Executive Assistant/Operations

Shanobie Neal

*.********@*****.*** 571-***-**** Woodbridge, VA

WORK EXPERIENCE

July 2022 – Present

Fairfax, VA

Portal Administrator – used to upload important tax documents from clients to ensure tax preparers and partners have the work papers needed to prepare tax returns.

Access Workflow – used to pull important reports for prepares to determine what’s still outstanding in terms or undone tax returns or bookkeeping.

Facilities - handles all facilities HVAC, lighting, and any other requests/issues.

Onboarding/Offboarding - new/former employees - setting up/unlinking phones via Evolve (IT) adding/ removing employees to EXT list, adding/removing to firm schedule, activating/deactivating key fobs.

Ensure an accurate and timely month end close by providing management and support to the accounting close process. This role includes serving as a hands-on team member responsible for performing and reviewing transactions.

Enforce proper accounting policies and processes.

Manage and mentor a team of operational staff, including setting objectives, conducting performance reviews, and fostering a collaborative environment.

Assist in development and implementation of new procedures to enhance the workflow of the department.

Responds to inquiries from the CFO, Controller, and company wide managers regarding financial results, special reporting requests and the like.

Assist in preparing for and managing annual external audit. Coordinate with other auditors as needed.

Support overall department goals.

Community Visions, LLC

Executive Assistant to VP of Finance/Financial Specialist December 2020 - July 2022

Dumfries, VA

Managed the VP's calendar, schedule meetings, and coordinate travel arrangements.

Prepared and edit documents, presentations, and reports.

Provided full executive support to Vice President of Finance

Managed complex calender scheduling, emails, and travel requirements, including diligent coordination with internal and external contacts, organized meetings.

Audited bank statements by cross referencing with receipts

Created multiple invoices using QuickBooks

Audited Medicaid claims in Trizetto

Facilitated internal and external offsites, events, and conferences.

Sent invoices to CEO of company to sign via DocuHub SignNow

Implemented best practices to maximize executive efficiency.

Added 401(k) and Roth per payroll policies

Used Accounts Payable to send out invoices and receive payments for services rendered August 2019 - December 2020

Reston, VA

Performed a variety of routine security, clerical, administrative, and switchboard operator duties.

Draft, review and send communications on behalf of company executive(s)

Organize and prepare for meetings, including gathering documents and attending to logistics of board of director meetings

Managed multiple daily calendars. Coordinate calendar and make conference room reservations.

Worked closely in (active) C-Suite for high-ranking executives, executive assistants, vice presidents, and the CEO by assisting with meeting agenda and document preparation and take meeting notes.

Matthews, Carter, & Boyce

Operations Manager/Client Services Manager

CACI International

Executive Assistant/Site Supervisor

(18-month contract)

Managed large property storage business district of 10+ properties, totaling 6000+ units, 15+ employees; to include managing customer accounts, scheduling, quality assurance, records, service, maintenance.

Customer Service: operated and trained professionals in customer service, help line, problem

assistance, customer satisfaction, coordinates solutions between support staff, ensures records of issues solutions.

Inputs, maintained, and analyzed property/unit/asset information for 10+ properties including 6000+ units, to include completing daily internal audits, record retentions, company policies, inventor management.

Exceeded Monthly Sale Goals in Occupancy & Merchandise, managing up to 200+ delinquent accounts to ensure payments are received in a reasonable time frame.

Designed, built, and implemented various electronic reporting measures such as budgetary spreadsheets, pdf reports of tasks, checklists, presentations, calendars and inventory/property management systems.

Daily operations of internet and server database systems of email, customer accounts, billing, leasing, collections, tasks, maintenance, and scheduling.

Answered daily 25-50 service calls to address customer inquiries, problem solving, and promotions.

Managed and completed all auction, leasing, and invoicing paperwork in compliance with Virginia state laws.

Implemented and maintained Mobile Computing systems to include inventory/asset management. EDUCATION

Strayer University - Bachelor’s June, 2024

Business Administration

CERTIFICATIONS & SKILLS

Certifications: Notary Public - Virginia

Skills: Supervising experience • Presentation skills • Property management • Filing • Quality assurance • Logistics

• Communication skills • Sales • Account management • Quality control • Multi-line phone systems • Internal audits • Customer service • Auditing • Computer operation • Inventory control

• CRM software • Asset management • Cleaning • Administrative experience • Records management • Computer science • Personal assistant experience • Microsoft Office Suite • Organizational skills • Maintenance • Research • Cloud computing • Stocking • Accounts payable • DocuSign • Quick Books • Front desk • Clerical experience • Tax experience • Office management • Property management • Supervising experience • Assembly • Research • Relationship management • Cash handling • Collection management • Facilities management • Administrative Support • SharePoint • Training and Development Processes • Facilities and Operations Management • Event and Project Coordination • Document Management and Workflow Systems • SOP Drafting • Customer Relationship Management (CRM) • Financial and Accounting Processes • Project Management • Frameworks Accounting • Microsoft Office • Appointment scheduling • Vendor management iREFERENCES

Available Upon Request

August 2012- August 2019

Woodbrdige, VA

Handled high confidential information with discretion.

Maintained official records, coordinating meeting schedules and meeting set up logistics. Induction and training of all new staff to agreed standards.

Drafted SOP's

Anticipate scheduling conflicts and resolve them with minimal disruption to the VP’s agenda.

Oversee and coordinate with other administrative staff, fostering a collaborative and high-performing office environment.

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