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Title Office Secretary Administrative Assistant
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Candidate's Name
Professional SummaryDependable and devoted business professional with over 10 years of professional experience in several areas of business such: Finance, Financial Aid, Banking, Insurance, Bookkeeping/Taxation, and Sales. Possess excellent organizational and analytical skills. Owned and operated a Bookkeeping and Tax Preparation Service for 8 years with repeat customers.SkillsKnowledge of the full range of office procedures and operations as they pertain to the technical and administrative support functions.Supervisor skills, accounting, financial services, inventory control and purchasing experienceExcellent customer service skills that build high levels of customer satisfactionAbility to manage customer complaints and inquiriesCreative, highly-motivated self-starter with the ability to work with no supervisionDemonstrate analytical, organizational, interpersonal, leadership, problem-solving, decision making, conflict resolution and negotiation skills. Ability to maintain confidentialityKnowledge of Microsoft office software and other business software to include but not limited to (PeopleSoft, VPN, PowerCampus, RBDirect, Salesforce, Payentry and Quickbooks)Work HistoryFinancial Controller/Office Manager 5/18/2021-CurrentRebath of SWVA  1333 Towne Square Blvd NW, Roanoke, VA 24012Responsible for all finance and accounting aspects for ReBath of SWVA and TownsidePlumbing businessesManage daily accounting and financial reporting. AR, AP, Banking. Various accountreconciliations. Lead all financial reporting including monthly closeManage annual audit and tax filingMonitors financial performance. Perform all HR duties and office managementProcess payroll for all employees at Rebath of SWVA and Townside PlumbingMoney management for both Rebath of SWVA and Townside PlumbingAdministrative Assistant-Office of Financial Aid 7/10/2019-2/15/2021Radford University Carilion - 101 Elm Ave SE, Roanoke, VA 24013Co-chair/Chair of the Administrative Professionals CommitteePrioritized work to meet department and college deadlinesPrepared and processed travel requests, reimbursements, and forms accurately and in a timely mannerKept departmental faculty and staff informed of latest policies and procedure changesSupervised, trained, and evaluated office student worker (s). Approved timesheets and assigned daily tasks.Generated/processed/inputted purchase requests, obtained price quotes, and received ordersMonitored/assisted with departmental budgets, processed transfers, prepared budget reports and assisted with fiscal year-end closing processes and budget planningMaintained departmental records and files to include, but not limited to, departmental equipment, inventory, departmental purchasing, travel, student filesDepartment Secretary-Financial Aid 10/2015 to 7/10/2019 (Merger)Jefferson College of Health Sciences- 101 Elm Ave SE, Roanoke, VA 24013Assisted students in applying for and acquiring state and federal financial assistanceProcessed institutional and outside scholarshipsAssured compliance with state and federal financial aid guidelinesMaintained audit files and adhere to the college filing system. Maintained the budget for the departmentFinancial Crimes Specialist 2 03/2015 to 9/2015Wells Fargo Operation Center- 1776 Plantation Rd., Roanoke, VAInvestigated fraud and non-fraud debit card claimsHandled inbound and outbound calls concerning debit card claimsClosed and blocked debit cards due to fraudulent activity on the customers accountUsed multiple online computer systems to research and resolve fraud or merchant disputeTax Preparer/Bookkeeper 07/2004 to 10/2016Adonnas Bookkeeping Service- 1502 14th St NW, Roanoke, VA 24017Maintained a tax office to service clients in a private environmentTrained the front desk office secretaryPrepared balance sheets, payroll, 1099's, W2's, sales tax, invoices and tax preparation for small businessesCollected and processed State income tax due paymentsConducted interviews with potential clients to determine their bookkeeping needsTraveled to clients homes and businesses to prepare their business, individual or joint tax returns  Prepared paperwork to file corporation taxes for self-employed individualsDeputy Tax Clerk II 03/2007 to 03/2015City of Roanoke-Commissioner of the Revenue  215 Church Ave SW Ste. 251, Roanoke, VA 24011First point of contact for the office; handled inquiries regarding personal property, state income tax and business licenses i.e. telephone, walk-ins, etc.Processed, prepared, and made data entries of Virginia quarterly estimated income tax voucher I and tax due paymentsPrepared and submitted month end report for Virginia state income tax to the Department ofTaxation and City Treasurer officesPrepared and processed State income taxes for all Roanoke City residentsTrained office staff on how to maintain office equipment i.e. printer/copier machines  Maintained display of tax forms and order documents/supplies when needed.Cultivated close working relationships with other municipalities and governmental agencies to achieve high quality of customer serviceAdministrative Assistant 05/2005 to 03/2007Advance Auto Parts-Merchandising Sales  5008 Airport Rd, Roanoke, VA 24017First point of contact for the department. Greeted numerous visitors, including VIPs, vendors and interview candidatesHelped distribute employee notices and mail around the officeAssisted with event planning, including associated travel and logistical arrangementsPrepared spreadsheets in Microsoft Excel. Ran queries in Microsoft Access and distributed category sales reports to the Vice President, Senior Vice President, and other directors for reviewAttended board meetings and presented sales data to the committee. Documented and distributed minutes to the teamRetail Pricing Analyst 01/2005 to 05/2005Advance Auto Parts-Retail Pricing  5008 Airport Rd, Roanoke, VA 24017Performed competitor benchmarking analysis and identified savings opportunities and potential product enhancementsBuilt and maintained databases for forecasting future financial performanceMonitored the organization's performance against competitorsDeveloped spreadsheet models for diverse projects and analysisAnalyzed fiscal data and surveys using a pricing matrix to compare competitive retail pricing for a variety of auto partsSenior Claims Associate 07/1998 to 01/2004Allstate Insurance Company-Negotiate Unit  3800 Electric Rd, Roanoke, VA 24018Evaluated all evidence with the ultimate goal of creating positive outcomes for client's claimsReviewed and analyzed suspicious and potentially fraudulent insurance claims. Performed skip traces.Prepared prosecution packages and restitution proposalsPartnered with legal counsel on litigation casesNegotiated and aggressively settled all types of property claims up to $2000EducationAssociate of Science: Business Administration 2003Virginia Western Community College - Roanoke, Virginia

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