Bri N. Email & Phone Number

Chamblee, Ga

Assists the firm in providing various accounting, audit, tax and advisory support services to individuals and businesses. • Performs a variety of administrative tasks for the CEO and managing partner • Processes transactions for both commercial, audit and individual contracts • Assists a team of Certified Public Accountants (CPAs) with research related to accounts• Processes commercial and individual account files and associated documentation• Ensures all accounts are submitted for billing in a timely manner• Maintains accurate and detailed billing reports (weekly)• Serves as the liaison between clients and CPA’s and as a key point of contact • Manages the client portal containing confidential financial information• Follows up and corresponds with clients• Develops and maintained targeted campaigns to for new and existing client engagement• Trains new clerical staffHighly proficient with Microsoft software applications

Indianapolis, In

Provided administrative and support services to senior management for mid-sized consulting firm. This role included administrative duties, planning, coordinating, scheduling company meetings & events, scheduling client visitors and coordinating meeting logistics (agendas, travel, overall coordination, etc.) and front desk/reception duties. Attended meetings when appropriate - taking notes on action items, creating and sending minutes, and following up on assignment of tasks and to-do’s; preparation of materials including presentations and spreadsheets.

Orangeburg, Sc

Assisted the Development (fundraising) office staff with a variety of administrative duties• Responsible for greeting visitors and managing sign-in process• Responsible for data collection and donor research • Utilizing a variety of software and search engine tools, researched potential donor matches• Answered phone calls and directed them to appropriate staff members• Prepared reports from data collected and presented to various development staff

Indianapolis, In

I maintained this position over a six year period with rotating full time and part time status• Managed the front desk• Managed P&L and Sales Report• Created and maintained relationships and loyalty with customers through personal interaction • Maintained and updated clients files • Used knowledge of store products and services to build sales • • Attend periodic vendor training seminars and achieve the highest level of product knowledge• Consistently exceeded sales goals

Communication And Media Studies

Activities and Societies: Assisted in the Development (fund raising) office as a student assistant.

Education record

Activities and Societies: Lady's First, Band