Jennifer Sherman, Mba Email & Phone Number

Seattle, Washington, United States

• Manage daily operations and workflow for a team of tax professionals• Process client invoices, payments, and company bill pay• Provide bookkeeping services for multiple clients with multiple entities, including payroll and account reconciliation• Streamline workflow process for completing tax returns, increasing tax professionals' efficiency and accuracy

Mercer Island, Washington, United States

Overall Management Company (OMC) is a multi-generational family office that invests in great private businesses, early-stage venture capital strategies, and commercial real estate in the Pacific Northwest.Three generations of the Keeler family bring energy and passion to be the best stewards possible of our company, our partners, our employees and our community.Office Manager RoleThe Office Manager reports to OMC President while providing support to the Board of Directors, President, and CFO. Office Manager assists with basic bookkeeping and payroll, setup and scheduling of office meetings, planning and coordination of family office events, maintains family calendar, website, and CRM, and performs other day-to-day office management activities.

Talent, Oregon, United States

• Administrative Assistant: unpaid student internship; assisted with grant writing, donor tracking and recognition, house management duties, and other various administrative duties.• Grant Writer: continued grant writing on a paid freelance basis following completion of internship.

Ashland, Oregon, United States

• Served as liaison between the MBA program staff and approximately 200 online and in-person MBA students.Key Accomplishments• Interviewed multiple MBA staff and alumni to write their Success Stories for the purpose of promoting the program.• Prepared, organized, and implemented hybrid in-person and online MBA Graduation Ceremonies.

Barcelona, Catalonia, Spain

In this position, I assisted in school activities and administration, welcomed visitors and followed COVID-19 protocols, provided information about the school programs, and assisted in related work. Key Accomplishment• Position performed entirely in Castilian Spanish.

Ashland, Or

• Medical Aide: Administered medication, monitored changes in resident medication and behavior, ordered and destroyed medication as necessary, and acted as manager-on-duty after hours and point of contact for all resident emergencies.• Care Partner: Assisted residents with activities of daily living, including bathing, dressing, grooming, toileting, transferring and getting to and from activities and meals according to the individual service plan.Key Accomplishment• Facilitated move to a new software system, including transferring resident medical records and training fellow associates.

Seattle

In this position, I provided customer service to over 300 client portfolios in managing and auditing investments for tracking growth. My duties included entering monthly portfolio data and reconciled between agency software and live online system of two brokerage firms. I also tracked monthly growth and trades of all security shares held by firm clients; approximately 3.5 million shares in 56 securities, allocated equity trades to online system with two brokerage firms, and created and distributed mass-mailing of quarterly statements containing a detailed presentation of investment performance, a summary of securities held with cost and income information, and a summary of management expenses. I was in charge of copy-editing all client correspondence, as well as creating and submitting paperwork for new clients and any client information updates.Key Accomplishments• Error-free month-end reconciliations• Commended for fast and accurate portfolio data entry• Recognized for competence in editing office correspondence

Seattle, Wa

Completed multiple client assignments including cold-calling for a non-profit organization, serving as registrar and general assistant for multiple city-wide job fairs featuring 30+ companies, working on a print-office assembly-line for an integrated marketing company, and front-office secretarial service for an international motorcycle convention.Key Accomplishments• Invited back by multiple companies for repeat assignments due to exceptional performance.• Due to mastery of all work stations, was placed in a trouble-shooting role to assist workers with bottlenecks and ensure compliance with the quality standards.

Bellevue, Washington

I provided customer service to internal and external customers by managing the front desk console as well as interacting with clients via the telephone and in person. I also administered new hire paperwork and onboarding, collected and submitted client-specific compliance requirements, processed weekly time cards for approximately 160 employees, audited employee expense reports, assisted with domestic and international travel, verified tax documents, and operated a 20-line phone system. Two key accomplishments in this position were completing the first nine months of required online training modules within my first month of employment, and performing dual roles of administrative assistant and customer support associate due to my quick mastery of primary responsibilities.Key Accomplishments• Completed first nine months of required online training modules within first month of employment• Performed dual roles of administrative assistant and customer support associate due to quick mastery of primary responsibilities

Seattle, Wa

Assisted clients with applications for and changes to commercial vehicle insurance policies. Communicated effectively with clients, including those with limited English proficiency. Design and produce marketing communications with prospective clients. Skills required included highly accurate data entry, attention to detail, knowledge of the individual procedures followed by both commercial vehicle insurance carriers and licensing agents in different cities and states, and software proficiency. Key Accomplishment• Created and implemented a training manual covering all office duties and procedures including policy requests, policy changes, policy maintenance, agency software operation, client communications, and financial procedures.

Redmond, Wa

Hired for a project role to proofread text and test software functionality in video games, and working with both video game and application software on the Wii U console and the Nintendo 3DS portable console. Skills required included attention to detail and proficiency in English spelling and grammar, Microsoft Excel, and mastering customized Nintendo in-house bug tracking and text editing software.Key Accomplishment• Promoted to the role of Text Leader, organizing the team’s effort to ensure text check was properly completed and reporting progress daily to the team’s supervisor including highlighting areas that required additional testers to complete.

Bellevue, Wa

Provided exceptional customer service and beverage preparation. Opened and closed restaurant, and operated customer register. Key Accomplishments• Demonstrated ability to retain complex beverage recipes, including assisting with customer modifications.• Enhanced customer experience through genuine enthusiasm and up-beat attitude.• Improved co-worker morale and performance through positive encouragement and leading by example.• Initiated and inspired higher standards of store cleanliness.• Boosted sales through increasing return-customer base and up-selling.

Mercer Island, Wa

Specialized in customer service, opening and closing responsibilities, effective register operation, and beverage preparation.Key Accomplishments• Enhanced customer experience through recognition and retention of “regulars” and their preferred beverages.• Exceptional performance as the “go-to girl”, filling multiple roles as needed.• Boosted sales through superior customer service and up-selling.• Earned a MUG award from supervisor in recognition of admirable self-motivation.

Bellevue, Wa

Provided exceptional customer service and beverage preparation. Opened and closed restaurant, and operated customer register. Key Accomplishments• Demonstrated ability to retain complex beverage recipes, including assisting with customer modifications.• Enhanced customer experience through genuine enthusiasm and up-beat attitude.• Improved co-worker morale and performance through positive encouragement and leading by example.• Initiated and inspired higher standards of store cleanliness.• Boosted sales through increasing return-customer base and up-selling.

Master Of Business Administration - Mba, Arts Management

Bachelor Of Arts - Ba, Theatre/Stage Management

Associate Of Arts - Aa, Liberal Arts And Sciences/Liberal Studies

Liberal Arts

• Coursework included Film Acting, American Sign Language, Public Speaking, Philosophy

Liberal Arts, Focus On Drama And Theater Arts

Activities and Societies: • Dispatcher for nightly service offering free, anonymous, and safe rides to female college students •.

Diploma, High School Curriculum

• Coursework included Advanced Placement Spanish, Child Psychology, Advanced Placement World Civilization, Leadership, Business Law.