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Customer Service Executive Assistant

Location:
Phoenix, AZ
Posted:
July 11, 2023

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Resume:

Bethanne Ferrara

480-***-****

***** * **** ** ********* AZ 85048

adx8iz@r.postjobfree.com

CAREER SUMMARY

Results-oriented, organized individual with demonstrated ability to develop and lead high performing diverse teams to support operations in the financial and retail industries. Possess strong leadership, coaching and motivational skills. Strategic development skills with an analytical approach to business. Proven ability to analyze current state of operations and business requirements, identify performance gaps, and re-engineer team alignment and processes to reduce cost, increase revenue, and improve customer service.

Skills

MS Office Suite Interpersonal Skills

Huddle-Communication System Customer Service

Active Listening Skills Leadership Skills

Time Management Teams-communication

Professional Experience

Bakertilly/Henry&Horne Feb 2017-June 2023

Executive Assistant

Executive Assistant for R&D and Cost Segregation. Supporting the Directors and Manager to meet team goals

Executed the job flow from beginning to end using XCM systems.

Created client Engagement Letters for projects.

Coordinated all Outsourcing in India for prepping 1040 tax returns.

Processed monthly billing and collections for the team.

Support tax deadlines.

Assembled all tax returns.

Arranged travel and expense reports for the team members.

Executed procurement for all offices.

Contributed to the Community Service Committee-Won an Outstanding Service Award in 2022

Notary for all offices.

Answered office phone.

CliftonLarsonAllen, Phoenix AZ Feb 2015- Feb 2017

Office Coordinator

Recruiter for CLA: Review resumes, set up interview schedules with ASU, U of A and NAU for on campus interviews, set up interviews for in house interviews.

On boarding, set up training for new employees and e-verify new employees.

Managed and host all training for CPE credits to support staff with retaining CPA license. Worked with the AICPA on hosting classes for the CLA team

Procurement for the office.

Coordinate and lead all on-boarding for the firm, creating agenda and curriculum.

On the steering committee for the Women’s Group meetings.

Lead for the Philanthropic Committee and the Fun Committee.

Supported HR, Principal and Directors maintaining spreadsheets for data on clients, budget, flights, hotel, car rentals and materials that need to be shipped in a timely manner to different states

Seattle’s Best/Starbucks April 2013-Jan 2015

Store Manager

Managed and trained staff of 21 partners

Maintained our weekly drive thru forecast and achieved our goal of 89% or higher.

Forecast monthly cost and labor using my P&L report and Starbucks systems to come under cost

Customer focus

Scheduling partners to support workload

Coaching and supporting to the Starbucks standards for inhouse promotions

Diebold Inc. Coppell TX Nov 2009- March 2013

IPMO Project Office Manager, (Coppell TX)

Maintained monthly forecast for the department which resulted in my department coming in/under budget.

Managed, trained and developed 43 professionals,

I used a combination of contingent and permanent employees, which cut workload cost by 30 %.

Assessments for permanent and contingents to measure their success on the team and with customers.

Created department metrics for incentives and customer results by developing the Daily Executive Summary, Deliverable Summary and Escalation Paths.

Streamlined processes and procedures for consistency, and accuracy, leading to 20% employee cost reduction.

Analyzed pay grades and assignments to help reduce cost in the department.

Diebold Inc. Phoenix AZ Oct 2006-Nov 2009

Customer Service/ Installation Manger

Managed a team of 72 technicians and installers.

Forecast monthly cost and labor using my P%L reports and Diebold systems to come under cost. Labor and logistics ran between 95% to 98% accuracy for the area.

Managed installation and service teams to better their call time rate and scores. This resulted in better customer service (fix it right the first time), and team ranking #15 in 2010, to #1 in 2011, receiving full bonus payout.

Set up training for outside vendors to help with our customer service excellence policy. This created better communication between all parties involved with our customer base.

Developed excellent Customer relations which improved our retention contract by 92% for the company.

SimplexGrinnell Inc. Phoenix, Arizona Aug 2001-Oct 2006

Installation/Service Coordinator

Scheduled Installations for technicians meeting bank timelines for completion,

Created the monthly schedules for service technicians.

Managed resources.

Weekly time sheets.

Monthly billing.

EDUCATION

IBA Beauty College Licensed

University of Milwaukee, English Major- Special Education License

Leader to Leader Courses 2 year.

Accomplishments

Cosmetology License

Special Education License

Award for Outstanding Community Service

Award for Outstanding Customer Service



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