BUDGET DEVELOPMENT AND SUPPORT: Responsible for $250,000 annual office budget; maintains records, monitors quarterly changes; facilitates communications between departmentsEXPENSE MANAGEMENT: Prepares and submits expense reports to appropriate departments; acts a resource for expense reporting questions; books and expense appropriate travel expenses for assigned leadersCOMPANY CARD PURCHASES: Determines appropriate purchases and negotiates pricing with various vendors; reconciles company card purchasesINVOICE AND DOCUMENT REVIEW AND MANAGEMENT: Examines invoices to ensure accuracy for company purchases and vendor charges; negotiates and reviews vendor contracts; submits and appropriately stores invoices and other contract documents.OFFICE PROCEDURE DEVELOPMENT AND GUIDANCE: Sets office procedures to ensure smooth operations; provides training and materials to employees to support the proceduresPROJECT MANAGEMENT: Manages complex projects to maintain facilities, reduce costs and promote office moraleINVENTORY: Purchases and maintains inventory of office supplies and necessary itemsVENDOR MANAGEMENT: Manages a complex network of vendors to provide needed supplies and services for office operations and safetyHUMAN RESOURCES: Provides employee on-boarding assistance and acts as liaison between employees and upper HR managementRECEPTIONIST DUTIES: Day to day front desk coverage; managing visitors, phone calls

ADMINISTRATIVE: Provides expert administrative and clerical support for trade programs at vehicle dealerships in 20 statesCORRESPONDENCE: Screening and distribution of incoming mail; shipment of more than 1200 outgoing items per month; formal letter preparation to obtain needed informationACCOUNTING: Issues vehicle loan payoffs, performs cash receipt accountingCALENDAR MANAGEMENT: Maintains team and personal calendarFILE MANAGEMENT: Completes compliance auditing and file intake for more than 1200 files per month; maintains file tracking system using office automation software systemsDATA PREPARATION- Meticulously tracks and prepares data for use by management to improve business efficiency using MS Excel and MS AccessFORM PREPARATION- Develops forms for use by dealerships and internal associates to ensure accurate information captureCOMMUNICATION- Main point of contact for assigned dealerships for all trade related inquiresTRAINING AND DEVELOPMENT- Provides accurate training to new hires and coworkers

June 2016 to January 2017, Financial ManagerDay to day bookkeeping and payroll for three accounts totaling more than $200,000 in annual transactions, payroll, employee onboarding/offboarding, accounts payable/receivable, research and records management. April 2015 to May 2016, Vice President- Thrift Store OperationsNon-profit thrift store management, executive policy and human resources development, safety and policy compliance, daily monitoring of gross sales and net funds of community thrift store.

Responsible for day to day operations of a tax preparation office, supervising 13 employees and serving more than 1200 clients.Maintained schedules, inventory, and day today financial reports; Mail distribution; Filed and indexed complex client reports; Employee interviews, application review and onboarding/offboarding;Subject matter expert in personal and staff compliance with all company and Internal Revenue Service ethics and tax regulations; Provided mentoring and goal counseling to tax preparers and front desk staff; Conducted performance reviews and counseling; Maintained personal continuing education certifications and prepared tax returns as needed to ensure exemplary customer service; Investigated and resolved client issues, resulting in saved revenue for company; Planned and executed marketing event with multiple businesses to generate more exposure for location; Developed successful marketing plans for a poorly located office resulting in a 30 percent increase in product awareness.

Prepared more than 100 tax returns per tax season; ranked as a top preparer in first year; Prepared returns in proprietary software quickly and accurately; Subject matter expert in individual and sole proprietorship tax returns and related schedules A, B, C, D, E and necessary forms; Provided complete customer care to include accurate advice and timely communication; customer service issue resolution; Recommended and sold appropriate additional services to qualified clients; maintained necessary certifications and education.

Provided customer service for automobile insurance claims in call center environment.

Evaluated daily reports to monitor compliance with US Patriot Act bank requirements; Verified account owner identities and monitored accounts for suspicious activity; documented necessary verification information and maintained files as required by regulation; Contacted customers as necessary to facilitate quick resolution of issues.