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Provided administrative support for the Director of Facility Operations at an upscale luxury Continuing Care Retirement Community. Responsible for scheduling, organizing and following up on the daily workflow of Maintenance and EVS tasks. Helped to develop and manage annual departmental budgets for Maintenance, EVS and Security. Provided individualized work order management for 375 residents and 300 community staff. Responsible for daily monitoring of expenditures, accruals, resident billing and capital projects. Worked with management team to review monthly expenditures and identify upcoming financial requirements. Employed Worxhub software to maintain resident and facility location databases; coordinate staff training on software. Managed Certificates of Insurance and approval requirements for contractors.

Provided administrative support for the Partners of a prominent CPA firm. Acted as the first point of reference for client inquiries. Administered the Firm’s new portal system. Delivered assistance to clients in gaining access into the portal system. Responsible for maintaining key elements of the client data base. Compose correspondence/draft proposals Partner’s signature. Monitored A/R to ensure an efficient and effective collection process.

Provided administrative assistance to CEO and 25-member staff within this clinical research statistics and data management firm. Performed confidential duties including composing and editing correspondence, business development proposals and contracts; organizing and updating office procedures and operations; serving as liaison to internal and external constituencies, including health organizations and contractors; assisting with company marketing efforts; and maintaining office services and records to ensure availability of current critical information to staff. Worked closely with all team members to promote timely communication concerning multiple simultaneous projects.

Oversaw day-to-day operations of up to seven properties in various stages of the refurbish and flip or rental processes. Responsible for bank negotiations, financial management, contractor hire and oversight, leasing, and tenant background/credit checks and relations.

Assumed increasing administrative and financial accountability to meet demands of this rapidly expanding congregation, which grew from 50 to over 400 members during tenure. Responsible for A/P, A/R, payroll, tax filings, account reconciliation, employee health and life insurance documentation and invoices. Served as liaison and reported to the Finance Committee on all church financial matters and the Building Campaign.

Planned and implemented a program to provide a safe, developmentally appropriate program for toddlers. Supervised children while providing experiences and activities that built self-esteem and promoted literacy and early education. Established routines and provided positive guidance, implementing positive discipline when required. Kept parents informed of program expectations, activities and their child’s progress and development.

Member of the research team at this premier teaching hospital, reporting to Research Coordinator. Charged with conducting research and gathering data on cardiology patients for DUMC’s longest and most comprehensive study aimed at supporting and improving surgical and medical treatment strategies. Primary responsibility for scheduling and conducting patient interviews, verifying data, and preparing data for review by some of the world’s leading cardiologists.

Carried out daily task of borrowing/selling Fed Funds, negotiating rates and ensuring accuracy of all wire transfer activity to and from the bank. Responsible for daily accounting and balancing to determine the bank’s financial position. Established and maintained effective relationships with corporate clients and financial institutions, and handled inquiries from the bank’s largest customers.

Provided full administrative support to five sales managers/brokers. Responsibilities included order processing and confirmation, composing and typing correspondence, daily customer contact and heavy phone work.