THERESA MARCH
Cell: 860-***-**** / Email: *********@*****.***
SUMMARY: Executive Assistant/Project Coordinator with an excellent work record in calendar management, travel/expenses, and accounting procedures with an emphasis on human resources and vendor relations. These qualities can be readily applied to office proficiency and a proven ability to ensure high-quality work within any industry.
TEMPORARY WORK EXPERIENCE:
BRAMSON HOUSE, Freeport, NY 11/2024 – 2/2025
Billing Coordinator
Streamlined the reconciliation of invoices and financial reports to improve accuracy and efficiency.
Collaborated with cross-functional teams to identify process improvements and implement strategies to reduce turnaround times. Actively monitored billing trends to develop forecasts and provide actionable insights to management.
JOBS BY JOELY, MASS MERCHANDISING INC. (Maternity Leave Contract) Melville, NY
Project Coordinator / Administrative Assistant 05/2023 – 02/2024
Assist with bid preparation, processing permit requests, and editing change orders. Organize resources to ensure projects stay within their defined scope and budget. Oversee transportation logistics to ensure timely delivery to job sites. Monitor requisitions and track vendor payments during contractual periods.
PERMANENT WORK EXPERIENCE:
PACT MSO, LLC, Branford, CT 05/2022 – 01/2023
Administrative Assistant to COO/CCO and Executive Management
Maintain complex calendar management and travel/itineraries.
Prepare electronic expense reporting and coordinate all financial reports for committee meetings.
Record journal entries into the general ledger and process invoices and purchase orders.
Schedule C-level meetings, take minutes, arrange conference calls and webinars.
MASONICARE CHARITY FOUNDATION, (FMLA Leave Contract) Wallingford, CT 09/2018 – 02/2021
Administrative & Database Assistant to Executive Director
Processed gifts for various appeals including Annual, Holiday, Masonicare Home Health & Hospice, memorial contributions, in-kind donations, and others.
Entered gifts and pledges into Raiser’s Edge; updated donor records; generated acknowledgment letters and proposals.
Supported Executive Director with calendar management, meeting preparation, expense reports, and accounts payable procedures.
Conducted monthly bank reconciliations, resolving discrepancies and reducing outstanding items by 15%.
TS CUSTOM BUILD, INC., Wantagh, NY 07/2009 - 09/2016
Executive Assistant/Project Coordinator to President and Vice President
Communication Management: Responsible for managing office correspondence and serving as the primary point of contact.
Efficiently handle and manage executives' schedules, coordinate meetings, and ensure no scheduling conflicts.
Perform other related duties as required and assigned by (including monthly processing of final invoices,
processing quotes of vendor invoices, processing PO’s and overseeing documentation project related).
Coordinated and scheduled meetings, documented meeting minutes as required, and prepared follow-up task lists.
Data input and retrieval for consumer product quotes and billing.
Maintained confidential information including financial reports, budgets, and various contracts/bids.
DAVIS VISION, INC., Plainview, NY 09/2005 - 06/2008
Executive Assistant to CFO/COO
Main point of contact between company executives and internal/external clients.
Prepared legal and confidential documents, coordinated travel arrangements, calendar management and
was led on all company events.
Managed accounts payable and receivable transactions.
Compiled and prepared informational documentation, contracts, confidential memoranda, and budgets.
Ensured proper execution of all corporate human resource policies and procedu
EDUCATION:
NASSAU COMMUNITY COLLEGE, Garden City, NY
Business Administration
Associate’s degree – Business Administration
BRANFORD HALL CAREER INSTITUTE, Bohemia, NY
Certificate – ICD 9
DALE CARNEGIE, Hauppauge, NY
Public Speaking and Business Writing Certificate
TECHNICAL SKILLS:
Microsoft Office – Outlook, Word, Excel, PowerPoint
Concur
SharePoint
Raiser’s Edge
Visio
PeopleSoft
SAGE
ADP
Great Plains
Oracle
Adobe
Google Suite
OneNote
SAP
Yardi
EHR