Mia Bernardo Email & Phone Number

Providence, Ri, Us

Providence, Rhode Island, United States

- Responsible for internal project management to track open items and follow up with staff- Prepare engagement letters and other documents, as well as maintain internal filing system- Keep templates updated in accordance with company policies and accounting standards- Research and prepare industry and economy sections of calculation and valuation reports- Proof-reading reports for clarity, spelling, grammar and formatting, and foot and tie financial exhibits to tie into report- Prepare invoices for on-time client billing- Attend internal training sessions, CPE's and other continuing education courses to further understanding of finance and valuation services- Assist Not-for-Profit team with special projects and tasks including data entry, invoicing, new client set-up procedures, engagement letter template management, and other

Providence, Rhode Island, United States

- Prepared client invoices for daily review and issuance- Provided back-up for client management position- Managed employee commission data and quarterly reporting- Various projects including digitizing legacy files, assisting client data classification for future marketing reporting, and assisting in adapting billing procedures to a cloud-based system in 2022.

Providence, Rhode Island Area

- Proof-read documents for grammar, clarity and formatting, including financial statements, business valuations, SOC reports and other audit documents- Drafted and prepared engagement letters for release to client, including use of SafeSend for e-signature- Finalized documents utilizing Adobe Acrobat, including application of company letterhead and signature, and creating bound hard copies for mail issuance- Provided assistance to audit team with expertise on Word, Excel, formatting, grammar, document templates, and other- Internal record-keeping and database maintenance- Backup for scheduling, front desk reception coverage, and internal database lockdown of finalized documents

Providence, Ri

- Responsible for working with corporate clients to develop and deliver bespoke branded product- Designed, tested and implemented a new e-commerce website with a focus on improving client web experience and decreasing manual re-work by engraving staff as a result of project delivery. - Designed and implemented standard operating procedures of order fulfillment across web platform and two retail locations- Researched and developed new products offerings and retail merchandising- Supervised shipping operations and maintained correct hard goods inventory

Providence, Ri

- Consulted with corporate clients to develop high-end, high-volume deal toys for their gift recipients- Designed and engraved bottles of wine and spirits, including color-fill by hand, gift wrapping, packing and shipping- Maintained and operated Epilog 50-Watt Laser Helix 18x24 and Epilog 50-Watt Fusion M2 laser engravers.- Supervised two Engraving assistants

Providence, Ri

- Supervised staff of 5 individuals - Opened and closed retail store including maintaining correct daily cash deposits- Responsible for weekly inventory management from multiple vendors, including receiving purchase orders- Merchandised sales floor, including maintaining best-by dates on beer and updating signage

Providence, Ri

- Managed cash and credit transactions- Wrote copy for wine, beer and spirits tasting, including updating vintage notes for wine signage- Provided exceptional customer service, including arranging delivery orders, creating gift baskets and managing special customer orders/product requests.