Nancy Geitz Email & Phone Number

South Hadley, Ma, Us

Enfield, Connecticut, United States

Serves as primary administrative contact and provides a wide range of support to business owner/CEO and leadership team, including:-Compiling daily and weekly reports-Completing vendor and customer requisitions-Coordinating domestic and international travel arrangements-Generating and following up with customer quotations and product demonstration-Leveraging company database to develop reports to support the sales team-Maintaining an office structure that optimizes workflow-Updating and maintaining company data and databases-Training staff to use CRM database-Preparing company correspondence (e.g. certifications, memos, newsletters, product bulletins, reports).-Organizing necessary materials in preparatoin for meetings, events and trade shows-Supporting HR (e.g. preparing, submitting and monitoring job postings) and Accounting (e.g. assist in preparing check runs, filing etc.) activities-Managing and maintaining personal and managment team calendars including making appointments and prioritizing sensitive matters-Maintain Safety Data Sheet (SDS) knowledge base-Monitoring and managing company email accounts-Organizing and maintaining company manuals and procedures-Special projects (individual handling and team participation)-Reception activities, including answering, screening, and directing phone calls-Ordering office supplies and literature

South Hadley, Massachusetts, United States

Co-founded an internet based artistic family tree business. The product populated art quality family trees with customer's family history information.-Assisted in development of business website and product planning-Performed accounting duties and financial reporting for small family business-Developed and prepared marketing materials-Managed customer relations, processed orders and assembled family tree prints for shipping

Bloomfield, Connecticut, United States

Performed accounting for a $26 million special reserve for Healthcare division:-Collaborated with special projects team to develop/test/update reserving methodology-Worked with technical staff and division partners to validate integrity of data used for special reserve-Maintained customer level database to support special reserve for over 500 customers-Prepared quarterly reporting for senior management and key departments in healthcare division-Prepared adhoc reports requested by key partners within division-Presented explanation of internal control issue, reserve methodology and calculation to senior management

Bloomfield, Connecticut, United States

Performed operational/financial internal audits on various business lines to ensure adequate controls were in place and financial data was accurate.-Developed relationships with key departments within various divisions-Interviewed staff, reviewed workflow processes and assessed risk exposure-Developed/executed audit plans including defining scope and coverage-Worked with department management to obtain necessary audit material-Prepared summary reports on audit results for senior management

West Hartford, Connecticut, United States

CPA in large, regional accounting firm. -Prepared financial statements and income tax returns for corporations, partnerships and individuals-Client list included manufacturing companies, farms, wholesale/retail businesses, and personal service corporations-Participated in numerous in-house and outside professional education courses

Bachelor Of Science (B.S.), Accounting

Education record