Summary of Qualifications

•Successfully coordinated multiple commercial furniture installation projects from initiation to completion

•Organized office move including furniture purchases for 11 offices, 2 conference rooms, and kitchen/cafe

•Managed stock conversions from preferred stock of private company to common stock of public company

•Coordinated and collaborated with Account Managers on RFP submissions

•Oversaw equity programs for multiple companies, including daily transactions and monthly reporting

•Strengthened MS Excel skills by creating formulas linking spreadsheets, using vlookup, and creating macros

Education

-Southern New Hampshire University; B.S., Business Studies, Operations and Project Management

-West Valley College; studied Interior Design

Work Experience

Project Coordinator; KBM-Hogue Jan. 2018 to June 2020

•Worked with a team of Account Managers to place orders with multiple vendors to ensure product was delivered on schedule for installation projects.

•Regularly updated team through weekly meetings and Excel status reports.

•Tracked furniture orders and deliveries for multiple projects at a time.

•Worked with vendors on replacing damaged product to be delivered prior to customers’ project installation date.

•Reconciled vendor invoices for accounting department when necessary, processed payment requests for deposit and balance due invoices to ensure product shipped on time.

Office and Executive Administrator; ADARA Networks March 2017 to Dec. 2017

•Served as the point of contact for visitors to the office and answering the main phone line.

•Calendar management for CEO and CFO.

•Compiled weekly progress reports from 25+ engineers.

•Vendor management for office suite and CEO’s residence.

•Maintained kitchen and office supplies.

•Arranged travel for CEO, CFO and employees consisting flights, hotels and car service.

Payroll Specialist I; Symantec Dec. 2016 to Jan. 2017

•Contracted through PRO Unlimited for year-end assistance.

•Verified end of year time off requests were entered into ADP correctly.

•Audited conversion files to verify company merger consolidation upload was correct.

•Filed end of year time off requests.

•Performed data entry of employees’ manual check amounts into ADP.

•Created ADP upload templates for time off hours, terminated employees due to transition from Blue Coat to Symantec employees.

•Verified Confirmation of Stock Exercise taxes and amounts due to employee for accuracy.

Outsourcing Account Manager; Stock & Option Solutions Oct. 2015 to June 2016

•Worked with multiple publicly traded companies to administer their stock plan.

•Worked with Fidelity, Schwab, E*TRADE, and Solium Shareworks stock plan platforms.

•Administered equity programs and ensured that all equity transactions are accurately processed, settled in a timely manner with a strong attention to detail.

•Administered qualified (ISOs) and non-qualified stock options (NSOs), restricted stock units (RSUs) and employee stock purchase plan (ESPP) processing.

•Generated and reviewed for accuracy recurrent and ad-hoc reports for Finance, Payroll, HR and Legal.

•Processed and monitored equity award activity, including grants & grant agreements, vesting of performance-based awards, exercises and employee terminations.

•Assisted with monthly, quarterly and year-end reporting.

•Prepared and filed SEC Form 4 & 5 based on government requirements

•Maintained confidentiality with sensitive information relating to payroll and stock plans.

•Adhered to legal and financial policies of each company and IRS, government policies and procedures.

•Responded to equity-related inquiries from employees and others.

•Assisted with various other equity-related projects as required with the ability to multi-task.

Office Manager; Inventergy Oct. 2013 to Oct. 2015

•Supported Director of Operations and Senior Executives including (Chairman and CEO, SVP and General Counsel).

•Facilitated office move from a few offices in a business center to an office suite. Coordinated purchasing office furniture, ordering internet and phone service providers for 11 offices and 2 conference rooms.

•Coordinated travel arrangements, including flights, hotels, and car service.

•Tracked stock option awards and process notices to exercise.

•Coordinated with stock transfer company on stock conversions from privately held company to public company.

•Prepared financial slides, charts, and graphs using Excel and PowerPoint for presentations to Board of Directors, outside consultants, and financial institutions.

•Maintained communications with, internal, and external customers including Board of Directors and vendors with professionalism and diplomacy.

•Processed bi- weekly payroll for small subsidiary company using ADP Run.

•Organized and reconciled executive expense reports and credit card statements.

•Managed cloud storage (Sharefile). Scanned, uploaded documents, and provided copies to third parties.

•Worked with Director of Operations on financial transactions, including verification of invoices/expenses, and acquired budget approval.

•Mailed checks to vendors, scanned and filed invoices.

Housing Assignment Coordinator; Stanford University April 2013 to Oct. 2013

•Contracted through At-Tech Staffing Services

•Obtained customer service skills by assisting students with problem solving skills regarding their housing needs, and ensured compliance with Stanford University’s policies and procedures.

•Assisted with Termination of Occupancy requests.

•Entered housing applications.

•Assisted with Excel spreadsheet formulas and data entry.

•Completed rental verifications.

Sales and Marketing Administrative Assistant; AdvanTel Networks Sept. 2007 to Nov. 2012

•Supported sales department; 22 Account Managers in 5 offices plus several remote offices.

•Reviewed each sales quote from the Account Managers before sending to accounting for processing.

•Worked with Account Managers compiling information to respond to customer’s RFPs by the deadlines.

•Handled all domestic & international travel (flights, hotels, car rental and per diem) requests company-wide.

•Assisted the Marketing Manager in preparing for Trade Shows nationwide.

•Assisted with several events for customers, prospective customers and employees.

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