Hayley O. Email & Phone Number

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.

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

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.
• 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.
• 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.
• 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.
• Performs general clerical duties to including collects and opens mail addressed to the Finance/Accounting dept; forwards correspondence to appropriate staff for action.

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.

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.

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.

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.
• 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.

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.
• 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