Megan Dougherty

Megan Dougherty Email and Phone Number

Director of Administrative Operations @ AFEA @ AFEA | American Financial Education Alliance
Megan Dougherty's Location
Adrian, Oregon, United States, United States
Megan Dougherty's Contact Details

Megan Dougherty personal email

n/a

Megan Dougherty phone numbers

About Megan Dougherty

I am an administrative professional with over 20 years of experience in managing daily operations, contributing to strategic planning, setting departmental goals, and implementing policies. I oversee resource allocation, evaluate performance, and ensure smooth operations, reporting directly to the CEO to drive organizational performance. My role includes facilitating support services and office management.I possess strong organizational, customer service, and communication skills, with the ability to independently plan and direct business affairs with utmost confidentiality. As a meticulous planner and independent problem solver, I readily adapt to change.I have demonstrated the ability to provide comprehensive support for executive-level staff, excelling in scheduling meetings, coordinating travel, and managing essential tasks. I am highly focused and results-oriented in supporting complex, deadline-driven operations, capable of identifying goals and priorities and resolving issues at their initial stages.

Megan Dougherty's Current Company Details
AFEA | American Financial Education Alliance

Afea | American Financial Education Alliance

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Director of Administrative Operations @ AFEA
Megan Dougherty Work Experience Details
  • Afea | American Financial Education Alliance
    Director Of Administrative Operations
    Afea | American Financial Education Alliance Aug 2024 - Present
    Charlotte, Nc, Us
    Creating and implementing administrative policies and procedures to ensure efficient operations across the organization.Developing and managing the administrative budget, monitoring expenditures, and making adjustments as needed.Ensuring accurate maintenance of administrative records, generating necessary reports, and complying with data management standards.Collaborating with other departments to facilitate smooth operations and ensure alignment with organizational goals.Contributing to the development of long-term administrative strategies and operational goals.Monitoring compliance with administrative regulations, legal requirements, and company policies.Identifying and addressing administrative issues promptly, providing solutions to operational challenges.Facilitate regular meetings and maintain ongoing communication with various internal departments to identify operational needs and provide support where necessary.Track the progress of members undergoing training and communicate updates to recruiters, ensuring alignment with recruitment timelines and objectives.Responsible for entering and maintaining data in our CRM and Project Management systems to ensure accurate and up-to-date information.Ensure accountability among team members by providing comprehensive support, monitoring performance, and recognizing achievements.Collaborate with department heads to develop and implement streamlined processes, identifying and resolving any issues for seamless integration.Regularly meet with the leadership team to address operational challenges and devise strategies for resolution.Manage calendars for Co-CEOs, Executives, teams, and company events, including coordinating travel arrangements in compliance with company policies.Conduct thorough research as needed, presenting findings and recommendations to executives to facilitate informed decision-making.
  • Afea | American Financial Education Alliance
    Executive Administrative Assistant To Chief Executive Officer
    Afea | American Financial Education Alliance Jun 2023 - Aug 2024
    Charlotte, Nc, Us
    Facilitate regular meetings and maintain ongoing communication with various internal departments to identify operational needs and provide support where necessary.Assist in backend and administrative tasks related to onboarding and training of new members, ensuring smooth integration into the organization.Track the progress of members undergoing training and communicate updates to recruiters, ensuring alignment with recruitment timelines and objectives.Manage incoming leads by directing inquiries to appropriate team members' calendars via phone or email.Responsible for entering and maintaining data in our CRM and Project Management systems to ensure accurate and up-to-date information.Ensure accountability among team members by providing comprehensive support, monitoring performance, and recognizing achievements.Collaborate with department heads to develop and implement streamlined processes, identifying and resolving any issues for seamless integration.Regularly meet with the leadership team to address operational challenges and devise strategies for resolution.Manage calendars for Co-CEOs, teams, and company events, including coordinating travel arrangements in compliance with company policies.Conduct thorough research as needed, presenting findings and recommendations to executives to facilitate informed decision-making.
  • Ecom Cpa Llc
    Operations Manager
    Ecom Cpa Llc Jan 2023 - Mar 2023
    Remote, Oregon, Us
    Facilitate effective communication with departments to ascertain operational needs and collaborate on implementing efficient systems.Monitor client feedback and experiences to identify issues and provide coaching for resolution.Implement and maintain the company's operational cadence, overseeing regular meetings scheduling, process implementation, and necessary updates.Identify potential risks for the company and propose proactive solutions.Play a key role in recruiting team members who align with and support the company's vision.Maintain accountability for team members, ensuring comprehensive support, performance management, and recognition of achievements.Foster transformational leadership within the team, utilizing coaching and feedback to promote growth and development.Establish and maintain centralized company systems and processes, collaborating with department heads to refine departmental procedures.Oversee the creation and upkeep of team documentation, including HR documents and policies as required.Regularly engage with the leadership team to address delivery and operational challenges and strategize solutions.Research and monitor industry best practices for operational excellence.Lead strategic project management initiatives, defining project scopes, delegating tasks to appropriate team members, providing support throughout project execution, and evaluating outcomes within the Operations department.Ensure effective training programs are in place across departments for new team members.
  • Ecom Cpa Llc
    Customer Success Specialist
    Ecom Cpa Llc Jan 2022 - Dec 2022
    Remote, Oregon, Us
    Cultivate and nurture trusted relationships with new clients to ensure they receive essential support services.Evaluate and analyze client needs by operationalizing feedback and insights to enhance overall experience.Lead the onboarding process for new clients, acting as their advocate to ensure a seamless integration.Provide high-level support and guidance to clients and team leaders, ensuring the delivery of exceptional service.Assist in establishing standard operating procedures and processes to streamline operations.Facilitate access and documentation requests from clients to facilitate onboarding for specific services.
  • Ecom Cpa Llc
    Executive Assistant
    Ecom Cpa Llc Feb 2021 - Jan 2022
    Remote, Oregon, Us
    Efficiently manage and prioritize the CEO’s email correspondence, ensuring timely responses and effective communication.Coordinate and optimize the CEO’s schedule, calendar, and productivity, scheduling meetings and appointments with precision.Handle inbound phone calls with professionalism, providing information and directing inquiries as needed.Engage proactively with existing clients, addressing inquiries promptly and maintaining strong client relations.Facilitate travel arrangements for the CEO and team members, ensuring smooth logistics and adherence to company policies.Conduct daily huddle meetings to align team efforts, foster communication, and enhance operational synergy.Manage and resolve client inquiries regarding penalty notices promptly and effectively.Facilitate the timely distribution and collection of tax returns for signature, ensuring accurate filing and compliance.Coordinate requests for tax documentation, maintaining meticulous records and ensuring compliance with regulatory requirements.Oversee client invoicing and billing processes, ensuring accuracy and timely processing of financial transactions.Undertake special projects encompassing marketing initiatives, research assignments, and organizational tasks to support company objectives.Collaborate closely with the CEO to refine administrative processes, offering strategic insights and implementing improvements as needed.
  • Ethos Design + Remodel + Real Estate
    Project Assistant
    Ethos Design + Remodel + Real Estate Aug 2020 - Dec 2020
    Boise, Idaho, Us
    Provide comprehensive administrative support to the Project Manager, team members, and departments across various remote, in-office, and onsite assignments.Assist in meeting project deadlines and milestones by managing administrative tasks and ensuring adherence to project schedules.Oversee all aspects of projects, including short and long-term goals, project calendars, and budget details, ensuring all materials are current, properly organized, and securely stored.Actively participate in project design meetings, offering insights and proposing enhancements as needed to optimize project outcomes.Identify potential challenges and technical issues, proactively developing and implementing effective solutions.Execute specific stages of project plans and timelines with meticulous attention to detail.Manage procurement processes, including ordering, tracking, labeling, organizing, and storing project materials and products.Facilitate clear and effective project communication among clients, team members, subcontractors, and suppliers through the preparation and review of project proposals, memos, meeting minutes, and correspondence.Schedule and coordinate meetings, ensuring efficient use of time and resources, and promptly escalate any issues related to timelines or budgets to the Project Manager.Utilize spreadsheets and reporting tools to analyze project data and generate insights for decision-making.Maintain regular upkeep and organization of paperwork and project documentation to ensure accessibility and compliance with organizational standards.
  • Heady’S Power Products
    Administrative Manager
    Heady’S Power Products Oct 2016 - Nov 2019
    Addressed and resolved all customer satisfaction issues promptly, ensuring high levels of client satisfaction and retention.Created, prepared, and processed work orders, documentation, quotes, and billing to facilitate seamless business operations.Managed inventory control and purchase orders, optimizing stock levels and ensuring availability of necessary supplies.Oversaw the check-in and check-out processes, coordinating deliveries, and maintaining overall store organization and cleanliness.Acted as a liaison with the service department to ensure timely follow-up on repairs, enhancing customer service and support.Proactively sold replacement parts and equipment to diverse customer bases including the public, repair shops, and e-commerce clients.Expanded company presence and reputation through networking initiatives, leveraging social media and enhancing the business website.Provided critical financial information to management through comprehensive research and analysis of accounting data.Documented financial transactions accurately, summarized financial status, and generated invoices, statements, and other reports using QuickBooks.Conducted monthly reconciliation of financial bank statements and expense reports, ensuring accuracy and compliance with financial regulations.
  • Bath Fitter
    Branch Manager
    Bath Fitter Aug 2015 - Sep 2016
    St-Eustache (Québec), Ca
    Directed all operational aspects of the store, overseeing inventory management, customer service operations, administrative tasks, and sales strategies aligned with organizational objectives.Managed and provided leadership to a team of three employees, fostering a collaborative and productive work environment.Coordinated and executed trade shows, including setting up show booths to enhance brand visibility and drive sales opportunities.Conducted thorough assessments of local market conditions to identify current and potential sales prospects, leveraging insights to optimize business strategies.Identified areas for improvement and formulated actionable plans to address challenges and capitalize on growth opportunities.Communicated effectively with headquarters, sharing insights on effective practices, competitive intelligence, and emerging business needs to support strategic decision-making.Addressed customer and employee satisfaction issues promptly, ensuring high levels of satisfaction and retention.Efficiently managed complex calendars, coordinated meetings, and handled schedules with precision and attention to detail.
  • Owyhee Place Apartments
    Resident Property Manager
    Owyhee Place Apartments Oct 2014 - Aug 2015
    Managed the daily financial operations of the property, ensuring optimal occupancy by actively advertising vacancies, following up on leads, and conducting property showings for prospective tenants.Developed and maintained rental agreements, meticulously selecting qualified tenants, collecting deposits and rent payments, and enforcing lease terms to uphold contractual obligations.Resolved tenant complaints promptly and managed eviction proceedings when necessary, ensuring compliance with legal requirements and maintaining tenant relations.Scheduled and coordinated maintenance and repairs, conducting regular property inspections to uphold standards of upkeep and safety.Maintained accurate financial records of property operations and prepared detailed monthly financial reports for the property owner, providing transparent insights into financial performance and trends.
  • H&E Equipment Services, Inc.
    Office Coordinator
    H&E Equipment Services, Inc. Oct 2012 - Oct 2014
    Baton Rouge, Louisiana, Us
    Initiated as an Administrative Assistant to the service department and branch receptionist, advancing steadily to lead the rental department by the end of my tenure.Managed all aspects of rental operations, including scheduling rental usage, processing check-ins and check-outs, and coordinating deliveries to ensure seamless rental experiences.Conducted proactive rental solicitation efforts, collaborating closely with sales and service teams to follow up on rental leads and manage equipment repairs.Maintained meticulous oversight of rental inventory, regularly tracking and inspecting equipment, materials, and property to ensure availability and optimal condition.Established and prepared comprehensive rental contracts and documentation, including generating quotes, inspection reports, and billing statements.Created and maintained service work orders, efficiently dispatching service calls for customer units to ensure timely resolution of issues.Conducted data entry tasks and accurately managed timecard entries to support operational efficiency.Processed payments, managed petty cash, reconciled credit card receipts, and facilitated weekly accounts receivable/accounts payable invoicing and billing processes.

Megan Dougherty Skills

Microsoft Office Peachtree Sap Sap Business One Rental Results Internet 10 Key 65 Wpm Accounting Executive Level Administrative Support Reports Data Entry Shipping Receptionist Duties Trainers Customer Service Troubleshooting Iphone Support Coordinating Events Dispatching

Megan Dougherty Education Details

  • Los Angeles Pierce College
    Los Angeles Pierce College
    Business Administration
  • California State University, Northridge
    California State University, Northridge
    Marketing And International Business
  • Singapore American School
    Singapore American School
    General Education

Frequently Asked Questions about Megan Dougherty

What company does Megan Dougherty work for?

Megan Dougherty works for Afea | American Financial Education Alliance

What is Megan Dougherty's role at the current company?

Megan Dougherty's current role is Director of Administrative Operations @ AFEA.

What is Megan Dougherty's email address?

Megan Dougherty's email address is md****@****ter.com

What is Megan Dougherty's direct phone number?

Megan Dougherty's direct phone number is +176060*****

What schools did Megan Dougherty attend?

Megan Dougherty attended Los Angeles Pierce College, California State University, Northridge, Singapore American School.

What are some of Megan Dougherty's interests?

Megan Dougherty has interest in Children, Civil Rights And Social Action, Environment, Education, Poverty Alleviation, Science And Technology, Human Rights, Animal Welfare, Arts And Culture, Health.

What skills is Megan Dougherty known for?

Megan Dougherty has skills like Microsoft Office, Peachtree, Sap, Sap Business One, Rental Results, Internet, 10 Key, 65 Wpm, Accounting, Executive Level Administrative Support, Reports, Data Entry.

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