Provide ongoing administrative support to owner and senior team, ensuring communication andcollaboration across the organization. Responsible for client profile set-up, maintenance, and projects inCompany ERP. Serve as proofreader to ensure accuracy and readability of financial statements andclient communications. Primary point-of-contact for software and IT-related office needs.• Recognized for developing engagement letter process and refining letter templates, resulting in a streamlined and well-defined scope of services for each client.• Leading the transition and implementation of new Client (Tax) Engagement software, including ongoing database management for client data.• Work with CEO and senior team on purchasing process for all office furniture, computers, etc.• Collaborate with external IT partner on issue resolution, software updates, and on-boarding/ off-boarding of employees.• Serve as a trusted resource for maintaining confidential client and employee information.

Responsible for coordinating and consolidating schedules for receipt and installation of furniture, fixtures and equipment (FFE) for large hospitality and event projects. Assist Project Managers with reporting, vendor and client liaison, and purchasing process. Participate in weekly project calls and update/organize project files.• Facilitate communications between vendors, designers, and clients for all projects.• Manage vendor production and delivery schedules with local, national and international vendors.• Communicate product design, change orders, and sign-off for final production.• Develop weekly metrics reporting for each project.• Coordinate close-out documents for all necessary FFE products.

Primary administrative assistant to local senior account executive for main national client. Responsibilities include clerical duties, assisting with new hire orientation, oversight for officer incident management and preparation of reports and presentations.• Managed incident reporting, effectively eliminating customer complaints, bringing all reports current and developing segmentation to enhance reporting. • Organized lock shop key code database, eliminating 6-month backlog in entries. • Developed advanced reporting to more efficiently track officer credentials.

Primary assistant to the company President. Responsibilities include reception and clerical duties, liaison with vendors, correspondence, marketing support and customer service. Additionally, have oversight for ensuring security officer certifications are up-to-date, background checks are clean and files are maintained.Select accomplishments include:• Developed tracking and reference database for security certifications.• Created calendar system to enable on-time invoicing of customers.• Led new store opening by creating marketing collateral, signage and coordinating construction, inventory and start-up duties.

Manager for Companion Animals department. Responsibilities include the achievement of departmental budgeted sales goals, monitoring animal and merchandise shrink targets, customer service, reconciling daily deposits and health & well-being of small animals. Experience supervising associates, training new associates and managers and directing the set-up and conditioning of store in preparation for walk-throughs and inspections.Select accomplishments included:• Drove sales for companion animals department, consistently achieving all quarterly goals.• Effectively organized and maintained aquatics, reptile, bird and small companion animal areas.• Enhanced animal health statistics by maintaining wellness room, acting as liaison with local veterinarians and coordinating with animal rescue groups.