Support Specialist Financial Planning

CASEY PATTERSON

WORK

EXPERIENCE

Treasurer, North Montgomery Middle School Dec 2018 - Sep 2021

Managed financial planning, budgeting, and reconciliations for $85K+ in school and departmental funds, ensuring 100% audit compliance. Led vendor sourcing and contract negotiations, reducing procurement costs while maintaining quality and service standards.

Streamlined treasury and administrative workflows through SOP development, supporting executive leadership with confidential financial coordination.

Owner/ Executive Support Specialist, On Your Time, LLC Jan 2020 - Aug 2024 Facilitated high-volume editorial workflows, managing 80+ weekly articles with a 0.2% error rate and serving as liaison between executive leadership and content teams.

Provided notary and loan signing services while overseeing financial operations for a $1.9M firm, including P&L reporting, tax preparation, and HR program implementation.

Designed and implemented process improvements across HR, finance, and client services to enhance efficiency and support organizational growth. Vendor Relations Manager, Waste Harmonics Keter Aug 2024 - Present Coordinate high-level communications between executives, vendors, and internal teams to ensure seamless operations, timely deliverables, and service excellence.

Oversee contract management, vendor performance tracking, and international account support, resolving issues proactively to protect leadership priorities and brand integrity.

Streamline administrative workflows in partnership with Finance, improving processing efficiency by 30% and supporting procurement through RFP and sourcing coordination.

SUMMARY

Detail-oriented and customer-focused professional with 8+ years of experience in vendor relations, executive support, bookkeeping, and process improvement. Skilled in managing vendor contracts, reconciling accounts, supporting executive leadership, and executing operational strategies across multiple industries. Currently serving as a Vendor Relations Manager, driving vendor accountability and process efficiency. Eager to leverage communication and organizational strengths in a growth-focused role. **************@*****.*** 765-***-****

8852 Retreat Road, Camby, IN 46113

Project Inspector, INDOT

Maintained worksite efficiency, managed sensitive documentation, and tracked multiple project schedules.

Ensured compliance with INDOT standards and specifications. Delivered professional on-site customer service and reporting. Nov 2015 - Dec 2018

KEY SKILLS Office Suite and Google Workspace

Vendor and Client Relations

Time Management and

Prioritization

Corporate Communications

Contract Management

Purchasing and Negotiations

Confidential Correspondence handling

Event Coordination and Logistics

Management

Process Improvement

Invoice Reconciliation

EDUCATION Associates, General Studies 2008-2013

Ivy Tech Community College

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