Summary
Overview
Work History
Education
Skills
Certification
Timeline
Receptionist

Valerie Wiley

Administrative Assistant
Marengo,IA

Summary

Organized, hardworking and proactive with strong knowledge of regulatory compliance and industry protocols. Ready to contribute value to team through excellent work ethic and commitment to meeting corporate financial goals.

Honest, detail-oriented, financial professional adept at coordinating fiscal plans, AP and AR operations as well as inventory management. Good mathematical, communication and problem-solving abilities. Proficient skills in Quickbooks.

To seek and maintain full-time position that offers utilizing interpersonal skills, excellent time management and problem-solving skills.

Overview

28
28
years of professional experience
1
1
Certification

Work History

Treasurer

First Presbyterian Church
08.2019 - Current
  • Reconciled monthly statements, invoices and expense accounts, keeping records accurate, and current.
  • Accounts payable, accounts receivable, deposits
  • Balancing accounts
  • Quickbooks software
  • Planned and managed annual budgets, tracking expenses, and investigating discrepancies to maintain optimal controls.
  • Prepared and presented financial reports to inform senior management and board of directors.
  • Drafted treasury reports to support management decision-making needs.
  • Coordinated with external auditors to enforce compliance with financial regulations and standards.
  • Executed financial due diligence tasks on daily basis to maintain optimal company finances.
  • Negotiated and managed contracts with external vendors to optimize value for organization.
  • Worked with executives to create annual budget and track actual expenses against projected expenses.
  • Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing, and sales tax returns.
  • Created and distributed reports on internal and external finances, audits, and budgets.

Administrative Assistant

Kloster Funeral Home
12.2014 - Current
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Restocked supplies and placed purchase orders to maintain adequate stock levels.
  • Executed record filing system to improve document organization and management.
  • Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
  • Created and maintained databases to track and record customer data.
  • Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
  • Developed strategies to streamline and improve office procedures.
  • Processed customer orders accurately and within agreed timeframes to meet service standards.
  • Drafted correspondence and other documents for CEO and department heads in company's voice.
  • Negotiated contracts with vendors and suppliers for office supplies, equipment and services.
  • Managed filing system, entered data and completed other clerical tasks.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Generated financial reports and summaries for management review.
  • Prepared and mailed account statements to vendors and kept meticulous correspondence documentation.
  • Managed invoices, payments and deposits, maintaining accurate expenditure records.
  • Implemented orderly, organized filing systems for easy record retrieval.
  • Validated and recorded invoices and resolved discrepancies with vendors.
  • Corrected discrepancies in financial records for balanced books.
  • Maintained inventory of office supplies and placed orders.
  • Maintained website, updating and training coworkers on software

Website Designer

Trinity Lutheran Church/First Presbyterian Church
06.2010 - Current
  • Met with clients to discuss expectations regarding visual presentation, branding and e-commerce functionality.
  • Illustrated page design concepts by blending arrangement, style and aesthetic elements to meet predetermined preferences.
  • Furnished research and materials based on up-to-date web design standards.
  • Oversaw Internet project planning, scheduling, statistics generation and security.
  • Provided front-end website development using WordPress, Hubspot, and other editing software.
  • Oversaw technical issues and troubleshooting requests to resolve user problems.
  • Collected, defined and translated user requirements into project designs and implementation plans.
  • Delivered user support to clients to train, educate and answer questions.

Preneed Life Insurance

Homesteaders Life Company
11.2018 - Current
  • Maintained high standards of customer service by building relationships with clients.
  • Analyzed customers' financial situations to recommend appropriate life insurance policies.
  • Cultivated customer relationships to provide customized life insurance solutions tailored to individual needs.
  • Attended continuing education courses and workshops to gain additional insurance industry knowledge.

Night Duty Manager

Dollar General Store
07.2018 - 07.2019
  • Ran nightly reports closing out various accounts and detailing daily activities.
  • Completed routine store inventories.
  • Evening closing of cash drawers, reports and deposits
  • Prepared materials for following shift.
  • Advised new employees on company procedures and policies to facilitate daily tasks and responsibilities.
  • Guided and motivated night team by establishing and communicating responsibilities and duties to each team member.
  • Cooperated with coworkers to improve customer experience and manage storefront.
  • Oversaw restocking of supplies and other functions to prepare for daytime business.


Administrative Assistant

Trinity Lutheran Church
08.1998 - 04.2016
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Restocked supplies and placed purchase orders to maintain adequate stock levels.
  • Executed record filing system to improve document organization and management.
  • Scheduled office meetings and client appointments for staff teams.
  • Received and sorted incoming mail and packages to record, dispatch, or distribute to correct recipient.
  • Created and maintained databases to track and record customer data.
  • Developed and updated spreadsheets and databases to track, analyze, and report on performance and sales data.
  • Assisted development and implementation of new administrative procedures.
  • Sorted and distributed office mail and recorded incoming shipments for corporate records.
  • Developed strategies to streamline and improve office procedures.
  • Negotiated contracts with vendors and suppliers for office supplies, equipment and services.
  • Managed filing system, entered data and completed other clerical tasks.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Assisted coworkers and staff members with special tasks on daily basis.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Built and maintained excellent customer relationships through timely response to inquiries and going above and beyond to accommodate unusual requests.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities, and communicate instructions.
  • Volunteered to help with special projects of varying degrees of complexity.
  • Made deposits, accounts payable and receiving

Manager

Caseys General Stores Inc
09.1995 - 02.1998
  • Managed and motivated employees to be productive and engaged in work.
  • Accomplished multiple tasks within established timeframes.
  • Maintained professional, organized, and safe environment for employees and patrons.
  • Resolved staff member conflicts, actively listening to concerns and finding appropriate middle ground.
  • Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices.
  • Increased sales with special displays and promotions.
  • Completed point of sale opening and closing procedures.
  • Managed inventory control, cash control, and store opening and closing procedures.
  • Managed store employees successfully in fast-paced environment through proactive communication and positive feedback.
  • Supervised guests at front counter, answering questions regarding products.
  • Upheld and communicated store programs and standards to employees for optimal quality, freshness, safety and cleanliness.
  • Rotated merchandise and displays to feature new products and promotions.
  • Approved regular payroll submissions for employees.
  • Assisted with hiring, training and mentoring new staff members.
  • Promoted team collaboration, performance, and efficiency by fostering healthy environments focused on mutual success.
  • Maintained proper product levels and inventory controls for merchandise and organized backroom to facilitate effective ordering and stock rotation.
  • Set effective store schedules based on forecasted customer levels, individual employee knowledge, and service requirements.
  • Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
  • Trained new employees on proper protocols and customer service standards.
  • Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
  • Interacted well with customers to build connections and nurture relationships.
  • Managed purchasing, sales, marketing and customer account operations efficiently.
  • Scheduled employees for shifts, taking into account customer traffic and employee strengths.
  • Monitored daily cash discrepancies, inventory shrinkage and drive-off.

Education

Some College (No Degree) - Business Administration

Hamilton Business College
Mason City, Iowa

Skills

  • Investment Strategy
  • Corporate Filings
  • Accounting Management
  • Financial Statements Expertise
  • Excel Proficiency
  • Financial Management Procedures
  • Account Auditing
  • Account Reconciliation
  • Investment Management
  • Bookkeeping
  • Life Insurance license

Certification

  • Licensed Preneed Life Insurance Agent

Timeline

Treasurer

First Presbyterian Church
08.2019 - Current

Preneed Life Insurance

Homesteaders Life Company
11.2018 - Current

Night Duty Manager

Dollar General Store
07.2018 - 07.2019

Administrative Assistant

Kloster Funeral Home
12.2014 - Current

Website Designer

Trinity Lutheran Church/First Presbyterian Church
06.2010 - Current

Administrative Assistant

Trinity Lutheran Church
08.1998 - 04.2016

Manager

Caseys General Stores Inc
09.1995 - 02.1998

Some College (No Degree) - Business Administration

Hamilton Business College

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Valerie WileyAdministrative Assistant