Customer Service Administrative Assistant

Stephen Gould

Aurora, CO • 720-***-****

adbis5@r.postjobfree.com • linkedin.com/in/stephen-gould-33498717

Grants Analyst

Exceptional track record of grant operations management, support, and execution with funding of up to $60M

Outstanding administrative capacity, able to coordinate and lead optimal function of diverse offices and operations

Dynamic communicator and liaison with a proven talent for cultivating positive client, stakeholder, and interoffice relationships to ensure operational success

— Areas of Key Emphasis —

•Financial Management

•Budgeting & Auditing

•Records Keeping

•Schedule Optimization & Management

•Regulatory Knowledge & Compliance

•Industry Software & Technologies

•Customer Service

•Creative Solutions

•Data Analysis

Professional Experience

Client Services Specialist Missing Link Networks, Calistogia, CA 2019

Managed high-level customer and technical support for an 80-winery client network, ensuring optimal function of all client-used Point of Sales (POS) systems and databases by leveraging in-depth technical knowledge to troubleshoot and resolve issues. Utilized Ship Compliant, OpenEdge, and other industry standard systems to reconcile payments, configure mobile devices, and set up POS terminals.

Delivered expert, informative training to POS and system end users, empowering greater efficiency and system accuracy.

Enabled a 20% increase in winery sales through the configuration of wireless devices which enhanced mobility.

Grants Analyst, Grants Operations Department California Endowment, Los Angeles, CA 2008 – 2019

Supported internal and inter-departmental program leaders, offering expert aid for local and statewide operations. Liaised with grant applicants and grantees to guide all grantmaking processes. Ensured compliance of grant objectives and fund allocation with contractual requirements through in-depth analysis of progress and status reports utilizing industry and online resources. Offered exceptional service, addressing customer queries and diplomatically pursuing overdue reports to maintain positive relationships. Provided guidance through the full suite of online submission, agreement change, and payment processes.

Resolved critical at-risk grant challenges, developing fund repurposing strategies to ensure the meeting of established objectives.

Tested navigation components of a new system implementation, ensuring optimal functionality for the critical data migration project.

Collaborated on the development of strategic recommendations for a new, improved functional dashboard to enhance grants analysis work-flow efficiency.

Coordinated grant processes, prepared documents, and tracked and filed communication, proposals, contracts, and payments to maintain effective oversight of more than 240 grants.

Eliminated funding obstacles and empowered faster funding operations as the head of a grantmaking best-practice definition initiative.

Empowered increased fund-to-community flow through impactful guidance and grant/grantee support, significantly reducing ineffective fund use.

Trust Administrator Assistant, Wealth Management Department City National Bank, Beverly Hills, CA 2007 – 2008

Delivered critical support for Trust and Investments operations, providing key account management aid and client liaison to cultivate effective client partnerships. Created engaging, informative presentations to communicate complex investment, accounting, financial, and benchmark information, using industry leading software and technology to analyze and present key data. Managed sensitive data to successfully execute wire transfers, check disbursements, and provide balance information.

Assessed account files and records to ensure compliance with regulatory and bank standards.

Utilized industry standard systems, including SEI Portfolio Management Support System, PerformanceStation web-based reporting tool, and Vestek optimizer software to analyze, prepare, and present complex wealth management information.

Administrative Analyst, Neurogenetics Department University of California, LA, Los Angeles, CA 2006 – 2007

Maintained optimal operational and financial function of the Neurogenetics Department, analyzing and monitoring expenses, accounting ledgers, and grant applications to identify and resolve discrepancies or issues. Supported the Director with efficient scheduling and orchestrating of all staff and industry meetings, activities, Neurology outpatient and inpatient clinic and ward attendance dates, and academic conferences. Facilitated grant preparation and application, reviewing and interpreting key grant agency guidelines and other regulations.

Managed operational process function; headed purchasing activities, approved staff time sheets, and processed all invoices and invoice payments.

Ensured the accuracy of staff and fellows’ documentation, preparing forms and records, supporting J-1 visa application processes, and maintaining accurate patient and personnel files.

Sr. Administrative Assistant, Communications & Public Affairs California Endowment, Los Angeles, CA 2002 – 2006

Collaborated with Director of Communications to manage a companywide sponsorship program, leveraging detailed knowledge of 501c3 regulations and processes to ensure success. Coordinated meetings and events to drive engagement and support. Analyzed financial data and budgets to ensure successful payout and inform senior leadership of potential challenges and conflicts, preparing detailed financial reports. Maintained detailed, accurate records and publication inventory. Liaised with grantees, delivering award and denial letters in a timely manner.

Enhanced sponsored-event planning operations with the development of an effective data tracking log.

Managed the monitoring and recording of a $1M sponsorship budget across six offices.

Headed event, conference, and workshop coordination efforts, orchestrating invitations and preparing informational and event packets.

Education & Credentials

Coursework – Pierce College

Event Planning Course – UCLA Extension

Customer Service Training – Kaiser Permanent

Business Grammar Certificate

Compumatics Computer Training Certificate

Recipient of 8 STRIVE awards in 2011 for excellent work performance

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