Tanya Smith
San Francisco,CA
Summary
Experienced administrative professional seeking a challenging position in a fast-paced company where skills and experience can be successfully applied and enhanced. Dedicated administrative professional with successful experience in fast-paced office settings. Hardworking team player with expertise in completing various clerical tasks and offering staff support. Responsible, punctual and productive professional when working with little to no supervision.
Overview
25
25
years of professional experience
Work History
Marketing Assistant
Presgroup
10.2023 - Current
- Streamlined marketing processes, optimizing efficiency through the use of project management tools and software.
- Proofread marketing collateral ahead of printing to eliminate errors.
- Updated spreadsheets with statistical, financial and non-financial information.
- Utilized time tracking software for accurate project and time management.
- Contributed to successful product launches through meticulous coordination of promotional events and activities.
- Contributed to weekly team meetings, brainstorming sessions and staff appraisals.
- Input new data, updated old records and cross-checked information to keep marketing database up-to-date.
Administrative Coordinator
Pfizer Inc
04.2020 - 03.2023
- Managed calendars, scheduled appointments, and coordinated travel arrangements for executive and senior staff members.
- Monitored and ordered office supplies to keep office stocked.
- Organize and coordinate logistics for lunch meetings, team events, offsite, etc., while maintaining budget.
- Manage POs and invoices for 3rd party vendors, for lab and site.
- Enhanced communication between departments with timely and accurate preparation of reports and documents.
- Assisted in the recruitment process by scheduling interviews, and facilitating onboarding activities for new hires.
- Ensured compliance with company policies by maintaining up-to-date knowledge of regulations and conducting regular audits of procedures.
Project Coordinator
Echo Summit Construction
09.2018 - 02.2019
- Maintain and monitor project plans, project schedules, work hours and project budget
- Manage project change orders, submittals, RFI’s, contracts and schedules in collaboration with Project Managers and Site Superintendents
- Invoice clients and track expenditure and track subcontractor payments, including maintaining project financials
- Track all project details and provide daily administrative support to keep projects on schedule and within budget
- Kept projects on schedule by managing deadlines and adjusting workflows.
Billing/Collections Specialist (contract)
Revinate
02.2017 - 08.2017
- Set up repayment plans and terms of sales
- Contacted customers about billing issues through various communication mediums
- Initiated legal proceedings for further collection efforts as necessary
- Conducted weekly team meetings with management regarding accounting and billing issues, collection successes and updates and general Accounts Receivable matters.
Accounts Receivable Staff Accountant
Glassdoor
10.2015 - 12.2016
- Tracked open sales orders and processed customer invoices based on billing and payment terms in a timely manner
- Matched customer orders to signed agreements and cross-referenced agreement terms and conditions with booked orders, addressing noted exceptions with sales operations, customer service, Director of Revenue and Senior Accountant as necessary
- Tracked accounts receivable activities to identify past due accounts, sending reminder notifications and ensuring overall quality of AR balance in terms of collectability
- Managed and processed credit card payments
- Set up and maintained customer accounts including billing contacts, addresses, and payment details
- Managed daily electronic billing-related correspondence with customer service/sales representatives and technical engineering team to resolve billing disputes, and set up corrections, revisions, and set up of the billing process.
Billing Specialist
Revel Systems
02.2015 - 10.2015
- Researched existing accounts and worked with operations to resolve accounting issues
- Managed and refunded all canceled accounts daily
- Posted checks to appropriate accounts upon receipt of payment
- Set up customers on payment plans for hardware system products
- Reconciled accounts via reporting from NetSuite and Salesforce.
Clinical Business Operations Contracts Assistant
Medivation
05.2013 - 03.2014
- Built and maintained contracts database
- Quality-checked all final drafts of contracts and delivered to client sites
- Tracked open and pending contracts using Excel spreadsheets
- Gathered data from various clinical studies and entered data into a shared internal calendar
- Processed all client contract amendments as they were received
- Recorded meeting minutes for staff distribution and communication
- Managed project correspondence and departmental schedules as needed.
Billing Coordinator
Vascular Access Specialists
03.2012 - 03.2014
- Collected clinical reports at the end of each shift for a private nurse
- Documented and billed hours for each patient visit
- Create and faxed invoices and supporting documents to CVS/Caremark for payment.
Data Recovery Specialist
Housing Authority of Santa Clara
06.2010 - 01.2011
- Analyzed validity of claims and documentation
- Provided management with metrics and reports on existing cases
- Indexed all documents into predetermined categories.
Credit & Collections Analyst
Mizuho OSI
05.2006 - 12.2009
- Reviewed status of delinquent accounts and initiated collection actions as necessary
- Provided management with detailed credit evaluations on requested customers using Dun & Bradstreet system; submitted credit allowance recommendations to management for approval
- Researched disputed delinquent account balances; searched for misapplied payment errors and reversed erroneous late charges and/or credits
- Created internal credit processes and communicated them accordingly
- Responsible for reviewing orders on credit hold and determining necessary steps to release pending orders
- Worked closely with the sales team to collect debts and maintain credit hold reports.
Credit Assistant
Dorfman Pacific
10.2004 - 05.2006
- Reviewed and processed all credit applications
- Maintained Dun & Bradstreet reports and customer files
- Granted credit lines up to $5,000
- Created new customer accounts using in-house software.
Billing/AR Analyst
Hyundai Electronics America
10.1998 - 09.2004
- Generated customer invoices and posted payments to customer accounts
- Verified and analyzed credit requests made by customers and field employees.
Education
High School Diploma -
Milpitas High School
Milpitas06.1995
Skills
- Expert in accounting and billing processes and systems
- Strong organizational and analytical skills
- Excellent written, interpersonal and corporate communication skills
- 70 WPM
- Resourceful in the completion of projects; highly effective at multitasking
- Proven success in providing high quality administrative support
- Microsoft Office/Teams
- Monday
- ADP
- Apprise
- PeopleSoft
- CAM
- SAP
- NetSuite
- Salesforce
- QuickBooks
- DocuSign
- Contract Logix
- Calendar Management
- Campaign Support
- Project Support
- Customer Service
- Records Coordination
- Event/Meeting Coordination
References
Available Upon Request
Timeline
Marketing Assistant
Presgroup
10.2023 - Current
Administrative Coordinator
Pfizer Inc
04.2020 - 03.2023
Project Coordinator
Echo Summit Construction
09.2018 - 02.2019
Billing/Collections Specialist (contract)
Revinate
02.2017 - 08.2017
Accounts Receivable Staff Accountant
Glassdoor
10.2015 - 12.2016
Billing Specialist
Revel Systems
02.2015 - 10.2015
Clinical Business Operations Contracts Assistant
Medivation
05.2013 - 03.2014
Billing Coordinator
Vascular Access Specialists
03.2012 - 03.2014
Data Recovery Specialist
Housing Authority of Santa Clara
06.2010 - 01.2011
Credit & Collections Analyst
Mizuho OSI
05.2006 - 12.2009
Credit Assistant
Dorfman Pacific
10.2004 - 05.2006
Billing/AR Analyst
Hyundai Electronics America
10.1998 - 09.2004
High School Diploma -
Milpitas High School
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