintained all office equipment
- Administered employee benefits working with insurance brokers and plan carriers
- Negotiated collective agreements on behalf of employees and mediated any grievances
- Researched employee benefit, health & safety practices and recommended changes or modifications to existing policies as well as conducted open enrollments at 5 office locations
Education
Diploma - Operations Management (Ops
Alison Education
12.2020
Associates - Business Administration and Management
College of DuPage
Glen Ellyn, IL1989
Skills
Typing: WPM 65-70
- Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint), AdobePro, QuickBooks, ARIBA, Emptoris, Ketera, ADP, Paychex, Intuit Payroll, CRMPRO, Bluesky, Provade, Shiftwise, Beeline, NextGen, RXNT, Insight, FortisPay
- Staff Training
- Team Management
- Policy and Procedure Modification
- Monthly Closings
- Sales Tax Filings
- Travel Arrangement Management
- Payroll Administration
- Intuit QuickBooks
- Payroll Processing
- Executive Calendars
- Office Equipment Management
- Collections
- Travel Coordination
- Special Event Projects
Affiliations
Notary Public, State of Texas Coronavirus – What You Need to Know
American Association of Notaries Alison Education
Renewal Date: November 2023 Completed: September 2020
Notary ID: 126325387
Certified Administrative Professional (CAP) Society of Human Resource Management
International Association of Administrative Professionals Renewal Date: February 2021
Additional Information
- Affiliations , Recipient of Sports Scholarship from Eastern Illinois University Recipient of Sports Scholarship from University of Wisconsin-Whitewater
Extracurricular
Volunteer Rehab Director 2010-current
Ponderosa Fire Department
Volunteer Committee Member 2013-current
Houston Livestock Show & Rodeo
Timeline
Clinic Front Office Manager/Executive Assistant
Winnie King, MD Aesthetics & Wellness
01.2021 - Current
Clinic Office Manager/Executive Assistant
st Response Family Clinic
06.2020 - 08.2020
Director of Finance & Operations / Office Manager
Pro Health Medical Staffing
04.2018 - 02.2020
Office Administrator
Law Office of Gregory P. Lee
10.2016 - 04.2018
Office Manager | Executive Assistant
Fisher Homes of Texas
06.2014 - 10.2016
Office Manager | Administrative Assistant
Management Controls, Inc
07.2007 - 04.2014
Executive Secretary | Safety Coordinator | HR Generalist
PirTano Construction Company, Inc
06.1994 - 02.2007
Diploma - Operations Management (Ops
Alison Education
Associates - Business Administration and Management
College of DuPage
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