Executive Assistant /Accounts Payable & Receivable

THERESA MARCH

**** ********* **** • Charlotte, NC 28226 • 980-***-****) • ********@*****.***

A highly qualified professional with a record of increased responsibility. Proficient in insurance claims processing and reimbursement, accounts payable/receivable, prioritizing data financial reports and completing tasks individually or on a team basis. Flexible to multitask when necessary and to meet deadlines.

Professional Experience

Note: Working part time as inventory auditor until full time position becomes available 06/2016 – Present

TS CUSTOM BUILD, INC. – Wantagh, NY – part time 02/2014 – 12/2015

Scope of role: Executive Assistant to President and Vice President, managed all phases

of administrative obligations from senior leadership, staff and external clients

• Maintained appointment scheduling, travel itineraries and expense reports

• Data input and retrieval for consumer product quotes and reporting

• Prepared electronic health records, confidential memoranda, financial spreadsheets

• Ensured execution of Human Resource policies and procedures

WINSTON STAFFING – Westbury, NY 08/2008 – 11/2013

Scope of role: Executive Assistant – Enhanced company executive's effectiveness by providing information

management support.

• Coordinated and maintained appointment scheduling and travel itineraries

• Compiled data for consumer product quotes and reporting

• Processed bank transactions and payroll timesheets

• Ensured proper execution of all corporate human resource policies and procedures

DAVIS VISION, INC. – Plainview, NY 09/2005 – 06/2008

Scope of role: Executive Assistant to CFO and COO – Main point of contact between company executives and

internal/external clients.

• Prepared legal and confidential documents, coordinated travel arrangements and calendars

• Handled accounts payable and receivable, processed payments and bank transactions

• Compiled financial data for weekly/monthly status reports

ASTORIA FINANCIAL CORPORATION – Lake Success, NY 10/2002 – 05/2005

Scope of role: Executive Assistant to EVP and CFO – Managed all phases of information, reports and

memos to members of the executive leadership team.

• Created travel itineraries, coordinated board meetings and conferences

• Responsible for accounts payable and receivable transactions

• Instrumental in compiling financial data for weekly staff reports

EDUCATIONAL QUALIFICATIONS

BRANFORD HALL CAREER INSTITUTE – Bohemia, NY 12/2013 – 03/2015

Certificate, Medical Billing and Coding

NASSAU COMMUNITY COLLEGE – Garden City, NY - 05/1997

In pursuance of Associate Degree -Business Administration

DALE CARNEGIE – Hauppauge, NY – 09/1991

Certificate, Public Speaking / Business Writing

TECHNICAL SKILLS - Word, Excel, Outlook, Access, PowerPoint, Visio, PeopleSoft, Oracle, QuickBooks

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