My core business is bookkeeping: managing clients' invoicing, payment, and expenses in cloud-based accounting software (i.e. Quickbooks Online), running reports such as profit and loss, cash flows, and AR/AP, and reconciling against monthly bank statements.Other areas of expertise include:Administrative:• Field scheduling requests and manage schedule by working directly with clients and prospects• Create presentations in PowerPoint• Create graphs, tables, and graphics for handouts, newsletters, or publications• Book travel and create travel itineraries• Create, edit, and print handouts for meetings or presentations• Research of any kind: benchmarking, best practices, what the competition is doingEvents:Small or large, start to finish or anything in-between:• Secure venues and catering• Manage guest list• Create and send invitations• Manage responses• Create nametagsCommunications:Email Newsletters• Arrange and edit copy• Create graphics and secure licensing if necessary• Prepare newsletters in email marketing platform• Test and send newsletters to client and prospect list• Report message data after the factWebsite:• Review current website for corrections and updates; make changes• Customize template to develop new website• Manage customer forms or inquiries that come into websiteMailings:Manage mailing start to finish, or any part in between:• Develop and prepare copy• Print• Stuff and seal• Print labels• Secure postage and mail

Support Family Enterprise Center (http://www.kenan-flagler.unc.edu/family-enterprise.aspx) by managing resources for students, event planning, marketing, logistics, and data gathering and management.▪Created a yearly marketing and strategic plan to include newsletters, social media, events, and media exposure; maintained monthly calendar to implement plan.▪ Managed social media accounts: created and edited blog posts, grew and maintained LinkedIn presence, and participated in school-wide marketing meetings to set best practices for brand management.▪ Completed benchmarking project of top 20 U.S. business schools: researched, compiled, and presented data to Director and school-wide marketing team.▪ Created and maintained student, alumni, and donor database.▪ Planned events ranging from lunch for 12 to a half-day workshop for 75: created registration pages, managed registration, communicated details, secured venues and catering, created nametags, and greeted guests.

Represented alumni relations staff at events: greeted high-profile donors, produced detailed print materials and confidential donor lists for staff; researched and compiled alumni data via University database; served as main contact for student-led Mentoring program, which paired 75 current undergraduate and MBA students with alumni in the student's desired industry, company, or geographic location; independently sent weekly emails to alumni base: created or collected content, edited information and graphics, and managed email database lists; contributed to successful re-brand of Alumni Reunion through the strategic redesign of the Reunion website in 2009; provided full range of administrative support for four team members.