Stephanie Erickson Email & Phone Number

Portland, Oregon Area

Investigate and respond to complaints filed with the BBB, Attorney General, FCC, FTC, DOJ, PUC and AARP. Respond to inquiries and concerns on behalf of the CEO. Work with upper management to streamline and improve current processes.

Portland, Or, Seattle, Wa And San Francisco-Bay Area, Ca

Independent Contractor providing services such as, accounting, collections, tax preparations, research, presentations, event coordination, recruiting and other projects as per client’s needs.

Kirkland, Wa

Provided exemplary executive and personal support for CEO. Duties included client relations, scheduling and management of multiple executives’ calendars, correspondence, due diligence and creation of reports and presentations. Handled travel arrangements (Int’l & Domestic), coordinated corporate and company events (client meetings, corporate meetings, trade shows, international events, fundraising events, soirees, etc.). Managed all travel logistics and catering for events.

Seattle, Wa

Managed counselor’s complex schedule and provided updated daily and weekly agendas. Processed payroll and handled all bookkeeping duties, including reconciliation and maintenance of IOLTA Trust Accounts. Processed monthly billings for over 700 clients. Collected 75% of past due accounts, approximately $40,000. Performed legal secretary duties when needed. Systematically tracked documents, performed process of service and conducted witness interviews. Created complex reports for counselor… Show more Managed counselor’s complex schedule and provided updated daily and weekly agendas. Processed payroll and handled all bookkeeping duties, including reconciliation and maintenance of IOLTA Trust Accounts. Processed monthly billings for over 700 clients. Collected 75% of past due accounts, approximately $40,000. Performed legal secretary duties when needed. Systematically tracked documents, performed process of service and conducted witness interviews. Created complex reports for counselor and Trustee of Irrevocable Trust for presentation at monthly Trust Committee meetings. Attended meetings to apprise Trust committee of extraordinary expenditures and beneficiary’s compliance with edicts set forth by courts and Trust Committee. Show less

Kirkland, Wa

Operations Manager for Property Development Company, creating quotes, budgets, client contracts and acquiring city and state permits. Managed six high end residential properties in the Seattle area and twenty-two townhomes in Lake Chelan, Eastern Washington. Built excellent relationships with subcontractors, clients and vendors. Created various reports for owner, clients and banks. Scheduled bank inspections to process bank draws. Had full ownership of payroll, A/P, A/R… Show more Operations Manager for Property Development Company, creating quotes, budgets, client contracts and acquiring city and state permits. Managed six high end residential properties in the Seattle area and twenty-two townhomes in Lake Chelan, Eastern Washington. Built excellent relationships with subcontractors, clients and vendors. Created various reports for owner, clients and banks. Scheduled bank inspections to process bank draws. Had full ownership of payroll, A/P, A/R, authorizing/signing checks, collections and banking. Initiated/modified wire transfers; established new lines of credit. Audited prior years’ books, recovering over $300,000 for unbilled change orders, add-ons and upgrade work performed. Managed owner’s professional, personal and city council schedules as well as personal finances. Show less

Bellevue, Wa

Independent contractor for start-up company. Established and defined Accounting, HR and client services. Defined PTO and benefits programs. Set up interviewing, background checks, hiring protocol; hired 47 employees within the first 6 weeks. Produced monthly and annual budgets. Established and defined travel and expense procedures. Implemented payroll function/reporting. Responsible for scheduling employees based on client’s needs and preferences.

West Seattle, Wa

Worked part-time, approximately 30 hours/week. Greeted clients, scheduled appointments, updated clients’ files, reconciled nightly credit card transactions and cash drawer. Performed vet tech duties as needed.

Seattle, Wa

Managed operations, purchasing, HR and professional services. Excellent interpersonal skills; built and maintained exceptional client relationships. Managed/scheduled 65+ employees for three store locations. Responsible for overseeing daily operations of business, opening/closing stores and cash drawer. Created monthly reports for forecasting retail requirements to maximize growth of the business. Business became profitable within 2 months of my hire.

Bothell, Wa

Prepared domestic and international travel arrangements for C-level executives. Researched and obtained travel visas for international travel. Managed all facets of HR including employee benefits, 401(k), payroll, relocations and visa/immigration issues. Created and revised employee handbook to reflect company policy changes. Handled calendaring, daily agendas and resolved scheduling conflicts for executives. Coordinated business meetings, corporate events, trade shows and sales… Show more Prepared domestic and international travel arrangements for C-level executives. Researched and obtained travel visas for international travel. Managed all facets of HR including employee benefits, 401(k), payroll, relocations and visa/immigration issues. Created and revised employee handbook to reflect company policy changes. Handled calendaring, daily agendas and resolved scheduling conflicts for executives. Coordinated business meetings, corporate events, trade shows and sales conventions. Supported Sales Group as needed with job fairs, RFI/RFP preparations and business development needs. Tracked billable time and expenses for employee reimbursement, monthly billing and auditing purposes. Promoted to Acting CFO within nine months of hire. Show less

Bachelors Of Art, Global Studies/International Relations

Activities and Societies: International Relations Discussion Group

Diploma, General Education

Activities and Societies: Track, Swimming, Cross Country