Jana Phillips
**** * ******, ***********, ** ****1 661-***-****
accomplishments
. Assist Vice President of Operations in daily calendar; accounting,
budget reports. Uncovering potential conflicts through analysis and
assessment. Demonstrated success in pinpointing client needs, answer
and respond to correspondence, assist in cultivate New Business,
build client relations, achieved sales goals, assist in management of
team and sales projections, trainer
. Articulate and persuasive communicator at ease interacting with
clients, team members and management. Accounts Payable/Receivables,
Payroll, contractors payroll and billing.
Professional Experience
Assistant to Manager June 2009-May 2010
PIONEER HOMES, Spanish Fork, UT
Constructions of Homes
. Assist Operations Manager in client and banking relations. Monthly
reports for bid, inventory, contractor schedules, customer changes and
charges, daily accounting, contractor payments, budgeting, projections
and completion dates. Order products, travel schedule for managers,
travel to client locations and set up seminars, reporting progress of
clients.
Executive Assistant January 2004- May 2009
DAVINCI 2 PICASSO INC, BAKERSFIELD, CA
Development Company with company development, real estate development and
management
. Prepare all department budgets, expenses logs, project budgets,
correspondence, management scheduling, coordinating meetings,
correspondent and travel schedules
. Prepared accounting, budgets and projection, sales reports to present
to Executive Management and Directors. Acquired and prepared client
projects and prepare bid proposals for clients and operating budgets
for client projects, inventory tracking, managed Project development
reports, funding and approval, client credit research and
investigation management, bids from outside vendors, maintain activity
log for management approval.
Executive assistant September 1998- January 2004
Cornerstone Financial Services, Bakersfield, CA
Financial Services Company that has partnerships with over 30 companies in
Financial Services and has over 150 agents.
. Assist Officer in financial services and products including life
insurance, mutual funds, annuities and 401(k) plans to clients through
prospecting, relationship-building and individual and group sales.
Sales reports, travel schedules, accounting, tracking, correspondence.
Assisted Administration in training program to train new agents on
building successful client relationships, conducting sales
transactions, new sales products, and management of sales and
production
Education and Training
Life, Health and Disability License
Bakersfield, CA
State of California
Associates in Human Resources and Business Management Rexburg, ID
BYU Idaho (Ricks College)
Currently working on Bachelor's Degree
Additional Experience
Available upon Request