Office Secretary Administrative Assistant

ADONNA BROOKS

Professional Summary

Dependable and devoted business professional with over 10 years of professional experience in several areas of business such: Finance, Financial Aid, Banking, Insurance, Bookkeeping/Taxation, and Sales. Possess excellent organizational and analytical skills. Owned and operated a Bookkeeping and Tax Preparation Service for 8 years with repeat customers.

Skills

●Knowledge of the full range of office procedures and operations as they pertain to the technical and administrative support functions.

●Supervisor skills, accounting, financial services, inventory control and purchasing experience

●Excellent customer service skills that build high levels of customer satisfaction

●Ability to manage customer complaints and inquiries

●Creative, highly-motivated self-starter with the ability to work with no supervision

●Demonstrate analytical, organizational, interpersonal, leadership, problem-solving, decision making, conflict resolution and negotiation skills. Ability to maintain confidentiality

●Knowledge of Microsoft office software and other business software to include but not limited to (PeopleSoft, VPN, PowerCampus, RBDirect, Salesforce, Payentry and Quickbooks)

Work History

Financial Controller/Office Manager 5/18/2021-Current

Rebath of SWVA – 1333 Towne Square Blvd NW, Roanoke, VA 24012

●Responsible for all finance and accounting aspects for ReBath of SWVA and Townside

Plumbing businesses

●Manage daily accounting and financial reporting. AR, AP, Banking. Various account

reconciliations. Lead all financial reporting including monthly close

●Manage annual audit and tax filing

●Monitors financial performance. Perform all HR duties and office management

●Process payroll for all employees at Rebath of SWVA and Townside Plumbing

●Money management for both Rebath of SWVA and Townside Plumbing

Administrative Assistant-Office of Financial Aid 7/10/2019-2/15/2021

Radford University Carilion - 101 Elm Ave SE, Roanoke, VA 24013

●Co-chair/Chair of the Administrative Professionals Committee

●Prioritized work to meet department and college deadlines

●Prepared and processed travel requests, reimbursements, and forms accurately and in a timely manner

●Kept departmental faculty and staff informed of latest policies and procedure changes

●Supervised, trained, and evaluated office student worker (s). Approved timesheets and assigned daily tasks.

●Generated/processed/inputted purchase requests, obtained price quotes, and received orders

●Monitored/assisted with departmental budgets, processed transfers, prepared budget reports and assisted with fiscal year-end closing processes and budget planning

●Maintained departmental records and files to include, but not limited to, departmental equipment, inventory, departmental purchasing, travel, student files

Department Secretary-Financial Aid 10/2015 to 7/10/2019 (Merger)

Jefferson College of Health Sciences- 101 Elm Ave SE, Roanoke, VA 24013

●Assisted students in applying for and acquiring state and federal financial assistance

●Processed institutional and outside scholarships

●Assured compliance with state and federal financial aid guidelines

●Maintained audit files and adhere to the college filing system. Maintained the budget for the department

Financial Crimes Specialist 2 03/2015 to 9/2015

Wells Fargo Operation Center- 1776 Plantation Rd., Roanoke, VA

●Investigated fraud and non-fraud debit card claims

●Handled inbound and outbound calls concerning debit card claims

●Closed and blocked debit cards due to fraudulent activity on the customers’ account

●Used multiple online computer systems to research and resolve fraud or merchant dispute

Tax Preparer/Bookkeeper 07/2004 to 10/2016

Adonna’s Bookkeeping Service- 1502 14th St NW, Roanoke, VA 24017

●Maintained a tax office to service clients in a private environment

●Trained the front desk office secretary

●Prepared balance sheets, payroll, 1099's, W2's, sales tax, invoices and tax preparation for small businesses

●Collected and processed State income tax due payments

●Conducted interviews with potential clients to determine their bookkeeping needs

●Traveled to clients homes and businesses to prepare their business, individual or joint tax returns ● Prepared paperwork to file corporation taxes for self-employed individuals

Deputy Tax Clerk II 03/2007 to 03/2015

City of Roanoke-Commissioner of the Revenue – 215 Church Ave SW Ste. 251, Roanoke, VA 24011

●First point of contact for the office; handled inquiries regarding personal property, state income tax and business licenses i.e. telephone, walk-ins, etc.

●Processed, prepared, and made data entries of Virginia quarterly estimated income tax voucher I and tax due payments

●Prepared and submitted month end report for Virginia state income tax to the Department of

Taxation and City Treasurer offices

●Prepared and processed State income taxes for all Roanoke City residents

●Trained office staff on how to maintain office equipment i.e. printer/copier machines ● Maintained display of tax forms and order documents/supplies when needed.

●Cultivated close working relationships with other municipalities and governmental agencies to achieve high quality of customer service

Administrative Assistant 05/2005 to 03/2007

Advance Auto Parts-Merchandising Sales – 5008 Airport Rd, Roanoke, VA 24017

●First point of contact for the department. Greeted numerous visitors, including VIPs, vendors and interview candidates

●Helped distribute employee notices and mail around the office

●Assisted with event planning, including associated travel and logistical arrangements

●Prepared spreadsheets in Microsoft Excel. Ran queries in Microsoft Access and distributed category sales reports to the Vice President, Senior Vice President, and other directors for review

●Attended board meetings and presented sales data to the committee. Documented and distributed minutes to the team

Retail Pricing Analyst 01/2005 to 05/2005

Advance Auto Parts-Retail Pricing – 5008 Airport Rd, Roanoke, VA 24017

●Performed competitor benchmarking analysis and identified savings opportunities and potential product enhancements

●Built and maintained databases for forecasting future financial performance

●Monitored the organization's performance against competitors

●Developed spreadsheet models for diverse projects and analysis

●Analyzed fiscal data and surveys using a pricing matrix to compare competitive retail pricing for a variety of auto parts

Senior Claims Associate 07/1998 to 01/2004

Allstate Insurance Company-Negotiate Unit – 3800 Electric Rd, Roanoke, VA 24018

●Evaluated all evidence with the ultimate goal of creating positive outcomes for client's claims

●Reviewed and analyzed suspicious and potentially fraudulent insurance claims. Performed skip traces.

●Prepared prosecution packages and restitution proposals

●Partnered with legal counsel on litigation cases

●Negotiated and aggressively settled all types of property claims up to $2000

Education

Associate of Science: Business Administration 2003

Virginia Western Community College - Roanoke, Virginia

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