Executive Assistant Office Manager

Cherʹrie Fish

******@*******.*** · 832-***-****

PROFESSIONAL EXPERIENCE

Expanse Electrical Company - AIM Electrical Consultants 02/2020 – 06/2024 I was hired by AIM, then in October of 2021 we were bought out by Expanse. AIM – Office Manager – Executive Assistant

• All responsibilities involved in running an office – supplies, equipment, travel, calendars, set up meetings etc.

• Relationships with vendors and clients.

• Accounts Payable

• Accounts Receivable

• Typing of and sending out Proposals

• Issuing Purchase Orders

• Sending out Transmittals

• Onboarding of New Employees

• Reviewing Payroll

• Review Agreements, Contracts etc.

• Executive Assistant to the Owner/CEO and CFO

Expanse - Office Manager/Executive Assistant for Electrical Engineering and Power/Field Services - 2 Divisions of Expanse

• Responsible for the running of the office.

• IFS System – Entering Vendors, Invoices, Issuing POs for products and sub-contractors, Opened Work Orders for Jobs, entered employee hours and costs to the work orders then invoiced the customers. (using IFS and through Portals – Ariba, Open Invoice, Taulia, etc.)

• Typed up Proposals, POs and Transmittals

• Paperwork and onboarding of new employees

• Reviewed and entered employee hours for payroll

• Ran weekly and monthly reports for job costing

• Kept track of Quotes, and costs on Excel spreadsheets to show Forecasting and Job Costs

• Executive Assistant to the CEO and General Manager of Engineering and Field Services

• Other Responsibilities

Administrator for BOA Corporate Credit Cards and Concur Expense Report – Setup and issued all cards and Concur Expense Accounts. Responsible for final approval of everyone’s monthly report along with running the monthly reports from BOA and Concur.

Responsible for setting up of Corporate Meetings – in and out of town – hotel rooms, meeting rooms, food and entertainment.

Promoted to Proposal Coordinator for Sales Department

• Continued with the responsibility of Credit Cards and Expense Reports along with reporting and corporate meeting setups.

• Coordinated the collection of information for multi-segment proposals and place in folders.

• Coordinated meetings, deadlines and final reviews for multi-segment proposals.

• Develop the final proposal to send to customers for multi-segment Projects.

• Develop Spreadsheets for various data collections

• Responsible for all RUS Contract Bids

• Responsible for setting up Expanse in Supplier Portals – Jaggaer, Ariba, Open Invoice, Bidnet Direct, CPS Energy, Oracle, ION Wave, Power Advocate etc.

• Locating products for customers and sending them quotes. Fish, Cherrie Page 2 of 3

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• Helped get Customers and Vendors Set up in our System

• Executive Assistant to CEO and Vice-President

• Responsible for acquiring apparel and items for Expanse – Shirts, hats, notebooks, pens etc. SKILLS: Microsoft Word, Excel, PowerPoint, Outlook Email and Calendar, TEAMS, SharePoint, IFS, UKG, QuickBooks, Concur, BOA Corporate Cards, Various Supplier Portals. Also proficient in Google Suites. United Chiropractic 3/2009 to 12/2019

SUMMARY

Manage the inter-office operations of a Chiropractic Office. Full spectrum of responsibilities from office administration to working directly with patients. A fast-paced office, seeing an average of 60+ patients a day, organizational skills and self-motivation were a must.

• Manage front office activities and schedules for the daily operations of the office while continuously communicating and partnering with Doctor to maintain consistent office flow.

• Administrative duties: Answer phones, order office supplies, copy/fax, create & maintain patient records, greet patients, speak with vendors, schedule maintenance/installation/removal of office equipment.

• Process new patient intake from initial scheduling, verifying insurance benefits, and relaying treatment plans/costs. Update patients’ health information, including medical history, therapy, Physical exam/x ray preparation and vital statistics.

• Ensuring accurate and proper CPT/ICD coding, follow up on claim status/submissions to insurance as well as the personal injury, workers compensation and attorney offices.

• Back office administrative duties including patient account receivable, posting insurance payments, claim status, supply ordering and all correspondence.

• All Patients including Personal Injury/Attorney patients: responsible for all duties related to the patient – therapies, ordering MRI’s, referrals to other doctors, sending completed files to attorney and insurance companies.

• Payroll

• Correspondence, FMLA Paperwork, Workers Comp

• Custodian of Records – Completion of Affidavits

• Development of X-Rays

• Perform therapies such as: Physical/Rehab Therapy, Electro-Therapy, Ultrasound Therapy, Cold-Laser, Decompression Therapy, and Breast Thermography

• Performed preliminary exam for DOT Physicals

SKILLS

• Insurance Billing & Coding- Lytec and Medisoft, learning Healthfusion

• Payroll

• Accounting

• Microsoft Office – Word, Excel, Outlook and Power Point

• DRX Machine – Decompression

• Ultrasound and Cold Laser

American Title 9/2003 thru 12/2008

Office Manager/Administrative Assistant

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• Manage Office – Order supplies, take care of office equipment-repair, install and removal, speak with vendors.

• Payroll/ Insurance

• Accounts Payable and Receivable

• Ramquest, FAST, Softpro, Microsoft Office and Quick Books

• Title Processing

o Front End

Open Orders

Track Commitment

Order Tax Certificate

Send out Commitment and Tax Certificate

o Processing

Order Survey

Order Payoffs

Cured Schedule “C”

o Funding

Balanced File

Printed Checks

Sent our Wires

Tracked checks to make sure they all cleared

o Back End

Send package to lender, buyer, seller and agents

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