Norristown, PA 19403
A highly organized, effectual, and goal-oriented administrative professional with the ability to build and maintain beneficial relationships with clients and colleagues at all organizational levels. Independent and self-motivated with excellent research, writing, and computer skills. Adept at communicating with impact, and balancing multiple projects and tasks.
William L. McKernan, CPA Blue Bell, PA 2017 to Present
Created corporate engagement letters & personal tax organizers for 2017 for over 1600 clients of the practice.
Maintain & log all personal & corporate tax filings and related communications with various tax authorities.
Preparation of tax forms, filing extensions, and responding to IRS notices.
Managing multiple calendars for partners in the firm, ordering/tracking of office supplies, and performing invoicing & client billing.
Cuhaci & Peterson Architects Blue Bell, PA 2015 to 2017
Senior Permitting Coordinator
Conducted due diligence research on the permitting and plan review process for various jurisdictions in multiple states on the East Coast, in order to facilitate the timely submittal of required documents.
Represented Wawa, Inc., and other grocery clients to the public and organized all building code information for the development of store layout by the architect & engineering departments.
Responsible for weekly spreadsheet update for conference call with Wawa executives.
J. Reckner & Associates, Inc. Chalfont, PA 2013-2014
Physician Recruitment Specialist
Targeted U.S. physician specialties and sub-specialties for recruitment for participation in medical research studies.
Utilized and managed database sample, and developed a referral network of qualified candidates.
Averaged between 75-100 outbound calls daily.
Screened and interviewed physicians to determine eligibility for medical research studies.
Verified physician credentials through internet research.
Whitpain Township Blue Bell, PA 2003-2013
Secretary, Zoning Hearing Board & Board of Appeals, 2011-2013 & 2003-2005
Processed time sensitive building permit application submissions and coordinated plan review that was performed both in-house as well as through a third party inspection agency.
Researched and utilized Whitpain Township and Montgomery County tax parcel maps for legal notification purposes regarding the processing of monthly Zoning Hearing Board applications.
Generated monthly permit issuance and revenue tracking reports for analysis by the Board of Supervisors.
Expedited the issuance of Zoning Enforcement Notices and Civil Complaints through District Court 38-1-21.
Prepared all legal documentation for official Change in Zoning classification requests.
Assistant to the Township Manager,
Secretary, Board of Supervisors & the Planning Commission, 2005-2011
Provided confidential administrative support to the Township Manager, the Board of Supervisors, and the Planning Commission including the drafting of bi-monthly meeting agendas and minutes, Ordinances, Resolutions, and Township Regulations.
Served as a correspondent for the Township involving interactions with Township residents, developers, attorneys, as well as other government officials, agencies and departments.
Responsible for managing the new hire process for select departments, including interviewing, orientation, training & development.
Assisted in facilitating access to public records in accordance with the Pennsylvania Right-to-Know Law.
Served as a liaison for meeting and travel arrangements, processing of expense reports, and resolution of accounts payable/receivable.
Attended special events as a representative for Whitpain Township including a Land Conservancy presentation, and subsequently submitted a proposal for the establishment of a dog park within the Township.
TVG, Inc. Ft. Washington, PA 2002-2003
Maintained and updated a database of physician records that were used in recruiting for market research projects.
Programmed CATI screeners that were utilized by call center staff when interviewing for potential project participants.
Sales & Service Consultant Norristown, PA 2000-2001
Handled all aspects of customer inquiry, disputes, and requests.
Consistently exceeded or achieved sales objectives based on the evaluation of customer needs.
Conducted customer credit assessments.
Merck & Company, Inc. West Point, PA 1998-2000
Pharmaceutical Sample Compliance
Analyzed a geographical area of eight states in the Midwestern portion of the U.S. in order to facilitate travel arrangements and schedule appointments with over 650 sales representatives on a rolling basis.
Tracked prescription drug samples to ensure compliance with FDA regulations.
Conducted ongoing physical inventories of prescription drug samples & storage review and reported on variances.
Assisted with the coordination and logistics of medical programs and special sales events.
Temple University, Philadelphia, PA
Bachelor of Arts, Criminal Justice
Pennsylvania Municipal Planning Education Institute
Albright College, Reading, PA
The Course in Zoning
The Course in Subdivision & Land Development Review
The Cittone Institute, Philadelphia, PA
Certificate of Completion, Computer Programming with Web Technology
Appointed a Notary Public by the Commonwealth of Pennsylvania in 2006. Current commission expires on December 16, 2018.
Proficient with Microsoft Office, Sharepoint, Axium/Ajera, Ultra Tax CS, Quickbooks, Google, as well as Adobe PDF, and MUNIS permitting software.
Current active volunteer for Angel Flight East, where I am instrumental in establishing partnerships with other local & national non-profit organizations. I participated in fundraising events, and online marketing for the organization. In the past, I have been actively involved with Philly PAWS, The Committee to Benefit the Children, and Philabundance, as well as special events in Whitpain Township including the Annual Harvest Festival and the Whitpain Township Police Association Golf Outings and Annual Car Show.