Project and Finance Assistant
Resume:
Serra Rose
Bennet, NE *****
*************@*****.***
Objective:
To obtain a billing/finance position utilizing my education in Business Information Technology while contributing to the continued success of your business.
Education:
Southeast Community College Lincoln, NE
Graduated: September 2012
Associates of Applied Science in Business Information Technology-Administrative Focus
3.7 GPA
Related Courses:
•Web Page Support
•Word Applications 1 & 2
•Keyboarding – 70 WPM
•Desktop Publishing Applications
•Records and Information Management
•Office Procedures 1 & 2
•Financial Computer Applications
•Accounting 1 & 2
•Microsoft Applications
•Microsoft Integration
•Office Simulation
•Project Management
Skills:
•Computer skills: proficiency in QuickBooks, Access, Excel, PowerPoint, Outlook, and Microsoft Word
•Ability to learn quickly on computer systems with the ability to diagnose technical issues that arise, data entry, printing systems, billing processing, and adapt to technology/software advances
•Strong verbal communication, customer service, and written skills
•Excel working in a fast-paced environment with the ability to multi-task
•Management and assistant management skills
•Problem solving and critical thinking skills
•Organizational and detail-oriented skills
•Highly motivated and passionate to work in a team environment or individually
•Cross training/teaching skills to advance in a more valuable role within the company
•Active listening skills/willing to learn and help where needed for the company to succeed
Experience:
HBE, LLC
Administrative Assistant June 2024-Present
•Provide comprehensive administrative support, document processing, scanning, and foster teamwork among colleagues
•Manage client communications, prepare essential tax documents, and facilitate tax return processing with a keen eye for detail
•Maintain structured data entry, document organization, and organize financial records
•Handle client and team inquiries with professionalism and maintain confidentiality
•Coordinate catering and office/kitchen supplies, inventory management, and restocking tasks
•Offer professional and welcoming front desk support as needed
Nebraska Health Care Association
Program and Finance Assistant October 2021-June 2024
•Invoicing/refunds/reimbursements/annual financial auditing, organized file collection and storage, fulfilled/shipping products, and prepared testing/training materials to facility sites in a timely manner
•Created education events, workshops, and convention registrations on WordPress/iMIS/D2L integration systems, graded/reviewed state testing exams/class grades/attendance and submitted to the Dept. of Health and Human Services to become on the nursing state registry list, and corresponded with facility training/testing sites and instructors
•Provided quality customer service to the Association's members, students, and facilities on any education/workshop registrations and/or drops/additions/or substitution questions, products, or finance questions, greeted attendees/members/outside organizations when educations/events were held within the building, room and food/beverage set up and monitor of in-person/hybrid/webinar education/events, speaker correspondence, and created event evaluations
•Prepared/completed data related projects requested of supervisor and finance director
•Cross-trained responsibilities included:
• facilitating student registrations/reminders, determining eligibility, and preparing testing rosters/classes prior to event
• facilitating recordkeeping, including transcripts, invoicing, and file structure for internal and auditing purposes
• completing required post-event tasks, such as verifying records, grading, and submitting information to state agencies
• maintaining security and confidentiality of student records
• assisting in designing a return-on-investment model for education programs, including cost tracking and analysis
• assisting in coordinating all administrative processes related to education, including budgets, policies, and learning management systems
Perry Reid Properties
Compliance Specialist/Accounts Payable Specialist December 2017-October 2021
•Reviewed and approved and/or denied applications/renewals for tax credit apartment properties based off income limits in various states
•Processed billing payments for various vendors, updated insurance for vendors, and sent payments mailed or paid online in a timely manner
•Completed reports/projects/assisted in auditing for managers
Ameritas September 2012-December 2017
Data Entry Technician
•Entered data on employee enrollment forms and terminations then routed and released to certain parts of the department when completed
•Entered data and emptied three queues in computer system in a timely manner before turnaround time
•Completed projects for client service representatives for department
Serra Rose
155 Adams Street
Bennet, NE 68317
*************@*****.***
References:
Bob Stephens & Associates- Mrs. Ashley Blowers
Bookkeeper
6211 S 53rd St. Apt. 9
Lincoln, NE 68516
**************@*****.***
Nebraska Health Care Association- Ms. Connie Knorr
Curriculum Development and Learning Manager
1200 Libra Drive, Suite 100
Lincoln, NE 68512
*******@*****.***
Nebraska Health Care Association- Ms. Crystal Cordova
Education Services Coordinator
1200 Libra Drive, Suite 100
Lincoln, NE 68512
********@*****.***
Contact this candidate