Assistant Service Executive

Heather Barr

************@*****.***

607-***-****

Objective

Seeking a professional position where I can add value to the business and contribute to their success and help others. Experience

ZELIN & ASSOCIATES, CPA – Manhattan, NY - Remote July 2022 – Present Executive Assistant

Manage CEO’s Outlook email inbox & calendar

Schedule & prepare for client and staff meetings; Zoom, in-person

Track priorities; Teams

Monitor & update projects and activities; Big Time, Trello

Monitor & manage CEO’s timesheet

SCIARABBA WALKER & Co., LLP – Ithaca, NY

Executive Assistant Dec 2018 – July 2022

E-filed & monitored acceptance of all returns by the deadlines using CCH.

Created workflows & monitored status of returns; GoFileRoom.

Established client relations by e-mail or phone.

Created and maintained Excel reports for the accountants, for workflow and productivity.

Prepared Power of Attorney forms.

Reconciled & tracked CPE to keep sponsorship, correcting any billing or time entry inputs.

Extensive use of Outlook to schedule trainings and meetings.

Coordinated travel & hotel reservations.

Audit Administrative Assistant Oct 2013 – Dec 2018

Formatted financial statements using Microsoft Office and CCH Engagement.

Assembled financial statements using Adobe Acrobat and binding printouts.

Managed the accounts receivables and collections.

Processed outgoing mail.

Greeted clients by phone or in-person when filling in for receptionist. MAGUIRE AUTOMOTIVE – Ithaca, NY

Assistant Service Manager for Audi, Volkswagen, and Volvo Aug 2011 – Mar 2013

Scheduled appointments, greeted customer, billing, & cashing out

Consulted with technicians to discuss vehicle needs.

Gathered information from the parts department for pricing and availability.

Provided clients with estimates for labor and parts and discussed plan of action. MAGUIRE FORD – Ithaca, NY

Schedule Coordinator for Ford and Nissan Feb 2011 – Aug 2011 Accounting Clerk Feb 2010 – Feb 2011

NY LIFE, ACCIDENT, AND HEALTH INSURANCE

Training & obtaining my series 10-55 license Jan 2009 – Jan 2010 WEGMANS – Corning & Ithaca, NY

Customer Service Representative/Cashier Feb 2006 – Jan 2009 Education

STATE UNIVERSITY OF NEW YORK COLLEGE AT CORTLAND December 2008 Bachelor of Science (BS), Business/Managerial Economics GPA: 3.58 / 4.00

Contact this candidate