Administrative Assistant Data Management

Kristi Greenlee

562-***-**** ******.**********@*****.***

Profile

Highly organized and detail-oriented Administrative Assistant with 15+ years of experience in providing exceptional support to senior executives and managing office operations. I am skilled in scheduling, corresponding, and data management. Adept at multitasking and prioritizing workloads to meet tight deadlines. Known for excellent communication skills, both written and verbal, and a strong ability to work independently as well as part of a team. Committed to maintaining confidentiality and delivering high-quality results in fast-paced environments. Skills & Abilities

• Time Management

• Organization

• Verbal & Written communication

• Problem-solving

• Professional

• Word, Excel, PowerPoint, Outlook

• Adobe, Access, Vizio

• SAP

Experience

Senior Administrative Assistant Southern California Edison, Westminster CA 07/2019-Present

• Assist Principal Managers & 100+ support teams through calendar and meeting management, improving business processes

• Manage accurate project planning and resource allocation by conducting data analysis & research, ensuring project goals are met.

• Service Entry Sheet and Good Receipt look up and processing

• PO & NON-PO invoice processing

• Change Request (CR) administrator and meeting facilitator

• Coordinate travel arrangements.

• Prepare and submit expense reports

• Monitor and/or approval of conference room schedules.

• Handled/maintained confidential documents per retention schedule

• Administrator for T&D Governance – Technology Information Management Committee (TIMC)

• Information Records Liaison – expert for records, information requirements per retention policy Receptionist/Administrative Assistant AVERY Products, Brea CA 02/2019-07/2019

• First point of contact for all visitors and took pride in making them feel welcomed, that their visit mattered

• Input guests and clients into the company security system

• Managed a multiple line switchboard

• Expense reports for President and Vice President of Sales

• Tracked and logged employee equipment

• Log all invoices and shipping log information

Home Health & Hospice Intake Specialist & Rn Scheduler Kaiser Permanente, Tustin CA 06/2018-01/2019

• Initiated intake process, gathers relevant data from referral sources and complete intake paperwork

• Obtained authorization for services

• Patient notification of financial obligation and processing of payment arrangement requests

• Created, maintained, and updated the clinician’s schedules according to authorizations and patient needs

• Contacted care providers and clients regarding day-to-day changes

• Maintained staff and client database

• Scheduled all nursing home visits

• Entered specific visit information and/or instructions in scheduling notes in an accurate and timely manner. Office Manager/Accounting Specialist Cal-West Business Services 01/2009-06/2018

• Managed the Executive’s calendar and scheduled appointments as required

• Managed front office and functionally supervised two employees

• Ensured staff members receive timely and appropriate training and development

• Reviewed operating practices and implemented improvements

• Managed invoicing and billing processes for a diverse client base, ensuring accuracy and timely delivery

• Oversaw accounts receivable, including tracking payments, resolving discrepancies, and maintaining detailed records.

• Collaborated with the accounts payable team to ensure seamless financial operations and adherence to company policies.

• Utilized accounting software to streamline billing and invoice procedures, improving efficiency and reducing errors. Page 2

Education Certifications

• Project Management Introduction

• Project Fundamentals

• The Process Groups

• Project Initiation and Planning

• Managing Project Work

• Project Changes & Closing

• Capturing, Analyzing & Using Project Lessons Learned

• Strategically Focused Project Management

• Plan & Define Project Scope

• Create Work Breakdown Structure

• Validate & Control Scope

• Define & Sequence Activities

Contact this candidate