Erin Franey Email & Phone Number

Salt Lake City, Utah, United States

Salt Lake City, Utah, United States

Las Vegas, Nevada, United States

• Completed a digitization project of several years’ worth of client documents
• Formatted and prepared trusts for client signature
• Filed deeds, wills, and trusts with the Clark County Recorder’s Office

Greater Seattle Area

• Calendar management for five busy partners
• Extensive travel organization, both domestic and international
• Expense report submission
• Special event planning, initial inquiry through AP processing

Greater Seattle Area

• Calendar management for a busy executive
• Personal and work errands
• Accounts payable in QuickBooks
• Reconciling personal and company credit cards in QuickBooks
• Preparation of checks for deposit
• Data entry

Greater Seattle Area

• Maintain highest utilization possible of all auditors (approximately 60) in market territory, including deploying staff to other offices and other regions
• Update StaffTrak with schedules for all audit staff through managers
• Format, proof, and edit financial statements for clients in Word with embedded Excel
• Prepare hard copy and PDF financial statements and bind for professional presentation
• Roll forward prior year financial statements for client and staff preparation

Grant Thornton LLP

• Format, proof, and edit financial statements for clients in Word with embedded Excel
• High level assistance in preparation of presentation materials; both those used in-house and client bound – very brand driven with strict standards in place
• Proofread and assemble engagement letters and general correspondence
• Purchase all supplies for the office, including business cards, paper, branded items, special needs, etc.
• Provide comprehensive support for three partners, including calendaring, travel assistance (Concur), and expense reports
• General administrative assistance to team of thirty-five

Greater Seattle Area

• Answered and transferred multi-line phones
• Proofed changes and final versions of out-bound financial statements
• Sorted mail and prepared mail report
• Kept track of office of 70 and sent daily email
• Prepared monthly calendar of office events, speaking engagements, birthdays and anniversaries

San Francisco Bay Area

• General office assistant to office of 120
• Ordered supplies and maintained operations of printers, fax machines, and copiers
• Prepared rooms for training sessions, including web-based sessions, video-conferences, etc.
• File room manager; maintained record of all files, logged new files, and kept check-out system

San Francisco

Ogden, Utah

Assisted the technical services division with a large-scale book rebinding project, including thousands of out-of-print books. Ensured accuracy of information provided to the binding company and quality controlled the return product. Performed other duties in a page capacity. Prepared new books for shelving and distribution.

Bs, English

Diploma