Jackie Grogan Email & Phone Number

South Norwalk, Ct

• Oversee all aspects of accounting to include A/P, A/R, client invoicing + statements, bank + credit card reconciliations, payroll + liabilities, taxes + coordination with CPA.• Manage + administer employee benefits.• Manage software subscriptions.• Troubleshoot IT related issues.• Troubleshoot office equipment related issues.• Sustain all aspects of office environment including answering phones, first Client/Visitor interaction, banking, supplies + organization.• Maintain an enjoyable + friendly work environment to keep the machine well oiled.• Maintain Company Professional + Liability Insurance, Certificates of Insurance + W-9s.• Understand + create AIA contracts, write + edit business letters + client proposals.• Coordinate with our Marketing Director for RFP preparation + proof reading.• Coordinate with our Interiors Team to procure furniture for multi-family amenity spaces + model units. • Create + update template spreadsheet + word documents to aid in project organization.• Replenish the coffee, beer + liquor cabinet for impromptu happy hours + those late night deadlines.

Darien, Ct

• Oversee annual service agreements among existing + new clients.• Handle accounting related responsibilities such as accounts receivable, reconciliations, budgeting, time-card review, project costing, etc.• Generate monthly + annual reports.• Work closely with field personnel regarding customer needs/issues in order to maintain superior service levels.• Troubleshoot to assist clients, escalate complex questions for resolution + ensure appropriate follow up.• Oversee all aspects of the office including schedules, appointments, phones, mail, supplies, etc.

New Canaan, Ct

• Review + understand all contract documents, plans + specifications for each project.• Review subcontractor agreements for clear understanding of project scope + expectations.• Obtain quotes from subcontractor for client estimates.• Draft purchase orders for project material purchases, job sites + office.• Prepare AIA application for payments based on percent complete + contract negotiated terms.• Maintain consistent contact with subcontractors.• Write template for new projects using Master Builder coding to define scope of work.

New Haven, Ct

• Manage business calendars for President, Partner + office staff.• Arrange domestic + international travel for business meetings + conferences + personal family vacations.• Handle highly confidential information with discretion.• Coordinate client + internal meetings.• Fulfill client requests for information + materials.• Assure efficient time management on projects.• Manage + maintain project electronic files + correspondence, proposals + reports in a variety of software programs.• Maintain extensive database of resources including product, manufacturer sales representative + direct hyperlink access to manufacturer website.• Coordinate + prepare presentation logistics for preliminary project boards.• Order samples as needed for projects, price + check all stock availability.• Ensure the organization + execution of contract documents.• Field phone inquiries.• Sort daily mailing + accept UPS, FedEx + other such deliveries to firm.• Coordinate lunch + learns with manufacturers

Norwalk, Ct

• Review process, project negotiations, + project selection from design through completion by facilitating the purchase of incoming product.• Assist client in furniture selection as well as custom upholstery, slipcovers, window treatments, wall covering, paint + floor covering options.• Maintain excellent product knowledge of textiles, furniture + accessories.• Schedule installation of merchandise purchased.

Monroe, Ct

• Learn the logistical infrastructure of furniture transport.• Track major manufacturers within interior design.• Create + implement internal organizational paperwork.• Inspect + notify interior design firms of incoming merchandise + provide inventory control.• Oversee on-site installation of product per furniture plans for healthcare client.• Catalog merchandise for storage + delivery.

Southport, Ct

• Utilize organizational skills.• Maintain client relations + telephone etiquette.• Facilitate the purchase of incoming product.• Track order status and shipping updates.• Understand, read and utilize floor plans for space planning.• Assessment of client projects.• Measure client space as needed + required for space planning.• Schedule various installations including furniture, window treatments + floor covering.• Assist designer in the process of client consultation.