David Bogert Email & Phone Number

West Linn, Oregon, United States

Wilsonville, Oregon, United States

Portland, Oregon Area

- Responsible for client finance operations on the Old Spice and KFC media accounts- Managed AR/AP duties such as client billing and reporting, vendor payment and communication, and internal budget reconciliation- Prepared documentation for extensive annual audits- Utilized MediaOcean and NetSuite software frequently, helping and educating other team members when troubleshooting system issues- Assisted with the training and onboarding of new hires

Portland, Oregon Area

- Provided operational support for the wealth management team, including trading, billing, and reporting- Responded to requests and inquiries in the general inbox and over the phone- Facilitated communication with internal teams and external advisors, staff, and vendors to achieve clients’ goals- Prepared paperwork for account openings, distributions, and transfers(Temporary assignment)

Portland, Oregon Area

- Developed new processes and improved preexisting ones by recording procedural instructions and creating Microsoft Excel templates- Built investment training and product research presentations in Microsoft PowerPoint- Generated complex mail merges in Microsoft Word- Illustrated workflows in Microsoft Visio- Extracted historical data from Microsoft Access- Conducted risk assessments on current policies and procedures- Researched the regulatory environment and litigation history of various product types- Converted compliance reports into scripts and recorded them as podcasts- Participated in UAT and provided recommendations prior to software deployment(Worked June 2018 - September 2018, December 2018 - January 2019)

Newberg, Oregon

- Supported the Circulation Coordinator by keeping library statistics, making faculty deliveries, and assisting in the management and training of new hires and other student workers- Provided customer service at the front desk and over the phone- Handled the sending and receiving of books loaned to and from other libraries- Communicated with professors to place books on reserve for their courses- Oversaw inventory and inputting the data into the online records- Tested and implemented the use of new software and provided input for changes- Worked full-time over the 2015 summer performing standard tasks and assisting on major renovations and projects

- Managed and allocated a $500,000 budget of student fees, as well as a $400,000 rollover fund- Authorized and recorded all reimbursements and expenditures- Performed HR tasks for all student government workers- Supervised and trained the Finance Assistant and Finance Committee- Enhanced policies and procedures by making them simpler and more efficient- Communicated and collaborated with the university Financial Affairs and Human Resources departments- Served as the student representative on the Library Faculty Committee

Newberg, Oregon

- Maintained organized records of all financial transactions- Examined incoming and outgoing documents to ensure their validity and accuracy- Aided students and staff with filling out the various financial forms- Assisted the VP of Finance with general tasks, including e-mails and office maintenance- Member of the Finance Committee that oversaw budgeting $500,000 for the next year

Hillsboro, Oregon

- Charted, inventoried, and organized multiple medical and office supply rooms- Communicated with Materials to improve contents and inventory levels of supply rooms- Updated the high census manual and created role cards for different employee positions- Created spreadsheets to track e-mail distribution lists and prepare for the annual scrubs order- Assisted the director, manager, and administrative assistant with various administrative tasks- Prepared materials and recorded minutes for stroke committee meetings- Developed an exit interview procedure to improve employee retention and cut turnover costs

Master Of Arts - Ma, Teaching, 4.00

Fall semester of student teaching completed at West Linn HS. Spring semester of student teaching completed at Wilsonville HS.

Bachelor Of Science - Bs, Economics And Mathematics, 3.97

Activities and Societies: Student Government, Board Game Club, Ultimate Frisbee Club, Campus Radio, Intramurals Minor in Finance Summa cum.