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Business Services Manager/Office Manager

Location:
Portland, OR
Posted:
September 29, 2020

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Resume:

STEPHANIE ERICKSON

MOBILE: 206-***-****

**********@****.*** • www.LinkedIn.com/in/EricksonStephanie/

WORK EXPERIENCE

Corporate Resolution Specialist – Consumer Cellular, Inc. 07/2016 – Present

Investigate and respond to complaints filed with the BBB, Attorney General, FCC and AARP. Collaborate with AT&T and T-Mobile to resolve technical and service issues. Respond to inquiries, concerns and questions received by the CEO. Ensure customer service representatives adhere to company policies and procedures.

Independent Contractor – PTC Services, LLC 08/2013 - 02/2016

Set up and maintained billing and collections systems. Full charge bookkeeping; prepared and filed quarterly and annual tax returns. Event coordination for board meetings, tradeshows, sales conferences, and corporate parties. Sourcing and recruiting potential hires and clients. Other projects as per client's needs.

Executive & Personal Assistant to CEO – Covestic, Inc. 12/2012 – 05/2013

Provided executive and personal support for CEO. Maintained excellent client relations, managed multiple executives' calendars, correspondence, due diligence and creation of reports and presentations. Researched and managed domestic and international travel and logistics for trade shows, client meetings, international conferences, etc. Managed all personal travel logistics and catering for CEO such as fundraising, investor retreats and parties.

Business Services Manager – Paul Cullen, PLLC 05/2009 – 08/2012

Managed counselor's complex schedule, updated daily and weekly agendas; resolved scheduling conflicts. Processed payroll, bookkeeping and monthly draws; reconciled/maintained bank and IOLTA trust accounts. Processed monthly billings for over 700 clients; collected 75% of past due accounts. Systematically tracked documents, performed process of service and conducted witness interviews. Created complex reports for counselor and Trustee of Irrevocable Trust for presentation at monthly Trust Committee meetings. Performed legal secretary duties as needed.

Operations Manager – Sternoff Development, Inc. 01/2007 – 08/2008

Operations Manager for property development company; six high end residences in Seattle area and twenty-two townhomes in Lake Chelan, WA. Created quotes, budgets, client contracts; acquired city and state permits. Built excellent relationships with subcontractors, clients and vendors. Created bank draws, invoices and tracked budgeting. Had full ownership of payroll, accounting, collections and banking; cut checks, processed wire transfers; established new LOC. Audited prior years' books, recovering over $300,000 for unbilled change orders, add-ons and upgrades. Managed owner's professional, personal and city council schedules as well as personal finances.

Business Services Contractor – Synergy HomeCare 05/2006 – 11/2006

Established and defined accounting, HR and client services policies and procedures. Set up travel and expense procedures, PTO and benefits programs. Implemented and managed payroll function and reporting. Sourced and recruited potential hires and new clients; established hiring and background check protocols. Produced monthly and annual budgets.

Client Services/Vet Tech – West Seattle Veterinary Hospital 03/2005 – 02/2006

Greeted clients, scheduled appointments, updated clients’ files, reconciled nightly credit card transactions, cash drawer and prepared bank deposits. Prepared monthly statements. Performed vet tech duties as needed.

General Manager – Downtown Dog Lounge 06/2004 – 02/2005

Managed operations, purchasing, HR and professional services. Built and maintained exceptional client relationships. Managed/scheduled 65+ employees for three store locations. Responsible for overseeing daily operations of business, managing staff, opening/closing stores and cash drawer. Created monthly reports for forecasting and expenditures. Business became profitable within 2 months of my hire.

Office Manager – Open Telecommunications, Inc. 09/2001 – 04/2004

Prepared all domestic and international travel arrangements; obtained travel visas as needed. Managed all facets of HR including employee benefits, 401(k), payroll, relocations and visa/immigration issues. Handled calendaring, daily agendas and resolved scheduling conflicts for executives. Coordinated business meetings, trade shows and sales conventions. Responsible for accounting and banking, domestic and international; processed monthly billing, initiated wires and draws. Tracked billable time and expenses for employee reimbursement, monthly billing and auditing purposes. Promoted to Acting CFO within 8 months of hire.

EDUCATION

BA, Global Studies, August 2000 – University of Washington, Seattle, WA

ACCOUNTING SKILLS

A/P, A/R, banking, bank draws/wires, LOC, VAT reclaim, billing, collections, GL reconciliation, amortization and depreciation schedules, purchasing, inventory control, tax preparation, B&O/L&I taxes, month/year-end close, financial statements, payroll, 401(k), expense report auditing and reimbursement, Trust Administration, IOLTA Trust accounting, full charge bookkeeping and GAAP.

COMPUTER/TECHNICAL SKILLS

PC/MAC; Microsoft Office 2007-2016, Office 365, WindowsXP-Windows 10; Access, Excel, OneNote, Outlook, PowerPoint, Word, SharePoint, DropBox, OneDrive, Google Docs, Sheets, Calendar, Google Drive, ADP, QuickBooks Pro, PeopleSoft, TABS, Platinum Accounting, Lead, Telegence, CIT, eRSP, Taleo, DelTek, Paw Tracker, Kennel Connection, BPCS, ACPERS and various other industry specific software.



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