Hayley O. Email & Phone Number

Denver, Co, Us

Broomfield, Colorado, United States

•Administer Gusto HR including payroll, benefits, employee expenses, state taxes, changes, and troubleshooting.•Manage all documents related to onboarding and off-boarding employees.•Go-to person for employee HR admin help including payroll, benefits and misc items.•Manage all payables, including setting up vendors and all related Quickbooks entries, and making payments via a range of banking and digital systems.. •Set up new customer invoicing in Quickbooks and coordinate with sales and management to ensure all financial and customer-facing systems are accurate and consistent. •Take primary responsibility for Accounts Receivables, including invoicing, reconciling credit card receipts, managing payment changes, and tracking receivables aging.•Manage shared office and facilities, coordinating with Regus (or other office locations) administrators•Assist in organizing company meetings and gatherings. Coordinate special events. •Coordinate travel for events and meetings to optimize costs.

Denver, Colorado, United States

•HR lead•Maintain Agathos’ team calendar, in-person office and “virtual” office (i.e., A/V, communication tools, project management tools)•Coordinate, schedule guest speakers, create slides and facilitate weekly Core Team lunches•Coordinate travel itineraries, batch scheduling needs (particularly for sales and customer success), and other external stakeholder coordination•Own planning and coordination of activities and events, including quarterly offsite and monthly social events•Drive our onboarding and deprovisioning processes, including coordinating with leaders and facilitating new hire tech/logistical setup and orientation•Responsible for Gusto administration and execution of payroll, bonuses and commissions•Assist in change management efforts to roll out new technology across teams•Be primary contact for various administrative tasks (i.e. mail processing)•Assist staff with benefits and PTO policy issues•Create and facilitate quarterly peer, upward, self, and manager review cycles via 15Five•Manage distributed office inventory (i.e., workstations, furniture, “swag”, employee supplies)

Denver, Colorado

•Responsible for scheduling and managing the CFO’s calendar including prioritizing and resolving related conflicts and competing demands, proactively scheduling important meetings with internal and external individuals and maintaining an organized office.•Organizes and coordinates international/domestic travel and related requirements to include: travel authorizations, flight tickets, hotel bookings, visas, airport transfers, expense reports. Ensures that all travel arrangements are in compliance with regulations and procedures.•Provides support in arranging Finance meetings including collation of speaking notes and/or briefing notes, handling logistics, such as conference registrations, room reservations (internal and external), and local travel.•Works closely with the CFO on special projects and external Audits|Tax; and Investment Committee activities.•Proofreads, answers, and composes routine correspondence both handwritten and electronic, including investor, board books, and other partner-related materials; prepare selective summaries and any follow-up actions for the CFO.•Performs general clerical duties to including collects and opens mail addressed to the Finance/Accounting dept; forwards correspondence to appropriate staff for action.•Completes various forms, including: purchase requisitions, shipping requests, travel expense reports, requests for payment, consultancy agreements, etc.•Undertakes special assignments/projects on a wide variety of issues as requested by the CFO and Controller.•Responsible for supporting Project Accountant with maintaining Vendor Database and compliance.•Primary administrator of the AMEX card program for users.•Creation and distribution of monthly newsletter using Sendgrid.•Managing the accounts payable inbox and submitting bills through bill.com.•Managing Expensify and training users.•Managing mail and weekly check deposits.

Greater Denver Area

•Assistant to the Denver Office Managing Partner, along with four lawyers and one paralegal. •Organizing and maintaining client documents and files, including assembling, copying and scanning documents in line with firm protocols.•Assisting paralegals and attorneys with drafting correspondence and the preparation of legal documents, along with preparing and scanning closing documents. •Maintaining client databases, document management systems, and case management systems.•Prepares confidential correspondence, reports and presentations, using MS Word, PowerPoint and Excel spreadsheets. •Schedules appointments and manages leader schedules when needed. •Handles incoming/outgoing mail, email, faxes, copies, etc. •Serves as liaison between executives, managers and visitors as required; reviews requests and schedules appointments, interviews and meetings.•Enters department bills as needed to ensure timely payment for professional services and dues.•Coordinates business travel arrangements; arranges travel schedule and reservation via Travel program; includes flight, hotel and ground transportation; files travel expenses for reimbursement.•Process expense reimbursement requests using Concur. •Assists with meeting planning and set up; schedules conference rooms, orders catering, secures technology and other resources as required.•Participates in special projects as required and needed.

Greater Denver Area

•Assistant to five designated Tax Partners, but also assist other Partners in the office when needed.•Assistant to the Marketing Director.•Event Coordinator.•Monitor, schedule and register partners for all association events and sponsorship opportunities.•Schedule and book travel reservations for specific partners.•Monitor in/out boards and calendars of staff to report to partners.•Assist with billing and balance reports.•Run weekly reports based on staff data for partner's weekly meetings.•Assist with phone calls, faxes, email correspondence, and special mailings.•Update and maintain monthly investment statement summary spreadsheets for various clients.•Create excel graphs, power points, and booklets to be presented to clients.•Create and prepare proposals for potential clients.•Assist with Tax extensions and tracking.

Denver, Co

•Prepare and mail annual Client tax organizers.•Prepare state income tax vouchers for estimated taxes.•Process Individual, S-Corp and C-Corp State and Federal tax returns.•Roll forward returns in project management systems.•Monitor acceptance of tax engagement letters and 7216 Forms.•Assist with billing and balance reports.•Transmit signed E-file forms to government.•Assist with phones, filing, faxes, preparing mail and transporting to appropriate drop box or Post Office.•Assist external and internal clients with requests regarding our Client Portal.•Create excel graphs, power points, and booklets to be presented to clients.

Laporte, Mn

•Coordinated travel process with parents, camp staff, and all major travel companies (ground, air, coach buses, and U-Hauls) to ensure proper arrangements (for up to 150 campers per session, multiple camp sessions each summer).•Maintained database of all campers’ information (travel, personal, and medical).•Provided customer service (answering phones, returning calls and e-mails).•Set up and maintained office calendar, assisted with office billing, and ordered supplies.

Marshall, Mn

•Pouring and serving craft beer.•Processing orders through computer system and delivering food to customers. •Assisted with food preparation, busing tables and hosting.

Marshall, Mn

•Processing and problem solving on 70-90 calls per day with questions in regards to billing, legal documents and information requests.•Training new employees, via at desk training and training classes. •Presenting updates at biweekly employee meetings.•Processing and approving fund adjustments and refunds.•Handling escalated calls, and assisting managers.•Member of the Customer Correspondence Team, which handles the customer service email inboxes for entire equipment finance division, as well as processing written correspondence. Process 150-200 emails daily. •Assisting Customer Service Representative’s with questions or concerns.•Member of the Emergency Response Team.

Marshall, Mn

•Processing and problem solving on 70-90 calls per day with questions in regards to billing, legal documents and information requests.•Process record requests/releases.

Bemidji, Minnesota

•Greeted and provided customer service.•Processed deposits, cash withdrawals, transfers, cash advances, and loan payments.

Laporte, Mn

•Coordinated travel process with parents, camp staff, and all major travel companies (ground, air, coach buses, and U-Hauls) to ensure proper arrangements (for up to 150 campers per session, multiple camp sessions each summer).•Maintained database of all campers’ information (travel, personal, and medical).•Provided customer service (answering phones, returning calls and e-mails).•Set up and maintained office calendar, assisted with office billing, and ordered supplies.

Marshall, Mn

•Uploaded all property inspections, pictures, and work orders to customer portal.•Managed 3 databases of property information (master list, inventory, and invoicing).•Communicated with route inspectors, management staff, and customers to resolve issues. •Reviewed pictures and inspection reports for errors.

Marshall, Mn

•Provided customer service (appointment scheduling, researching vaccine options and prescriptions for livestock and pets, and taking orders for supplies).•Answered phones, filed customer information, and provided general office assistance.

Marshall, Mn

•Received food orders and processed them through computer system.•Food preparation, such as salads and desserts.•Mixed and served drinks.•Assisted with hosting, busing, cleaning and general prep work.

Marshall, Mn

•Provided payment services (posted and deposited payments, and balanced data).•Assembled patient information folders with appropriate forms and filed all patient charts.•Processed appointment confirmations and reminder notices to patients.•Created various hardcopy forms needed for office use.

Laporte, Minnesota

•Managed western riding barn.•Supervised (4) junior horseback riding assistants and various campers throughout session.•Trained campers to ride horseback, follow safety procedures, and provide proper care for the horses.

Bachelor Of Arts (Ba), Theatre/Theater

Activities and Societies: Alpha Psi Omega, Drama Club

Graduate Certificate, Sports Management