Executive Assistant with 10 years of experience in finance and business, known for meticulous record-keeping and accuracy in transaction coordination. Demonstrated ability to enhance productivity by 20% through process optimization and effective client support. Skilled in financial reporting, bookkeeping, and systems development, ensuring smooth operations and strong client relationships.
Overview
11
11
years of professional experience
Work History
Executive Assistant
RE/MAX Halo; The Agency Upstate
Greenville, SC
01.2022 - Current
Executive Assistant to a Real Estate agent
Foster strong client relationships through effective communication and personalized support, enhancing client retention
Build rapport and act as a conduit for clients, internal and external customers, and vendors
Maintain meticulous records and databases, ensuring 100% accuracy in transaction and financial management
Create and maintain operations manuals, standardizing all systems and procedures
Streamline office operations by developing efficient processes, leading to a 10% increase in productivity.
Market Center Administrator
Keller Williams Drive
Greenville, SC
01.2021 - 01.2022
Administrator for a Real Estate market center
Managed bookkeeping tasks, ensuring accurate financial reporting and timely transactions
Analyzed financial data to aid strategic decision-making, reducing errors by 15% and improving reporting accuracy
Collaborated monthly with management to improve finance processes and departmental efficiency
Streamlined bookkeeping processes, cutting errors by 15% and ensuring timely financial transactions.
Finance Manager
Champion Comfort Experts
Flat Rock, NC
01.2019 - 01.2021
Finance Manager for an HVAC company
Worked closely with cross-functional teams to integrate financial data, enhancing overall business performance and decision-making
Procurement functions include reviewing contracts, purchase orders, and inventory management
Managed detailed budget forecasts and variance analysis, providing clear insights to upper management, and supporting strategic planning
Processed full cycle accounting including payables and receivables, maintaining accuracy and timeliness
Reconciled various accounts, including bank and credit card accounts, ensuring accuracy
Streamlined financial reporting processes, reducing month-end closing time by 10% through automation and workflow improvements.
Assistant Business Office Manager
Life Care Center of Hendersonville
Hendersonville, NC
01.2018 - 01.2019
Assistant Business Office Manager of a nursing home
Assumed Business Office Manager duties in their absence, maintaining consistent office performance and employee morale
Coordinated with insurance providers to expedite claims processing, improving cash flow and patient satisfaction
Led initiatives to improve patient account management, cutting overdue accounts by 25% through strategic communication
Collaborated effectively with interdisciplinary teams to enhance operational efficiency
Streamlined patient billing processes, reducing delinquent accounts by 20% through proactive management and communication
Analyzed financial discrepancies, ensuring accurate reconciliation of facility checkbook and petty cash, improving financial accuracy by 15%.
Health Information Coordinator
Hospice of the Carolina Foothills
Landrum, SC
01.2016 - 01.2018
Health Information Coordinator for a hospice facility
Coordinated with cross-functional teams to ensure seamless integration of patient data, enhancing overall operational efficiency
Streamlined data entry processes, leading to a 15% reduction in data entry errors and improved patient information accuracy
Worked closely with healthcare providers to ensure accurate and timely updates of patient records, fostering a collaborative environment
Implemented new patient charting protocols that increased documentation efficiency by 10%, contributing to better patient care
Conducted thorough audits of patient records, identifying and rectifying discrepancies to maintain high standards of data integrity.
Business Office Manager
Heartland Hospice
Baltimore, MD
01.2015 - 01.2016
Business Office Manager for a hospice company
Ensured accurate financial bookkeeping, resolving discrepancies, maintaining compliance, and increasing revenue
Optimized billing processes, resulting in a 10% revenue increase while maintaining regulatory compliance
Managed onboarding and training of six office staff, significantly improving team efficiency and productivity
Streamlined office operations and identified and improved workflow inefficiencies, leading to a 15% reduction in processing time and improved staff collaboration.
Team Coordinator
Heartland Hospice
Beltsville, MD
01.2014 - 01.2015
Team Coordinator for a hospice company
Implemented financial controls, reducing discrepancies by 15% and ensuring compliance with internal audit standards
Led reconciliation of daily totals and completed accruals and journal entries, ensuring precise financial records and compliance with internal policies
Fostered vendor relationships by resolving accounts payable issues, improving communication and trust
Reduced payment errors by meticulously verifying invoice details, resulting in fewer discrepancies
Optimized vendor payment processes, cutting invoice processing time by 15% and improving cash flow management.
Education
Master of Business Administration - Accounting
American Intercontinental University
09.2019
Bachelor of Science in Business Administration - Accounting
ECPI University
07.2018
Skills
Analytical
Results-oriented
Problem-solving
Detail-oriented
Collaborative
Process Optimization
Productivity enhancement
Notable organizational skills
Timeline
Executive Assistant
RE/MAX Halo; The Agency Upstate
01.2022 - Current
Market Center Administrator
Keller Williams Drive
01.2021 - 01.2022
Finance Manager
Champion Comfort Experts
01.2019 - 01.2021
Assistant Business Office Manager
Life Care Center of Hendersonville
01.2018 - 01.2019
Health Information Coordinator
Hospice of the Carolina Foothills
01.2016 - 01.2018
Business Office Manager
Heartland Hospice
01.2015 - 01.2016
Team Coordinator
Heartland Hospice
01.2014 - 01.2015
Master of Business Administration - Accounting
American Intercontinental University
Bachelor of Science in Business Administration - Accounting