Professional Summary
Focused on boosting the performance of executive leaders as a skilled Executive Assistant and Accountant. Offering 18 years of related experience and demonstrated expertise. Bring in-depth knowledge of people, good understanding of current needs and future targets and offer excellent project management and team leadership abilities.
SKILLS
• Manage executive schedules
• Prepare correspondences
• Team Player
• Account resolution
• Payroll processing
• Prepare Budgets
• Financial Records and reporting
• Detail Oriented
• Audit Financial records
• Logistic and schedule management
PROFESSIONAL EXPERIENCE
Executive Assistant 07/2019 – 11/2020
AltaMed Health Services, Children’s Hospital Los Angeles Los Angeles, CA
• Evaluate policies to ensure they are in compliance with corporate rules and mission.
• Performed word processing and created spreadsheets for data analysis.
• Managed complex calendars and logistics for travel and on-site meetings.
• Set up new office procedures to increase productivity and improve workflow.
• Oversaw office services to maintain smooth operations, including preparing budgets, and handling HR issues.
• Researched topics of interest, compiled data and authored streamlined summaries outlining key points for review.
• Manage and maintain executive schedules, including scheduling travel and conferences, making appointments, and making changes to appointments.
• Overseeing administrative policies within an organization and within the office; recommending changes as appropriate.
• Reading and analyzing submissions, letters, agendas, memos and determining significance; routing to appropriate personnel in a timely and efficient manner.
• Prepare reports, collect, and analyze information; prepare presentations.
• Data analysis; Proficient in Access, MS Word, Excel, Outlook.
• Coordinate finances assist with budget preparation.
• Prepare executive responses to routine memos, letters, or correspondence.
• Prepare and develop a records management system; maintain and recommend changes to records system when appropriate.
Staff Accountant 01/2018 – 03/2019
Shields for Families Los Angeles, CA
• Prepares consolidated internal and external financial statements by gathering and analyzing information from the general ledger system and from departments.
• Analyzes information and options by developing spreadsheet reports, verifying information.
• Prepares payments by accruing expenses; assigning account numbers; requesting disbursements; reconciling accounts.
• Develops and implements accounting procedures by analyzing current procedures, recommending changes.
Kelly Danielle Johnson, MBA, M.S.
Los Angeles, CA 90008 / 323-***-**** / adi90i@r.postjobfree.com 2
• Provides accounting support for mergers and acquisitions by reviewing financial information; converting data to general ledger system; obtaining supplementary information for preparing financial statements.
• Discussed organizational finances with senior managers, helping the decision-making process. Accounts Payable Specialist 01/2014 – 03/2019
Shields for Families Los Angeles, CA
• Review all invoices & vouchers for appropriate documentation and approval prior to entering into Accounting System.
• Ensure correct coding and cost allocation (facility rent, utilities, rental equipment, etc.) are applied to each voucher prior to entering into Accounting System.
• Process weekly check run - print, obtain signatures and ensure that all payments are processed prior to due date.
• Provide appropriate documentation in preparation of funder’s reporting, etc.
• Respond to all vendor inquiries and continue to maintain good relations with vendors.
• Respond to all vendor inquiries and continue to maintain good relations with vendors.
• Reconcile vendor statements to Accounts Payable system and research discrepancies.
• Followed up with vendors, managers, and other employees to resolve open issues and discrepancies.
• Cross-checked and verified accuracy of invoices and requisition forms before sharing with clients. Executive Assistant 05/2002 – 01/2014
Shields for Families Los Angeles, CA
• Performs a variety of administrative or executive support tasks that are highly confidential and sensitive.
• Coordinates CEO, CFO/COO’s office management activities.
• Researches, compiles, assimilate and prepare confidential and sensitive documents and brief the CEO, CFO/COO regarding content.
• Informs others of the CEO, CFO/COO’s position on issues.
• Composes letters and memoranda in response to inquiries.
• Acts as a liaison between the CEO, CFO/COO, subordinates, or others, by transmitting directive, instructions and assignments and following up on the status of assignments.
• Produces invoices, reports, letters, financial statements, and other documents, using word processing, spreadsheet, database, or presentation software including charts, and graphs in final form.
• File and retrieve corporate documents, records, and reports.
• Updates CEO, CFO/COO on status of issues before scheduled meetings.
• Prepares agenda and collects materials for meeting, speeches, and conferences; takes minutes and keeps records of proceedings.
• Plans and coordinates arrangements for professional conferences.
• Reviews, proofreads, and edits documents prepared for the CEO, CFO/COO’s signature.
• Coordinates and facilitates the CEO, CFO/COO’s calendar to arrange appointments, meetings, and conferences.
• Assists with preparation of the office budget.
• Assists with the establishments, revisions and maintenance of office procedures and policies.
• Complies and maintains records, statistical information, and reports.
• Participates in and/or coordinates committees or task forces.
• Makes travel arrangements, prepares itineraries, prepares, compiles, and maintains travel vouchers and records.
EDUCATION
Grand Canyon University, AZ
• Master of Science in Psychology, Oct 2020
Grand Canyon University, AZ
• Master of Business Administration, May 2018
Grand Canyon University, AZ
• Bachelor of Science in Applied Management, August 2016