Administrative Assistant
Resume:
Joyce M. Ocasio
Crystal Lake Blvd.
Carbondale, PA 18407
e-mail: ***********@********.***
OBJECTIVE: To pursue a permanent position utilizing my professional skills in the Business, Financial and Technical industry.
EXPERTISE: Business: Account Management, Product Life Cycle Development, Customer Service
Management, Project Management, Consumer Market Research Qualitative/Quantitative Analysis, and Trade Show Management
Financial: Sales Analysis, Strategic System Planning, Credit and Collections, A/R, A/P,
G/L, Balance Sheet.
TECHNICAL SKILLS: Windows XP, MS Office Suite, MS Project, MS Visio, MS Excel, MS PowerPoint, Data Entry/SAP, Questionnaire Design/Validation, Knowledge of Medical Terminology, Typing Skills (130 wpm)
EXPERIENCE:
01/15 – 04/15 H&R Block. Southside Shopping Center, Scranton, PA
Client Service Professional (Seasonal Position)
Greet clients upon entering our office with a pleasant attitude.. Schedule appointments which includes entering all
client information into our H&R Block database. Preparing folders for our Tax Professionals to use in the process of
preparing the client’s taxes. Managing the front area so that our clients are kept abreast of any time constraints.
Offering to reschedule or drop off service if time becomes an issue. Monitoring the telephone system, making sure
our clients are given full cooperation and courtesy. Maintaining the cash drawer…taking payments for tax
preparation. Reconciliation of cash drawer at the end of the day. Making bank deposits when necessary. Always making sure that the client is satisfied.
09/03 – 09/04 JC Penney Co., Inc, Brunswick, GA
Children Apparel Associate/Catalog Associate
Assisted customers from inquiry to final sale. Maintained department functionality. Processed daily shipments
received for catalog orders through Catalog Point of Sale (CPOS) System.
01/99 – 09/02 Profitkey International, Salem, NH
Account Manager
As one of the two inside sales account managers for this RRM software corporation, my responsibility was for over two hundred existing customers and all new clients within my allotted territories. My territories included the New England States, Canada and the far western United States from Texas west. My responsibilities included putting together quotes requested by my customers for updates and additions to their present software and training for their staff who would be using our product. I attempted to resolve all software problems and/or hardware interaction. In addition I was called upon to try and resolve their customer services issues when they needed special attention. My sales quota for net software revenue in the 1st quarter ’00 was $80K, I attained that goal. In the month of April ’00 I closed five software deals in total gross amount of $125K. In 2nd quarter I exceeded my $90K software sales net revenue goal by $65K. Lastly, in 3rd quarter I attained the net revenue goal of $80K in total solution software.
Administrative Assistant to Vice President of Sales & Marketing
Primary duties included hosting and coordinating all Sales & Marketing quarterly meetings. Developed and maintained all presentations for Sales Meetings, via PowerPoint/Visio and maintained all travel itineraries for senior management and business partners. Prepared all quotations going out to our customer base of over 400 for the two inside sales managers. Developed and modified as needed, an Access Database to maintain all Sales Manager and business Partner forecasts each month. In addition, the purchase of 3rd party vendor software was part of the daily routine.
03/97 – 12/98 NEC Technologies, Littleton, MA
Senior OTC Financial Analyst
The primary purpose of this position was to monitor, and if necessary, research all billing for Revenue generating activities and act as liaison between Billing, Chas Application and Sales Order Processing, Credit & Collections, Customer Service & Support, Strategic Systems, SBU Controllers, Financial Reporting, Accounts Receivable, Accounts Payable, General Ledger, Taxes, Customers, etc. to insure that the billing and CSS pricing activities are processed timely and accurately.
On a daily basis:
0 Review warranty claims to verify that the data is released into SAP without error. Errors are corrected with
SAP.
0 Set-up and maintain variants for nightly billing routine.
0 Monitor the Billing Due List, identifying and working through anomalies to insure accurate billings and revenue
recognition.
0 Monitor and correct technical billing discrepancies. This process needed communication with internal departments,
such as MIS, Sales Order Processing, Taxes, etc for resolution.
0 Sort and review every hardcopy invoice for accuracy and special handling. Compare outgoing EDI e-mail report
and special SAP ZSFR00096 report to confirm EDI transmissions.
0 Maintain and supervisor all credit card issues with customers. Reconciling each day’s wire transfers of debits and
credits from Credit Card Clearing House.
At month-end:
0 Prepare the source documentation and journal entries to record the following billing functions: Shipped not Billed
Revenue Accrual; Billed not Posted Revenue Accrual; Fixed Asset Sales Revenue; Contract Deferred Revenue;
Non-Standard Billing; NEC Fulfillment Shipped not billed Revenue Accrual.
OTC (Order-To-Cash Mass Merchant Team)
As a member of this team I performed the following tasks on a daily bases: Entered sales orders via SAP system; entered MRA orders via SAP system; prepared and printed Open and Shipment Reports from SAP system and faxed to customers; prepared and faxed invoices to customers; mail merged price protection information from database with form letters to appropriate customers. Developed and populated Database used as basis for: Price protection data; statement of accounts (A/R); customer lists. Performed Credit Management duties as follows: Processed A/R credit reconciliation of payments received to debit invoices outstanding (Large accounts required a daily reconciliation, small accounts were handled on a weekly basis). Generated revised customer statements and transmitted to customer (Large accounts received a weekly summary of the daily reconciliation and small accounts received a monthly statement).
10/94 – 02/97 JCPenney Co., Inc., Newington, NH
Catalog/Credit Supervisor
Managed 10 employees in the catalog department. Duties included processing credit applications and related functions; training employees in the use of the Catalog Point of Sale (CPOS) System; processing daily shipments received for catalog orders; preparing and maintaining weekly work schedules for the staff of the department; conducting 30 day performance appraisals for new employees in the department; handling any problems/situations concerning customers; and recording/monitoring daily sales.
Personnel/Customer Service Supervisor
Hired/trained all new employees for sales floor. Coordinated, with merchandising managers, prepared and monitored the weekly associate work schedules. Made changes in work schedules as necessary due to absences. Handled all customer/store merchandise disputes. Conducted 30-day performance appraisals for all new employees. Maintained/serviced all registers/computers on sales floor. Conducted wage survey for our store with 3 other similar stores and reported results to our district office.
Gift Registry Consultant
Developed/handled all customer inquires and registration applications for Gift Registry (Bridal/Baby). Maintained database of customers listed registry items as purchases affected their listing. Coordinated all trade shows and materials associated with presenting at functions.
Intimate Apparel Associate
Assisted customers from inquiry to final sale. Maintained department functionality.
12/92 – 07/94 Davidson-Peterson Associates, Inc., Kennebunkport, ME
Office Manager
I managed data entry, coding and editing staff and was also responsible for Building Maintenance/ Shipping & Receiving. Accounting activities, Word Processing and training of staff regarding software revision changes, company procedures and industry procedural changes were also my responsibility.
10/82 – 11/92 A&G Research, Inc. New York, NY
Supervisor – Production Department
Managed a staff of 5 people in the arena of Consumer Marketing Research in order to maintain the flow of all proposals, questionnaires, presentations and final reporting. Also during my tenure I was involved in questionnaire design/implementation, field preparation, and validation. As hands on manager I was also called upon to review proposals and make necessary editing changes where applicable. Presented to upper management various phases of particular job status and made recommendations when necessary. Held status meetings once a week with entire staff to review and set priorities where necessary so that the flow of all active jobs would proceed on time and within budget.
EDUCATION: Hesser College – Newington, NH - Business Administration Associate Degree Program –
Completed 15 credit hours while maintaining a 3.75 GPA
Aquinas High School- Bronx, NY – Graduated – Commercial Diploma
Seminars Attended:
AMA – Time Management; Supervisory Management
JCPenney Distance Learning Workshops – Situational Leadership; Communication Skills; Stress Management; Conflict Management; Applied Project Management; Termination and Correctives; Customer Service Management
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