Financial Planning Administrative Assistant
Resume:
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Contact Information
*** ***** ******, ******** **,
48357
*********@*****.***
Special Skills
● Extensive Sales and Marketing
Knowledge
● Customers Relations Management
● Visual Merchandising
● Tradeshow Management
● Dental Software: Dentisoft,
Eaglesoft, Dentrix, Paterson.
● Proficient in all Microsoft Office
programs.
● Knowledgeable in Photoshop
Additional Experience
● Merchandise and promote product
for trade shows on contract basis
for various designers.
● Volunteered for Bright Pink
Organization
Reference
Upon Request
Joanna G. Varon
Insurance Coordinator & Sales and Marketing Professional Summary of Qualifications
Strong professional with leadership qualities, exceptional customer services skills, and a leader in driving sales and marketing initatives.
● Increased insurance claims resolution by 90% and patient treatment acceptence by 70%.
● Strong utilization of financial planning systems to advise the buying team and ensure profitability and budget guidelines.
● Experience maintaing supplier negotiations which consistently exceeds sales and margin goals by 10% through direct negotiations, project management, and reporting to the buying team.
● Worked on a pilot program that implemented a standardized negotation process that improved cost management by 20%. Success of the program led to it becoming the standard negotating process for the organzation.
● Served the buying team to manage and control all aspects of their mission with a heavy focus on financial planning and budget analysis while integrating a coordinated effort to factor in market and product demand trends.
● Proven ability to successfully build strong client relationships through effective communication skills which secures client loyalty and ensures satisfaction.
Work Experience
Ivee
Executive Administrative Assistant October 2019 - September 2022
• Oversaw all Accounting and Billing of Go Ivee clients IE Lyft and Toyota
• Managed schedule for Founder Alex Giannikoulis
• Assisted team with website content as well as all Social Media
• Worked with internal team on identifying whitespace opportunities for Ivees platform
Sales and Marketing Coordinator November 2018 – September 2019
• Sports Award Inc.
• Oversaw Case Study Developments
• Responsible for Management Brand Compliance
• Worked with counterparts on Website Product Management
• Proficient in CMS, a popular marketing website
Insurance Coordinator November 2012 – November 2018 A Center for Dental Healing, Dr. Alla Aver D.D.S., Glenview, IL.
• Responsible for the finance and collections for patient treatments and point of sale.
•Managed insurance claim submissions, including appeals, and follow-up with leading dental providers. Insurance verification and directly assisted patients with their insurance benefits and claims.
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• Work collaboratively with teams on creative marketing concepts to generate new business. Executed sales and marketing campaigns from starting point to final execution.
• Work with patients on providing them with treatment plans based on Dentist recommendations.
Personal Stylist 2011 – 2012
Nordstrom, Chicago, IL.
• Held a leading position within Nordstrom as a Personal Stylist which is considered to be the highest position before the position of Manager of Personal Stylist Team.
• Topped appointment average with 10-14 per appointments per week surpassing the Nordstrom average of 3 appointments per week.
• Exceeded sales goals with a weekly dollar average of $25,000 surpassing the Nordstrom average dollar sales at $12,500 per week.
• Leading producer with an average pay period rank of 4 while traditional Nordstrom Stylist ranking ranges 1-2.
Assistant to Buyer 2003 - 2010
Key Account & Showroom Key Manager 2010 – 2011
Nordstrom Corporate Office, Oakbrook, IL.
• Assisted the Buyers in contemporary apparel for the TBD department in the Midwest which included 28 stores.
• Partnered with planning team to maintain inventory levels and resolved supplier issues.
• Responsible for providing the linkage between the companys financial projections, sales margin, and inventory plans.
• Analyzed actual expenses to budget and developed current projections of departmental performance. Collaborated with Buyer expectations to align with overall financial goals.
• Responsible for tracking and reporting key performance indicators for the business unit. Analyzed and reacted to current, future, and past business activities by taking care of inventory situations and preparing the Buyer for market.
• Successfully achieved management goal of a 20% year over year expense savings for the TBD Department.
• Communicated with vendors ensuring all products arrived on time.
• Worked with other team members to understand consumer trends and lifestyles in the marketplace to remain one of the leading buyer teams throughout the company.
• Represented and introduced new products and lines within local and national trade shows. Built consumer/brand loyalty and generated referrals through product quality and exceptional service.
• Established and maintained relationships with distributors and key client accounts. Profiled and targeted new clients to promote product lines within the Midwest Region.
• Maximized sales growth by advertising in national and local magazines, leading numerous trunk shows, networking with professional contacts and following up on customer referral incentives.
• Responsible for merchandising boutiques and department stores.
• Managed a sales team of 5 as well as a team of customer service representatives
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Education
High School Diploma
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