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Customer Service Office

San Diego, California, United States
January 31, 2017

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**** ******** ******

Carlsbad, CA 92010

Cell: 909-***-****


Administrative professional with over 20 years experience in existing and start-up operations. I have more than 4 year experience with SAP portal management, and a demonstrated ability to work within budgets and time frames, I am able to quickly prioritize as needed to fulfill the needs of the executives I support. My extensive working relationship with upper level management and strong organizational and follow through skills as well as extreme attention to detail have allowed my supervisors the ability to work with confidence on the bigger picture items while I maintain all the small details.


Microsoft Word, Excel, PowerPoint, Outlook, Access, Lotus Notes, Lotus 123, Adobe, Visio, MCSE, Network+, A+, Microsoft 95-2010, PeopleSoft, and QuickBooks, Unanet, Sales Force, Laserfiche, XCM, Practice CS, ProSystems fx, Concur. International travel arrangements.


January 2014 to Present - I have been working as an independent contractor and have had several short term independent positions working as an efficiency consultant with clients who need help organizing their home offices. I also have worked through several contractor agencies on longer term assignments.

April 2015 – September 2015

Agency - Advantage Staffing – Client Reef a Division of VF Outdoor & Action Sports.

Position – Executive Assistant to the President and CFO- Managing all travel and expenses for the executive team, keeping calendars and coordinating internal and external corporate events as needed. Managing the president’s sample room organized the stock and created a master spreadsheet for inventory control of the Promo Room.

July 2014 – October 2014

Agency - Onboard Services – Client Sempra Energy – San Diego, CA

Position – Program Assistant contract position. I worked at the Sempra Energy headquarters for their special services program. Acting as a customer service representative/ administrative assistant for the special energy rates program, helping to enroll and verify eligibility of those people with low incomes who could benefit from the special rates programs Sempra Energy has in place.

March 2014 – May 2014

Pierre Hathaway – Organized his home, office, and garage. Pierre is a widower who was not able to organize anything in his home since his wife passed away six years ago. The clutter had become so unmanageable that he had no idea as to how to proceed or where to start. I went through his home with him and helped him sort and organize all of his closets his home office and his garage.


Executive Assistant / Office Manager

Executive Support- Supported the Managing Partner and the Tax Partner–in-charge of the San Diego Branch.

Maintain calendars for both partners the conference room system and monitor the firm calendar for personnel PPTO and corporate events. Setup/schedule/confirm client appointments. Type proofread edit – Correspondence, financial statements presentations spreadsheet and other project; prepare new client forms, screen telephone calls answer routine questions, route client calls to appropriate staff members receive and route incoming mail organize and maintain files scan documents into Laserfiche system, main client contact coordinate client requests, final review and track all returns in XCM system, ensure tracking reports are accurate and all returns are accounted for at deadline. Monitor time and entry of billing prepare tax engagement letters. Maintain tracking and scheduling of partner CPE events and register for marketing events. Coordinate special projects as needed.

Office Management- Managed a staff of six administrative personnel

Oversee set up and break down of work stations act as initial contact for all new employees introductions office tour arrange for keys and access to the building parking and assist with basic questions for familiarization to the corporate culture. Oversee PTO requests for Administrative team streamline administrative processes as needed act as liaison for administration team with the main office. Conduct monthly administrative team meetings to go over policy changes projects and general enhancement of team cohesiveness. Set up inventory system for office supplies and work off updated list to maintain inventory levels for office and break room needs. Coordinate with local vendors for pricing breaks and delivery of items as needed. Liaison with landlord and building maintenance coordinate regular cleaning of carpets windows and general upkeep of office appearance. Research and initiate contracts with catering companies for seasonal needs and corporate events.

IDHASOFT, INC. Irvine CA 06/07 – 04/12

Executive Assistant / Office manager/ SAP Portal Administrator/ Sales & Services Administrator - Provided administrative support to the company President and 3 executive Vice Presidents while acting as the Sales and Services Coordinator for the U.S. division.

As the SAP Portal administrator I enter all employee data into the SAP CRM system under the Manage My Partnership portal, Make all requests for MAR with end to end oversight of each project for MDF reimbursement, Update the SAP portal for all activities completed and oversee the updating of license revenue and points earned, Maintain the necessary training program status for reseller standards in the portal to assure maintenance of gold status, Over see yearly SAP Business Plan submission with adherence to deadlines, Create weekly report for sales team statistics and update on status of opportunities in the SAP portal, Create and disseminate a monthly marketing news letter for the SAP Practice.

Event coordination - coordinate meetings and tradeshows including but not limited to preparing and distributing agendas and other meeting materials, reserving and preparing facilities, overseeing catering needs, ordering event equipment and booth logistics and recording and transcribing meeting minutes.

Maintaining office -- including purchasing of supplies. -Proactively establishes, and maintains highly organized filing system; files correspondence and other records, Meets and greets visitors in a courteous and professional manner, answer and screens telephone calls in a professional and timely manner; takes accurate messages with a high degree of professionalism and courtesy; arranges conference calls, reviews and responds to daily internal/external mail and overnight packages; sends and receives faxes, composes, type, and distribute professional correspondence and memoranda, E-mails and faxes, using individual initiative and as assigned.

Maintaining and coordinating print materials – including any scanning, copying and assembling of print materials. Create and edit PowerPoint presentations and spreadsheets.

Proven experience with managing, coordinating, planning, and organizing projects.

Coordinates Executive calendars and schedule appointments, ensuring all parties are informed of and kept abreast of schedule awareness, coordinate travel arrangements; complete and process expense reports; ensures that correct account codes are used and required signatures obtained, administrator for the division’s time and expense system, and approve expenses for division technical consultants.

Acute attention to detail, with excellent verbal and written communication skills, computer skills. in Microsoft Office, Outlook, Excel, Word, PowerPoint and Google mail and calendar systems, knowledge of, applications, Unanet time and expense system, and PeopleSoft. Self-starter, quick learner, versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm.

Highly skilled at managing and prioritizing multiple tasks/projects, with strong customer service and follow-up skills, including positive phone skills, and strong organizational skills and a high level of attention to detail and follow through with commitment to excellence and high standards. Ability to work on complex projects with general direction and minimal guidance.

Creative, flexible, and innovative team player with great interpersonal and relationship-building skills, ability to deal effectively with a diversity of individuals at all organizational levels. Proven ability to analyze problems and make recommendations for solutions.

Demonstrated professionalism, high integrity and ability to maintain confidentiality.


Office Manager / Correctional Probation Supervisor

Maintain correspondence, attend board meetings, take notes

Calendaring, scheduling, training, and coordination of staff, and maintain personnel files

Creating memos, typing, proofreading, editing, preparing and filing legal documents with the clerk’s office

Monitor daily weekly monthly and quarterly data base reports for statistical evaluation of office productivity and compliance with timelines and deadlines

Establish and maintain files, maintain and order office supplies anticipate inventory need

Proactive consistent performance of daily duties managing projects, processing incoming information, prioritizing and implementing tasks, creating schedules and planning events

Maintain personnel records using PeopleSoft

Order background investigations complete due diligence for criminal history reports and field supervision, handle confidential matters

Report writing with accountability to legally mandated time frames

Daily work with Microsoft Office and Internet research

Produce and use PowerPoint presentations

Oversee event coordination


Bachelor of Arts-Communications, Queens College, Fresh Meadows, NY

Rollins College, Post Graduate Certification Para Legal Studies- Winter Park, FL

Related coursework: Civil Litigation, Criminal Litigation, Legal Research, Family Law, Real Estate Law, Corporations, Legal Ethics, Environmental Law, Wills and Trusts, Debtor-Creditor Law

Accreditations July 2000 Certified State Trainer - 80 hour certification to train personnel for the Department of Corrections

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