Cassie Whipple Email & Phone Number

Portland, Oregon, United States

● Customize day-to-day management of financial affairs for high net-worth individuals, families, and entrepreneurs. ● Prepare personal financial reports and statements tailored to client needs. ● Facilitate coordination with investment management teams, legal counsel, and estate advisors. ● Create efficiencies to streamline processes within the family office team.

Portland, Oregon, United States

Providing bookkeeping and business consulting services. Assisting service businesses with bookkeeping, cash flow management, financial planning, budgeting, audit support, payroll, payroll taxes, benefits administration, employee onboarding, and office management.

Wilsonville, Oregon, United States

● Maintain A/P and A/R in QuickBooks for a busye● Post financial information to QuickBooks from supplier invoices and cash receipts● Maintain an orderly account filing system● Process and pay invoices● Conduct monthly reconciliations of multiple bank accounts● Update and maintain vendor accounts● Assist with external audits● 1099 preparation

Wilsonville, Oregon, United States

● Responsible for all financial and administrative areas including budgeting, taxes, payroll, employee benefits, human resources, and office administration. ● Established financial controls using cash models, expense tracking, and budget monitoring. ● Actively handled accounts payable, accounts receivable, reconciliations, and quarterly and annual reporting. ● Advanced efficiency by introducing paperless human resource systems. ● Served as the sole financial manager of the company

Wilsonville, Oregon, United States

• Promoted from Technical Support role to Admin/Finance Support and Executive Assistant to the President.• Executive support responsibilities:o Maintaining confidential information and documentso Representing leadership to vendors, visitors and managemento Preparing confidential reports, correspondence and organizational chartso Providing in-depth analysis of data using Excel, Word and/or Accesso Maintaining Outlook calendar for the President, including strategic prioritization of appointmentso Greeting visitors and directing to appropriate area or person as neededo Coordinating conference calls, arranging meetings, preparing agendas, reserving and setting up conference rooms, and transcribing meeting minuteso Managing back-end copy and photo editing of the company website (carisbrooktech.com)o Ordering and purchasing supplies, maintaining inventory levels, tracking company assets in an Access databaseo Screening calls, taking messages and returning phone calls, as appropriateo Responsible for routine decisions on behalf of the Presidento Running reports and compiling data to be sent to client• Finance support and Human Resources responsibilities:o Bookkeeping, A/P, A/R, payroll processing, invoice preparation (QuickBooks)o Processing expense reports, including preparing reimbursement checks o Maintaining petty cash fund for the officeo Employee communications and meeting coordinationo On boarding new hireso Administration of employee benefits programso Termination tasks and exit interviews for exiting employeeso Planning company events and catered luncheso Regulatory compliance and employment law

Wilsonville, Oregon, United States

(Temp to hire 03/2009-06/2009 through CampusPoint)• Provided technical Support for proprietary and outside software for remote Banfield Pet Hospital locations and Banfield headquarters.• Excelled at managing multiple priorities in a fast paced environment and was progressively assigned with additional complicated and detail-oriented responsibilities, including hospital openings and closings procedures, hospital equipment ordering, asset tracking, Return Merchandise Authorizations, and Help Desk emergency packet management.• Promoted to executive assistant and admin/finance support position in 2011.

West Linn, Oregon, United States

Managed all accounting, payroll and employee benefits needs of start-up business that provided remote technical support to veterinary hospitals:Accounts payable and accounts receivableReconciling bank accountsMonitoring the business' cash flowRemitting payroll taxes and filing quarterly reportsProcessing payrollGeneral office administration, including ordering supplies and monitoring inventoryEnrolling new hires in employee benefits401(k) plan administration

Vancouver, Washington, United States

• Temporarily served as administrative assistant during a maternity leave:o Worked as a front desk liaison, screening calls and directing visitors to the proper departmento Sorted and distributed mailo Assisted the accounting department with filing, invoices, and data entryo Organized, sorted and processed training requirements requestso Compiled Human Resources information into reports based on Access training databaseo Archived purchase orders and part numbers by electronically organizing, filing, and labeling scanned orders dailyo Streamlined the invoice filing system by reorganizing, archiving, and re-labeling files for easier access

Champaign, Illinois, United States

• Acted as a nexus connecting clients, ad sales staff, compositors and ad artists, the editorial staff, and the print room at a large area newspaper:o Scheduled, tracked, and proofread retail and classified advertisementso Pasted up or sketched ad designs and copy; submitted layout materials for production to ad artists or compositorso Followed through with client orders for accuracy, quality, and satisfaction• Special responsibilities:o Real estate client managemento Back-end maintenance of the Home Seller Websiteo Coordinated co-op advertising using database marketing software (MultiAd Recas)o Updated CentralIllinoisBusiness.com magazine websiteo Designed newspaper page layouts for the editorial department using QuarkXPress• Temporarily served as administrative assistant to the Advertising Director:o Managed incoming and outgoing phone calls on behalf of the Directoro Scheduled appointmentso Transcribed notes via voice recordero Managed personnel and client filing systemso Ran reports for department managerso Compiled weekly updates from managers

Elgin, Illinois, United States

Designed a PowerPoint presentation with digital photography, artwork and music and presented it at a promotional event for a new parochial pre-school.

Elgin, Illinois, United States

• Performed data entry, mail metering and general clerical work, including online copying, color copying, binding, printing, collating and filing for the Planning and Marketing Department. • This part-time position during university breaks served as an unofficial internship that demonstrated how a marketing department collects data and creates materials for distribution.

Accounting Postbaccalaureate Certificate, Accounting

Bachelor Of Science (B.S.), Mass Communication/Media Studies, Specialization: Psychology

Activities and Societies: Alumni Memorial Award: Media Studies Recipient for 2004 Student Advisory Board, College of Communications: Media.